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Entity | Shares/Amount Change | Position Value Change |
ILMN |
+980,084 | +$136,467 | RVMD |
+11,698 | +$335 | FLYX |
+200,832 | +$44 |
Entity | Shares/Amount Change | Position Value Change |
KVUE |
-4,510,900 | -$90,579 | TKO |
-501,396 | -$42,147 | BOOT |
-14,921 | -$1,211 | AAPL |
-3,900 | -$668 | UNP |
-2,000 | -$407 | EQRX |
-105,200 | -$234 | EGGF |
-200,832 | -$34 | BOAC |
-499,999 | -$4 |
Entity | Shares/Amount Change | Position Value Change |
SWX |
+1,338,075 | +$94,854 | KOF |
+195,764 | +$26,046 | AMZN |
+5,000 | +$13,484 | MGM |
UNCH | +$50,876 | MDU |
UNCH | +$2,232 | CSX |
UNCH | +$9,276 | IAC |
UNCH | +$2,520 | MSFT |
UNCH | +$10,470 | KKR |
UNCH | +$15,929 | LLYVA |
UNCH | +$7,215 |
Entity | Shares/Amount Change | Position Value Change |
AQN |
-9,369,953 | -$55,066 | EDR |
-4,099,537 | -$78,319 | LSXMA |
-1,368,108 | -$33,603 | KNF |
-1,219,549 | -$36,697 | LSXMK |
-842,261 | -$20,806 | WGS |
-833,742 | -$5,236 | AMBP |
-465,500 | -$1,173 | FMX |
-105,519 | +$4,851 | UBER |
-87,000 | +$17,831 |
Size ($ in 1000's)
At 12/31/2023: $1,898,021 At 09/30/2023: $1,853,456
Corvex Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Corvex Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Corvex Management LP to be as follows, presented in the
table below with each row detailing each Corvex Management LP position, ordered by largest to smallest position size.
The all-stocks-held-by-Corvex Management LP table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Corvex Management LP as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
SOUTHWEST GAS HLDGS INC |
4,769,098 |
+1,338,075 |
$302,122 | SWX | 4,769,098 | +1,338,075 | $302,122 | MGM RESORTS INTERNATIONAL |
6,423,778 |
UNCH |
$287,014 | MGM | 6,423,778 | UNCH | $287,014 | MDU RES GROUP INC |
10,147,041 |
UNCH |
$200,911 | MDU | 10,147,041 | UNCH | $200,911 | ILLUMINA INC |
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$136,467 | ILMN | 730,084 | +730,084 | $101,657 | Call | 250,000 | +250,000 | $34,810 | FOMENTO ECONOMICO MEXICANO S |
772,087 |
-105,519 |
$100,642 | FMX | 772,087 | -105,519 | $100,642 | KNIFE RIVER CORP |
1,317,206 |
-1,219,549 |
$87,173 | KNF | 1,317,206 | -1,219,549 | $87,173 | UBER TECHNOLOGIES INC |
1,401,302 |
-87,000 |
$86,278 | UBER | 1,401,302 | -87,000 | $86,278 | CSX CORP |
2,366,268 |
UNCH |
$82,039 | CSX | 2,366,268 | UNCH | $82,039 | AMAZON COM INC |
517,629 |
+5,000 |
$78,649 | AMZN | 517,629 | +5,000 | $78,649 | IAC INC |
1,266,517 |
UNCH |
$66,340 | IAC | 1,266,517 | UNCH | $66,340 | MICROSOFT CORP |
173,661 |
UNCH |
$65,303 | MSFT | 173,661 | UNCH | $65,303 | COCA COLA FEMSA SAB DE CV |
659,924 |
+195,764 |
$62,455 | KOF | 659,924 | +195,764 | $62,455 | KKR & CO INC |
749,582 |
UNCH |
$62,103 | KKR | 749,582 | UNCH | $62,103 | LIBERTY MEDIA CORP DEL |
1,558,332 |
UNCH |
$56,957 | LLYVA | 1,558,332 | UNCH | $56,957 | ADOBE INC |
91,760 |
UNCH |
$54,744 | ADBE | 91,760 | UNCH | $54,744 | COCA COLA EUROPACIFIC PARTNE |
799,325 |
UNCH |
$53,347 | CCEP | 799,325 | UNCH | $53,347 | LIBERTY MEDIA CORP DEL |
925,378 |
UNCH |
$34,600 | LLYVK | 925,378 | UNCH | $34,600 | ALPHABET INC |
187,180 |
UNCH |
$26,147 | GOOGL | 187,180 | UNCH | $26,147 | ENDEAVOR GROUP HLDGS INC |
851,568 |
-4,099,537 |
$20,208 | EDR | 851,568 | -4,099,537 | $20,208 | LIBERTY MEDIA CORP DEL |
369,460 |
-1,368,108 |
$10,618 | LSXMA | 369,460 | -1,368,108 | $10,618 | GENEDX HOLDINGS CORP |
2,473,781 |
-833,742 |
$6,803 | WGS | 2,473,781 | -833,742 | $6,803 | ALGONQUIN PWR UTILS CORP |
1,011,946 |
-9,369,953 |
$6,395 | AQN | 1,011,946 | -9,369,953 | $6,395 | LIBERTY MEDIA CORP DEL |
192,258 |
-842,261 |
$5,533 | LSXMK | 192,258 | -842,261 | $5,533 | ARDAGH METAL PACKAGING S A |
398,835 |
-465,500 |
$1,532 | AMBP | 398,835 | -465,500 | $1,532 | META PLATFORMS INC |
2,400 |
UNCH |
$850 | META | 2,400 | UNCH | $850 | NVIDIA CORPORATION |
1,625 |
UNCH |
$805 | NVDA | 1,625 | UNCH | $805 | SALESFORCE INC |
3,032 |
UNCH |
$798 | CRM | 3,032 | UNCH | $798 | TESLA INC |
2,850 |
UNCH |
$708 | TSLA | 2,850 | UNCH | $708 | REVOLUTION MEDICINES INC |
11,698 |
+11,698 |
$335 | RVMD | 11,698 | +11,698 | $335 | SOMALOGIC INC |
40,000 |
UNCH |
$101 | SLGC | 40,000 | UNCH | $101 | FLYEXCLUSIVE INC |
200,832 |
+200,832 |
$44 | FLYX.WT | 200,832 | +200,832 | $44 | APPLE INC |
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$0 (exited) | AAPL | 0 | -3,900 | $0 | BLUESCAPE OPPORTUNITIES ACQU |
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$0 (exited) | BOAC.WT | 0 | -499,999 | $0 | BOOT BARN HLDGS INC |
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$0 (exited) | BOOT | 0 | -14,921 | $0 | EG ACQUISITION CORP |
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$0 (exited) | EGGF.WT | 0 | -200,832 | $0 | EQRX INC |
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$0 (exited) | EQRX | 0 | -105,200 | $0 | KENVUE INC |
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$0 (exited) | Call | 0 | -4,510,900 | $0 | TKO GROUP HOLDINGS INC |
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$0 (exited) | TKO | 0 | -501,396 | $0 | UNION PAC CORP |
0 |
-2,000 |
$0 (exited) | Call | 0 | -2,000 | $0 |
See Summary: Corvex Management LP Top Holdings
See Details: Top 10 Stocks Held By Corvex Management LP
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