Corvex Management LP

SEC CIK: 0001535472
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Positions: 28; −4 vs. Q3 2022
Portfolio value: $1.51B; −$109.7M (−6.8%) vs. Q3 2022
Filed: Feb 14, 2023; SEC

Holdings of Corvex Management LP in Q4 2022
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
MDUMdu Resources Group Inc	Stock	10,147,041	$307.9M	20.5%	00.0%	Unchanged	History
MGMMGM Resorts International	Stock	6,673,778	$223.8M	14.9%	00.0%	Unchanged	History
FMXMexican Economic Development Inc	SPON ADR UNITS	2,519,756	$196.8M	13.1%	+219,630+9.5%	Added	History
CRCCalifornia Resources Corp	COM STOCK	3,057,677	$133.0M	8.8%	00.0%	Unchanged	History
AESAES Corp	Stock	4,167,588	$119.9M	8.0%	00.0%	Unchanged	History
CEGConstellation Energy Corp	Stock	1,289,261	$111.1M	7.4%	00.0%	Unchanged	History
MSFTMicrosoft Corp	Stock	360,807	$86.5M	5.7%	−88,545−19.7%	Reduced	History
CCKCrown Holdings, Inc.	COM	894,861	$73.6M	4.9%	+894,861	New	History
GOOGLAlphabet Inc.	Stock	562,780	$49.7M	3.3%	−180,340−24.3%	Reduced	History
CCEPCoca-Cola Europacific Partners plc	SHS	799,325	$44.2M	2.9%	00.0%	Unchanged	History
PPLIPeople Inc	COM NEW	870,155	$38.6M	2.6%	+870,155	New	History
Liberty Media Corp531229409	COM A SIRIUSXM	932,955	$36.7M	2.4%	00.0%	Unchanged	–
Liberty Media Corp Del531229607	COM C SIRIUSXM	736,519	$28.8M	1.9%	00.0%	Unchanged	–
CSXCSX Corp	Stock	807,461	$25.0M	1.7%	−1,035,539−56.2%	Reduced	History
Skydeck Acquisition Corp.G82220123	CLASS A ORD SHS	980,000	$9.86M	0.7%	00.0%	Unchanged	–
CRMSalesforce, Inc.	Stock	35,768	$4.74M	0.3%	−565,599−94.1%	Reduced	History
ARYDARYA Sciences Acquisition Corp IV	CL A	400,000	$4.04M	0.3%	00.0%	Unchanged	History
WGSGeneDx Holdings Corp.	COMMON STOCK	9,148,140	$2.41M	0.2%	−6,789,360−42.6%	Reduced	History
SWXSouthwest Gas Holdings, Inc.	COM	37,770	$2.34M	0.2%	−196,349−83.9%	Reduced	History
ATVIActivision Blizzard, Inc.	COM	27,285	$2.09M	0.1%	+27,285	New	History
BOOTBoot Barn Holdings, Inc.	COM	28,392	$1.78M	0.1%	−473,472−94.3%	Reduced	History
AMBPArdagh Metal Packaging S.A.	SHS	364,335	$1.75M	0.1%	−5,579,347−93.9%	Reduced	History
EQRXEQRx, Inc.	COM	105,200	$258.8K	<0.1%	−5,144,800−98.0%	Reduced	History
Sitio Royalties Corp.82983N116	*W EXP 08/23/202	878,024	$101.0K	<0.1%	+878,024	New	–
SLGCSomaLogic, Inc.	CLASS A COM	40,000	$100.4K	<0.1%	−2,460,000−98.4%	Reduced	History
Bluescape Opportunities AcquG1195N113	*W EXP 10/28/202	499,999	$80.0K	<0.1%	00.0%	Unchanged	–
Eg Acquisition Corp26846A118	*W EXP 05/28/202	200,832	$38.8K	<0.1%	00.0%	Unchanged	–
Skydeck Acquisition Corp.G82220115	*W EXP 05/13/202	326,666	$6.37K	<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.

Option positions of Corvex Management LP in Q4 2022
Security	Class	Puts	Calls
ATVIActivision Blizzard, Inc.	COM	–	$222.0M
Invesco QQQ Trust Series I46090E103	ETF	$93.2M	$79.9M
SIRISirius XM Holdings Inc.	COM	–	$29.2M

Sold out since Q3 2022 (8)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Corvex Management LP sold out since Q3 2022
Security	Class	Shares in Q3 2022	Value in Q3 2022	% of portfolio in Q3 2022	History
AMZNAmazon Com Inc	Stock	643,100	$72.7M	4.5%	History
UBERUber Technologies, Inc	Stock	1,447,121	$38.3M	2.4%	History
TWTRTwitter, Inc.	COM	350,000	$15.3M	1.0%	History
RADIRadius Global Infrastructure, Inc.	COM CL A	234,986	$2.21M	0.1%	History
SPYSPDR S&P 500 ETF Trust	ETF	4,500	$1.61M	0.1%	History
JPMJPMorgan Chase & Co	Stock	12,407	$1.30M	0.1%	History
Sitio Royalties Corp.82982V119	*W EXP 08/23/202	878,024	$149.0K	<0.1%	–
Longview Acquisition Corp. II54319Q113	*W EXP 99/99/999	199,998	$14.0K	<0.1%	–