CR INTRINSIC INVESTORS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 233
New Positions 98
Increased Positions 167
Decreased Positions 62
Positions with Activity 229
Sold Out Positions 0
Total Mkt Value (in $ millions) 2,456

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

Sector Weighting

Basic Materials 10.02%
Capital Goods 3.58%
Conglomerates 0.91%
Consumer Cyclical 11.39%
Consumer/Non-Cyclical 4.12%
Energy 0.98%
Financial 6.21%
Healthcare 16.97%
Services 28.11%
Technology 10.5%
Transportation 3.27%
Utilities

167 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CIGNA CORPORATION COM 54,985 54,985 New 500,000
PACKAGING CORP AMER COM 53,640 3,943 7.93 670,000
INTUITIVE SURGICAL INC COM NEW 49,169 49,169 New 95,000
TEVA PHARMACEUTICAL INDS LTD ADR 47,904 47,904 New 800,000
HOME DEPOT INC COM 44,255 33,718 320 420,000
DEVRY ED GROUP INC COM 41,734 41,734 New 950,000
RALPH LAUREN CORP CL A 38,682 7,730 24.97 229,200
VISA INC COM CL A 37,891 12,062 46.70 146,701
MALLINCKRODT PUB LTD CO SHS 37,443 37,443 New 350,000
BOSTON SCIENTIFIC CORP COM 37,100 29,680 400 2,500,000
MOHAWK INDS INC COM 35,400 18,274 106.70 211,864
DOLLAR TREE INC COM 33,152 3,604 12.20 460,000
CANADIAN PAC RY LTD COM 31,666 24,629 350 180,000
INTL PAPER CO COM 29,154 16,988 139.64 539,189
ROSS STORES INC COM 28,400 5,775 25.52 300,000
ROCK-TENN CO CL A 27,753 8,340 42.96 440,600
TIM HORTONS INC COM 26,635 26,635 New 310,000
LAUDER ESTEE COS INC CL A 26,532 26,532 New 360,000
SELECT COMFORT CORP COM 26,487 7,358 38.46 900,000
BAXTER INTL INC COM 25,001 25,001 New 350,000


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