Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 44
- No 13F data for Q4 2020
- Portfolio value
- $2.01B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MGMMGM Resorts International | Stock | 15,673,778 | $595.4M | 29.6% | – | – | History |
| EXCExelon Corp | Stock | 3,847,161 | $168.3M | 8.4% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 1,278,300 | $160.2M | 8.0% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 73,345 | $151.3M | 7.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 44,458 | $137.6M | 6.8% | – | – | History |
| OPTUOptimum Communications, Inc. | CL A | 3,513,905 | $114.3M | 5.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 450,667 | $106.3M | 5.3% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 1,797,113 | $93.7M | 4.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 421,600 | $64.2M | 3.2% | – | – | History |
| FISVFiserv Inc | Stock | 520,000 | $61.9M | 3.1% | – | – | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 1,012,602 | $44.7M | 2.2% | – | – | – |
| DISWalt Disney Co | Stock | 228,160 | $42.1M | 2.1% | – | – | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 758,914 | $33.5M | 1.7% | – | – | – |
| EXPEExpedia Group, Inc. | Stock | 167,000 | $28.7M | 1.4% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 286,136 | $26.6M | 1.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 116,000 | $18.6M | 0.9% | – | – | History |
| FEFirstenergy Corp | COM | 495,790 | $17.2M | 0.9% | – | – | History |
| GPNGlobal Payments Inc | Stock | 82,000 | $16.5M | 0.8% | – | – | History |
| RADIRadius Global Infrastructure, Inc. | COM CL A | 1,000,000 | $14.7M | 0.7% | – | – | History |
| BLMNBloomin' Brands, Inc. | COM | 457,230 | $12.4M | 0.6% | – | – | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 261,500 | $11.3M | 0.6% | – | – | History |
| Bluescape Opportunities AcquG1195N121 | UNIT 99/99/9999 | 1,000,000 | $10.7M | 0.5% | – | – | – |
| Ajax IG0190X100 | COM | 1,000,000 | $10.3M | 0.5% | – | – | – |
| Longview Acquisition Corp. II54319Q204 | UNIT 99/99/9999 | 1,000,000 | $10.0M | 0.5% | – | – | – |
| Capitol Investment Corp V14064F100 | COM CL A | 664,800 | $6.71M | 0.3% | – | – | – |
| HZONHorizon Acquisition Corp II | SHS CL A | 652,272 | $6.65M | 0.3% | – | – | History |
| Nuburu, Inc.87403Q102 | COM CL A | 650,000 | $6.45M | 0.3% | – | – | – |
| Artius Acquisition Inc04316G105 | COM CL A | 506,705 | $5.12M | 0.3% | – | – | – |
| Hudson Executive Invt Corp443761101 | COM CL A | 500,000 | $4.96M | 0.2% | – | – | – |
| Forum Merger III Corp349885103 | COM CL A | 483,202 | $4.82M | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 9,046 | $4.72M | 0.2% | – | – | History |
| Acies Acquisition CorpG0103T105 | CL A | 433,819 | $4.32M | 0.2% | – | – | – |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 400,000 | $4.16M | 0.2% | – | – | History |
| FWONALiberty Media Corp | COM SER A FRMLA | 100,000 | $3.82M | 0.2% | – | – | History |
| VG Acquisition CorpG9446E105 | SHS CL A | 259,884 | $2.64M | 0.1% | – | – | – |
| LIDRAEye, Inc. | CL A | 250,000 | $2.50M | 0.1% | – | – | History |
| ATACAlbatross Acquisition Corp | SHS CL A | 191,063 | $1.89M | 0.1% | – | – | History |
| FIVEFive Below, Inc | COM | 5,837 | $1.11M | 0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 16,900 | $762.0K | <0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,100 | $619.0K | <0.1% | – | – | History |
| Falcon Capital Acquisitn Cor30606L108 | COM CL A | 61,928 | $617.0K | <0.1% | – | – | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 13,500 | $539.0K | <0.1% | – | – | – |
| Ascendant Digital AcquisitioG05155109 | COM CL A | 49,386 | $489.0K | <0.1% | – | – | – |
| Falcon Minerals Corp30607B208 | *W EXP 07/21/202 | 878,024 | $213.0K | <0.1% | – | – | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SIRISirius XM Holdings Inc. | COM | $12.2M | – |
| Paramount Global92556H206 | CL B | $6.87M | – |