Corvex Management LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1898.0T
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 | 15.92% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 6,423,778 | $287.0T | 15.12% | |
| 3 | MDUMDU RES GROUP INC | 10,147,041 | $200.9T | 10.59% | |
| 4 | ILMNILLUMINA INC | 980,084 | $136.5T | 7.19% | Call |
| 5 | FMXFOMENTO ECONOMICO MEXICANO S | 772,087 | $100.6T | 5.30% | |
| 6 | KNFKNIFE RIVER CORP | 1,317,206 | $87.2T | 4.59% | |
| 7 | UBERUBER TECHNOLOGIES INC | 1,401,302 | $86.3T | 4.55% | |
| 8 | CSXCSX CORP | 2,366,268 | $82.0T | 4.32% | |
| 9 | AMZNAMAZON COM INC | 517,629 | $78.6T | 4.14% | |
| 10 | 0J7QIAC INC | 1,266,517 | $66.3T | 3.50% | |
| 11 | MSFTMICROSOFT CORP | 173,661 | $65.3T | 3.44% | |
| 12 | KOFCOCA-COLA FEMSA SAB DE CV | 659,924 | $62.5T | 3.29% | |
| 13 | KKRKKR & CO INC | 749,582 | $62.1T | 3.27% | |
| 14 | FWONALIBERTY MEDIA CORP DEL | 1,558,332 | $57.0T | 3.00% | |
| 15 | ADBEADOBE INC | 91,760 | $54.7T | 2.88% | |
| 16 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 799,325 | $53.3T | 2.81% | |
| 17 | FWONALIBERTY MEDIA CORP DEL | 925,378 | $34.6T | 1.82% | |
| 18 | GOOGLALPHABET INC | 187,180 | $26.1T | 1.38% | |
| 19 | 0C3ENDEAVOR GROUP HLDGS INC | 851,568 | $20.2T | 1.06% | |
| 20 | —LIBERTY MEDIA CORP DEL | 369,460 | $10.6T | 0.56% | |
| 21 | WGSGENEDX HOLDINGS CORP | 2,473,781 | $6.8T | 0.36% | |
| 22 | AQN.TOALGONQUIN PWR UTILS CORP | 1,011,946 | $6.4T | 0.34% | |
| 23 | LM0CLIBERTY MEDIA CORP DEL | 192,258 | $5.5T | 0.29% | |
| 24 | AMBPARDAGH METAL PACKAGING S A | 398,835 | $1.5T | 0.08% | |
| 25 | METAMETA PLATFORMS INC | 2,400 | $849.5B | 0.04% | |
| 26 | NVDANVIDIA CORPORATION | 1,625 | $804.7B | 0.04% | |
| 27 | CRMSALESFORCE INC | 3,032 | $797.8B | 0.04% | |
| 28 | TSLATESLA INC | 2,850 | $708.2B | 0.04% | |
| 29 | RVMDREVOLUTION MEDICINES INC | 11,698 | $335.5B | 0.02% | |
| 30 | SLGCUSDSOMALOGIC INC | 40,000 | $101.2B | 0.01% | |
| 31 | FLYX/WSFLYEXCLUSIVE INC | 200,832 | $44.2B | 0.00% |