0001085146-13-001998.txt : 20131114 0001085146-13-001998.hdr.sgml : 20131114 20131114160244 ACCESSION NUMBER: 0001085146-13-001998 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL LLC CENTRAL INDEX KEY: 0001107310 IRS NUMBER: 134036527 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05589 FILM NUMBER: 131219918 BUSINESS ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-418-2100 MAIL ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001107310 XXXXXXXX 09-30-2013 09-30-2013 false EMINENCE CAPITAL LLC

65 EAST 55TH STREET 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 N Ricky C. Sandler 212-418-2100 /s/ Ricky C. Sandler New York NY 11-14-2013 0 52 4519187 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADVANCE AUTO PARTS INC COM 00751Y106 117012 1415237 SH SOLE 1415237 0 0 AEROPOSTALE COM 007865108 39599 4212628 SH SOLE 4212628 0 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 115854 7791132 SH SOLE 7791132 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 113902 2342207 SH SOLE 2342207 0 0 ANN INC COM 035623107 52449 1448064 SH SOLE 1448064 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 93556 1758577 SH SOLE 1758577 0 0 AUTODESK INC COM 052769106 67889 1649000 SH SOLE 1649000 0 0 AUTONATION INC COM 05329W102 72474 1389194 SH SOLE 1389194 0 0 B/E AEROSPACE INC COM 073302101 70888 960286 SH SOLE 960286 0 0 BECTON DICKINSON & CO COM 075887109 64309 642959 SH SOLE 642959 0 0 CAREFUSION CORP COM 14170T101 67862 1839090 SH SOLE 1839090 0 0 CARNIVAL CORP PAIRED CTF 143658300 42171 1292000 SH SOLE 1292000 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 66390 492651 SH SOLE 492651 0 0 CME GROUP INC COM 12572Q105 67017 907111 SH SOLE 907111 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 13871 344957 SH SOLE 344957 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 127317 1550377 SH SOLE 1550377 0 0 COPART INC COM 217204106 69404 2183204 SH SOLE 2183204 0 0 EBAY INC COM 278642103 185486 3324428 SH SOLE 3324428 0 0 EQUIFAX INC COM 294429105 62315 1041194 SH SOLE 1041194 0 0 EQUINIX INC COM NEW 29444U502 45233 246300 SH SOLE 246300 0 0 EXLSERVICE HOLDINGS INC COM 302081104 41047 1441270 SH SOLE 1441270 0 0 FEDEX CORP COM 31428X106 144704 1268106 SH SOLE 1268106 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 118109 4440198 SH SOLE 4440198 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 66026 1421744 SH SOLE 1421744 0 0 FISERV INC COM 337738108 138337 1369000 SH SOLE 1369000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 42733 387915 SH SOLE 387915 0 0 FORTINET INC COM 34959E109 39415 1945461 SH SOLE 1945461 0 0 FOSSIL GROUP INC COM 34988V106 146005 1256064 SH SOLE 1256064 0 0 FRANKLIN RES INC COM 354613101 82819 1638358 SH SOLE 1638358 0 0 GENPACT LIMITED SHS G3922B107 160248 8487691 SH SOLE 8487691 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 77955 1003535 SH SOLE 1003535 0 0 ILLINOIS TOOL WKS INC COM 452308109 68960 904158 SH SOLE 904158 0 0 INTERXION HOLDING N.V SHS N47279109 58602 2634969 SH SOLE 2634969 0 0 JPMORGAN CHASE & CO COM 46625H100 85923 1662275 SH SOLE 1662275 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 61132 616619 SH SOLE 616619 0 0 LENNAR CORP CL A 526057104 65998 1864339 SH SOLE 1864339 0 0 MICROSTRATEGY INC CL A NEW 594972408 91629 883087 SH SOLE 883087 0 0 MONSTER BEVERAGE CORP COM 611740101 114527 2191901 SH SOLE 2191901 0 0 NATIONAL OILWELL VARCO INC COM 637071101 182384 2334965 SH SOLE 2334965 0 0 OWENS CORNING NEW COM 690742101 11850 312000 SH SOLE 312000 0 0 PANDORA MEDIA INC COM 698354107 116587 4639374 SH SOLE 4639374 0 0 PVH CORP COM 693656100 17066 143787 SH SOLE 143787 0 0 QUALCOMM INC COM 747525103 224435 3333852 SH SOLE 3333852 0 0 SCHWAB CHARLES CORP NEW COM 808513105 89095 4214517 SH SOLE 4214517 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 134979 2016720 SH SOLE 2016720 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 48664 2044715 SH SOLE 2044715 0 0 TYCO INTERNATIONAL LTD SHS H89128104 89342 2554080 SH SOLE 2554080 0 0 UNITED TECHNOLOGIES CORP COM 913017109 92238 855484 SH SOLE 855484 0 0 VCA ANTECH INC COM 918194101 135272 4926157 SH SOLE 4926157 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 113886 3237239 SH SOLE 3237239 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 82563 1812186 SH SOLE 1812186 0 0 ZYNGA INC CL A 98986T108 21659 5900000 SH SOLE 5900000 0 0