Corvex Management

Corvex Management as of June 30, 2018

Portfolio Holdings for Corvex Management

Corvex Management holds 27 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Energen Corporation 27.0 $562M 7.7M 72.82
Nxp Semiconductors N V (NXPI) 13.1 $273M 2.5M 109.27
Facebook Inc cl a (META) 6.3 $132M 680k 194.32
Bank of America Corporation (BAC) 6.1 $128M 4.5M 28.19
Microsoft Corporation (MSFT) 5.9 $123M 1.2M 98.61
Metropcs Communications (TMUS) 5.9 $123M 2.1M 59.75
Servicenow (NOW) 5.4 $113M 653k 172.47
Intercontinental Exchange (ICE) 4.8 $100M 1.4M 73.55
MGM Resorts International. (MGM) 4.4 $91M 3.1M 29.03
JetBlue Airways Corporation (JBLU) 4.0 $83M 4.4M 18.98
Alphabet Inc Class A cs (GOOGL) 3.4 $70M 62k 1129.19
Vornado Realty Trust (VNO) 1.9 $39M 526k 73.92
Mongodb Inc. Class A (MDB) 1.9 $39M 779k 49.63
salesforce (CRM) 1.7 $36M 261k 136.40
Medicines Company 1.5 $32M 858k 36.70
Mohawk Industries (MHK) 1.3 $28M 130k 214.27
Charter Communications Inc New Cl A cl a (CHTR) 1.3 $28M 94k 293.21
At&t (T) 0.9 $19M 600k 32.11
Fgl Holdings 0.7 $14M 1.6M 8.39
Landcadia Hldgs Inc cl a 0.6 $12M 1.2M 10.13
Twenty-first Century Fox 0.6 $12M 236k 49.69
Osprey Energy Acquisition Co unit 07/21/2022 0.5 $11M 1.0M 10.99
CenturyLink 0.4 $9.3M 497k 18.64
Medicines Company conv 0.3 $6.1M 5.0M 1.21
Landcadia Hldgs Inc *w exp 06/01/202 0.1 $1.0M 1.2M 0.83
Fgl Holdings Warrants warrants 0.1 $1000k 833k 1.20
Plains Gp Holdings Lp-cl A (PAGP) 0.0 $423k 18k 23.91