CR INTRINSIC INVESTORS, LLC Information

72 CUMMINGS POINT ROAD, STAMFORD, Connecticut, 06902, (203) 890-2153

Report Date: 03/31/2014

Position Statistics

Total Positions 340
New Positions 98
Increased Positions 167
Decreased Positions 169
Positions with Activity 336
Sold Out Positions 107
Total Mkt Value (in $ millions) 2,410

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

Sector Weighting

Basic Materials 10.41%
Capital Goods 3.62%
Conglomerates 0.89%
Consumer Cyclical 11.28%
Consumer/Non-Cyclical 4.05%
Energy 1.05%
Financial 6.19%
Healthcare 16.5%
Services 28.26%
Technology 10.47%
Transportation 3.37%
Utilities

167 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PACKAGING CORP AMER COM 52,227 3,839 7.93 670,000
CIGNA CORPORATION COM 50,800 50,800 New 500,000
INTUITIVE SURGICAL INC COM NEW 48,470 48,470 New 95,000
TEVA PHARMACEUTICAL INDS LTD ADR 44,600 44,600 New 800,000
DEVRY ED GROUP INC COM 43,691 43,691 New 950,000
HOME DEPOT INC COM 41,555 31,661 320 420,000
RALPH LAUREN CORP CL A 41,073 8,207 24.97 229,200
VISA INC COM CL A 38,007 12,099 46.70 146,701
CANADIAN PAC RY LTD COM 34,261 26,648 350 180,000
BOSTON SCIENTIFIC CORP COM 32,550 26,040 400 2,500,000
MALLINCKRODT PUB LTD CO SHS 32,522 32,522 New 350,000
MOHAWK INDS INC COM 32,142 16,592 106.70 211,864
DOLLAR TREE INC COM 31,308 3,403 12.20 460,000
INTL PAPER CO COM 28,825 16,797 139.64 539,189
ROSS STORES INC COM 27,231 5,537 25.52 300,000
ROCK-TENN CO CL A 26,850 8,068 42.96 440,600
LAUDER ESTEE COS INC CL A 26,640 26,640 New 360,000
TIM HORTONS INC COM 26,635 26,635 New 310,000
BAXTER INTL INC COM 25,295 25,295 New 350,000
SELECT COMFORT CORP COM 24,543 6,818 38.46 900,000


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