Corvex Management as of June 30, 2020
Portfolio Holdings for Corvex Management
Corvex Management holds 27 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MGM Resorts International. (MGM) | 23.0 | $379M | 23M | 16.80 | |
| IAC/InterActive | 9.0 | $149M | 459k | 323.40 | |
| Alibaba Group Hldg Sponsored Ads Call Option (BABA) | 8.9 | $147M | 680k | 215.70 | |
| Metropcs Communications (TMUS) | 6.3 | $104M | 1.0M | 104.15 | |
| Norfolk Southern Call Option (NSC) | 5.3 | $88M | 500k | 175.57 | |
| Spdr Gold Trust Gold Shs (GLD) | 5.2 | $86M | 513k | 167.37 | |
| Exelon Corporation (EXC) | 4.8 | $79M | 2.2M | 36.29 | |
| Amazon (AMZN) | 4.4 | $72M | 26k | 2758.82 | |
| Altice Usa Cl A (ATUS) | 4.1 | $67M | 3.0M | 22.54 | |
| Tiffany & Co. Call Option | 3.8 | $62M | 506k | 121.94 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 3.0 | $49M | 336k | 146.89 | |
| Netflix (NFLX) | 2.8 | $46M | 101k | 455.04 | |
| Evergy (EVRG) | 2.3 | $38M | 635k | 59.29 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $37M | 85k | 435.31 | |
| Activision Blizzard | 2.2 | $36M | 472k | 75.90 | |
| Comcast Corp Cl A (CMCSA) | 2.1 | $34M | 875k | 38.98 | |
| CenterPoint Energy (CNP) | 1.8 | $30M | 1.6M | 18.67 | |
| Humana (HUM) | 1.7 | $28M | 71k | 387.75 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $25M | 262k | 94.06 | |
| Hca Holdings Call Option (HCA) | 1.5 | $24M | 250k | 97.06 | |
| Iaa | 1.4 | $24M | 610k | 38.57 | |
| Centene Corporation (CNC) | 1.4 | $23M | 358k | 63.55 | |
| Live Nation Entertainment (LYV) | 0.4 | $6.6M | 150k | 44.33 | |
| Falcon Minerals Corp Cl A Com | 0.4 | $6.0M | 1.9M | 3.20 | |
| PG&E Corporation (PCG) | 0.3 | $5.5M | 622k | 8.87 | |
| Eldorado Resorts | 0.2 | $2.7M | 68k | 40.06 | |
| Falcon Minerals Corp *w Exp 07/21/202 | 0.0 | $79k | 878k | 0.09 |
