Eminence Capital’s SIRONA DENTAL SYSTEMS INC COM STK SIRO Stock Holding History

Eminence Capital’s Portfolio SIRO Stock Details SIRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-1,009,767	Closed	-$77.4M	–	84
2014 Q3	$77.4M	Sell	1,009,767 -6,163	-0.6%	-$495K	1.13%	43
2014 Q2	$83.8M	Sell	1,015,930 -420,690	-29%	-$32M	1.38%	29
2014 Q1	$107M	Buy	1,436,620 +63,286	+5%	+$4.51M	1.74%	18
2013 Q4	$96.4M	Sell	1,373,334 -643,386	-32%	-$44.7M	1.71%	25
2013 Q3	$135M	Buy	2,016,720 +23,627	+1%	+$1.6M	2.99%	9
2013 Q2	$131M	Buy	+1,993,093	New	+$141M	3.22%	5

Other funds holding SIRO

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Eminence Capital's SIRO Position: Q4 2014 in Review

Eminence Capital sold out of SIRONA DENTAL SYSTEMS INC COM STK (SIRO) in Q4 2014, closing a stake of 1,009,767 shares — an estimated $77.4M sold.

Eminence Capital first reported a position in SIRO in Q2 2013 and held it in 6 quarters. The position peaked at $135M in Q3 2013. 264 funds tracked by Wall St. Rank hold SIRO as of Q4 2014.

Eminence Capital reported no remaining SIRONA DENTAL SYSTEMS INC COM STK position as of Q4 2014 after selling out during the quarter.
Eminence Capital sold 1,009,767 SIRONA DENTAL SYSTEMS INC COM STK shares in Q4 2014, an estimated $77.4M.
Eminence Capital first reported a position in SIRONA DENTAL SYSTEMS INC COM STK in Q2 2013 and held it in 6 quarters.
Eminence Capital's SIRONA DENTAL SYSTEMS INC COM STK position peaked at $135M in Q3 2013.
264 funds tracked by Wall St. Rank held SIRONA DENTAL SYSTEMS INC COM STK as of Q4 2014.

Based on Eminence Capital's 13F filing for Q4 2014, filed 17 Feb 2015.