Corvex Management Lp Top Holdings and 13F Report (2021) About Corvex Management LpInvestment ActivityCorvex Management Lp has $2.52 billion in total holdings as of September 30, 2021.Corvex Management Lp owns shares of 25 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 22.58% of the portfolio was sold this quarter.This quarter, Corvex Management Lp has purchased 25 new stocks and bought additional shares in 2 stocks.Corvex Management Lp sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings Illumina $472,037,482Southwest Gas $375,248,191Walt Disney $208,236,797GeneDx $207,311,729MGM Resorts International $197,928,666 Largest New Holdings this Quarter 22160N109 - CoStar Group $34,358,950 Holding53626N102 - LIONSGATE STUDIOS CORP $15,560,264 Holding464287655 - iShares Russell 2000 ETF $1,240,000 Holding Largest Purchases this Quarter CoStar Group 851,734 shares (about $34.36M)LIONSGATE STUDIOS CORP 1,622,551 shares (about $15.56M)GeneDx 169,520 shares (about $10.89M)Fortrea 135,662 shares (about $1.28M)iShares Russell 2000 ETF 5,000 shares (about $1.24M) Largest Sales this Quarter Union Pacific 702,033 shares (about $170.33M)Southwest Gas 712,395 shares (about $61.91M)Restaurant Brands International 830,489 shares (about $61.37M)Walt Disney 282,419 shares (about $27.22M)Amazon.com 100,000 shares (about $20.83M) 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 PortfolioSectorILMNIllumina$472,037,4820.0%3,829,60818.8%MedicalSWXSouthwest Gas$375,248,191$61,907,126 â–¼-14.2%4,318,16114.9%UtilitiesDISWalt Disney$208,236,797$27,219,543 â–¼-11.6%2,160,5818.3%Consumer DiscretionaryWGSGeneDx$207,311,729$10,886,574 â–²5.5%3,228,1498.2%MedicalMGMMGM Resorts International$197,928,666$1,387,875 â–¼-0.7%5,347,9787.9%Consumer DiscretionaryAMZNAmazon.com$183,846,594$20,827,000 â–¼-10.2%882,7327.3%Retail/WholesaleVESTIS CORPORATION$155,737,7490.0%19,813,9636.2%COM SHSIACIAC$134,303,6520.0%3,355,0755.3%Multi-Sector ConglomeratesUNPUnion Pacific$117,508,145$170,327,247 â–¼-59.2%484,3304.7%TransportationQSRRestaurant Brands International$116,632,971$61,373,137 â–¼-34.5%1,578,2544.6%Retail/WholesaleCXCemex$98,387,1460.0%8,600,2753.9%ConstructionLIBERTY LIVE HOLDINGS INC$92,137,9720.0%1,005,4343.7%COM SER AMSFTMicrosoft$48,736,952$15,547,140 â–¼-24.2%131,6611.9%Computer and TechnologyFTREFortrea$43,748,298$1,277,936 â–²3.0%4,644,1931.7%MedicalCSGPCoStar Group$34,358,950$34,358,950 â–²New Holding851,7341.4%Computer and TechnologyLIONSGATE STUDIOS CORP$15,560,264$15,560,264 â–²New Holding1,622,5510.6%COMLIBERTY LIVE HOLDINGS INC$3,041,8230.0%32,3220.1%COM SHS SER CNVDANVIDIA$2,834,0000.0%16,2500.1%Computer and TechnologyCRMSalesforce$2,706,7150.0%14,5000.1%Computer and TechnologyMETAMeta Platforms$1,373,1120.0%2,4000.1%Computer and TechnologyIWMiShares Russell 2000 ETF$1,240,000$1,240,000 â–²New Holding5,0000.0%FinanceAMBPArdagh Metal Packaging$1,137,459$477,823 â–¼-29.6%280,8540.0%IndustrialsTSLATesla$1,059,4880.0%2,8500.0%Auto/Tires/TrucksFLYEXCLUSIVE INC$48,1980.0%200,8270.0%*W EXP 99/99/999LABStandard BioTools$40,762$55 â–¼-0.1%44,3400.0%MedicalQQQInvesco QQQ$0$92,146,500 â–¼-100.0%00.0%FinanceORCLOracle$0$78,587,712 â–¼-100.0%00.0%Computer and TechnologyAQNAlgonquin Power & Utilities$0$38,030,708 â–¼-100.0%00.0%UtilitiesShowing 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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