Corvex Management Lp Top Holdings and 13F Report (2021) About Corvex Management LpInvestment ActivityCorvex Management Lp has $2.36 billion in total holdings as of September 30, 2021.Corvex Management Lp owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.12% of the portfolio was purchased this quarter.About 27.49% of the portfolio was sold this quarter.This quarter, Corvex Management Lp has purchased 33 new stocks and bought additional shares in 7 stocks.Corvex Management Lp sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Southwest Gas $374,223,061Illumina $365,382,899GeneDx $282,342,043MGM Resorts International $193,528,968Amazon.com $148,094,612 Largest New Holdings this Quarter 76131D103 - Restaurant Brands International $57,883,301 Holding68389X105 - Oracle $21,753,685 Holding Largest Purchases this Quarter Restaurant Brands International 873,183 shares (about $57.88M)GeneDx 584,848 shares (about $53.99M)Amazon.com 110,000 shares (about $24.13M)Oracle 99,500 shares (about $21.75M)Southwest Gas 261,458 shares (about $19.45M) Largest Sales this Quarter Dollar Tree 2,228,854 shares (about $220.75M)Alphabet 417,500 shares (about $73.58M)iShares Russell 2000 ETF 252,500 shares (about $54.49M)MDU Resources Group 1,688,607 shares (about $28.15M)CHENIERE ENERGY INC 82,537 shares (about $20.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCorvex Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSWXSouthwest Gas$374,223,061$19,449,861 ▲5.5%5,030,55615.8%UtilitiesILMNIllumina$365,382,8990.0%3,829,60815.5%MedicalWGSGeneDx$282,342,043$53,987,319 ▲23.6%3,058,62912.0%MedicalMGMMGM Resorts International$193,528,968$2,063,400 ▼-1.1%5,627,4788.2%Consumer DiscretionaryAMZNAmazon.com$148,094,612$24,132,900 ▲19.5%675,0296.3%Retail/WholesaleVESTIS CORPORATION$107,746,341$10,291,206 ▲10.6%18,803,8994.6%COM SHSDLTRDollar Tree$97,247,277$220,745,700 ▼-69.4%981,8994.1%Retail/WholesaleMSFTMicrosoft$86,380,7180.0%173,6613.7%Computer and TechnologySRESempra Energy$80,021,4550.0%1,056,1103.4%UtilitiesLIBERTY MEDIA CORP DEL$79,911,894$1,248,631 ▼-1.5%1,005,4343.4%COM LBTY LIV S ANSCNorfolk Southern$76,133,4130.0%297,4313.2%TransportationIACIAC$74,714,353$15,288,863 ▼-17.0%2,000,9203.2%Multi-Sector ConglomeratesMDUMDU Resources Group$69,733,127$28,149,079 ▼-28.8%4,183,1513.0%UtilitiesQSRRestaurant Brands International$57,883,301$57,883,301 ▲New Holding873,1832.5%Retail/WholesaleCSXCSX$57,202,6090.0%1,753,0682.4%TransportationHSIIHeidrick & Struggles International$45,872,6610.0%1,002,4621.9%Business ServicesGOOGLAlphabet$39,776,697$73,576,025 ▼-64.9%225,7091.7%Computer and TechnologyAQNAlgonquin Power & Utilities$35,433,489$2,865,000 ▲8.8%6,183,8551.5%UtilitiesFTREFortrea$22,272,143$166,147 ▲0.8%4,508,5310.9%MedicalIASIntegral Ad Science$21,755,5800.0%2,618,0000.9%Business ServicesORCLOracle$21,753,685$21,753,685 ▲New Holding99,5000.9%Computer and TechnologyCHENIERE ENERGY INC$14,090,798$20,099,411 ▼-58.8%57,8630.6%COM NEWLIBERTY MEDIA CORP DEL$2,623,254$1,272,508 ▲94.2%32,3220.1%COM LBTY LIV S CNVDANVIDIA$2,567,3380.0%16,2500.1%Computer and TechnologyMETAMeta Platforms$1,771,4160.0%2,4000.1%Computer and TechnologyAMBPArdagh Metal Packaging$1,707,0140.0%398,8350.1%IndustrialsIWMiShares Russell 2000 ETF$1,078,950$54,486,975 ▼-98.1%5,0000.0%FinanceTSLATesla$905,3310.0%2,8500.0%Auto/Tires/TrucksLABStandard BioTools$53,2800.0%44,4000.0%MedicalFLYEXCLUSIVE INC$20,0830.0%200,8320.0%*W EXP 99/99/999KOFCoca Cola Femsa$0$91,172,510 ▼-100.0%00.0%Consumer StaplesUGIUGI$0$64,844,152 ▼-100.0%00.0%UtilitiesTSMTaiwan Semiconductor Manufacturing$0$51,518,764 ▼-100.0%00.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$16,880,000 ▼-100.0%00.0%CL AISHARES BITCOIN TRUST ETF$0$9,209,868 ▼-100.0%00.0%SHS BEN INTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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