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 The hedge fund acquired 2,334,965 shares of the National Oilwell Varco, Inc., which is a global leader of providing equipment and components used in oil and gas drilling. Eminence…