Eminence Capital LLC Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Eminence Capital LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Aon Corp                     AON US       210,222,910    5,007,692     -871,308
Google Inc-Cl A              GOOG US      184,596,001      358,411      190,111
Tyco International Ltd       TYC US       142,362,407    3,493,556     -572,694
CME Group Inc                CME US       138,924,016      563,815       22,115
eBay Inc                     EBAY US      133,838,271    4,538,429     -697,571
Oracle Corp                  ORCL US      107,813,224    3,751,330   -3,233,870
Novellus Systems Inc         NVLS US       97,020,875    3,559,093   -1,021,809
Thermo Fisher Scientific Inc TMO US        86,559,813    1,709,317      370,317
Fiserv Inc                   FISV US       79,340,868    1,562,751     -446,516
Genpact Ltd                  G US          74,629,418    5,186,200   -1,958,800
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Marriott International-Cl A  MAR US        71,268,584    2,616,321    2,616,321
Walt Disney Co/The           DIS US        56,500,598    1,873,362    1,873,362
Ashland Inc                  ASH US        44,707,155    1,012,849    1,012,849
Advance Auto Parts Inc       AAP US        42,374,015      729,329      729,329
Franklin Resources Inc       BEN US        41,335,608      432,200      432,200
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Abbott Laboratories          ABT US      -132,602,400            0   -2,520,000
Target Corp                  TGT US       -84,325,322            0   -1,797,598
Cisco Systems Inc            CSCO US      -79,142,700            0   -5,070,000
Ingersoll-Rand Plc           IR US        -64,323,810            0   -1,416,512
Coca-Cola Enterprises        CCE US       -46,688,000            0   -1,600,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Google Inc-Cl A              GOOG US       99,372,247      358,411      190,111
Sherwin-Williams Co/The      SHW US        47,708,513      789,767      658,767
Thermo Fisher Scientific Inc TMO US           341,603    1,709,317      370,317
HDFC Bank Ltd-ADR            HDB US        -1,578,453      281,385        4,135
Citigroup Inc                C US          -3,679,553      238,726        3,507
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Oracle Corp                  ORCL US     -122,069,708    3,751,330   -3,233,870
Aon Corp                     AON US       -91,369,790    5,007,692     -871,308
Novellus Systems Inc         NVLS US      -68,532,923    3,559,093   -1,021,809
Tyco International Ltd       TYC US       -58,632,331    3,493,556     -572,694
JPMorgan Chase & Co          JPM US       -49,901,465    2,325,788     -604,212
 
 
SOURCE: SEC 13F-HR 
FILER: Eminence Capital LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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