Corvex Management as of March 31, 2020
Portfolio Holdings for Corvex Management
Corvex Management holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGM Resorts International. (MGM) | 20.5 | $265M | 22M | 11.80 | |
| Alibaba Group Holding (BABA) | 19.7 | $255M | 1.3M | 194.48 | |
| Zendesk | 7.5 | $97M | 1.5M | 64.01 | |
| Norfolk Southern (NSC) | 5.6 | $73M | 500k | 146.00 | |
| Altice Usa Inc cl a (ATUS) | 5.3 | $68M | 3.1M | 22.29 | |
| Madison Square Garden Cl A (MSGS) | 4.5 | $58M | 276k | 211.41 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $55M | 173k | 318.24 | |
| salesforce (CRM) | 4.2 | $55M | 380k | 143.98 | |
| Amazon (AMZN) | 4.1 | $53M | 27k | 1949.71 | |
| Alteryx | 3.7 | $48M | 500k | 95.17 | |
| Raytheon Company | 3.6 | $46M | 353k | 131.15 | |
| Diamondback Energy (FANG) | 2.4 | $31M | 1.2M | 26.20 | |
| Activision Blizzard | 2.2 | $28M | 473k | 59.48 | |
| Union Pacific Corporation (UNP) | 2.2 | $28M | 198k | 141.04 | |
| Vulcan Materials Company (VMC) | 1.7 | $22M | 202k | 108.07 | |
| Marathon Petroleum Corp (MPC) | 1.6 | $21M | 887k | 23.62 | |
| SPDR Gold Trust (GLD) | 1.6 | $21M | 140k | 148.05 | |
| Netflix (NFLX) | 1.3 | $17M | 45k | 375.51 | |
| Match | 1.1 | $15M | 223k | 66.04 | |
| Centene Corporation (CNC) | 0.6 | $8.3M | 140k | 59.41 | |
| UnitedHealth (UNH) | 0.6 | $8.0M | 32k | 249.37 | |
| Humana (HUM) | 0.5 | $6.9M | 22k | 314.04 | |
| Anthem (ELV) | 0.4 | $5.7M | 25k | 227.04 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $4.3M | 17k | 257.73 | |
| Falcon Minerals Corp cl a | 0.3 | $4.1M | 1.9M | 2.15 | |
| CenterPoint Energy (CNP) | 0.0 | $479k | 31k | 15.45 | |
| Falcon Minerals Corp *w exp 07/21/202 | 0.0 | $132k | 878k | 0.15 |
