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) 6,903

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

Sector Weighting

Basic Materials 6.09%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.88%
Energy 35.43%
Financial 12.2%
Healthcare 8.53%
Services 36.04%
Technology 0.57%
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
DISH NETWORK CORP CL A 30,488 30,488 New 499,800
FIDELITY NATIONAL FINANCIAL IN CL A 599,035 New 18,285,547
LAMAR ADVERTISING CO CL A 174,578 111,009 174.63 3,488,762
MADISON SQUARE GARDEN CO CL A -51,991 Sold Out 0
CBS CORP (CLASS B) CL B 179,754 7,443 4.32 3,344,266
VIACOM INC NEW CL B -88,623 Sold Out 0
CROWN CASTLE INTL CORP CNV PFD STK SR A 3,712 New 35,000
AIR PRODS & CHEMS INC COM 25,904 25,904 New 200,000
ALLERGAN INC COM 58,444 58,260 31,772 318,720
AMERICAN TOWER CORP NEW COM -201,327 Sold Out 0
ANADARKO PETE CORP COM 232,875 85,257 57.76 2,526,580
ARIAD PHARMACEUTICALS INC COM 571 New 100,000
CENTERPOINT ENERGY INC COM -23,643 Sold Out 0
CF INDS HLDGS INC COM -256 Sold Out 0
CROWN CASTLE INTL CORP COM 302,415 6,069 2.05 3,587,796
DANAHER CORP DEL COM -130,144 Sold Out 0
DIRECTV COM 68,008 68,008 New 805,500
DOLLAR GEN CORP NEW COM 200,800 -70,651 (26.03) 3,225,186
EASTMAN CHEM CO COM -62,297 Sold Out 0
EQT CORP COM -49,434 Sold Out 0