13F HOLDINGS REPORT
Corvex Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001011438-25-000180
Total Value
$3.60B
Positions
37
Other Managers
0
Confidential Omitted
Yes
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 1,000,000 | $586.1M | 16.27% |
| 2 | SOUTHWEST GAS HLDGS INC | SWX | 4,769,098 | $337.2M | 9.36% |
| 3 | VESTIS CORPORATION | VSTS | 17,007,877 | $259.2M | 7.19% |
| 4 | ILLUMINA INC | ILMN | 1,700,159 | $227.2M | 6.31% |
| 5 | DOLLAR TREE INC | DLTR | 2,886,735 | $216.3M | 6.00% |
| 6 | MGM RESORTS INTERNATIONAL | MGM | 5,687,478 | $197.1M | 5.47% |
| 7 | GENEDX HOLDINGS CORP | WGSWW | 2,473,781 | $190.1M | 5.28% |
| 8 | SELECT SECTOR SPDR TR | 81369Y209 | 1,250,000 | $172.0M | 4.77% |
| 9 | MDU RES GROUP INC | 552690109 | 7,108,829 | $128.1M | 3.56% |
| 10 | AMAZON COM INC | AMZN | 565,029 | $124.0M | 3.44% |
| 11 | ALPHABET INC | GOOG | 643,209 | $121.8M | 3.38% |
| 12 | IAC INC | IAC | 2,410,370 | $104.0M | 2.89% |
| 13 | LIBERTY MEDIA CORP DEL | FWONB | 1,534,222 | $102.1M | 2.83% |
| 14 | COCA-COLA FEMSA SAB DE CV | COCSF | 1,066,108 | $83.0M | 2.30% |
| 15 | PALANTIR TECHNOLOGIES INC | PLTR | 1,000,000 | $75.6M | 2.10% |
| 16 | MICROSOFT CORP | MSFT | 173,661 | $73.2M | 2.03% |
| 17 | NORFOLK SOUTHN CORP | 655844108 | 297,431 | $69.8M | 1.94% |
| 18 | FORTREA HLDGS INC | FTRE | 3,480,898 | $64.9M | 1.80% |
| 19 | ISHARES BITCOIN TRUST ETF | IBIT | 1,175,000 | $62.3M | 1.73% |
| 20 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 799,325 | $61.4M | 1.70% |
| 21 | CSX CORP | CSX | 1,753,068 | $56.6M | 1.57% |
| 22 | UGI CORP NEW | 902681105 | 1,960,815 | $55.4M | 1.54% |
| 23 | APPLOVIN CORP | APP | 140,000 | $45.3M | 1.26% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 200,854 | $39.7M | 1.10% |
| 25 | LIBERTY MEDIA CORP DEL | FWONB | 579,378 | $39.4M | 1.09% |
| 26 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 405,150 | $34.6M | 0.96% |
| 27 | CHENIERE ENERGY INC | LNG | 140,400 | $30.2M | 0.84% |
| 28 | EVERUS CONSTR GROUP | EVEX-WT | 322,706 | $21.2M | 0.59% |
| 29 | ALGONQUIN PWR UTILS CORP | 015857105 | 3,345,455 | $14.9M | 0.41% |
| 30 | WYNDHAM HOTELS & RESORTS INC | WH | 34,345 | $3.5M | 0.10% |
| 31 | NVIDIA CORPORATION | NVDA | 16,250 | $2.2M | 0.06% |
| 32 | META PLATFORMS INC | META | 2,400 | $1.4M | 0.04% |
| 33 | ARDAGH METAL PACKAGING S A | AMPWF | 398,835 | $1.2M | 0.03% |
| 34 | TESLA INC | TSLA | 2,850 | $1.2M | 0.03% |
| 35 | SALESFORCE INC | CRM | 3,032 | $1.0M | 0.03% |
| 36 | STANDARD BIOTOOLS INC | LAB | 44,400 | $77,700 | 0.00% |
| 37 | FLYEXCLUSIVE INC | FLYX-WT | 200,832 | $36,150 | 0.00% |