Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 31
- +3 vs. Q4 2022
- Portfolio value
- $1.66B
- +$159.4M (+10.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDUMdu Resources Group Inc | Stock | 10,147,041 | $309.3M | 18.6% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 6,673,778 | $296.4M | 17.8% | 00.0% | Unchanged | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 1,760,655 | $167.6M | 10.1% | −759,101−30.1% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 1,835,162 | $144.1M | 8.7% | +545,901+42.3% | Added | History |
| CRCCalifornia Resources Corp | COM STOCK | 2,604,166 | $100.3M | 6.0% | −453,511−14.8% | Reduced | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 11,898,567 | $99.9M | 6.0% | +11,898,567 | New | History |
| AESAES Corp | Stock | 3,999,584 | $96.3M | 5.8% | −168,004−4.0% | Reduced | History |
| CSXCSX Corp | Stock | 1,953,268 | $58.5M | 3.5% | +1,145,807+141.9% | Added | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 912,789 | $57.0M | 3.4% | +875,019+2,316.7% | Added | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 799,325 | $47.3M | 2.8% | 00.0% | Unchanged | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 1,878,346 | $44.9M | 2.7% | +1,878,346 | New | History |
| PPLIPeople Inc | COM NEW | 870,155 | $44.9M | 2.7% | 00.0% | Unchanged | History |
| WGSGeneDx Holdings Corp. | COMMON STOCK | 86,811,516 | $31.7M | 1.9% | +77,663,376+849.0% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 932,955 | $26.2M | 1.6% | 00.0% | Unchanged | – |
| UBERUber Technologies, Inc | Stock | 715,000 | $22.7M | 1.4% | +715,000 | New | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 736,519 | $20.6M | 1.2% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 181,480 | $18.8M | 1.1% | −381,300−67.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 61,107 | $17.6M | 1.1% | −299,700−83.1% | Reduced | History |
| MTNVail Resorts Inc | COM | 64,624 | $15.1M | 0.9% | +64,624 | New | History |
| AMZNAmazon Com Inc | Stock | 126,929 | $13.1M | 0.8% | +126,929 | New | History |
| LSILife Storage, Inc. | COM | 86,474 | $11.3M | 0.7% | +86,474 | New | History |
| Skydeck Acquisition Corp.G82220123 | CLASS A ORD SHS | 980,000 | $10.0M | 0.6% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 23,432 | $4.68M | 0.3% | −12,336−34.5% | Reduced | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 864,335 | $3.53M | 0.2% | +500,000+137.2% | Added | History |
| BOOTBoot Barn Holdings, Inc. | COM | 28,392 | $2.18M | 0.1% | 00.0% | Unchanged | History |
| EQRXEQRx, Inc. | COM | 105,200 | $204.1K | <0.1% | 00.0% | Unchanged | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 40,000 | $102.0K | <0.1% | 00.0% | Unchanged | History |
| Bluescape Opportunities AcquG1195N113 | *W EXP 10/28/202 | 499,999 | $75.0K | <0.1% | 00.0% | Unchanged | – |
| Eg Acquisition Corp26846A118 | *W EXP 05/28/202 | 200,832 | $35.1K | <0.1% | 00.0% | Unchanged | – |
| Sitio Royalties Corp.82983N116 | *W EXP 08/23/202 | 878,024 | $34.2K | <0.1% | 00.0% | Unchanged | – |
| Skydeck Acquisition Corp.G82220115 | *W EXP 05/13/202 | 326,666 | $10.6K | <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 Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| CCKCrown Holdings, Inc. | COM | 894,861 | $73.6M | 4.9% | History |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 400,000 | $4.04M | 0.3% | History |
| ATVIActivision Blizzard, Inc. | COM | 27,285 | $2.09M | 0.1% | History |