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Livermore
Livermore
ZHEN

Corvex Management LP

SEC CIK
0001535472
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
32
−1 vs. Q2 2022
Portfolio value
$1.61B
+$104.7M (+6.9%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Corvex Management LP in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MDUMdu Resources Group IncStock10,147,041$277.5M17.2%+1,418,766+16.3%AddedHistory
MGMMGM Resorts InternationalStock6,673,778$198.3M12.3%00.0%UnchangedHistory
FMXMexican Economic Development IncSPON ADR UNITS2,300,126$144.3M8.9%+1,895,026+467.8%AddedHistory
CRCCalifornia Resources CorpCOM STOCK3,057,677$117.5M7.3%−327,857−9.7%ReducedHistory
CEGConstellation Energy CorpStock1,289,261$107.3M6.6%−483,349−27.3%ReducedHistory
MSFTMicrosoft CorpStock449,352$104.7M6.5%+2,200+0.5%AddedHistory
AESAES CorpStock4,167,588$94.2M5.8%−368,008−8.1%ReducedHistory
CRMSalesforce, Inc.Stock601,367$86.5M5.4%+504,367+520.0%AddedHistory
AMZNAmazon Com IncStock643,100$72.7M4.5%+72,600+12.7%AddedHistory
GOOGLAlphabet Inc.Stock743,120$71.1M4.4%−305,500−29.1%ReducedConverted for a 20-for-1 splitHistory
CSXCSX CorpStock1,843,000$49.1M3.0%+693,000+60.3%AddedHistory
UBERUber Technologies, IncStock1,447,121$38.3M2.4%00.0%UnchangedHistory
Liberty Media Corp531229409COM A SIRIUSXM932,955$35.5M2.2%00.0%Unchanged–
CCEPCoca-Cola Europacific Partners plcSHS799,325$34.1M2.1%+4,000+0.5%AddedHistory
BOOTBoot Barn Holdings, Inc.COM501,864$29.3M1.8%+88,948+21.5%AddedHistory
AMBPArdagh Metal Packaging S.A.SHS5,943,682$28.8M1.8%+3,806,437+178.1%AddedHistory
Liberty Media Corp Del531229607COM C SIRIUSXM736,519$27.8M1.7%00.0%Unchanged–
EQRXEQRx, Inc.COM5,250,000$26.0M1.6%00.0%UnchangedHistory
SWXSouthwest Gas Holdings, Inc.COM234,119$16.3M1.0%+234,119NewHistory
TWTRTwitter, Inc.COM350,000$15.3M1.0%+350,000NewHistory
WGSGeneDx Holdings Corp.COMMON STOCK15,937,500$14.0M0.9%00.0%UnchangedHistory
Skydeck Acquisition Corp.G82220123CLASS A ORD SHS980,000$9.64M0.6%00.0%Unchanged–
SLGCSomaLogic, Inc.CLASS A COM2,500,000$7.25M0.4%00.0%UnchangedHistory
ARYDARYA Sciences Acquisition Corp IVCL A400,000$3.96M0.2%00.0%UnchangedHistory
RADIRadius Global Infrastructure, Inc.COM CL A234,986$2.21M0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF4,500$1.61M0.1%+4,500NewHistory
JPMJPMorgan Chase & CoStock12,407$1.30M0.1%+1,500+13.8%AddedHistory
Sitio Royalties Corp.82982V119*W EXP 08/23/202878,024$149.0K<0.1%00.0%Unchanged–
Bluescape Opportunities AcquG1195N113*W EXP 10/28/202499,999$70.0K<0.1%00.0%Unchanged–
Skydeck Acquisition Corp.G82220115*W EXP 05/13/202326,666$38.0K<0.1%00.0%Unchanged–
Eg Acquisition Corp26846A118*W EXP 05/28/202200,832$25.0K<0.1%00.0%Unchanged–
Longview Acquisition Corp. II54319Q113*W EXP 99/99/999199,998$14.0K<0.1%00.0%Unchanged–

Options (2)

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 Q3 2022
SecurityClassPutsCalls
iShares Russell 2000 ETF464287655ETF–$56.1M
SPYSPDR S&P 500 ETF TrustETF–$35.7M

Sold out since Q2 2022 (4)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Corvex Management LP sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
ZENZendesk, Inc.COM910,600$67.4M4.5%History
FIVNFive9, Inc.COM586,638$53.5M3.5%History
Pershing Square Tontine Hldg71531R109COM CL A500,500$9.99M0.7%–
BOACBluescape Opportunities Acquisition Corp.SHS1,000,000$9.91M0.7%History