CORVEX MANAGEMENT LP Information

712 FIFTH AVENUE, 23RD FLOOR, NEW YORK, New York, 10019, (212) 474-6700

Report Date: 06/30/2014

Position Statistics

Total Positions 51
New Positions 6
Increased Positions 18
Decreased Positions 24
Positions with Activity 42
Sold Out Positions 16
Total Mkt Value (in $ millions) 7,089

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.97%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.88%
Energy 36.64%
Financial 11.74%
Healthcare 8.5%
Services 35.28%
Technology 0.74%
Transportation
Utilities 0%

51 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WILLIAMS COS INC DEL COM 2,333,829 New 41,682,960
SIGNET JEWELERS LIMITED SHS 645,756 16,255 2.58 5,632,411
FIDELITY NATIONAL FINANCIAL IN CL A 599,035 New 18,285,547
MONSANTO CO NEW COM 390,025 339,235 667.92 3,453,684
TW TELECOM INC COM 319,983 New 7,660,595
ACTAVIS PLC SHS 287,846 107,825 59.90 1,177,813
CROWN CASTLE INTL CORP COM 286,342 5,746 2.05 3,587,796
ANADARKO PETE CORP COM 263,396 96,431 57.76 2,526,580
INTERCONTINENTAL EXCHANGE INC COM 233,501 233,501 New 1,196,213
DOLLAR GEN CORP NEW COM 197,801 -69,595 (26.03) 3,225,186
CBS CORP (CLASS B) CL B 181,661 7,522 4.32 3,344,266
LAMAR ADVERTISING CO CL A 171,996 109,367 174.63 3,488,762
EQUITY COMWLTH COM SH BEN INT 146,081 New 5,675,250
TIME WARNER INC COM NEW 140,312 17,775 14.51 1,855,000
HCA HOLDINGS INC COM 137,975 -157,120 (53.24) 1,922,459
WALGREEN CO COM 101,713 75,132 282.65 1,706,600
LEVEL 3 COMMUNICATIONS INC COM NEW 95,386 -154,645 (61.85) 2,074,954
ASTRAZENECA PLC SPONSORED ADR 89,074 89,074 New 1,238,000
SBA COMMUNICATIONS CORP COM 77,518 New 700,000
DIRECTV COM 69,805 69,805 New 805,500


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