0001085146-12-001117.txt : 20120814 0001085146-12-001117.hdr.sgml : 20120814 20120814160327 ACCESSION NUMBER: 0001085146-12-001117 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120814 DATE AS OF CHANGE: 20120814 EFFECTIVENESS DATE: 20120814 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: 121032738 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 eminence2q2012.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, 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 August 14, 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: 52 Form 13F Information Table Value Total: $2,900,776 (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 128486 1992960 SH SOLE 1992960 0 0 ADOBE SYS INC COM 00724F101 92581 2860085 SH SOLE 2860085 0 0 BECTON DICKINSON & CO COM 075887109 38281 512126 SH SOLE 512126 0 0 CAREFUSION CORP COM 14170T101 61671 2401529 SH SOLE 2401529 0 0 CITIGROUP INC COM NEW 172967424 42490 1550166 SH SOLE 1550166 0 0 CME GROUP INC COM 12572Q105 148554 554079 SH SOLE 554079 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 57566 959425 SH SOLE 959425 0 0 COPART INC COM 217204106 49953 2108630 SH SOLE 2108630 0 0 DISNEY WALT CO COM DISNEY 254687106 45971 947862 SH SOLE 947862 0 0 E M C CORP MASS COM 268648102 28706 1120000 SH SOLE 1120000 0 0 EBAY INC COM 278642103 125953 2998156 SH SOLE 2998156 0 0 ELSTER GROUP SE SPONSORED ADR 290348101 19717 971302 SH SOLE 971302 0 0 EQUIFAX INC COM 294429105 58200 1248936 SH SOLE 1248936 0 0 EQUINIX INC COM NEW 29444U502 47148 268422 SH SOLE 268422 0 0 EXLSERVICE HOLDINGS INC COM 302081104 12690 515000 SH SOLE 515000 0 0 EXPEDITORS INTL WASH INC COM 302130109 11315 292000 SH SOLE 292000 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 60731 3153220 SH SOLE 3153220 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 45439 1333310 SH SOLE 1333310 0 0 FISERV INC COM 337738108 93055 1288488 SH SOLE 1288488 0 0 FOSSIL INC COM 349882100 74028 967185 SH SOLE 967185 0 0 FRANKLIN RES INC COM 354613101 62310 561406 SH SOLE 561406 0 0 GENPACT LIMITED SHS G3922B107 93146 5601089 SH SOLE 5601089 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 11063 115413 SH SOLE 115413 0 0 GOOGLE INC CL A 38259P508 178131 307086 SH SOLE 307086 0 0 GOOGLE INC CALL 38259P908 6879 625400 SH CALL SOLE 625400 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2307 90762 SH SOLE 90762 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 9723 298243 SH SOLE 298243 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 14174 1107374 SH SOLE 1107374 0 0 ILLINOIS TOOL WKS INC COM 452308109 39547 747724 SH SOLE 747724 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 54028 3430363 SH SOLE 3430363 0 0 JPMORGAN CHASE & CO COM 46625H100 92011 2575170 SH SOLE 2575170 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 40401 436249 SH SOLE 436249 0 0 LAM RESEARCH CORP COM 512807108 106168 2813144 SH SOLE 2813144 0 0 MICROSTRATEGY INC CL A NEW 594972408 61083 470378 SH SOLE 470378 0 0 NETAPP INC COM 64110D104 50937 1600801 SH SOLE 1600801 0 0 NVR INC COM 62944T105 46580 54800 SH SOLE 54800 0 0 NXP SEMICONDUCTORS N V COM N6596X109 43254 1861999 SH SOLE 1861999 0 0 PERKINELMER INC COM 714046109 55235 2140877 SH SOLE 2140877 0 0 QUALCOMM INC COM 747525103 54954 986966 SH SOLE 986966 0 0 QUEST DIAGNOSTICS INC COM 74834L100 47497 792934 SH SOLE 792934 0 0 RALCORP HLDGS INC NEW COM 751028101 13387 200589 SH SOLE 200589 0 0 RALPH LAUREN CORP CL A 751212101 4054 28944 SH SOLE 28944 0 0 SCHWAB CHARLES CORP NEW COM 808513105 39564 3059852 SH SOLE 3059852 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 53334 1184931 SH SOLE 1184931 0 0 SPRINT NEXTEL CORP COM SER 1 852061100 27323 8381430 SH SOLE 8381430 0 0 STATE STR CORP COM 857477103 28023 627766 SH SOLE 627766 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 106623 2054005 SH SOLE 2054005 0 0 TYCO INTERNATIONAL LTD SHS H89128104 104523 1977725 SH SOLE 1977725 0 0 UNILEVER N V N Y SHS NEW 904784709 34131 1023414 SH SOLE 1023414 0 0 UNITED TECHNOLOGIES CORP COM 913017109 45233 598873 SH SOLE 598873 0 0 WILLIAMS SONOMA INC COM 969904101 75070 2146685 SH SOLE 2146685 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 57548 1674849 SH SOLE 1674849 0 0