CORVEX MANAGEMENT LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 56
New Positions 14
Increased Positions 25
Decreased Positions 21
Positions with Activity 46
Sold Out Positions 11
Total Mkt Value (in $ millions) 7,399

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

Sector Weighting

Basic Materials 1.66%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.59%
Energy 35.97%
Financial 8.14%
Healthcare 10.88%
Services 37.3%
Technology 3.35%
Transportation
Utilities 0.34%

56 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WILLIAMS COS INC DEL COM 2,416,361 1,627,780 206.42 41,682,960
FIDELITY NATIONAL FINANCIAL IN CL A 599,035 New 18,285,547
SIGNET JEWELERS LIMITED SHS 575,803 485,273 536.04 5,490,633
TW TELECOM INC COM 314,774 New 7,660,595
THERMO FISHER SCIENTIFIC INC COM 303,462 -40,181 (11.69) 2,439,794
CROWN CASTLE INTL CORP COM 263,509 59,360 29.08 3,515,796
HCA HOLDINGS INC COM 261,708 New 4,111,679
LEVEL 3 COMMUNICATIONS INC COM NEW 244,265 -111,623 (31.37) 5,439,000
DOLLAR GEN CORP NEW COM 242,239 124,945 106.52 4,359,956
AMERICAN TOWER CORP NEW COM 194,040 9,240 5 2,100,000
CBS CORP (CLASS B) CL B 185,006 19,597 11.85 3,205,792
ANADARKO PETE CORP COM 172,410 156,835 1,006.98 1,601,580
ACTAVIS PLC SHS 158,328 115,392 268.76 736,613
COMMONWEALTH REIT COM SH BEN INT 154,367 New 5,675,250
TIME WARNER INC COM NEW 138,089 138,089 New 1,620,000
DANAHER CORP DEL COM 126,527 126,527 New 1,682,312
VIACOM INC NEW CL B 106,616 106,616 New 1,240,008
SBA COMMUNICATIONS CORP COM 74,669 10,667 16.67 700,000
EASTMAN CHEM CO COM 70,819 70,819 New 798,684
PEPSICO INC COM 68,009 68,009 New 747,600