Corvex Management as of Dec. 31, 2013
Portfolio Holdings for Corvex Management
Corvex Management holds 47 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Williams Companies (WMB) | 12.5 | $602M | 16M | 38.57 | |
| Fidelity National Financial | 12.3 | $593M | 18M | 32.45 | |
| Thermo Fisher Scientific (TMO) | 8.7 | $419M | 3.8M | 111.35 | |
| Level 3 Communications | 5.4 | $263M | 7.9M | 33.17 | |
| CBS Corporation | 5.1 | $246M | 3.9M | 63.74 | |
| tw tele | 4.8 | $233M | 7.7M | 30.47 | |
| General Motors Company (GM) | 4.4 | $214M | 5.2M | 40.87 | |
| Crown Castle International | 4.1 | $200M | 2.7M | 73.43 | |
| Hca Holdings (HCA) | 4.1 | $196M | 4.1M | 47.71 | |
| American Tower Reit (AMT) | 3.3 | $160M | 2.0M | 79.82 | |
| CommonWealth REIT | 2.7 | $132M | 5.7M | 23.31 | |
| Herbalife Ltd Com Stk (HLF) | 2.7 | $131M | 1.7M | 78.70 | |
| Dollar General (DG) | 2.6 | $127M | 2.1M | 60.32 | |
| Family Dollar Stores | 2.4 | $116M | 1.8M | 65.00 | |
| Lamar Advertising Company | 1.8 | $88M | 1.7M | 52.25 | |
| Phillips 66 (PSX) | 1.7 | $84M | 1.1M | 77.13 | |
| EQT Corporation (EQT) | 1.4 | $69M | 764k | 89.78 | |
| Signet Jewelers (SIG) | 1.4 | $68M | 863k | 78.70 | |
| Evertec (EVTC) | 1.4 | $65M | 2.7M | 24.66 | |
| iStar Financial | 1.2 | $59M | 4.1M | 14.27 | |
| Utilities SPDR (XLU) | 1.2 | $57M | 1.5M | 37.97 | |
| Endo Pharmaceuticals | 1.1 | $56M | 823k | 67.46 | |
| Starwood Property Trust (STWD) | 1.1 | $54M | 2.0M | 27.70 | |
| SBA Communications Corporation | 1.1 | $54M | 600k | 89.84 | |
| Sprint | 1.0 | $48M | 4.5M | 10.75 | |
| Allergan | 1.0 | $47M | 425k | 111.08 | |
| KBR (KBR) | 0.9 | $44M | 1.4M | 31.89 | |
| Northstar Realty Finance | 0.8 | $40M | 3.0M | 13.45 | |
| Community Health Systems (CYH) | 0.8 | $39M | 1.0M | 39.27 | |
| Nationstar Mortgage | 0.8 | $38M | 1.0M | 36.96 | |
| Actavis | 0.7 | $34M | 200k | 168.00 | |
| McGraw-Hill Companies | 0.6 | $27M | 350k | 78.20 | |
| Valeant Pharmaceuticals Int | 0.6 | $28M | 236k | 117.40 | |
| Lin Media | 0.6 | $27M | 950k | 28.71 | |
| Potash Corp. Of Saskatchewan I | 0.5 | $26M | 786k | 32.96 | |
| CF Industries Holdings (CF) | 0.5 | $24M | 101k | 233.00 | |
| LifePoint Hospitals | 0.4 | $20M | 370k | 52.84 | |
| Adt | 0.4 | $18M | 434k | 40.47 | |
| CenterPoint Energy (CNP) | 0.3 | $16M | 700k | 23.18 | |
| Hertz Global Holdings | 0.3 | $15M | 501k | 29.00 | |
| Time Warner Cable | 0.3 | $14M | 100k | 135.50 | |
| Anadarko Petroleum Corporation | 0.2 | $12M | 145k | 79.32 | |
| Nexstar Broadcasting (NXST) | 0.2 | $8.4M | 150k | 55.73 | |
| Vivus | 0.2 | $8.3M | 913k | 9.08 | |
| Ariad Pharmaceuticals | 0.1 | $4.9M | 725k | 6.82 | |
| CARBO Ceramics | 0.1 | $3.8M | 33k | 116.52 | |
| Crown Castle International Corp. pfd stk | 0.1 | $3.5M | 35k | 100.11 |
