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Livermore
Livermore
ZHEN

Corvex Management LP

SEC CIK
0001535472
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
32
+1 vs. Q4 2023
Portfolio value
$1.97B
+$105.4M (+5.7%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Corvex Management LP in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SWXSouthwest Gas Holdings, Inc.COM4,769,098$363.1M18.4%00.0%UnchangedHistory
MGMMGM Resorts InternationalStock5,998,778$283.2M14.4%−425,000−6.6%ReducedHistory
MDUMdu Resources Group IncStock10,147,041$255.7M13.0%00.0%UnchangedHistory
ILMNIllumina, Inc.COM1,004,808$138.0M7.0%+274,724+37.6%AddedHistory
AMZNAmazon Com IncStock517,629$93.4M4.7%00.0%UnchangedHistory
MSFTMicrosoft CorpStock173,661$73.1M3.7%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock480,209$72.5M3.7%+293,029+156.5%AddedHistory
TKOTKO Group Holdings, Inc.CL A801,429$69.3M3.5%+801,429NewHistory
PPLIPeople IncCOM NEW1,266,517$67.6M3.4%00.0%UnchangedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A1,558,332$66.0M3.4%00.0%UnchangedHistory
KKRKKR & Co. Inc.COM639,582$64.3M3.3%−110,000−14.7%ReducedHistory
VSTSVestis CorpCOM SHS3,328,409$64.1M3.3%+3,328,409NewHistory
CCEPCoca-Cola Europacific Partners plcSHS799,325$55.9M2.8%00.0%UnchangedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP552,432$53.7M2.7%−107,492−16.3%ReducedHistory
NSCNorfolk Southern CorpStock175,614$44.8M2.3%+175,614NewHistory
FMXMexican Economic Development IncSPON ADR UNITS319,150$41.6M2.1%−452,937−58.7%ReducedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C925,378$40.6M2.1%00.0%UnchangedHistory
CSXCSX CorpStock1,037,268$38.5M2.0%−1,329,000−56.2%ReducedHistory
APDAir Products & Chemicals, Inc.Stock129,184$31.3M1.6%+129,184NewHistory
WGSGeneDx Holdings Corp.COM CL A2,473,781$22.6M1.1%00.0%UnchangedHistory
Liberty Media Corp531229813Stock369,460$11.0M0.6%00.0%Unchanged–
AQNAlgonquin Power & Utilities Corp.COM1,011,946$6.40M0.3%00.0%UnchangedHistory
Liberty Media Corp531229789Stock192,258$5.71M0.3%00.0%Unchanged–
NVDANVIDIA CorpStock1,625$1.47M0.1%00.0%UnchangedHistory
AMBPArdagh Metal Packaging S.A.SHS398,835$1.37M0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,400$1.17M0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock3,032$913.2K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF2,500$525.8K<0.1%+2,500New–
TSLATesla, Inc.Stock2,850$501.0K<0.1%00.0%UnchangedHistory
RVMDRevolution Medicines, Inc.COM11,698$377.0K<0.1%00.0%UnchangedHistory
LABStandard Biotools Inc.COM44,400$120.3K<0.1%+44,400NewHistory
Flyexclusive Inc.343928115*W EXP 05/28/202200,832$86.4K<0.1%00.0%Unchanged–

Options (6)

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 Q1 2024
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$104.6M–
BXBlackstone Inc.COM$32.8M–
GOOGLAlphabet Inc.Stock–$30.2M
EDREndeavor Group Holdings, Inc.CL A COM$13.4M–
MMacy's, Inc.COM$3.64M–
XUnited States Steel CorpCOM$2.79M–

Sold out since Q4 2023 (5)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Corvex Management LP sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
KNFKnife River CorpStock1,317,206$87.2M4.7%History
UBERUber Technologies, IncStock1,401,302$86.3M4.6%History
ADBEAdobe Inc.Stock91,760$54.7M2.9%History
EDREndeavor Group Holdings, Inc.CL A COM851,568$20.2M1.1%History
SLGCSomaLogic, Inc.CLASS A COM40,000$101.2K<0.1%History