0001085146-12-000802.txt : 20120515 0001085146-12-000802.hdr.sgml : 20120515 20120515163005 ACCESSION NUMBER: 0001085146-12-000802 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 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: 12845213 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 eminence1q2012.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, 2012 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 15, 2012 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: $2,815,316 (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 85742 1398960 SH SOLE 1398960 0 0 ADOBE SYS INC COM 00724F101 57367 1672012 SH SOLE 1672012 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 8137 91876 SH SOLE 91876 0 0 AON CORP COM 037389103 84842 1729345 SH SOLE 1729345 0 0 APPLE INC COM 037833100 58756 98000 SH SOLE 98000 0 0 BECTON DICKINSON & CO COM 075887109 38822 499964 SH SOLE 499964 0 0 CAREFUSION CORP COM 14170T101 57075 2201123 SH SOLE 2201123 0 0 CITIGROUP INC COM NEW 172967424 40872 1118246 SH SOLE 1118246 0 0 CME GROUP INC COM 12572Q105 170496 589279 SH SOLE 589279 0 0 DISNEY WALT CO COM DISNEY 254687106 41322 943851 SH SOLE 943851 0 0 EBAY INC COM 278642103 136203 3691147 SH SOLE 3691147 0 0 ELSTER GROUP SE SPONSORED ADR 290348101 59135 3740335 SH SOLE 3740335 0 0 EQUIFAX INC COM 294429105 55114 1245239 SH SOLE 1245239 0 0 EQUINIX INC COM NEW 29444U502 61046 387715 SH SOLE 387715 0 0 FAMILY DLR STORES INC COM 307000109 29742 470000 SH SOLE 470000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 44028 1329344 SH SOLE 1329344 0 0 FISERV INC COM 337738108 83189 1198861 SH SOLE 1198861 0 0 FRANKLIN RES INC COM 354613101 54058 435849 SH SOLE 435849 0 0 GENPACT LIMITED SHS G3922B107 72516 4448860 SH SOLE 4448860 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 14355 115421 SH SOLE 115421 0 0 GOOGLE INC CL A 38259P508 200538 312734 SH SOLE 312734 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2234 90718 SH SOLE 90718 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 10179 298502 SH SOLE 298502 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 10918 725938 SH SOLE 725938 0 0 ILLINOIS TOOL WKS INC COM 452308109 58017 1015711 SH SOLE 1015711 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 55828 3325084 SH SOLE 3325084 0 0 JPMORGAN CHASE & CO COM 46625H100 87765 1908771 SH SOLE 1908771 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 39765 434402 SH SOLE 434402 0 0 LOWES COS INC COM 548661107 44523 1418830 SH SOLE 1418830 0 0 MAKO SURGICAL CORP COM 560879108 2985 70810 SH SOLE 70810 0 0 MICROSTRATEGY INC CL A NEW 594972408 27439 195991 SH SOLE 195991 0 0 NETAPP INC COM 64110D104 72399 1617127 SH SOLE 1617127 0 0 NOVELLUS SYS INC COM 670008101 149390 2993197 SH SOLE 2993197 0 0 NVR INC COM 62944T105 11469 15791 SH SOLE 15791 0 0 NXP SEMICONDUCTORS N V COM N6596X109 53948 2027370 SH SOLE 2027370 0 0 PERKINELMER INC COM 714046109 51944 1877955 SH SOLE 1877955 0 0 QUALCOMM INC COM 747525103 59272 870885 SH SOLE 870885 0 0 QUEST DIAGNOSTICS INC COM 74834L100 48283 789575 SH SOLE 789575 0 0 RALCORP HLDGS INC NEW COM 751028101 14863 200601 SH SOLE 200601 0 0 SARA LEE CORP COM 803111103 12113 562620 SH SOLE 562620 0 0 SCHWAB CHARLES CORP NEW COM 808513105 44029 3063968 SH SOLE 3063968 0 0 SHERWIN WILLIAMS CO COM 824348106 68324 628726 SH SOLE 628726 0 0 STANLEY BLACK & DECKER INC COM 854502101 68568 890956 SH SOLE 890956 0 0 STATE STR CORP COM 857477103 28458 625440 SH SOLE 625440 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 55775 989270 SH SOLE 989270 0 0 TYCO INTERNATIONAL LTD SHS H89128104 149559 2662140 SH SOLE 2662140 0 0 UNILEVER N V N Y SHS NEW 904784709 26347 774238 SH SOLE 774238 0 0 UNITED TECHNOLOGIES CORP COM 913017109 49460 596337 SH SOLE 596337 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 58107 1411049 SH SOLE 1411049 0 0