CORVEX MANAGEMENT LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 51
New Positions 6
Increased Positions 18
Decreased Positions 24
Positions with Activity 42
Sold Out Positions 16
Total Mkt Value (in $ millions) 7,078

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

Sector Weighting

Basic Materials 6.08%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.91%
Energy 36.46%
Financial 11.86%
Healthcare 8.36%
Services 35.31%
Technology 0.75%
Transportation
Utilities 0%

51 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 64,394 12,704 24.58 562,100
ALLERGAN INC COM 52,946 52,780 31,772 318,720
NCR CORP NEW COM 52,858 -7,209 (12) 1,557,396
DISH NETWORK CORP CL A 31,722 31,722 New 499,800
EVERTEC INC COM 28,203 -31,851 (53.04) 1,244,601
AIR PRODS & CHEMS INC COM 26,840 26,840 New 200,000
ENDO INTL PLC SHS 24,649 -6,616 (21.16) 372,559
PLATFORM SPECIALTY PRODS CORP COM 14,238 -41,240 (74.34) 525,000
GREEN PLAINS INC COM 5,784 5,784 New 160,100
TIME INC NEW COM 5,061 294 6.17 214,998
VIVUS INC COM 3,879 New 912,706
CROWN CASTLE INTL CORP CNV PFD STK SR A 3,617 New 35,000
ISTAR FINL INC COM 2,392 -37,531 (94.01) 175,771
ARIAD PHARMACEUTICALS INC COM 562 New 100,000
FAMILY DLR STORES INC COM 79 New 1,000
AMERICAN TOWER CORP NEW COM -198,051 Sold Out 0
CENTERPOINT ENERGY INC COM -23,673 Sold Out 0
CF INDS HLDGS INC COM -256 Sold Out 0
DANAHER CORP DEL COM -131,490 Sold Out 0
EASTMAN CHEM CO COM -66,954 Sold Out 0