Corvex Management as of Dec. 31, 2011
Portfolio Holdings for Corvex Management
Corvex Management holds 0 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Corvex Management LP
Form 13F Information Table
Quarter ended December 31, 2011
CUSIP VALUE SHRS OR SH/ PUT/ INVT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS NUMBER $1000 PRN AMT PRN CALL DISC MNGRS SOLE SHARED NONE
-------------------------- --------------- --------- -------- --------- --- ----- ----- ----- ---- ------ ----
{S} {C} {C} {C} {C} {C} {C} {C}
ABOVENET INC COM 00374N107 $ 75,542 1,162,005 SH SOLE X
AMERICAN TOWER CORP COM 03027X100 $ 7,388 123,115 SH SOLE X
ANADARKO PETE CORP COM 032511107 $ 11,450 150,000 SH SOLE X
CROWN CASTLE INTL CORP COM 228227104 $ 9,151 204,264 SH SOLE X
CORELOGIC INC COM 21871D103 $ 2,586 200,000 SH CALL SOLE X
COMCAST COPR NEW CL A 20030N101 $ 5,335 225,000 SH SOLE X
CVR ENERGY INC COM 12662P108 $ 55,263 2,950,482 SH SOLE X
DOLLAR THRIFTY AUTOMOTIVE
GP COM 256743105 $ 5,459 77,700 SH SOLE X
EXPRESS SCRIPTS INC COM 302182100 $ 26,814 600,000 SH SOLE X
EXPEDIA INC DEL COM NEW 30212P303 $ 19,328 666,015 SH SOLE X
GOODRICH CORP COM 382388106 $ 18,555 150,000 SH SOLE X
HCA HOLDINGS COM 40412C101 $ 551 25,000 SH SOLE X
HORNBECK OFFSHORE SVCS
INC N COM 440543106 $ 27,875 898,600 SH SOLE X
INTERDIGITAL INC COM 45867G101 $ 871 20,000 SH SOLE X
INTERDIGITAL INC COM 45867G101 $ 23,964 550,000 SH CALL SOLE X
INTEROIL CORP COM 460951106 $ 13,805 270,000 SH CALL SOLE X
LIBERTY MEDIA CORPORATION LIB CAP COM A 530322106 $ 24,320 311,600 SH SOLE X
LAS VEGAS SANDS CORP COM 517834107 $ 9,614 225,000 SH SOLE X
NASDAQ OMX GROUP INC COM 631103108 $ 5,020 204,800 SH SOLE X
NEUSTAR INC CL A 64126X201 $ 334 9,772 SH SOLE X
NEWS CORP CL A 65248E104 $ 8,920 500,000 SH SOLE X
RANGE RES CORP COM 75281A109 $ 9,291 150,000 SH CALL SOLE X
SUCCESSFACTORS INC COM 864596101 $ 11,961 300,000 SH SOLE X
TRIPADVISOR INC COM 896945201 $ 6,265 248,528 SH SOLE X
UNITED RENTALS INC COM 911363109 $ 5,852 198,052 SH SOLE X
VISA INC COM CL A 92826C839 $ 4,061 40,000 SH SOLE X
VERISIGN INC COM 92343E102 $ 31,386 878,657 SH SOLE X
WALTER ENERGY INC COM 93317Q105 $ 3,028 50,000 SH CALL SOLE X
WYNDHAM WORLDWIDE CORP COM 98310W108 $ 25,815 682,405 SH SOLE X
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 $ 13,000 1,000,000 SH PUT SOLE X
YAHOO INC COM 984332106 $ 1,627 100,849 SH SOLE X
YAHOO INC COM 984332106 $ 48,390 3,000,000 SH CALL SOLE X
Total Fair Market Value
(in thousands): $512,820