CORVEX MANAGEMENT LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 41
New Positions 4
Increased Positions 12
Decreased Positions 21
Positions with Activity 33
Sold Out Positions 13
Total Mkt Value (in $ millions) 7,514

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

Sector Weighting

Basic Materials 3.76%
Capital Goods 5.63%
Conglomerates
Consumer Cyclical 0.06%
Consumer/Non-Cyclical 2.77%
Energy 30.64%
Financial 15.42%
Healthcare 6.13%
Services 29.21%
Technology 3.85%
Transportation
Utilities

41 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
LADDER CAP CORP CL A -5,121 Sold Out 0
LAMAR ADVERTISING CO NEW CL A 375,957 141,866 60.60 6,301,662
CBS CORP (CLASS B) CL B 115,626 303 .26 1,905,497
MOLSON COORS BREWING CO CL B 32,327 18,473 133.33 420,000
CROWN CASTLE INTL CORP NEW CNV PFD STK SR A 3,676 New 35,000
AMERICAN RLTY CAP PPTYS INC COM 75,298 75,298 New 8,010,400
ANADARKO PETE CORP COM -345,495 Sold Out 0
APPLIED MATLS INC COM -44,150 Sold Out 0
ARIAD PHARMACEUTICALS INC COM 899 New 100,000
AVOLON HLDGS LTD COM 15,036 15,036 New 700,000
B/E AEROSPACE INC COM 422,759 373,471 757.73 6,861,862
CLOVIS ONCOLOGY INC COM -8,062 Sold Out 0
CONAGRA FOODS INC COM -57,687 Sold Out 0
CROWN CASTLE INTL CORP NEW COM 305,510 3,516 1.16 3,559,068
DANAHER CORP DEL COM 131,383 New 1,560,000
DOLLAR GEN CORP NEW COM 53,108 -110,395 (67.52) 713,621
E M C CORP MASS COM -39,117 Sold Out 0
EVERTEC INC COM -19,982 Sold Out 0
HUMANA INC COM -48,879 Sold Out 0
INTERCONTINENTAL EXCHANGE INC COM 399,584 97,582 32.31 1,786,490