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) 7,479

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

Sector Weighting

Basic Materials 1.14%
Capital Goods 4.89%
Conglomerates 0.02%
Consumer Cyclical 0%
Consumer/Non-Cyclical 3.22%
Energy 31.99%
Financial 15.75%
Healthcare 7.78%
Services 29.7%
Technology 2.23%
Transportation
Utilities

16 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ENDO INTL PLC SHS 100,802 100,802 New 1,265,561
YUM BRANDS INC COM 77,154 77,154 New 856,500
APPLIED MATLS INC COM 76,880 76,880 New 4,000,000
MGM RESORTS INTERNATIONAL COM 71,153 71,153 New 3,898,782
CIT GROUP INC COM NEW 70,571 70,571 New 1,517,972
HUNTSMAN CORP COM 65,802 65,802 New 2,981,504
VIACOM INC NEW CL B 58,124 58,124 New 899,191
MEDICINES CO COM 57,804 57,804 New 2,020,403
AXIALL CORP COM 19,755 19,755 New 548,000
MCDONALDS CORP COM 19,489 19,489 New 205,000
ALLERGAN PLC PFD CONV SER A 15,685 15,685 New 15,000
PANDORA MEDIA INC COM 15,130 15,130 New 973,607
CALIFORNIA RES CORP COM 7,206 7,206 New 1,193,005
COMPUTER SCIENCES CORP COM 5,035 5,035 New 76,700
ZAYO GROUP HLDGS INC COM 1,812 1,812 New 70,457
TEKMIRA PHARMACEUTICALS CORP COM NEW 1,564 1,564 New 131,900