CORVEX MANAGEMENT LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 56
New Positions 14
Increased Positions 25
Decreased Positions 21
Positions with Activity 46
Sold Out Positions 11
Total Mkt Value (in $ millions) 7,421

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

Sector Weighting

Basic Materials 1.66%
Capital Goods 0%
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 1.6%
Energy 36.03%
Financial 8.12%
Healthcare 10.87%
Services 37.26%
Technology 3.36%
Transportation
Utilities 0.33%

56 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
FIDELITY NATIONAL FINANCIAL IN CL A 599,035 New 18,285,547
LAMAR ADVERTISING CO CL A 65,856 4,028 6.52 1,270,362
MADISON SQUARE GARDEN CO CL A 48,498 48,498 New 804,814
NEXSTAR BROADCASTING GROUP INC CL A -7,164 Sold Out 0
LIN MEDIA LLC CL A COM -25,715 Sold Out 0
CBS CORP (CLASS B) CL B 185,070 19,604 11.85 3,205,792
VIACOM INC NEW CL B 106,814 106,814 New 1,240,008
CROWN CASTLE INTL CORP CNV PFD STK SR A 3,491 New 35,000
ALLERGAN INC COM 170 -38,008 (99.56) 1,000
AMERICAN TOWER CORP NEW COM 193,662 9,222 5 2,100,000
ANADARKO PETE CORP COM 174,909 159,108 1,006.98 1,601,580
ARIAD PHARMACEUTICALS INC COM 589 -3,681 (86.21) 100,000
CENTERPOINT ENERGY INC COM 24,685 7,276 41.80 992,570
CF INDS HLDGS INC COM 253 New 1,000
CROWN CASTLE INTL CORP COM 257,391 57,982 29.08 3,515,796
DANAHER CORP DEL COM 127,334 127,334 New 1,682,312
DOLLAR GEN CORP NEW COM 242,457 125,057 106.52 4,359,956
EASTMAN CHEM CO COM 70,851 70,851 New 798,684
EQT CORP COM 56,484 -20,030 (26.18) 563,993
EVERTEC INC COM 59,311 New 2,650,200