Corvex Management as of March 31, 2019
Portfolio Holdings for Corvex Management
Corvex Management holds 22 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGM Resorts International. (MGM) | 28.1 | $403M | 16M | 25.66 | |
| Diamondback Energy (FANG) | 18.8 | $269M | 2.7M | 101.53 | |
| Invesco Qqq Trust Series 1 (QQQ) | 15.0 | $216M | 1.2M | 179.66 | |
| Metropcs Communications (TMUS) | 8.6 | $123M | 1.8M | 69.10 | |
| Adobe Systems Incorporated (ADBE) | 5.0 | $72M | 270k | 266.49 | |
| Alphabet Inc Class A cs (GOOGL) | 3.5 | $50M | 43k | 1176.90 | |
| Amazon (AMZN) | 3.3 | $47M | 27k | 1780.75 | |
| Walt Disney Company (DIS) | 3.3 | $47M | 423k | 111.03 | |
| Take-Two Interactive Software (TTWO) | 2.9 | $41M | 434k | 94.37 | |
| Guidewire Software (GWRE) | 2.6 | $38M | 386k | 97.16 | |
| CBOE Holdings (CBOE) | 1.6 | $22M | 235k | 95.44 | |
| Comcast Corporation (CMCSA) | 1.4 | $20M | 496k | 39.98 | |
| Waitr Hldgs | 1.2 | $18M | 1.4M | 12.29 | |
| Facebook Inc cl a (META) | 1.2 | $18M | 105k | 166.68 | |
| Madison Square Garden Cl A (MSGS) | 1.2 | $17M | 58k | 293.13 | |
| Zayo Group Hldgs | 1.0 | $15M | 511k | 28.42 | |
| Zendesk | 0.6 | $8.5M | 100k | 85.00 | |
| Medicines Company conv | 0.3 | $5.0M | 5.0M | 1.00 | |
| Celgene Corporation | 0.2 | $2.6M | 27k | 94.33 | |
| Fgl Holdings | 0.1 | $1.3M | 170k | 7.87 | |
| Falcon Minerals Corp cl a | 0.1 | $1.3M | 146k | 8.84 | |
| Falcon Minerals Corp *w exp 07/21/202 | 0.1 | $720k | 878k | 0.82 |
