Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 34
- −10 vs. Q1 2021
- Portfolio value
- $2.24B
- +$223.1M (+11.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MGMMGM Resorts International | Stock | 15,673,778 | $668.5M | 29.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 53,968 | $185.7M | 8.3% | +9,510+21.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 75,745 | $185.0M | 8.3% | +2,400+3.3% | Added | History |
| EXCExelon Corp | Stock | 3,890,561 | $172.4M | 7.7% | +43,400+1.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 990,441 | $143.4M | 6.4% | −287,859−22.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 452,567 | $122.6M | 5.5% | +1,900+0.4% | Added | History |
| OPTUOptimum Communications, Inc. | CL A | 3,527,205 | $120.4M | 5.4% | +13,300+0.4% | Added | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 1,805,813 | $107.1M | 4.8% | +8,700+0.5% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 2,124,218 | $98.9M | 4.4% | +1,365,304+179.9% | Added | – |
| CRMSalesforce, Inc. | Stock | 316,000 | $77.2M | 3.5% | +316,000 | New | History |
| BLMNBloomin' Brands, Inc. | COM | 2,722,842 | $73.9M | 3.3% | +2,265,612+495.5% | Added | History |
| DISWalt Disney Co | Stock | 380,710 | $66.9M | 3.0% | +152,550+66.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 421,600 | $65.6M | 2.9% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 1,167,056 | $54.1M | 2.4% | +154,454+15.3% | Added | – |
| ZNGAZynga Inc | CL A | 1,150,000 | $12.2M | 0.5% | +1,150,000 | New | History |
| Longview Acquisition Corp. II54319Q204 | UNIT 99/99/9999 | 983,942 | $9.92M | 0.4% | −16,058−1.6% | Reduced | – |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 1,000,000 | $9.81M | 0.4% | +1,000,000 | New | History |
| Skydeck Acquisition Corp.G82220107 | UNIT 05/13/2026 | 980,000 | $9.80M | 0.4% | +980,000 | New | – |
| Capitol Investment Corp V14064F100 | COM CL A | 848,100 | $8.46M | 0.4% | +183,300+27.6% | Added | – |
| Nuburu, Inc.87403Q102 | COM CL A | 650,000 | $6.48M | 0.3% | 00.0% | Unchanged | – |
| HZONHorizon Acquisition Corp II | SHS CL A | 652,272 | $6.37M | 0.3% | 00.0% | Unchanged | History |
| Flyexclusive Inc.26846A209 | UNIT 99/99/9999 | 602,500 | $6.03M | 0.3% | +602,500 | New | – |
| ROVRRover Group, Inc. | COM CL A | 500,000 | $5.00M | 0.2% | +500,000 | New | History |
| TWC Tech Hldgs II Corp90117G105 | COM | 500,000 | $4.96M | 0.2% | +500,000 | New | – |
| ATVIActivision Blizzard, Inc. | COM | 48,444 | $4.62M | 0.2% | −237,692−83.1% | Reduced | History |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 400,000 | $4.29M | 0.2% | 00.0% | Unchanged | History |
| Ajax IG0190X100 | COM | 307,600 | $3.06M | 0.1% | −692,400−69.2% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 3,420 | $1.19M | 0.1% | +1,320+62.9% | Added | History |
| LIDRAEye, Inc. | CL A | 100,000 | $1.00M | <0.1% | −150,000−60.0% | Reduced | History |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 499,999 | $675.0K | <0.1% | +499,999 | New | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 13,500 | $581.0K | <0.1% | 00.0% | Unchanged | – |
| Falcon Minerals Corp30607B208 | *W EXP 07/21/202 | 878,024 | $171.0K | <0.1% | 00.0% | Unchanged | – |
| LGVLongview Acquisition Corp. II | COM CL A | 16,058 | $157.0K | <0.1% | +16,058 | New | History |
| Longview Acquisition Corp. II54319Q113 | *W EXP 99/99/999 | 3,210 | $4.00K | <0.1% | +3,210 | New | – |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2021 (20)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 520,000 | $61.9M | 3.1% | History |
| EXPEExpedia Group, Inc. | Stock | 167,000 | $28.7M | 1.4% | 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 |
| 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% | – |
| 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% | – |
| 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% | – |
| 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% | – |
| Falcon Capital Acquisitn Cor30606L108 | COM CL A | 61,928 | $617.0K | <0.1% | – |
| Ascendant Digital AcquisitioG05155109 | COM CL A | 49,386 | $489.0K | <0.1% | – |