Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 33
- +5 vs. Q1 2022
- Portfolio value
- $1.51B
- +$127.2M (+9.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDUMdu Resources Group Inc | Stock | 8,728,275 | $235.6M | 15.6% | +8,728,275 | New | History |
| MGMMGM Resorts International | Stock | 6,673,778 | $193.2M | 12.8% | 00.0% | Unchanged | History |
| CRCCalifornia Resources Corp | COM STOCK | 3,385,534 | $130.3M | 8.6% | +2,707,159+399.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 447,152 | $114.8M | 7.6% | +18,500+4.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 52,431 | $114.3M | 7.6% | +6,200+13.4% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,772,610 | $101.5M | 6.7% | −1,141,861−39.2% | Reduced | History |
| AESAES Corp | Stock | 4,535,596 | $95.3M | 6.3% | +2,556,296+129.2% | Added | History |
| ZENZendesk, Inc. | COM | 910,600 | $67.4M | 4.5% | +910,600 | New | History |
| AMZNAmazon Com Inc | Stock | 570,500 | $60.6M | 4.0% | −228,000−28.6% | ReducedConverted for a 20-for-1 split | History |
| FIVNFive9, Inc. | COM | 586,638 | $53.5M | 3.5% | −930,206−61.3% | Reduced | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 795,325 | $41.0M | 2.7% | −276,599−25.8% | Reduced | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 932,955 | $33.6M | 2.2% | 00.0% | Unchanged | – |
| CSXCSX Corp | Stock | 1,150,000 | $33.4M | 2.2% | +1,150,000 | New | History |
| UBERUber Technologies, Inc | Stock | 1,447,121 | $29.6M | 2.0% | 00.0% | Unchanged | History |
| BOOTBoot Barn Holdings, Inc. | COM | 412,916 | $28.5M | 1.9% | +412,916 | New | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 405,100 | $27.3M | 1.8% | 00.0% | Unchanged | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 736,519 | $26.6M | 1.8% | 00.0% | Unchanged | – |
| EQRXEQRx, Inc. | COM | 5,250,000 | $24.6M | 1.6% | +1,033,991+24.5% | Added | History |
| WGSGeneDx Holdings Corp. | COMMON STOCK | 15,937,500 | $20.1M | 1.3% | +11,437,500+254.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 97,000 | $16.0M | 1.1% | +97,000 | New | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 2,137,245 | $13.0M | 0.9% | +2,137,245 | New | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 2,500,000 | $11.3M | 0.7% | 00.0% | Unchanged | History |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 500,500 | $9.99M | 0.7% | +488,000+3,904.0% | Added | – |
| BOACBluescape Opportunities Acquisition Corp. | SHS | 1,000,000 | $9.91M | 0.7% | 00.0% | Unchanged | History |
| Skydeck Acquisition Corp.G82220123 | CLASS A ORD SHS | 980,000 | $9.54M | 0.6% | 00.0% | Unchanged | – |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 400,000 | $3.92M | 0.3% | 00.0% | Unchanged | History |
| RADIRadius Global Infrastructure, Inc. | COM CL A | 234,986 | $3.59M | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 10,907 | $1.23M | 0.1% | 00.0% | Unchanged | History |
| Sitio Royalties Corp.82982V119 | *W EXP 08/23/202 | 878,024 | $167.0K | <0.1% | +878,024 | New | – |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 499,999 | $105.0K | <0.1% | 00.0% | Unchanged | – |
| Skydeck Acquisition Corp.G82220115 | *W EXP 05/13/202 | 326,666 | $42.0K | <0.1% | 00.0% | Unchanged | – |
| Eg Acquisition Corp26846A118 | *W EXP 05/28/202 | 200,832 | $28.0K | <0.1% | 00.0% | Unchanged | – |
| Longview Acquisition Corp. II54319Q113 | *W EXP 99/99/999 | 199,998 | $26.0K | <0.1% | 00.0% | Unchanged | – |
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 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.