Corvex Management LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.1T
Holdings
22
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —ENERGEN CORP | 9,710,474 | $559.0B | 26.77% | |
| 2 | BACBANK AMER CORP | 7,017,000 | $207.1B | 9.92% | |
| 3 | —ENVISION HEALTHCARE CORP | 5,051,223 | $174.6B | 8.36% | |
| 4 | GOOGLALPHABET INC | 159,764 | $168.3B | 8.06% | |
| 5 | METAFACEBOOK INC | 891,000 | $157.2B | 7.53% | |
| 6 | CMCSACOMCAST CORP NEW | 3,795,356 | $152.0B | 7.28% | |
| 7 | NOMDNOMAD FOODS LTD | 8,462,281 | $143.1B | 6.85% | |
| 8 | CTLEURCENTURYLINK INC | 6,000,000 | $100.1B | 4.79% | Call |
| 9 | TWXCHFTIME WARNER INC | 957,600 | $87.6B | 4.19% | Call |
| 10 | —MEDICINES CO | 2,410,833 | $65.9B | 3.16% | |
| 11 | JBLUJETBLUE AIRWAYS CORP | 2,512,920 | $56.1B | 2.69% | |
| 12 | —FGL HLDGS | 4,776,374 | $48.1B | 2.30% | |
| 13 | LBRDKLIBERTY BROADBAND CORP | 540,800 | $46.1B | 2.21% | Call |
| 14 | TMUST MOBILE US INC | 537,665 | $34.1B | 1.64% | |
| 15 | CHTRCHARTER COMMUNICATIONS INC N | 95,000 | $31.9B | 1.53% | |
| 16 | BABAALIBABA GROUP HLDG LTD | 82,000 | $14.1B | 0.68% | |
| 17 | —LANDCADIA HLDGS INC | 1,225,000 | $12.9B | 0.62% | |
| 18 | —OSPREY ENERGY ACQUISITION CO | 1,000,000 | $9.9B | 0.48% | |
| 19 | NXPINXP SEMICONDUCTORS N V | 83,000 | $9.7B | 0.47% | |
| 20 | —MEDICINES CO | 5,000,000 | $5.3B | 0.25% | |
| 21 | AABAUSDALTABA INC | 53,000 | $3.7B | 0.18% | |
| 22 | —FGL HLDGS | 833,333 | $1.3B | 0.06% |