0001085146-12-001477.txt : 20121114 0001085146-12-001477.hdr.sgml : 20121114 20121114160127 ACCESSION NUMBER: 0001085146-12-001477 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 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: 121204297 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 eminence3q2012.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, 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 November 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: 54 Form 13F Information Table Value Total: $3,277,515 (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 81251 1185103 SH SOLE 1185103 0 0 ADOBE SYS INC COM 00724F101 82040 2529367 SH SOLE 2529367 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 53147 776550 SH SOLE 776550 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 80675 2460355 SH SOLE 2460355 0 0 B/E AEROSPACE INC COM 073302101 37036 879500 SH SOLE 879500 0 0 BECTON DICKINSON & CO COM 075887109 41881 533113 SH SOLE 533113 0 0 CAREFUSION CORP COM 14170T101 68094 2398523 SH SOLE 2398523 0 0 CITIGROUP INC COM NEW 172967424 42616 1302449 SH SOLE 1302449 0 0 CME GROUP INC COM 12572Q105 161219 2814090 SH SOLE 2814090 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 44497 636668 SH SOLE 636668 0 0 COPART INC COM 217204106 95952 3460840 SH SOLE 3460840 0 0 DISNEY WALT CO COM DISNEY 254687106 44637 853802 SH SOLE 853802 0 0 E M C CORP MASS COM 268648102 30492 1118153 SH SOLE 1118153 0 0 EBAY INC COM 278642103 131802 2724871 SH SOLE 2724871 0 0 EQUIFAX INC COM 294429105 48071 1032000 SH SOLE 1032000 0 0 EQUINIX INC COM NEW 29444U502 1252 6076 SH SOLE 6076 0 0 EXLSERVICE HOLDINGS INC COM 302081104 15097 511778 SH SOLE 511778 0 0 FAMILY DLR STORES INC COM 307000109 3387 51088 SH SOLE 51088 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 89994 4207293 SH SOLE 4207293 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 41535 1330411 SH SOLE 1330411 0 0 FISERV INC COM 337738108 93936 1268886 SH SOLE 1268886 0 0 FOSSIL INC COM 349882100 74963 885047 SH SOLE 885047 0 0 FRANKLIN RES INC COM 354613101 70179 561114 SH SOLE 561114 0 0 GENPACT LIMITED SHS G3922B107 95770 5741610 SH SOLE 5741610 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 10856 95493 SH SOLE 95493 0 0 GOOGLE INC CL A 38259P508 327039 433451 SH SOLE 433451 0 0 GOOGLE INC CALL 38259P908 28336 3145 SH CALL SOLE 3145 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2241 90556 SH SOLE 90556 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 11128 296124 SH SOLE 296124 0 0 ILLINOIS TOOL WKS INC COM 452308109 44366 746024 SH SOLE 746024 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 42068 3213731 SH SOLE 3213731 0 0 INTERXION HOLDING N.V SHS N47279109 21811 960000 SH SOLE 960000 0 0 JPMORGAN CHASE & CO COM 46625H100 97337 2404582 SH SOLE 2404582 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 45172 488501 SH SOLE 488501 0 0 MICROSTRATEGY INC CL A NEW 594972408 85970 641230 SH SOLE 641230 0 0 NETAPP INC COM 64110D104 46872 1425545 SH SOLE 1425545 0 0 NXP SEMICONDUCTORS N V COM N6596X109 36571 1462260 SH SOLE 1462260 0 0 OWENS ILL INC COM NEW 690768403 28609 1525000 SH SOLE 1525000 0 0 PENNEY J C INC COM 708160106 28516 1174000 SH SOLE 1174000 0 0 PERKINELMER INC COM 714046109 62958 2136348 SH SOLE 2136348 0 0 QUALCOMM INC COM 747525103 61840 989917 SH SOLE 989917 0 0 QUEST DIAGNOSTICS INC COM 74834L100 50186 791210 SH SOLE 791210 0 0 RALCORP HLDGS INC NEW COM 751028101 50470 691364 SH SOLE 691364 0 0 REXNORD CORP NEW COM 76169B102 6468 355000 SH SOLE 355000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 42679 3338199 SH SOLE 3338199 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 83676 1469026 SH SOLE 1469026 0 0 SPRINT NEXTEL CORP COM SER 1 852061100 34130 6182936 SH SOLE 6182936 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 99070 1684004 SH SOLE 1684004 0 0 TYCO INTERNATIONAL LTD SHS H89128104 109778 1951264 SH SOLE 1951264 0 0 UNILEVER N V N Y SHS NEW 904784709 32810 924759 SH SOLE 924759 0 0 UNITED TECHNOLOGIES CORP COM 913017109 46784 597570 SH SOLE 597570 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 63669 2234000 SH SOLE 2234000 0 0 WILLIAMS SONOMA INC COM 969904101 83862 1907261 SH SOLE 1907261 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 62720 1672968 SH SOLE 1672968 0 0