0001085146-11-000974.txt : 20110815 0001085146-11-000974.hdr.sgml : 20110815 20110815162244 ACCESSION NUMBER: 0001085146-11-000974 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110815 DATE AS OF CHANGE: 20110815 EFFECTIVENESS DATE: 20110815 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: 111036690 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 emin2q2011.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: June 30, 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 August 15, 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: 43 Form 13F Information Table Value Total: $3,871,517 (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 132602 2520000 SH SOLE 2520000 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 75827 1255000 SH SOLE 1255000 0 0 AON CORP COM 037389103 301593 5879000 SH SOLE 5879000 0 0 APPLE INC COM 037833100 83918 250000 SH SOLE 250000 0 0 BAXTER INTL INC COM 071813109 79783 1336625 SH SOLE 1336625 0 0 BECTON DICKINSON & CO COM 075887109 78544 911500 SH SOLE 911500 0 0 CAREFUSION CORP COM 14170T101 62491 2300000 SH SOLE 2300000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 92324 1624000 SH SOLE 1624000 0 0 CISCO SYS INC COM 17275R102 79143 5070000 SH SOLE 5070000 0 0 CITIGROUP INC COM NEW 172967424 9795 235219 SH SOLE 235219 0 0 CME GROUP INC COM 12572Q105 157954 541700 SH SOLE 541700 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 46688 1600000 SH SOLE 1600000 0 0 EBAY INC COM 278642103 168966 5236000 SH SOLE 5236000 0 0 EQUIFAX INC COM 294429105 70829 2040000 SH SOLE 2040000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 63681 2068245 SH SOLE 2068245 0 0 FISERV INC COM 337738108 125840 2009267 SH SOLE 2009267 0 0 GENPACT LIMITED SHS G3922B107 123180 7145000 SH SOLE 7145000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 82344 618710 SH SOLE 618710 0 0 GOOGLE INC CL A 38259P508 85224 168300 SH SOLE 168300 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2360 89779 SH SOLE 89779 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 9781 55450 SH SOLE 55450 0 0 ILLINOIS TOOL WKS INC COM 452308109 83765 1482837 SH SOLE 1482837 0 0 INGERSOLL-RAND PLC SHS G47791101 64324 1416512 SH SOLE 1416512 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 82896 3520000 SH SOLE 3520000 0 0 JPMORGAN CHASE & CO COM 46625H100 119954 2930000 SH SOLE 2930000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 78460 810625 SH SOLE 810625 0 0 LENNAR CORP CL A 526057104 61049 3363559 SH SOLE 3363559 0 0 LOWES COS INC COM 548661107 78421 3364284 SH SOLE 3364284 0 0 MOHAWK INDS INC COM 608190104 88185 1470000 SH SOLE 1470000 0 0 NOVELLUS SYS INC COM 670008101 165554 4580902 SH SOLE 4580902 0 0 ORACLE CORP COM 68389X105 229883 6985200 SH SOLE 6985200 0 0 PFSWEB INC COM NEW 717098206 194 42169 SH SOLE 42169 0 0 ROSS STORES INC COM 778296103 60971 761000 SH SOLE 761000 0 0 SCHEIN HENRY INC COM 806407102 62405 871700 SH SOLE 871700 0 0 SCHWAB CHARLES CORP NEW COM 808513105 83122 5053000 SH SOLE 5053000 0 0 SHERWIN WILLIAMS CO COM 824348106 10987 131000 SH SOLE 131000 0 0 TARGET CORP COM 87612E106 84325 1797598 SH SOLE 1797598 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 61281 3141000 SH SOLE 3141000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 86218 1339000 SH SOLE 1339000 0 0 TYCO INTERNATIONAL LTD SHS H89128104 200995 4066250 SH SOLE 4066250 0 0 UNILEVER N V N Y SHS NEW 904784709 42195 1284464 SH SOLE 1284464 0 0 UNITED TECHNOLOGIES CORP COM 913017109 86556 977920 SH SOLE 977920 0 0 US BANCORP DEL COM NEW 902973304 106910 4190900 SH SOLE 4190900 0 0