Corvex Management LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.6T
Holdings
34
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDUMDU RES GROUP INC | 8,728,275 | $235.6B | 14.96% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 6,673,778 | $193.2B | 12.27% | |
| 3 | CRCCALIFORNIA RES CORP | 3,385,534 | $130.3B | 8.28% | |
| 4 | MSFTMICROSOFT CORP | 447,152 | $114.8B | 7.29% | |
| 5 | GOOGLALPHABET INC | 52,431 | $114.3B | 7.26% | |
| 6 | CEGCONSTELLATION ENERGY CORP | 1,772,610 | $101.5B | 6.45% | |
| 7 | AESAES CORP | 4,535,596 | $95.3B | 6.05% | |
| 8 | ZEN1EURZENDESK INC | 1,180,300 | $87.4B | 5.55% | Call |
| 9 | AMZNAMAZON COM INC | 570,500 | $60.6B | 3.85% | |
| 10 | FIVNFIVE9 INC | 586,638 | $53.5B | 3.40% | |
| 11 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 795,325 | $41.0B | 2.61% | |
| 12 | AAPLAPPLE INC | 250,000 | $34.2B | 2.17% | Put |
| 13 | LM03LIBERTY MEDIA CORP DEL | 932,955 | $33.6B | 2.14% | |
| 14 | CSXCSX CORP | 1,150,000 | $33.4B | 2.12% | |
| 15 | UBERUBER TECHNOLOGIES INC | 1,447,121 | $29.6B | 1.88% | |
| 16 | BOOTBOOT BARN HLDGS INC | 412,916 | $28.5B | 1.81% | |
| 17 | FMXFOMENTO ECONOMICO MEXICANO S | 405,100 | $27.3B | 1.74% | |
| 18 | LSXMKUSDLIBERTY MEDIA CORP DEL | 736,519 | $26.6B | 1.69% | |
| 19 | —EQRX INC | 5,250,000 | $24.6B | 1.56% | |
| 20 | SMFRUSDSEMA4 HOLDINGS CORP | 15,937,500 | $20.1B | 1.28% | |
| 21 | —PERSHING SQUARE TONTINE HLDG | 1,001,000 | $20.0B | 1.27% | Call |
| 22 | CRMSALESFORCE INC | 97,000 | $16.0B | 1.02% | |
| 23 | AMBPARDAGH METAL PACKAGING S A | 2,137,245 | $13.0B | 0.83% | |
| 24 | SLGCUSDSOMALOGIC INC | 2,500,000 | $11.3B | 0.72% | |
| 25 | —BLUESCAPE OPPORTUNITIES ACQU | 1,000,000 | $9.9B | 0.63% | |
| 26 | —SKYDECK ACQUISITION CORP | 980,000 | $9.5B | 0.61% | |
| 27 | —ARYA SCIENCES ACQU CORP IV | 400,000 | $3.9B | 0.25% | |
| 28 | RADIGUSDRADIUS GLOBAL INFRASTRCTRE I | 234,986 | $3.6B | 0.23% | |
| 29 | JPMJPMORGAN CHASE & CO | 10,907 | $1.2B | 0.08% | |
| 30 | —SITIO ROYALTIES CORP | 878,024 | $167.0M | 0.01% | |
| 31 | —BLUESCAPE OPPORTUNITIES ACQU | 499,999 | $105.0M | 0.01% | |
| 32 | —SKYDECK ACQUISITION CORP | 326,666 | $42.0M | 0.00% | |
| 33 | —EG ACQUISITION CORP | 200,832 | $28.0M | 0.00% | |
| 34 | —LONGVIEW ACQUISITION CORP II | 199,998 | $26.0M | 0.00% |