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Livermore
Livermore
ZHEN

Corvex Management LP

SEC CIK
0001535472
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
31
−3 vs. Q3 2023
Portfolio value
$1.86B
+$100.7M (+5.7%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Corvex Management LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SWXSouthwest Gas Holdings, Inc.COM4,769,098$302.1M16.2%+1,338,075+39.0%AddedHistory
MGMMGM Resorts InternationalStock6,423,778$287.0M15.4%00.0%UnchangedHistory
MDUMdu Resources Group IncStock10,147,041$200.9M10.8%00.0%UnchangedHistory
ILMNIllumina, Inc.COM730,084$101.7M5.5%+730,084NewHistory
FMXMexican Economic Development IncSPON ADR UNITS772,087$100.6M5.4%−105,519−12.0%ReducedHistory
KNFKnife River CorpStock1,317,206$87.2M4.7%−1,219,549−48.1%ReducedHistory
UBERUber Technologies, IncStock1,401,302$86.3M4.6%−87,000−5.8%ReducedHistory
CSXCSX CorpStock2,366,268$82.0M4.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock517,629$78.6M4.2%+5,000+1.0%AddedHistory
PPLIPeople IncCOM NEW1,266,517$66.3M3.6%00.0%UnchangedHistory
MSFTMicrosoft CorpStock173,661$65.3M3.5%00.0%UnchangedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP659,924$62.5M3.4%+195,764+42.2%AddedHistory
KKRKKR & Co. Inc.COM749,582$62.1M3.3%00.0%UnchangedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A1,558,332$57.0M3.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock91,760$54.7M2.9%00.0%UnchangedHistory
CCEPCoca-Cola Europacific Partners plcSHS799,325$53.3M2.9%00.0%UnchangedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C925,378$34.6M1.9%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock187,180$26.1M1.4%00.0%UnchangedHistory
EDREndeavor Group Holdings, Inc.CL A COM851,568$20.2M1.1%−4,099,537−82.8%ReducedHistory
Liberty Media Corp531229813Stock369,460$10.6M0.6%−1,368,108−78.7%Reduced–
WGSGeneDx Holdings Corp.COM CL A2,473,781$6.80M0.4%−833,742−25.2%ReducedHistory
AQNAlgonquin Power & Utilities Corp.COM1,011,946$6.40M0.3%−9,369,953−90.3%ReducedHistory
Liberty Media Corp531229789Stock192,258$5.53M0.3%−842,261−81.4%Reduced–
AMBPArdagh Metal Packaging S.A.SHS398,835$1.53M0.1%−465,500−53.9%ReducedHistory
METAMeta Platforms, Inc.Stock2,400$849.5K<0.1%00.0%UnchangedHistory
NVDANVIDIA CorpStock1,625$804.7K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock3,032$797.8K<0.1%00.0%UnchangedHistory
TSLATesla, Inc.Stock2,850$708.2K<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM11,698$335.5K<0.1%+11,698NewHistory
SLGCSomaLogic, Inc.CLASS A COM40,000$101.2K<0.1%00.0%UnchangedHistory
Flyexclusive Inc.343928115*W EXP 05/28/202200,832$44.2K<0.1%+200,832New–

Options (1)

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 2023
SecurityClassPutsCalls
ILMNIllumina, Inc.COM–$34.8M

Sold out since Q3 2023 (6)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Corvex Management LP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
TKOTKO Group Holdings, Inc.CL A501,396$42.1M2.4%History
BOOTBoot Barn Holdings, Inc.COM14,921$1.21M0.1%History
AAPLApple Inc.Stock3,900$667.7K<0.1%History
EQRXEQRx, Inc.COM105,200$233.5K<0.1%History
Eg Acquisition Corp26846A118*W EXP 05/28/202200,832$34.3K<0.1%–
Bluescape Opportunities AcquG1195N113*W EXP 10/28/202499,999$4.35K<0.1%–