Corvex Management LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$1.7T
Holdings
33
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDUMDU RES GROUP INC | 10,147,041 | $277.5B | 16.26% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 6,673,778 | $198.3B | 11.62% | |
| 3 | FMXFOMENTO ECONOMICO MEXICANO S | 2,300,126 | $144.3B | 8.46% | |
| 4 | CRCCALIFORNIA RES CORP | 3,057,677 | $117.5B | 6.89% | |
| 5 | CEGCONSTELLATION ENERGY CORP | 1,289,261 | $107.3B | 6.28% | |
| 6 | MSFTMICROSOFT CORP | 449,352 | $104.7B | 6.13% | |
| 7 | AESAES CORP | 4,167,588 | $94.2B | 5.52% | |
| 8 | CRMSALESFORCE INC | 601,367 | $86.5B | 5.07% | |
| 9 | AMZNAMAZON COM INC | 643,100 | $72.7B | 4.26% | |
| 10 | GOOGLALPHABET INC | 743,120 | $71.1B | 4.16% | |
| 11 | IWMISHARES TR | 340,000 | $56.1B | 3.29% | Call |
| 12 | CSXCSX CORP | 1,843,000 | $49.1B | 2.88% | |
| 13 | UBERUBER TECHNOLOGIES INC | 1,447,121 | $38.3B | 2.25% | |
| 14 | SPYSPDR S&P 500 ETF TR | 104,500 | $37.3B | 2.19% | Call |
| 15 | LM03LIBERTY MEDIA CORP DEL | 932,955 | $35.5B | 2.08% | |
| 16 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 799,325 | $34.1B | 2.00% | |
| 17 | BOOTBOOT BARN HLDGS INC | 501,864 | $29.3B | 1.72% | |
| 18 | AMBPARDAGH METAL PACKAGING S A | 5,943,682 | $28.8B | 1.69% | |
| 19 | LSXMKUSDLIBERTY MEDIA CORP DEL | 736,519 | $27.8B | 1.63% | |
| 20 | —EQRX INC | 5,250,000 | $26.0B | 1.52% | |
| 21 | SWXSOUTHWEST GAS HLDGS INC | 234,119 | $16.3B | 0.96% | |
| 22 | TWTRUSDTWITTER INC | 350,000 | $15.3B | 0.90% | |
| 23 | SMFRUSDSEMA4 HOLDINGS CORP | 15,937,500 | $14.0B | 0.82% | |
| 24 | —SKYDECK ACQUISITION CORP | 980,000 | $9.6B | 0.57% | |
| 25 | SLGCUSDSOMALOGIC INC | 2,500,000 | $7.3B | 0.42% | |
| 26 | —ARYA SCIENCES ACQU CORP IV | 400,000 | $4.0B | 0.23% | |
| 27 | RADIGUSDRADIUS GLOBAL INFRASTRCTRE I | 234,986 | $2.2B | 0.13% | |
| 28 | JPMJPMORGAN CHASE & CO | 12,407 | $1.3B | 0.08% | |
| 29 | —SITIO ROYALTIES CORP | 878,024 | $149.0M | 0.01% | |
| 30 | —BLUESCAPE OPPORTUNITIES ACQU | 499,999 | $70.0M | 0.00% | |
| 31 | —SKYDECK ACQUISITION CORP | 326,666 | $38.0M | 0.00% | |
| 32 | —EG ACQUISITION CORP | 200,832 | $25.0M | 0.00% | |
| 33 | —LONGVIEW ACQUISITION CORP II | 199,998 | $14.0M | 0.00% |