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Livermore
Livermore
ZHEN

Corvex Management LP

SEC CIK
0001535472
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
28
−2 vs. Q4 2021
Portfolio value
$1.38B
−$710.3M (−33.9%) vs. Q4 2021
Filed
May 16, 2022
SEC
Holdings of Corvex Management LP in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MGMMGM Resorts InternationalStock6,673,778$279.9M20.2%−9,000,000−57.4%ReducedHistory
FIVNFive9, Inc.COM1,516,844$167.5M12.1%+1,216,844+405.6%AddedHistory
CEGConstellation Energy CorpStock2,914,471$163.9M11.9%+2,914,471NewHistory
MSFTMicrosoft CorpStock428,652$132.2M9.6%−26,000−5.7%ReducedHistory
AMZNAmazon Com IncStock39,925$130.2M9.4%+4,150+11.6%AddedHistory
GOOGLAlphabet Inc.Stock46,231$128.6M9.3%−22,784−33.0%ReducedHistory
CCEPCoca-Cola Europacific Partners plcSHS1,071,924$52.1M3.8%−558,865−34.3%ReducedHistory
UBERUber Technologies, IncStock1,447,121$51.6M3.7%+365,651+33.8%AddedHistory
AESAES CorpStock1,979,300$50.9M3.7%+1,979,300NewHistory
Liberty Media Corp531229409COM A SIRIUSXM932,955$42.6M3.1%−619,667−39.9%Reduced–
Liberty Media Corp Del531229607COM C SIRIUSXM736,519$33.7M2.4%00.0%Unchanged–
FMXMexican Economic Development IncSPON ADR UNITS405,100$33.6M2.4%+405,100NewHistory
CRCCalifornia Resources CorpCOM STOCK678,375$30.3M2.2%+678,375NewHistory
SLGCSomaLogic, Inc.CLASS A COM2,500,000$20.1M1.4%00.0%UnchangedHistory
EQRXEQRx, Inc.COM4,216,009$17.4M1.3%−1,033,991−19.7%ReducedHistory
WGSGeneDx Holdings Corp.COMMON STOCK4,500,000$13.8M1.0%00.0%UnchangedHistory
BOACBluescape Opportunities Acquisition Corp.SHS1,000,000$9.86M0.7%00.0%UnchangedHistory
Skydeck Acquisition Corp.G82220123CLASS A ORD SHS980,000$9.54M0.7%00.0%Unchanged–
SWXSouthwest Gas Holdings, Inc.COM70,000$5.48M0.4%+70,000NewHistory
ARYDARYA Sciences Acquisition Corp IVCL A400,000$3.92M0.3%00.0%UnchangedHistory
RADIRadius Global Infrastructure, Inc.COM CL A234,986$3.36M0.2%−98,346−29.5%ReducedHistory
JPMJPMorgan Chase & CoStock10,907$1.49M0.1%−415,491−97.4%ReducedHistory
Falcon Minerals Corp30607B208*W EXP 07/21/202878,024$302.0K<0.1%00.0%Unchanged–
Pershing Square Tontine Hldg71531R109COM CL A12,500$249.0K<0.1%+12,500New–
Bluescape Opportunities AcquG1195N113*W EXP 10/28/202499,999$168.0K<0.1%00.0%Unchanged–
Skydeck Acquisition Corp.G82220115*W EXP 05/13/202326,666$114.0K<0.1%00.0%Unchanged–
Longview Acquisition Corp. II54319Q113*W EXP 99/99/999199,998$84.0K<0.1%00.0%Unchanged–
Eg Acquisition Corp26846A118*W EXP 05/28/202200,832$46.0K<0.1%00.0%Unchanged–

Options (6)

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 Q1 2022
SecurityClassPutsCalls
EXCExelon CorpStock–$47.6M
SPYSPDR S&P 500 ETF TrustETF$45.2M–
ZNGAZynga IncCL A–$41.5M
iShares Russell 2000 ETF464287655ETF–$41.1M
ARK ETF Tr00214Q302GENOMIC REV ETF–$13.8M
Pershing Square Tontine Hldg71531R109COM CL A–$9.96M

Sold out since Q4 2021 (8)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Corvex Management LP sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
PLANAnaplan, Inc.COM3,020,097$138.5M6.6%History
EXCExelon CorpStock2,150,627$124.2M5.9%History
CRMSalesforce, Inc.Stock262,772$66.8M3.2%History
TMUST-Mobile US, Inc.Stock484,226$56.2M2.7%History
DISWalt Disney CoStock217,060$33.6M1.6%History
ZNGAZynga IncCL A3,019,967$19.3M0.9%History
MAMastercard IncStock3,700$1.33M0.1%History
VVisa Inc.Stock5,900$1.28M0.1%History