Corvex Management as of Sept. 30, 2024
Portfolio Holdings for Corvex Management
Corvex Management holds 31 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Southwest Gas Corporation (SWX) | 13.7 | $352M | 4.8M | 73.76 | |
| Illumina (ILMN) | 11.6 | $297M | 2.3M | 130.41 | |
| MDU Resources (MDU) | 10.8 | $278M | 10M | 27.41 | |
| Vestis Corporation Com Shs (VSTS) | 9.8 | $253M | 17M | 14.90 | |
| MGM Resorts International. (MGM) | 8.7 | $224M | 5.7M | 39.09 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 5.1 | $133M | 600k | 220.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $107M | 643k | 165.85 | |
| Genedx Holdings Corp Com Cl A (WGS) | 4.1 | $105M | 2.5M | 42.44 | |
| Amazon (AMZN) | 3.7 | $96M | 518k | 186.33 | |
| Iac Com New (IAC) | 3.1 | $80M | 1.5M | 53.82 | |
| Dollar Tree (DLTR) | 3.1 | $80M | 1.1M | 70.32 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 3.0 | $77M | 1.6M | 49.51 | |
| Microsoft Corporation (MSFT) | 2.9 | $75M | 174k | 430.30 | |
| Norfolk Southern (NSC) | 2.6 | $68M | 273k | 248.50 | |
| Coca-cola Europacific Partne SHS (CCEP) | 2.4 | $63M | 799k | 78.75 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 1.8 | $48M | 925k | 51.33 | |
| Fortrea Hldgs Common Stock (FTRE) | 1.7 | $44M | 2.2M | 20.00 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 1.6 | $40M | 405k | 98.71 | |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) | 1.5 | $40M | 446k | 88.72 | |
| CSX Corporation (CSX) | 1.4 | $36M | 1.0M | 34.53 | |
| Hexcel Corporation (HXL) | 1.2 | $30M | 487k | 61.83 | |
| Cheniere Energy Com New (LNG) | 0.9 | $23M | 128k | 179.84 | |
| Algonquin Power & Utilities equs (AQN) | 0.6 | $17M | 3.0M | 5.45 | |
| Air Products & Chemicals (APD) | 0.1 | $2.6M | 8.7k | 297.74 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.0M | 16k | 121.44 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $1.5M | 399k | 3.77 | |
| Meta Platforms Cl A (META) | 0.1 | $1.4M | 2.4k | 572.44 | |
| salesforce (CRM) | 0.0 | $830k | 3.0k | 273.71 | |
| Tesla Motors (TSLA) | 0.0 | $746k | 2.9k | 261.63 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $86k | 44k | 1.93 | |
| Flyexclusive *w Exp 99/99/999 (FLYX.WS) | 0.0 | $64k | 201k | 0.32 |
