Corvex Management Lp Top Holdings and 13F Report (2021) About Corvex Management LpInvestment ActivityCorvex Management Lp has $3.27 billion in total holdings as of September 30, 2021.Corvex Management Lp owns shares of 24 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 20.99% of the portfolio was purchased this quarter.About 13.83% of the portfolio was sold this quarter.This quarter, Corvex Management Lp has purchased 25 new stocks and bought additional shares in 3 stocks.Corvex Management Lp sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings Illumina $497,695,958GeneDx $328,460,731VESTIS CORPORATION $287,698,743Southwest Gas $284,533,150MGM Resorts International $255,686,828 Largest New Holdings this Quarter 92840M102 - Vistra $161,838,768 Holding72703H101 - Planet Fitness $98,796,311 Holding531229755 - Liberty Media Corporation - Liberty Formula One Series C $38,141,626 Holding615111101 - ONTERRIS INC $35,771,700 Holding531229771 - Liberty Media Corporation - Liberty Formula One Series A $27,868,359 Holding Largest Purchases this Quarter Meta Platforms 377,600 shares (about $212.70M)Vistra 1,020,228 shares (about $161.84M)GeneDx 1,556,421 shares (about $106.85M)Planet Fitness 1,893,738 shares (about $98.80M)Liberty Media Corporation - Liberty Formula One Series C 400,900 shares (about $38.14M) Largest Sales this Quarter Illumina 999,056 shares (about $175.66M)Southwest Gas 1,109,623 shares (about $98.40M)Union Pacific 158,000 shares (about $42.98M)Fortrea 1,655,642 shares (about $28.81M)PEOPLE INC 561,360 shares (about $25.91M) 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$497,695,958$175,664,016 â–¼-26.1%2,830,55215.2%HealthcareWGSGeneDx$328,460,731$106,848,302 â–²48.2%4,784,57010.0%HealthcareVESTIS CORPORATION$287,698,7430.0%19,813,9638.8%COM SHSSWXSouthwest Gas$284,533,150$98,401,368 â–¼-25.7%3,208,5388.7%UtilitiesMGMMGM Resorts International$255,686,8280.0%5,347,9787.8%Consumer DiscretionaryAMZNAmazon.com$215,872,165$5,481,820 â–²2.6%905,7326.6%Consumer DiscretionaryMETAMeta Platforms$214,050,200$212,698,304 â–²15,733.3%380,0006.5%Communication ServicesDISWalt Disney$207,955,9210.0%2,160,5816.4%Communication ServicesVSTVistra$161,838,768$161,838,768 â–²New Holding1,020,2284.9%UtilitiesPEOPLE INC$128,957,884$25,912,378 â–¼-16.7%2,793,7153.9%COM NEWLIBERTY LIVE HOLDINGS INC$101,810,2470.0%1,005,4343.1%COM SER ACXCemex$99,783,300$3,420,000 â–¼-3.3%8,315,2753.0%MaterialsPLNTPlanet Fitness$98,796,311$98,796,311 â–²New Holding1,893,7383.0%Consumer DiscretionaryQSRRestaurant Brands International$91,738,057$22,701,141 â–¼-19.8%1,265,1782.8%Consumer DiscretionaryUNPUnion Pacific$88,761,760$42,976,000 â–¼-32.6%326,3302.7%IndustrialsFTREFortrea$52,000,787$28,808,171 â–¼-35.6%2,988,5511.6%HealthcareMSFTMicrosoft$49,112,1860.0%131,6611.5%TechnologyFWONKLiberty Media Corporation - Liberty Formula One Series C$38,141,626$38,141,626 â–²New Holding400,9001.2%Communication ServicesONTERRIS INC$35,771,700$35,771,700 â–²New Holding1,770,0001.1%COMFWONALiberty Media Corporation - Liberty Formula One Series A$27,868,359$27,868,359 â–²New Holding318,3500.9%Communication ServicesLIBERTY LIVE HOLDINGS INC$3,414,4960.0%32,3220.1%COM SHS SER CNVDANVIDIA$3,251,4630.0%16,2500.1%TechnologyTSLATesla$1,198,7100.0%2,8500.0%Consumer DiscretionaryFLYEXCLUSIVE INC$42,1740.0%200,8270.0%*W EXP 99/99/999CSGPCoStar Group$0$34,358,950 â–¼-100.0%00.0%Real EstateLIONSGATE STUDIOS CORP$0$15,560,264 â–¼-100.0%00.0%COMCRMSalesforce$0$2,706,715 â–¼-100.0%00.0%TechnologyIWMiShares Russell 2000 ETF$0$1,240,000 â–¼-100.0%00.0%ETFAMBPArdagh Metal Packaging$0$1,137,459 â–¼-100.0%00.0%MaterialsLABStandard BioTools$0$40,762 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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