Eminence Capital Buys National Oilwell, FedEx; Sells NetApp – ValueWalk Premium

Eminence Capital Buys National Oilwell, FedEx; Sells NetApp

Eminence Capital LLC revealed in its 13F filing for the quarter ending September 30th that it added 9 new stocks to its portfolio, bought more shares of 25 stocks, sold out 9 stocks and reduced holdings in 18 stocks. The top ten holdings of Eminence Capital LLC represent 34.94% of the portfolio. The hedge fund had a market value of $4.51 billion as of September 30th 2013.


Eminence Capital’s major new positions

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