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) 7,382

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

Sector Weighting

Basic Materials 1.69%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.61%
Energy 35.95%
Financial 8.16%
Healthcare 10.21%
Services 37.77%
Technology 3.46%
Transportation
Utilities 0.34%

14 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DANAHER CORP DEL COM 131,220 131,220 New 1,682,312
TIME WARNER INC COM NEW 116,996 116,996 New 1,620,000
VIACOM INC NEW CL B 107,006 107,006 New 1,240,008
EASTMAN CHEM CO COM 69,294 69,294 New 798,684
PEPSICO INC COM 67,359 67,359 New 747,600
IAC INTERACTIVECORP COM PAR $.001 64,583 64,583 New 985,100
NCR CORP NEW COM 59,288 59,288 New 1,769,796
MONSANTO CO NEW COM 55,121 55,121 New 449,744
PLATFORM SPECIALTY PRODS CORP COM 55,028 55,028 New 2,045,645
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 51,184 51,184 New 451,203
MADISON SQUARE GARDEN CO CL A 49,456 49,456 New 804,814
MYLAN INC COM 33,440 33,440 New 659,500
WALGREEN CO COM 31,902 31,902 New 446,000
TIME INC NEW COM 5,067 5,067 New 202,500


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