-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, QRcMK6gTou2uBIYmOJ1TJyThKyr3xYHWA5gz/+GyLnj6RKjA+YD+J0bQXtdkg5gg y1KuxtInlIvQaghH/HT7Cw== 0001085146-09-003528.txt : 20091116 0001085146-09-003528.hdr.sgml : 20091116 20091116161603 ACCESSION NUMBER: 0001085146-09-003528 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091116 DATE AS OF CHANGE: 20091116 EFFECTIVENESS DATE: 20091116 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: 091187057 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 emin3q09.txt EMINENCE CAPITAL LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2009 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Eminence Capital LLC Address: 65 East 55th Street, 25th Floor New York, NY 10022 13F File Number: 028-05589 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Ricky C. Sandler Title: Managing Member Phone: (212) 418-2100 Signature, Place, and Date of Signing: /s/ Ricky C. Sandler New York, NY November 16, 2009 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 43 Form13F Information Table Value Total: $3,136,296 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 182297 3685000 SH SOLE 3685000 0 0 ABERCROMBIE & FITCH CO CL A 002896207 42143 1281734 SH SOLE 1281734 0 0 APOLLO GROUP INC CL A 037604105 60409 820000 SH SOLE 820000 0 0 APPLE INC COM 037833100 166588 898775 SH SOLE 898775 0 0 CINTAS CORP COM 172908105 48808 1610300 SH SOLE 1610300 0 0 CISCO SYS INC COM 17275R102 93152 3957187 SH SOLE 3957187 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 113982 2948299 SH SOLE 2948299 0 0 CSX CORP COM 126408103 40499 967480 SH SOLE 967480 0 0 EBAY INC COM 278642103 95745 4057006 SH SOLE 4057006 0 0 EQUIFAX INC COM 294429105 64982 2230000 SH SOLE 2230000 0 0 FISERV INC COM 337738108 129124 2678931 SH SOLE 2678931 0 0 GENERAL MLS INC COM 370334104 49711 772149 SH SOLE 772149 0 0 GLOBAL PMTS INC COM 37940X102 54047 1157316 SH SOLE 1157316 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 37423 203000 SH SOLE 203000 0 0 GOOGLE INC CL A 38259P508 98066 197773 SH SOLE 197773 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 1571 83547 SH SOLE 83547 0 0 HASBRO INC COM 418056107 7631 275000 SH SOLE 275000 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 29805 1500000 SH SOLE 1500000 0 0 JPMORGAN CHASE & CO COM 46625H100 86693 1978389 SH SOLE 1978389 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 74197 1129334 SH SOLE 1129334 0 0 LOCKHEED MARTIN CORP COM 539830109 144434 1849825 SH SOLE 1849825 0 0 LOWES COS INC COM 548661107 41572 1985275 SH SOLE 1985275 0 0 MASTERCARD INC CL A 57636Q104 87523 432962 SH SOLE 432962 0 0 MONSANTO CO NEW COM 61166W101 72401 935410 SH SOLE 935410 0 0 MORGAN STANLEY COM NEW 617446448 37210 1205000 SH SOLE 1205000 0 0 NOVELLUS SYS INC COM 670008101 49303 2350000 SH SOLE 2350000 0 0 ORACLE CORP COM 68389X105 256763 12320686 SH SOLE 12320686 0 0 PALM INC NEW COM 696643105 231 13258 SH SOLE 13258 0 0 PEPSICO INC COM 713448108 70549 1202670 SH SOLE 1202670 0 0 PFSWEB INC COM NEW 717098206 70 42169 SH SOLE 42169 0 0 PRECISION CASTPARTS CORP COM 740189105 67374 661375 SH SOLE 661375 0 0 PROCTER & GAMBLE CO COM 742718109 92732 1601031 SH SOLE 1601031 0 0 QUALCOMM INC COM 747525103 69177 1537954 SH SOLE 1537954 0 0 QUEST DIAGNOSTICS INC COM 74834L100 78781 1509504 SH SOLE 1509504 0 0 ROSS STORES INC COM 778296103 57707 1208012 SH SOLE 1208012 0 0 SCHWAB CHARLES CORP NEW COM 808513105 4788 250000 SH SOLE 250000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 103640 2373263 SH SOLE 2373263 0 0 UNILEVER N V N Y SHS NEW 904784709 18832 652518 SH SOLE 652518 0 0 UNITED TECHNOLOGIES CORP COM 913017109 82615 1355904 SH SOLE 1355904 0 0 US BANCORP DEL COM NEW 902973304 77501 3545355 SH SOLE 3545355 0 0 VISA INC COM CL A 92826C839 48523 702113 SH SOLE 702113 0 0 WAL MART STORES INC COM 931142103 124672 2539666 SH SOLE 2539666 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 73025 2816255 SH SOLE 2816255 0 0
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