Corvex Management as of Dec. 31, 2012
Portfolio Holdings for Corvex Management
Corvex Management holds 39 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adt | 39.7 | $519M | 11M | 46.49 | |
| 6.6 | $87M | 122k | 709.38 | ||
| National-Oilwell Var | 4.7 | $62M | 900k | 68.35 | |
| Apple (AAPL) | 4.1 | $53M | 100k | 533.00 | |
| tw tele | 4.0 | $52M | 2.1M | 25.47 | |
| Ralcorp Holdings | 3.6 | $47M | 525k | 89.65 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $42M | 965k | 43.97 | |
| NetApp (NTAP) | 2.4 | $32M | 950k | 33.55 | |
| Lear Corporation (LEA) | 2.4 | $31M | 655k | 46.84 | |
| Tyco International Ltd S hs | 2.3 | $30M | 1.0M | 29.25 | |
| SBA Communications Corporation | 2.2 | $29M | 407k | 71.02 | |
| Rockwood Holdings | 2.1 | $27M | 550k | 49.46 | |
| Lamar Advertising Company | 1.9 | $25M | 653k | 38.75 | |
| Advance Auto Parts (AAP) | 1.8 | $24M | 325k | 72.35 | |
| Hess (HES) | 1.6 | $21M | 400k | 52.96 | |
| Verisign (VRSN) | 1.5 | $19M | 500k | 38.82 | |
| Centene Corporation (CNC) | 1.5 | $19M | 474k | 41.00 | |
| Directv | 1.4 | $18M | 366k | 50.16 | |
| Phillips 66 (PSX) | 1.3 | $17M | 322k | 53.10 | |
| Ryman Hospitality Pptys (RHP) | 1.2 | $16M | 413k | 38.46 | |
| Anadarko Petroleum Corporation | 1.1 | $15M | 200k | 74.31 | |
| Harry Winston Diamond Corp Com Stk | 0.9 | $11M | 800k | 14.07 | |
| Global Payments (GPN) | 0.8 | $11M | 236k | 45.30 | |
| LifePoint Hospitals | 0.8 | $10M | 271k | 37.75 | |
| TreeHouse Foods (THS) | 0.8 | $9.8M | 188k | 52.13 | |
| Newell Rubbermaid (NWL) | 0.7 | $8.9M | 400k | 22.27 | |
| Chesapeake Energy Corporation | 0.6 | $8.3M | 500k | 16.62 | |
| QEP Resources | 0.6 | $7.6M | 250k | 30.27 | |
| Gardner Denver | 0.5 | $6.9M | 100k | 68.50 | |
| Harbinger | 0.5 | $6.6M | 852k | 7.69 | |
| Fifth & Pac Cos | 0.5 | $6.2M | 500k | 12.45 | |
| Liberty Media Corp lcpad | 0.4 | $5.8M | 50k | 116.02 | |
| Hillshire Brands | 0.4 | $5.6M | 200k | 28.14 | |
| Verint Systems (VRNT) | 0.4 | $5.5M | 188k | 29.36 | |
| Semgroup Corp cl a | 0.3 | $4.4M | 113k | 39.08 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $4.1M | 100k | 40.94 | |
| Constellation Brands (STZ) | 0.3 | $3.5M | 100k | 35.39 | |
| American International (AIG) | 0.2 | $2.5M | 70k | 35.30 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $1.9M | 501k | 3.78 |
