Eminence Capital - Portfolio Holdings
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See intro to Leading Hedge Funds' Best Ideas.
New positions in Lab Corp (LH) and Viacom (VIA), and added a bit to the largest position Ross Stores (ROST).
Top sectors in the portfolio include:
Services 33%
Technology 30%
Financials 12%
Conglomerates 11%
Top 10 holdings are:
(ROST)
(ORCL)
(PHG)
(FISV)
(QCOM)
(AXP)
(SAI)
(AMAT)
(IGT)
(CSCO)
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Mebane Faber
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