0001085146-11-001250.txt : 20111114 0001085146-11-001250.hdr.sgml : 20111111 20111114162520 ACCESSION NUMBER: 0001085146-11-001250 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111114 DATE AS OF CHANGE: 20111114 EFFECTIVENESS DATE: 20111114 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: 111202984 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 emin3q2011r.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, 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 November 14, 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: 49 Form 13F Information Table Value Total: $2,961,200 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACCENTURE PLC IRELAND SHS CLASS A G1151C101 58419 1108932 SH SOLE 1108932 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 42374 729329 SH SOLE 729329 0 0 AON CORP COM 037389103 210223 5007692 SH SOLE 5007692 0 0 APPLE INC COM 037833100 70423 184681 SH SOLE 184681 0 0 ASHLAND INC NEW COM 044209104 44707 1012849 SH SOLE 1012849 0 0 BAXTER INTL INC COM 071813109 51971 925735 SH SOLE 925735 0 0 BECTON DICKINSON & CO COM 075887109 46862 639143 SH SOLE 639143 0 0 CAREFUSION CORP COM 14170T101 43356 1810287 SH SOLE 1810287 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 49858 945000 SH SOLE 945000 0 0 CITIGROUP INC COM NEW 172967424 6115 238726 SH SOLE 238726 0 0 CME GROUP INC COM 12572Q105 138924 563815 SH SOLE 563815 0 0 DISNEY WALT CO COM DISNEY 254687106 56501 1873362 SH SOLE 1873362 0 0 EBAY INC COM 278642103 133838 4538429 SH SOLE 4538429 0 0 ELSTER GROUP SE SPONSORED ADR 290348101 38571 2580000 SH SOLE 2580000 0 0 EQUIFAX INC COM 294429105 56766 1846657 SH SOLE 1846657 0 0 EQUINIX INC COM NEW 29444U502 40418 455000 SH SOLE 455000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 42474 1746461 SH SOLE 1746461 0 0 FISERV INC COM 337738108 79341 1562751 SH SOLE 1562751 0 0 FRANKLIN RES INC COM 354613101 41336 432200 SH SOLE 432200 0 0 GENPACT LIMITED SHS G3922B107 74629 5186200 SH SOLE 5186200 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 54862 580239 SH SOLE 580239 0 0 GOOGLE INC CL A 38259P508 184596 358411 SH SOLE 358411 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 1862 89779 SH SOLE 89779 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 8202 281385 SH SOLE 281385 0 0 ILLINOIS TOOL WKS INC COM 452308109 54306 1305421 SH SOLE 1305421 0 0 ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 56589 3646207 SH SOLE 3646207 0 0 JPMORGAN CHASE & CO COM 46625H100 70053 2325788 SH SOLE 2325788 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 41918 530266 SH SOLE 530266 0 0 LENNAR CORP CL A 526057104 50896 3758948 SH SOLE 3758948 0 0 LIFE TECHNOLOGIES CORP COM 53217V109 34203 890000 SH SOLE 890000 0 0 LKQ CORP COM 501889208 19108 790887 SH SOLE 790887 0 0 LOWES COS INC COM 548661107 57033 2948943 SH SOLE 2948943 0 0 MARRIOTT INTL INC NEW CL A 571903202 71269 2616321 SH SOLE 2616321 0 0 MOHAWK INDS INC COM 608190104 56779 1323213 SH SOLE 1323213 0 0 NETAPP INC COM 64110D104 27823 820000 SH SOLE 820000 0 0 NOVELLUS SYS INC COM 670008101 97021 3559093 SH SOLE 3559093 0 0 NXP SEMICONDUCTORS N V COM N6596X109 39437 2793000 SH SOLE 2793000 0 0 ORACLE CORP COM 68389X105 107813 3751330 SH SOLE 3751330 0 0 PFSWEB INC COM NEW 717098206 160 42169 SH SOLE 42169 0 0 ROSS STORES INC COM 778296103 22815 289939 SH SOLE 289939 0 0 SCHEIN HENRY INC COM 806407102 42170 680058 SH SOLE 680058 0 0 SCHWAB CHARLES CORP NEW COM 808513105 71823 6372970 SH SOLE 6372970 0 0 SHERWIN WILLIAMS CO COM 824348106 58695 789767 SH SOLE 789767 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 25621 1742360 SH SOLE 1742360 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 86560 1709317 SH SOLE 1709317 0 0 TYCO INTERNATIONAL LTD SHS H89128104 142362 3493556 SH SOLE 3493556 0 0 UNILEVER N V N Y SHS NEW 904784709 35724 1134464 SH SOLE 1134464 0 0 UNITED TECHNOLOGIES CORP COM 913017109 56227 799134 SH SOLE 799134 0 0 US BANCORP DEL COM NEW 902973304 58167 2471002 SH SOLE 2471002 0 0