Corvex Management LP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$3.6T
Holdings
31
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | YUMYUM BRANDS INC | 7,950,654 | $508.0B | 14.09% | |
| 2 | YUMCYUM CHINA HLDGS INC | 10,352,967 | $281.6B | 7.81% | |
| 3 | —PANDORA MEDIA INC | 20,762,824 | $245.2B | 6.80% | |
| 4 | NOMDNOMAD HLDGS LTD | 17,430,522 | $199.6B | 5.54% | |
| 5 | BALLBALL CORP | 2,493,884 | $185.2B | 5.14% | |
| 6 | BACBANK AMER CORP | 7,582,000 | $178.9B | 4.96% | Call |
| 7 | CLCOLGATE PALMOLIVE CO | 2,423,798 | $177.4B | 4.92% | Call |
| 8 | BUWABIO RAD LABS INC | 847,141 | $168.9B | 4.68% | |
| 9 | —MEDICINES CO | 3,252,260 | $159.0B | 4.41% | |
| 10 | GOOGLALPHABET INC | 173,500 | $147.1B | 4.08% | |
| 11 | CRMSALESFORCE COM INC | 1,694,900 | $139.8B | 3.88% | Call |
| 12 | —PLATFORM SPECIALTY PRODS COR | 10,629,630 | $138.4B | 3.84% | |
| 13 | SIGSIGNET JEWELERS LIMITED | 1,798,558 | $124.6B | 3.46% | |
| 14 | METAFACEBOOK INC | 850,000 | $120.7B | 3.35% | |
| 15 | PXGBXPRAXAIR INC | 886,015 | $105.1B | 2.91% | |
| 16 | ETRAE TRADE FINANCIAL CORP | 2,728,520 | $95.2B | 2.64% | Call |
| 17 | HUMHUMANA INC | 436,769 | $90.0B | 2.50% | |
| 18 | ZAYOEURZAYO GROUP HLDGS INC | 2,303,070 | $75.8B | 2.10% | |
| 19 | —ENERGEN CORP | 1,345,922 | $73.3B | 2.03% | |
| 20 | PAGPPLAINS GP HLDGS L P | 1,892,494 | $59.2B | 1.64% | |
| 21 | JACKJACK IN THE BOX INC | 562,972 | $57.3B | 1.59% | |
| 22 | —ENVISION HEALTHCARE CORP | 916,315 | $56.2B | 1.56% | |
| 23 | RFREGIONS FINL CORP NEW | 3,608,066 | $52.4B | 1.45% | |
| 24 | —PAREXEL INTL CORP | 739,540 | $46.7B | 1.29% | |
| 25 | CLGXCORELOGIC INC | 1,125,913 | $45.8B | 1.27% | |
| 26 | DECKDECKERS OUTDOOR CORP | 427,707 | $25.5B | 0.71% | |
| 27 | —PANDORA MEDIA INC | 15,000,000 | $15.0B | 0.42% | |
| 28 | —LANDCADIA HLDGS INC | 1,225,000 | $13.1B | 0.36% | |
| 29 | —CF CORP | 1,000,000 | $10.7B | 0.30% | |
| 30 | —MEDICINES CO | 5,000,000 | $7.9B | 0.22% | |
| 31 | ALNYALNYLAM PHARMACEUTICALS INC | 25,175 | $1.3B | 0.04% |