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Livermore
Livermore
ZHEN

Corvex Management LP

SEC CIK
0001535472
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Mar 18, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
30
−2 vs. Q3 2021
Portfolio value
$2.09B
−$187.9M (−8.2%) vs. Q3 2021
Filed
Mar 18, 2022
AmendedSECSEC
Holdings of Corvex Management LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MGMMGM Resorts InternationalStock15,673,778$703.4M33.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock69,015$199.9M9.6%+288+0.4%AddedHistory
MSFTMicrosoft CorpStock454,652$152.9M7.3%00.0%UnchangedHistory
PLANAnaplan, Inc.COM3,020,097$138.5M6.6%+3,020,097NewHistory
EXCExelon CorpStock2,150,627$124.2M5.9%+48,000+2.3%AddedHistory
AMZNAmazon Com IncStock35,775$119.3M5.7%−15,171−29.8%ReducedHistory
CCEPCoca-Cola Europacific Partners plcSHS1,630,789$91.2M4.4%−188,700−10.4%ReducedHistory
Liberty Media Corp531229409COM A SIRIUSXM1,552,622$79.0M3.8%−301,003−16.2%Reduced–
JPMJPMorgan Chase & CoStock426,398$67.5M3.2%+3,400+0.8%AddedHistory
CRMSalesforce, Inc.Stock262,772$66.8M3.2%−62,372−19.2%ReducedHistory
TMUST-Mobile US, Inc.Stock484,226$56.2M2.7%−186,288−27.8%ReducedHistory
UBERUber Technologies, IncStock1,081,470$45.3M2.2%−143,530−11.7%ReducedHistory
FIVNFive9, Inc.COM300,000$41.2M2.0%−556,393−65.0%ReducedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM736,519$37.5M1.8%−130,889−15.1%Reduced–
EQRXEQRx, Inc.COM5,250,000$35.8M1.7%+5,250,000NewHistory
DISWalt Disney CoStock217,060$33.6M1.6%−165,050−43.2%ReducedHistory
SLGCSomaLogic, Inc.CLASS A COM2,500,000$29.1M1.4%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COMMON STOCK4,500,000$20.1M1.0%00.0%UnchangedHistory
ZNGAZynga IncCL A3,019,967$19.3M0.9%−5,997,528−66.5%ReducedHistory
BOACBluescape Opportunities Acquisition Corp.SHS1,000,000$9.79M0.5%00.0%UnchangedHistory
Skydeck Acquisition Corp.G82220123CLASS A ORD SHS980,000$9.61M0.5%00.0%Unchanged–
RADIRadius Global Infrastructure, Inc.COM CL A333,332$5.37M0.3%+333,332NewHistory
ARYDARYA Sciences Acquisition Corp IVCL A400,000$3.97M0.2%00.0%UnchangedHistory
MAMastercard IncStock3,700$1.33M0.1%+3,700NewHistory
VVisa Inc.Stock5,900$1.28M0.1%+5,900NewHistory
Bluescape Opportunities AcquG1195N113*W EXP 10/28/202499,999$421.0K<0.1%00.0%Unchanged–
Skydeck Acquisition Corp.G82220115*W EXP 05/13/202326,666$268.0K<0.1%00.0%Unchanged–
Longview Acquisition Corp. II54319Q113*W EXP 99/99/999199,998$170.0K<0.1%00.0%Unchanged–
Eg Acquisition Corp26846A118*W EXP 05/28/202200,832$124.0K<0.1%00.0%Unchanged–
Falcon Minerals Corp30607B208*W EXP 07/21/202878,024$122.0K<0.1%00.0%Unchanged–

Options (5)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Corvex Management LP in Q4 2021
SecurityClassPutsCalls
FIVNFive9, Inc.COM–$149.1M
WYNNWynn Resorts LtdCOM$86.5M–
ARK Innovation ETF00214Q104ETF$86.2M–
EXCExelon CorpStock–$82.1M
ZNGAZynga IncCL A–$39.1M

Sold out since Q3 2021 (7)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Corvex Management LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
BLMNBloomin' Brands, Inc.COM1,915,638$47.9M2.1%History
OPTUOptimum Communications, Inc.CL A2,117,833$43.9M1.9%History
USFDUS Foods Holding Corp.COM1,019,253$35.3M1.5%History
SRADSportradar Group AGCLASS A ORD SHS201,800$4.57M0.2%History
ATVIActivision Blizzard, Inc.COM48,444$3.75M0.2%History
METAMeta Platforms, Inc.Stock3,775$1.28M0.1%History
APOApollo Global Management, Inc.COM CL A16,800$1.03M<0.1%History