0001085146-11-000697.txt : 20110516 0001085146-11-000697.hdr.sgml : 20110516 20110516164139 ACCESSION NUMBER: 0001085146-11-000697 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110516 DATE AS OF CHANGE: 20110516 EFFECTIVENESS DATE: 20110516 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: 11847700 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 emin1q11.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: March 31, 2011 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 May 16, 2011 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 Form 13F Information Table Entry Total: 52 Form 13F Information Table Value Total: $4,597,913 (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 133231 2716235 SH SOLE 2716235 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 98973 1800500 SH SOLE 1800500 0 0 AON CORP COM 037389103 311352 5879000 SH SOLE 5879000 0 0 BAXTER INTL INC COM 071813109 96571 1796000 SH SOLE 1796000 0 0 BECTON DICKINSON & CO COM 075887109 95862 1204000 SH SOLE 1204000 0 0 CAREFUSION CORP COM 14170T101 13762 488000 SH SOLE 488000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 72695 1424000 SH SOLE 1424000 0 0 CISCO SYS INC COM 17275R102 105987 6180000 SH SOLE 6180000 0 0 CITIGROUP INC COM 172967101 45827 10368118 SH SOLE 10368118 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 70270 2574000 SH SOLE 2574000 0 0 COPART INC COM 217204106 62742 1448000 SH SOLE 1448000 0 0 EBAY INC COM 278642103 138811 4472000 SH SOLE 4472000 0 0 EQUIFAX INC COM 294429105 106235 2734500 SH SOLE 2734500 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 75318 2304000 SH SOLE 2304000 0 0 FISERV INC COM 337738108 151720 2419000 SH SOLE 2419000 0 0 GENPACT LIMITED SHS G3922B107 99260 6855000 SH SOLE 6855000 0 0 GILEAD SCIENCES INC COM 375558103 137560 3239000 SH SOLE 3239000 0 0 GLOBAL PMTS INC COM 37940X102 84729 1732000 SH SOLE 1732000 0 0 GOOGLE INC CL A 38259P508 176002 299955 SH SOLE 299955 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2533 89779 SH SOLE 89779 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 9475 55755 SH SOLE 55755 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 28904 1818988 SH SOLE 1818988 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 92833 3860000 SH SOLE 3860000 0 0 JPMORGAN CHASE & CO COM 46625H100 135073 2930000 SH SOLE 2930000 0 0 KRAFT FOODS INC CL A 50075N104 90129 2874000 SH SOLE 2874000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 88905 965000 SH SOLE 965000 0 0 LENNAR CORP CL A 526057104 63006 3477154 SH SOLE 3477154 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 110788 6907000 SH SOLE 6907000 0 0 LOWES COS INC COM 548661107 88918 3364284 SH SOLE 3364284 0 0 MARRIOTT INTL INC NEW CL A 571903202 44475 1250000 SH SOLE 1250000 0 0 MICROSOFT CORP COM 594918104 87342 3440000 SH SOLE 3440000 0 0 MOHAWK INDS INC COM 608190104 72026 1177855 SH SOLE 1177855 0 0 NIELSEN HOLDINGS N V COM N63218106 14143 517872 SH SOLE 517872 0 0 NOVELLUS SYS INC COM 670008101 120858 3255000 SH SOLE 3255000 0 0 ORACLE CORP COM 68389X105 139086 4160200 SH SOLE 4160200 0 0 PFSWEB INC COM NEW 717098206 210 42169 SH SOLE 42169 0 0 RAYTHEON CO COM NEW 755111507 50204 986900 SH SOLE 986900 0 0 RESEARCH IN MOTION LTD COM 760975102 42914 759000 SH SOLE 759000 0 0 ROSS STORES INC COM 778296103 69804 981500 SH SOLE 981500 0 0 SCHEIN HENRY INC COM 806407102 89186 1271000 SH SOLE 1271000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 110398 6123000 SH SOLE 6123000 0 0 SYSCO CORP COM 871829107 85593 3090000 SH SOLE 3090000 0 0 TARGET CORP COM 87612E106 67393 1347598 SH SOLE 1347598 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 89553 4291000 SH SOLE 4291000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 101268 1823000 SH SOLE 1823000 0 0 TYCO INTERNATIONAL LTD SHS H89128104 194839 4352000 SH SOLE 4352000 0 0 UNILEVER PLC SPON ADR NEW 904767704 40281 1284464 SH SOLE 1284464 0 0 UNITED TECHNOLOGIES CORP COM 913017109 93708 1107000 SH SOLE 1107000 0 0 US BANCORP DEL COM NEW 902973304 110765 4190900 SH SOLE 4190900 0 0 WAL MART STORES INC COM 931142103 88225 1695000 SH SOLE 1695000 0 0 YAHOO INC COM 984332106 69722 4180000 SH SOLE 4180000 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 28449 725000 SH SOLE 725000 0 0