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Eminence Capital - Portfolio Holdings

by: Mebane Faber February 28, 2008 | about: AMAT / AXP / CSCO / FISV / IGT / LH / ORCL / PHG / QCOM / ROST / SAI / VIA    
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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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