Corvex Management

Corvex Management as of Sept. 30, 2019

Portfolio Holdings for Corvex Management

Corvex Management holds 30 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MGM Resorts International. (MGM) 28.2 $570M 21M 27.72
Diamondback Energy (FANG) 13.1 $264M 2.9M 89.91
Spdr S&p 500 Etf (SPY) 11.8 $237M 800k 296.77
Madison Square Garden Cl A (MSGS) 5.3 $108M 409k 263.52
Netflix (NFLX) 5.0 $102M 381k 267.62
Zendesk 3.6 $74M 1.0M 72.88
Adobe Systems Incorporated (ADBE) 3.4 $68M 245k 276.25
Metropcs Communications (TMUS) 3.3 $67M 844k 78.77
Forescout Technologies 3.1 $62M 1.6M 37.92
Amazon (AMZN) 3.0 $61M 35k 1735.91
Marathon Petroleum Corp (MPC) 2.9 $58M 950k 60.75
Raytheon Company 2.4 $47M 241k 196.19
Eldorado Resorts 2.0 $40M 1.0M 39.87
Workday Inc cl a (WDAY) 1.8 $36M 214k 169.96
Rattler Midstream 1.8 $36M 2.0M 17.82
Alphabet Inc Class A cs (GOOGL) 1.7 $34M 28k 1221.14
Twilio Inc cl a (TWLO) 1.4 $27M 248k 109.96
Blackstone Group Inc Com Cl A (BX) 1.2 $24M 500k 48.84
Servicenow (NOW) 1.0 $20M 79k 253.85
United Technologies Corporation 0.8 $17M 126k 136.52
SPDR S&P Oil & Gas Explore & Prod. 0.7 $13M 590k 22.36
Sprint 0.6 $12M 2.0M 6.17
Slack Technologies 0.6 $12M 494k 23.73
Facebook Inc cl a (META) 0.5 $10M 57k 178.09
Medicines Company conv 0.4 $7.6M 5.0M 1.52
Pack (PACK) 0.2 $4.5M 750k 6.06
Infosys Technologies (INFY) 0.1 $2.8M 250k 11.37
Fgl Holdings 0.1 $1.4M 170k 7.98
Falcon Minerals Corp cl a 0.0 $834k 145k 5.75
Falcon Minerals Corp *w exp 07/21/202 0.0 $325k 878k 0.37