Corvex Management LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.9B
Holdings
31
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWXSOUTHWEST GAS HLDGS INC | 4,769,098 | $302.1T | 15917756.34% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 6,423,778 | $287.0T | 15121771.62% | |
| 3 | MDUMDU RES GROUP INC | 10,147,041 | $200.9T | 10585310.28% | |
| 4 | ILMNILLUMINA INC | 980,084 | $136.5T | 7189957.12% | Call |
| 5 | FMXFOMENTO ECONOMICO MEXICANO S | 772,087 | $100.6T | 5302446.07% | |
| 6 | KNFKNIFE RIVER CORP | 1,317,206 | $87.2T | 4592820.26% | |
| 7 | UBERUBER TECHNOLOGIES INC | 1,401,302 | $86.3T | 4545690.70% | |
| 8 | CSXCSX CORP | 2,366,268 | $82.0T | 4322318.46% | |
| 9 | AMZNAMAZON COM INC | 517,629 | $78.6T | 4143713.37% | |
| 10 | 0J7QIAC INC | 1,266,517 | $66.3T | 3495227.92% | |
| 11 | MSFTMICROSOFT CORP | 173,661 | $65.3T | 3440609.03% | |
| 12 | KOFCOCA-COLA FEMSA SAB DE CV | 659,924 | $62.5T | 3290543.52% | |
| 13 | KKRKKR & CO INC | 749,582 | $62.1T | 3271980.08% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 1,558,332 | $57.0T | 3000864.32% | |
| 15 | ADBEADOBE INC | 91,760 | $54.7T | 2884268.19% | |
| 16 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 799,325 | $53.3T | 2810661.79% | |
| 17 | FWONALIBERTY MEDIA CORP DEL | 925,378 | $34.6T | 1822945.22% | |
| 18 | GOOGLALPHABET INC | 187,180 | $26.1T | 1377601.93% | |
| 19 | 0C3ENDEAVOR GROUP HLDGS INC | 851,568 | $20.2T | 1064672.57% | |
| 20 | —LIBERTY MEDIA CORP DEL | 369,460 | $10.6T | 559439.54% | |
| 21 | WGSGENEDX HOLDINGS CORP | 2,473,781 | $6.8T | 358420.59% | |
| 22 | AQN.TOALGONQUIN PWR UTILS CORP | 1,011,946 | $6.4T | 336956.18% | |
| 23 | LM0CLIBERTY MEDIA CORP DEL | 192,258 | $5.5T | 291523.91% | |
| 24 | AMBPARDAGH METAL PACKAGING S A | 398,835 | $1.5T | 80690.68% | |
| 25 | METAMETA PLATFORMS INC | 2,400 | $849.5B | 44757.36% | |
| 26 | NVDANVIDIA CORPORATION | 1,625 | $804.7B | 42398.53% | |
| 27 | CRMSALESFORCE INC | 3,032 | $797.8B | 42035.36% | |
| 28 | TSLATESLA INC | 2,850 | $708.2B | 37310.86% | |
| 29 | RVMDREVOLUTION MEDICINES INC | 11,698 | $335.5B | 17676.25% | |
| 30 | SLGCUSDSOMALOGIC INC | 40,000 | $101.2B | 5331.87% | |
| 31 | FLYX/WSFLYEXCLUSIVE INC | 200,832 | $44.2B | 2327.85% |