CORVEX MANAGEMENT LP Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 59
New Positions 13
Increased Positions 21
Decreased Positions 29
Positions with Activity 50
Sold Out Positions 17
Total Mkt Value (in $ millions) 4,114

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

Sector Weighting

Basic Materials 0.01%
Capital Goods 0.57%
Conglomerates 0%
Consumer Cyclical 4.33%
Consumer/Non-Cyclical 0.21%
Energy 18.23%
Financial 14.7%
Healthcare 17.15%
Services 44.14%
Technology 0%
Transportation
Utilities 0.42%

59 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STARWOOD PPTY TR INC COM 45,410 29,228 180.63 1,957,325
NORTHSTAR RLTY FIN CORP COM 45,263 45,263 New 2,993,594
ACTAVIS PLC SHS 39,430 39,430 New 199,756
NATIONSTAR MTG HLDGS INC COM 32,824 4,582 16.23 1,020,000
ALLERGAN INC COM 30,065 30,065 New 224,500
VALEANT PHARMACEUTICALS INTL I COM 28,743 28,743 New 235,500
KBR INC COM 23,399 23,399 New 889,004
LIN MEDIA LLC CL A COM 22,553 9,172 68.55 949,600
LIFEPOINT HOSPITALS INC COM 18,916 18,916 New 369,459
CENTERPOINT ENERGY INC COM 17,227 17,227 New 700,000
ANADARKO PETE CORP COM 14,318 -77,395 (84.39) 144,680
TIME WARNER CABLE INC COM 13,533 -11,599 (46.15) 100,000
THE ADT CORPORATION COM 13,103 -324,334 (96.12) 433,585
STARWOOD WAYPOINT RESIDENTL TR COM SHS 10,092 6,496 180.63 391,465
HERBALIFE LTD COM USD SHS 8,789 -14,298 (61.93) 159,517
NEXSTAR BROADCASTING GROUP INC CL A 5,977 -40,455 (87.13) 150,354
ARIAD PHARMACEUTICALS INC COM 5,220 5,220 New 725,000
VIVUS INC COM 4,892 New 912,706
CROWN CASTLE INTL CORP CNV PFD STK SR A 3,480 3,480 New 35,000
CF INDS HLDGS INC COM 242 -76,022 (99.68) 1,000