Corvex Management LP Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$2.1T
Holdings
27
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ENERGEN CORP | 7,710,474 | $561.5B | 26.96% | |
| 2 | NXPINXP SEMICONDUCTORS N V | 2,500,000 | $273.2B | 13.12% | Call |
| 3 | METAFACEBOOK INC | 680,000 | $132.1B | 6.35% | |
| 4 | BACBANK AMER CORP | 4,537,000 | $127.9B | 6.14% | |
| 5 | MSFTMICROSOFT CORP | 1,245,000 | $122.8B | 5.90% | |
| 6 | TMUST MOBILE US INC | 2,052,865 | $122.7B | 5.89% | |
| 7 | NOWSERVICENOW INC | 653,048 | $112.6B | 5.41% | |
| 8 | ICEINTERCONTINENTAL EXCHANGE IN | 1,355,517 | $99.7B | 4.79% | |
| 9 | MGMMGM RESORTS INTERNATIONAL | 3,136,800 | $91.1B | 4.37% | |
| 10 | JBLUJETBLUE AIRWAYS CORP | 4,355,421 | $82.7B | 3.97% | |
| 11 | GOOGLALPHABET INC | 62,258 | $70.3B | 3.38% | |
| 12 | VNOVORNADO RLTY TR | 526,282 | $38.9B | 1.87% | |
| 13 | MDBMONGODB INC | 778,774 | $38.7B | 1.86% | |
| 14 | CRMSALESFORCE COM INC | 260,500 | $35.5B | 1.71% | |
| 15 | —MEDICINES CO | 858,374 | $31.5B | 1.51% | |
| 16 | MHKMOHAWK INDS INC | 130,000 | $27.9B | 1.34% | |
| 17 | CHTRCHARTER COMMUNICATIONS INC N | 94,000 | $27.6B | 1.32% | |
| 18 | TAT&T INC | 600,000 | $19.3B | 0.93% | |
| 19 | —FGL HLDGS | 1,628,635 | $13.7B | 0.66% | |
| 20 | —LANDCADIA HLDGS INC | 1,225,000 | $12.4B | 0.60% | |
| 21 | —TWENTY FIRST CENTY FOX INC | 235,548 | $11.7B | 0.56% | |
| 22 | —OSPREY ENERGY ACQUISITION CO | 1,000,000 | $11.0B | 0.53% | |
| 23 | CTLEURCENTURYLINK INC | 497,019 | $9.3B | 0.44% | |
| 24 | —MEDICINES CO | 5,000,000 | $6.1B | 0.29% | |
| 25 | —LANDCADIA HLDGS INC | 1,225,000 | $1.0B | 0.05% | |
| 26 | —FGL HLDGS | 833,333 | $1.0B | 0.05% | |
| 27 | PAGPPLAINS GP HLDGS L P | 17,693 | $423.0M | 0.02% |