CORVEX MANAGEMENT LP Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 62
New Positions 21
Increased Positions 32
Decreased Positions 26
Positions with Activity 58
Sold Out Positions 21
Total Mkt Value
(in $ millions)
2,337

Sector Weighting

Basic Materials 2.21%
Capital Goods 0.59%
Conglomerates 1.82%
Consumer Cyclical 6.84%
Consumer/Non-Cyclical 5.14%
Energy 15.52%
Financial 2.06%
Healthcare 3.36%
Services 53.63%
Technology 8.7%
Transportation
Utilities 0.13%

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

62 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 74,776 69,555 1,332.22 1,432,223
GOOGLE INC CL A 97,146 58,960 154.41 106,850
HEALTH MGMT ASSOC INC NEW CL A -11,006 Sold Out 0
LAMAR ADVERTISING CO CL A 23,446 -8,355 (26.27) 481,728
LIBERTY MEDIA CORP DELAWARE CL A -6,310 Sold Out 0
NEWS CORP CL A 38,535 38,535 New 1,160,000
SEMGROUP CORP CL A -6,359 Sold Out 0
CBS CORP (CLASS B) CL B 126,310 33,495 36.09 2,451,200
AGILENT TECHNOLOGIES INC COM -4,556 Sold Out 0
ANADARKO PETE CORP COM 20,527 -90,201 (81.46) 228,000
APPLE INC COM 16,464 12,131 280 38,000
ASHLAND INC NEW COM 37,729 37,729 New 423,400
CARTER'S, INC. COM 42,313 42,313 New 603,950
CENTENE CORP DEL COM -19,384 Sold Out 0
COCA COLA ENTERPRISES INC NEW COM 45,306 New 1,185,700
COMMUNITY HEALTH SYS INC NEWCO COM 21,214 21,214 New 475,010
COPART INC COM 14,284 14,284 New 375,000
DIRECTV COM -23,861 Sold Out 0
DOLLAR GEN CORP NEW COM 124,654 124,654 New 2,305,000
DOMINION DIAMOND CORP COM -12,000 Sold Out 0