Corvex Management as of Sept. 30, 2013
Portfolio Holdings for Corvex Management
Corvex Management holds 54 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Williams Companies (WMB) | 10.6 | $567M | 16M | 36.36 | |
| Adt | 8.5 | $454M | 11M | 40.66 | |
| Thermo Fisher Scientific (TMO) | 6.5 | $347M | 3.8M | 92.15 | |
| CBS Corporation | 4.8 | $260M | 4.7M | 55.16 | |
| tw tele | 4.5 | $241M | 8.1M | 29.87 | |
| Level 3 Communications | 4.2 | $227M | 8.5M | 26.69 | |
| Microsoft Corporation (MSFT) | 3.9 | $209M | 6.3M | 33.31 | |
| Constellation Brands (STZ) | 3.9 | $209M | 3.6M | 57.40 | |
| Anadarko Petroleum Corporation | 3.9 | $207M | 2.2M | 92.99 | |
| Dollar General (DG) | 3.3 | $176M | 3.1M | 56.46 | |
| American Tower Reit (AMT) | 2.8 | $148M | 2.0M | 74.13 | |
| Talisman Energy Inc Com Stk | 2.5 | $132M | 12M | 11.50 | |
| Qualcomm (QCOM) | 2.4 | $131M | 1.9M | 67.36 | |
| Family Dollar Stores | 2.4 | $128M | 1.8M | 72.02 | |
| Hca Holdings (HCA) | 2.3 | $125M | 2.9M | 42.75 | |
| CommonWealth REIT | 2.3 | $124M | 5.7M | 21.91 | |
| Vodafone | 2.3 | $121M | 3.4M | 35.18 | |
| Time Warner Cable | 1.9 | $104M | 936k | 111.60 | |
| Liberty Global Inc Com Ser A | 1.8 | $97M | 1.2M | 79.35 | |
| Herbalife Ltd Com Stk (HLF) | 1.7 | $94M | 1.3M | 69.77 | |
| Phillips 66 (PSX) | 1.7 | $92M | 1.6M | 57.82 | |
| CF Industries Holdings (CF) | 1.6 | $87M | 415k | 210.83 | |
| Hertz Global Holdings | 1.3 | $69M | 3.1M | 22.16 | |
| Evertec (EVTC) | 1.3 | $69M | 3.1M | 22.21 | |
| Fidelity National Financial | 1.2 | $65M | 2.5M | 26.60 | |
| Nuance Communications | 1.1 | $60M | 3.2M | 18.70 | |
| Lamar Advertising Company | 1.1 | $56M | 1.2M | 47.03 | |
| Nexstar Broadcasting (NXST) | 1.0 | $52M | 1.2M | 44.50 | |
| iStar Financial | 0.9 | $50M | 4.1M | 12.04 | |
| Huntsman Corporation (HUN) | 0.9 | $50M | 2.4M | 20.61 | |
| Health Management Associates | 0.9 | $49M | 3.9M | 12.80 | |
| Nationstar Mortgage | 0.9 | $49M | 878k | 56.23 | |
| SBA Communications Corporation | 0.9 | $48M | 600k | 80.46 | |
| Apple (AAPL) | 0.9 | $48M | 100k | 476.75 | |
| Crown Castle International | 0.9 | $47M | 640k | 73.03 | |
| DISH Network | 0.8 | $45M | 993k | 45.01 | |
| Endo Pharmaceuticals | 0.7 | $37M | 823k | 45.44 | |
| Hyatt Hotels Corporation (H) | 0.6 | $34M | 790k | 42.96 | |
| Community Health Systems (CYH) | 0.6 | $30M | 717k | 41.50 | |
| Polaris Industries (PII) | 0.5 | $26M | 200k | 129.18 | |
| Liberty Global Inc C | 0.5 | $24M | 324k | 75.43 | |
| McGraw-Hill Companies | 0.4 | $23M | 350k | 65.59 | |
| Cheniere Energy (LNG) | 0.4 | $22M | 651k | 34.14 | |
| BRE Properties | 0.4 | $21M | 407k | 50.76 | |
| Astex Pharmaceuticals | 0.4 | $21M | 2.4M | 8.48 | |
| Dow Chemical Company | 0.4 | $19M | 500k | 38.40 | |
| Starwood Property Trust (STWD) | 0.3 | $17M | 698k | 23.97 | |
| Chesapeake Energy Corporation | 0.2 | $13M | 500k | 25.88 | |
| Lin Media | 0.2 | $11M | 563k | 20.29 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $11M | 325k | 33.08 | |
| Vivus | 0.2 | $8.5M | 913k | 9.32 | |
| Sinclair Broadcast | 0.1 | $6.7M | 200k | 33.52 | |
| Kinder Morgan Inc/delaware Wts | 0.1 | $2.5M | 501k | 4.97 | |
| Lone Pine Res | 0.0 | $0 | 3.9M | 0.00 |
