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) 7,401

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

Sector Weighting

Basic Materials 1.67%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.6%
Energy 36.05%
Financial 8.14%
Healthcare 10.24%
Services 37.7%
Technology 3.44%
Transportation
Utilities 0.33%

46 Activity 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 2,426,365 1,634,519 206.42 41,682,960
SIGNET JEWELERS LIMITED SHS 614,567 517,943 536.04 5,490,633
THERMO FISHER SCIENTIFIC INC COM 288,554 -38,207 (11.69) 2,439,794
CROWN CASTLE INTL CORP COM 262,278 59,083 29.08 3,515,796
DOLLAR GEN CORP NEW COM 247,602 127,711 106.52 4,359,956
LEVEL 3 COMMUNICATIONS INC COM NEW 243,613 -111,325 (31.37) 5,439,000
CBS CORP (CLASS B) CL B 196,675 20,833 11.85 3,205,792
AMERICAN TOWER CORP NEW COM 192,444 9,164 5 2,100,000
ANADARKO PETE CORP COM 167,814 152,654 1,006.98 1,601,580
ACTAVIS PLC SHS 160,324 116,847 268.76 736,613
DANAHER CORP DEL COM 131,860 131,860 New 1,682,312
TIME WARNER INC COM NEW 117,110 117,110 New 1,620,000
VIACOM INC NEW CL B 105,859 105,859 New 1,240,008
SBA COMMUNICATIONS CORP COM 72,548 10,364 16.67 700,000
EASTMAN CHEM CO COM 69,350 69,350 New 798,684
PEPSICO INC COM 67,172 67,172 New 747,600
LAMAR ADVERTISING CO CL A 66,446 4,064 6.52 1,270,362
IAC INTERACTIVECORP COM PAR $.001 64,268 64,268 New 985,100
NCR CORP NEW COM 58,793 58,793 New 1,769,796
EQT CORP COM 57,471 -20,380 (26.18) 563,993


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