Corvex Management LP Portfolio Holdings

Corvex Management LP

  • $2.86 Billion
  • Q4 2024

Corvex Management LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.86 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southwest Gas Holdings, Inc. with a value of $337M, Illumina, Inc. with a value of $227M, Dollar Tree, Inc. with a value of $216M, Mgm Resorts International with a value of $197M, and Mdu Resources Group Inc with a value of $128M.

Examining the 13F form we can see an increase of $817M in the current position value, from $2.05B to 2.86B.

Corvex Management LP is based out at New York, NY

Below you can find more details about Corvex Management LP portfolio as well as his latest detailed transactions.

Portfolio value $2.86 Billion
ETFs: $758 Million
Utilities: $407 Million
Consumer Defensive: $395 Million
Consumer Cyclical: $327 Million
Industrials: $254 Million
Technology: $237 Million
Healthcare: $227 Million
Communication Services: $227 Million
Other: $30.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.68B
$1.2 Million 0.04% of portfolio
398,835
Q4 2023 Reduced 53.86%

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $2.86 Billion
  • Prior Value $2.05 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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