CORVEX MANAGEMENT LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 59
New Positions 13
Increased Positions 21
Decreased Positions 29
Positions with Activity 50
Sold Out Positions 17
Total Mkt Value (in $ millions) 4,140

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

Sector Weighting

Basic Materials 0.01%
Capital Goods 0.56%
Conglomerates 0%
Consumer Cyclical 4.35%
Consumer/Non-Cyclical 0.22%
Energy 18.27%
Financial 14.59%
Healthcare 17.56%
Services 43.76%
Technology 0%
Transportation
Utilities 0.42%

29 DECREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TW TELECOM INC COM 235,487 -12,270 (4.95) 7,660,595
CBS CORP (CLASS B) CL B 167,358 -107,929 (39.21) 2,866,212
DOLLAR GEN CORP NEW COM 116,809 -55,892 (32.36) 2,111,134
PHILLIPS 66 COM 89,493 -41,434 (31.65) 1,087,398
EVERTEC INC COM 62,730 -10,564 (14.41) 2,650,200
ANADARKO PETE CORP COM 14,320 -77,411 (84.39) 144,680
TIME WARNER CABLE INC COM 13,987 -11,988 (46.15) 100,000
THE ADT CORPORATION COM 12,938 -320,256 (96.12) 433,585
HERBALIFE LTD COM USD SHS 9,199 -14,965 (61.93) 159,517
NEXSTAR BROADCASTING GROUP INC CL A 6,162 -41,707 (87.13) 150,354
CF INDS HLDGS INC COM 243 -76,289 (99.68) 1,000
HERTZ GLOBAL HOLDINGS INC COM 28 -74,144 (99.96) 1,000
CHENIERE ENERGY INC COM NEW -37,478 Sold Out 0
COMMUNITY HEALTH SYS INC NEW COM -36,814 Sold Out 0
CONSTELLATION BRANDS INC CL A -251,544 Sold Out 0
DISH NETWORK CORP CL A -59,343 Sold Out 0
ESSEX PPTY TR INC COM -20,405 Sold Out 0
HUNTSMAN CORP COM -59,661 Sold Out 0
HYATT HOTELS CORP COM CL A -43,042 Sold Out 0
KINDER MORGAN INC DEL WT EXP 052517 -946 Sold Out 0