EC
BEAV

Eminence Capital’s B/E Aerospace Inc BEAV Stock Holding History

Eminence Capital’s Portfolio BEAV Stock Details BEAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,528,899
Closed -$97.3M – 72
2015
Q1 		$97.3M Sell
1,528,899
-59,793
-4% -$3.67M 1.51% 27
2014
Q4 		$92.2M Buy
+1,588,692
New +$88.6M 1.34% 38
2014
Q2 		– Sell
-1,103,402
Closed -$69.3M – 76
2014
Q1 		$69.3M Sell
1,103,402
-2,696
-0.2% -$163K 1.12% 43
2013
Q4 		$69.7M Sell
1,106,098
-220,057
-17% -$13.1M 1.24% 40
2013
Q3 		$70.9M Sell
1,326,155
-627,495
-32% -$31.9M 1.57% 28
2013
Q2 		$89.2M Buy
+1,953,650
New +$88M 2.19% 15

Other funds holding BEAV

SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
RCM
Roystone Capital Management New York $590M AUM 11.49% 1-Year Est. Return