Corvex Management LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.6T
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWXSOUTHWEST GAS HLDGS INC | 4,769,098 | $342.4B | 12.96% | |
| 2 | ILMNILLUMINA INC | 3,829,608 | $303.8B | 11.50% | |
| 3 | DLTRDOLLAR TREE INC | 3,210,753 | $241.0B | 9.12% | |
| 4 | WGSGENEDX HOLDINGS CORP | 2,473,781 | $219.1B | 8.29% | |
| 5 | MGMMGM RESORTS INTERNATIONAL | 5,687,478 | $168.6B | 6.38% | |
| 6 | VSTSVESTIS CORPORATION | 17,007,877 | $168.4B | 6.37% | |
| 7 | 0J7QIAC INC | 2,410,370 | $110.7B | 4.19% | |
| 8 | AMZNAMAZON COM INC | 565,029 | $107.5B | 4.07% | |
| 9 | GOOGLALPHABET INC | 643,209 | $99.5B | 3.76% | |
| 10 | MDUMDU RES GROUP INC | 5,871,758 | $99.3B | 3.76% | |
| 11 | KOFCOCA-COLA FEMSA SAB DE CV | 998,713 | $91.2B | 3.45% | |
| 12 | SRESEMPRA | 1,056,110 | $75.4B | 2.85% | |
| 13 | NSCNORFOLK SOUTHN CORP | 297,431 | $70.4B | 2.67% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 1,021,144 | $68.7B | 2.60% | |
| 15 | MSFTMICROSOFT CORP | 173,661 | $65.2B | 2.47% | |
| 16 | UGIUGI CORP NEW | 1,960,815 | $64.8B | 2.45% | |
| 17 | CSXCSX CORP | 1,753,068 | $51.6B | 1.95% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 310,354 | $51.5B | 1.95% | |
| 19 | IWMISHARES TR | 257,500 | $51.4B | 1.94% | Call |
| 20 | HSIHEIDRICK & STRUGGLES INTL IN | 1,002,462 | $42.9B | 1.62% | |
| 21 | FTREFORTREA HLDGS INC | 4,474,898 | $33.8B | 1.28% | |
| 22 | LNGCHENIERE ENERGY INC | 140,400 | $32.5B | 1.23% | |
| 23 | AQN.TOALGONQUIN PWR UTILS CORP | 5,683,855 | $29.2B | 1.11% | |
| 24 | IASINTEGRAL AD SCIENCE HLDNG CO | 2,618,000 | $21.1B | 0.80% | |
| 25 | PLTRPALANTIR TECHNOLOGIES INC | 200,000 | $16.9B | 0.64% | Put |
| 26 | IBITISHARES BITCOIN TRUST ETF | 196,750 | $9.2B | 0.35% | |
| 27 | NVDANVIDIA CORPORATION | 16,250 | $1.8B | 0.07% | |
| 28 | METAMETA PLATFORMS INC | 2,400 | $1.4B | 0.05% | |
| 29 | AMBPARDAGH METAL PACKAGING S A | 398,835 | $1.2B | 0.05% | |
| 30 | FWONALIBERTY MEDIA CORP DEL | 16,643 | $1.1B | 0.04% | |
| 31 | TSLATESLA INC | 2,850 | $738.6M | 0.03% | |
| 32 | FLBSTANDARD BIOTOOLS INC | 44,400 | $48.0M | 0.00% | |
| 33 | FLYX/WSFLYEXCLUSIVE INC | 200,832 | $20.1M | 0.00% |