CORVEX MANAGEMENT LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 44
New Positions 16
Increased Positions 20
Decreased Positions 18
Positions with Activity 38
Sold Out Positions 9
Total Mkt Value (in $ millions) 7,501

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

Sector Weighting

Basic Materials 1.11%
Capital Goods 4.83%
Conglomerates 0.02%
Consumer Cyclical 0%
Consumer/Non-Cyclical 3.17%
Energy 31.75%
Financial 16.04%
Healthcare 7.96%
Services 29.69%
Technology 2.22%
Transportation
Utilities

20 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIGNET JEWELERS LIMITED SHS 725,421 29,669 4.26 5,745,911
AMERICAN RLTY CAP PPTYS INC COM 587,762 521,115 781.91 70,644,429
PLATFORM SPECIALTY PRODS CORP COM 230,588 69,836 43.44 9,161,222
MOLSON COORS BREWING CO CL B 135,611 106,454 365.11 1,953,479
ENDO INTL PLC SHS 103,244 103,244 New 1,265,561
YUM BRANDS INC COM 77,659 77,659 New 856,500
APPLIED MATLS INC COM 77,080 77,080 New 4,000,000
MGM RESORTS INTERNATIONAL COM 71,231 71,231 New 3,898,782
CIT GROUP INC COM NEW 71,117 71,117 New 1,517,972
MEDICINES CO COM 66,188 66,188 New 2,020,403
HUNTSMAN CORP COM 63,566 63,566 New 2,981,504
VIACOM INC NEW CL B 56,865 56,865 New 899,191
MCDONALDS CORP COM 19,608 19,608 New 205,000
AXIALL CORP COM 19,454 19,454 New 548,000
ALLERGAN PLC PFD CONV SER A 15,786 15,786 New 15,000
PANDORA MEDIA INC COM 14,663 14,663 New 973,607
CALIFORNIA RES CORP COM 6,406 6,406 New 1,193,005
COMPUTER SCIENCES CORP COM 5,070 5,070 New 76,700
ZAYO GROUP HLDGS INC COM 1,755 1,755 New 70,457
TEKMIRA PHARMACEUTICALS CORP COM NEW 1,526 1,526 New 131,900

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