CORVEX MANAGEMENT LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 40
New Positions 4
Increased Positions 12
Decreased Positions 20
Positions with Activity 32
Sold Out Positions 12
Total Mkt Value (in $ millions) 7,476

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

Sector Weighting

Basic Materials 3.84%
Capital Goods 5.52%
Conglomerates
Consumer Cyclical 0.06%
Consumer/Non-Cyclical 2.72%
Energy 30.41%
Financial 15.33%
Healthcare 6.01%
Services 29.73%
Technology 3.75%
Transportation
Utilities

12 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
B/E AEROSPACE INC COM 412,947 364,803 757.73 6,861,862
INTERCONTINENTAL EXCHANGE INC COM 403,425 98,520 32.31 1,786,490
LAMAR ADVERTISING CO NEW CL A 366,883 138,441 60.60 6,301,662
CROWN CASTLE INTL CORP NEW COM 296,008 3,407 1.16 3,559,068
PLATFORM SPECIALTY PRODS CORP COM 174,995 174,995 New 6,386,664
NCR CORP NEW COM 151,526 107,779 246.37 5,394,300
OCEANEERING INTL INC COM 141,686 91,013 179.61 2,576,110
CBS CORP (CLASS B) CL B 119,341 313 .26 1,905,497
AMERICAN RLTY CAP PPTYS INC COM 74,176 74,176 New 8,010,400
MOLSON COORS BREWING CO CL B 31,097 17,770 133.33 420,000
AVOLON HLDGS LTD COM 15,855 15,855 New 700,000
NORTHSTAR ASSET MGMT GROUP INC COM 2,758 2,758 New 128,700


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