HoldingsChannel.com
Corvex Management LP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MGM RESORTS INTERNATIONAL 20,563,696 +4,870,924 $587,505
     MGM20,563,696+4,870,924$587,505
SPDR S&P 500 ETF TR (SPY)      $586,000
     Call2,000,000+2,000,000$586,000
DIAMONDBACK ENERGY INC 2,935,307 +283,785 $319,860
     FANG2,935,307+283,785$319,860
ALPHABET INC      $162,420
     Call150,000+150,000$162,420
T MOBILE US INC 1,449,234 -331,196 $107,446
     TMUS1,449,234-331,196$107,446
CENTENE CORP DEL 1,393,194 +1,393,194 $73,059
     CNC1,393,194+1,393,194$73,059
NETFLIX INC 140,000 +140,000 $51,425
     NFLX140,000+140,000$51,425
ADOBE INC 174,407 -95,500 $51,389
     ADBE174,407-95,500$51,389
AMAZON COM INC 25,700 -800 $48,666
     AMZN25,700-800$48,666
RATTLER MIDSTREAM LP 2,100,000 +2,100,000 $40,719
     RTLR2,100,000+2,100,000$40,719
ALTERYX INC 328,000 +328,000 $35,791
     AYX328,000+328,000$35,791
DISNEY WALT CO 236,502 -186,598 $33,025
     DIS236,502-186,598$33,025
MARATHON PETE CORP      $27,940
     Call500,000+500,000$27,940
CBOE GLOBAL MARKETS INC 234,500 UNCH $24,301
     CBOE234,500UNCH$24,301
TOTAL SYS SVCS INC 180,000 +180,000 $23,089
     TSS180,000+180,000$23,089
MADISON SQUARE GARDEN CO NEW 70,540 +12,140 $19,747
     MSG70,540+12,140$19,747
FORESCOUT TECHNOLOGIES INC 485,700 +485,700 $16,446
     FSCT485,700+485,700$16,446
COMCAST CORP NEW 360,613 -135,187 $15,247
     CMCSA360,613-135,187$15,247
SLACK TECHNOLOGIES INC 400,000 +400,000 $15,000
     WORK400,000+400,000$15,000
WAITR HLDGS INC 2,303,578 +858,079 $14,490
     WTRH2,303,578+858,079$14,490
FACEBOOK INC      $14,475
     Call57,000UNCH$11,001
     FB18,000-30,000$3,474
WELLCARE HEALTH PLANS INC 50,000 +50,000 $14,254
     WCG50,000+50,000$14,254
ANADARKO PETE CORP 200,000 +200,000 $14,112
     APC200,000+200,000$14,112
RANPAK HLDGS CORP 750,000 +750,000 $6,638
     PACK750,000+750,000$6,638
MEDICINES CO      $6,027
     NOTE 25,000,000+5,000,000$6,027
GLOBAL PMTS INC 36,800 +36,800 $5,893
     GPN36,800+36,800$5,893
FGL HLDGS 170,313 UNCH $1,431
     FG170,313UNCH$1,431
FALCON MINERALS CORP 145,475 UNCH $1,222
     FLMN145,475UNCH$1,222
FALCON MINERALS CORP 878,024 UNCH $834
     FLMNW878,024UNCH$834
SPDR SERIES TRUST (XOP)      $-10,628
     Put390,000+390,000$10,628
SPRINT CORPORATION      $-19,710
     Put3,000,000+3,000,000$19,710
SELECT SECTOR SPDR TR (XLI)      $-77,420
     Put1,000,000+1,000,000$77,420
VANECK VECTORS ETF TR (SMH)      $-91,449
     Put830,000+830,000$91,449

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 06/30/2019: $2,646,306
At 03/31/2019: $1,433,742

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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