HoldingsChannel.com
Corvex Management LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MGM RESORTS INTERNATIONAL 22,437,696 +1,500,000 $264,765
     MGM22,437,696+1,500,000$264,765
ALIBABA GROUP HLDG LTD      $254,769
     Call1,150,000+950,000$223,652
     BABA160,000+160,000$31,117
ZENDESK INC 1,511,404 -751,614 $96,745
     ZEN1,511,404+572,886$96,745
NORFOLK SOUTHERN CORP      $73,000
     Call500,000+500,000$73,000
ALTICE USA INC 3,050,000 +1,450,000 $67,985
     ATUS3,050,000+1,450,000$67,985
MADISON SQUARE GARDEN CO NEW 276,409 +276,409 $58,436
     MSGS276,409+276,409$58,436
ADOBE INC 172,833 -71,700 $55,002
     ADBE172,833-71,700$55,002
SALESFORCE COM INC 380,000 +80,000 $54,712
     CRM380,000+380,000$54,712
AMAZON COM INC 27,300 +7,600 $53,227
     AMZN27,300+7,600$53,227
ALTERYX INC      $47,585
     Call500,000UNCH$47,585
RAYTHEON CO 353,256 +112,000 $46,330
     RTN353,256+112,000$46,330
DIAMONDBACK ENERGY INC 1,188,628 -348,863 $31,142
     FANG1,188,628-348,863$31,142
ACTIVISION BLIZZARD INC 473,001 +473,001 $28,134
     ATVI473,001+473,001$28,134
UNION PAC CORP 198,000 -2,000 $27,926
     UNP198,000+198,000$27,926
VULCAN MATLS CO 201,690 +201,690 $21,797
     VMC201,690+201,690$21,797
MARATHON PETE CORP 886,600 +886,600 $20,941
     MPC886,600+886,600$20,941
SPDR GOLD TRUST (GLD) 140,000 +140,000 $20,727
     GLD140,000+140,000$20,727
NETFLIX INC 45,000 +45,000 $16,898
     NFLX45,000+45,000$16,898
MATCH GROUP INC 222,700 +222,700 $14,707
     MTCH222,700+222,700$14,707
CENTENE CORP DEL 140,000 +140,000 $8,317
     CNC140,000+140,000$8,317
UNITEDHEALTH GROUP INC 32,073 +32,073 $7,998
     UNH32,073+32,073$7,998
HUMANA INC 22,083 +22,083 $6,935
     HUM22,083+22,083$6,935
ANTHEM INC 25,000 +25,000 $5,676
     ANTM25,000+25,000$5,676
SPDR S&P 500 ETF TR (SPY) 16,622 +16,622 $4,284
     SPY16,622+16,622$4,284
FALCON MINERALS CORP 1,890,317 UNCH $4,064
     FLMN1,890,317UNCH$4,064
CENTERPOINT ENERGY INC 31,000 +31,000 $479
     CNP31,000+31,000$479

See Full List: All Stocks Held By Corvex Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Corvex Management LP

Size ($ in 1000's)
At 03/31/2020: $1,292,713
At 12/31/2019: $2,168,358

Corvex Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Corvex Management LP 13F filings. Link to 13F filings: SEC filings

Corvex Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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