Corvex Management Lp Top Holdings and 13F Report (2021) About Corvex Management LpInvestment ActivityCorvex Management Lp has $2.57 billion in total holdings as of September 30, 2021.Corvex Management Lp owns shares of 31 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 12.06% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Corvex Management Lp has purchased 34 new stocks and bought additional shares in 5 stocks.Corvex Management Lp sold shares of 2 stocks and completely divested from 6 stocks this quarter.Largest Holdings Southwest Gas $351,768,668Illumina $297,438,867MDU Resources Group $278,130,394VESTIS CORPORATION $253,417,367MGM Resorts International $224,317,105 Largest New Holdings this Quarter Dollar Tree $79,530,092 HoldingFortrea $44,414,840 HoldingAir Products and Chemicals $2,590,338 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 596,000 shares (about $131.65M)Dollar Tree 1,130,974 shares (about $79.53M)Fortrea 2,220,742 shares (about $44.41M)Alphabet 130,000 shares (about $21.56M)IAC 222,978 shares (about $12.00M) Largest Sales this Quarter Illumina 364,688 shares (about $47.56M)MGM Resorts International 121,000 shares (about $4.73M) 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 PortfolioSectorSWXSouthwest Gas$351,768,6680.0%4,769,09813.7%UtilitiesILMNIllumina$297,438,867$47,558,962 ▼-13.8%2,280,79811.6%MedicalMDUMDU Resources Group$278,130,3940.0%10,147,04110.8%UtilitiesVESTIS CORPORATION$253,417,3670.0%17,007,8779.8%COM SHSMGMMGM Resorts International$224,317,105$4,729,890 ▼-2.1%5,738,4788.7%Consumer DiscretionaryIWMiShares Russell 2000 ETF$132,534,000$131,650,440 ▲14,900.0%600,0005.1%FinanceGOOGLAlphabet$106,676,213$21,560,500 ▲25.3%643,2094.1%Computer and TechnologyWGSGeneDx$104,987,2660.0%2,473,7814.1%MedicalAMZNAmazon.com$96,449,8120.0%517,6293.7%Retail/WholesaleIACIAC$80,164,621$12,000,676 ▲17.6%1,489,4953.1%Multi-Sector ConglomeratesDLTRDollar Tree$79,530,092$79,530,092 ▲New Holding1,130,9743.1%Retail/WholesaleLIBERTY MEDIA CORP DEL$77,153,0170.0%1,558,3323.0%COM LBTY LIV S AMSFTMicrosoft$74,726,3280.0%173,6612.9%Computer and TechnologyNSCNorfolk Southern$67,798,504$7,647,339 ▲12.7%272,8312.6%TransportationCOCA-COLA EUROPACIFIC PARTNE$62,946,8440.0%799,3252.4%SHSLIBERTY MEDIA CORP DEL$47,499,6530.0%925,3781.8%COM LBTY LIV S CFTREFortrea$44,414,840$44,414,840 ▲New Holding2,220,7421.7%MedicalFMXFomento Económico Mexicano$39,992,3570.0%405,1501.6%Consumer StaplesKOFCoca-Cola FEMSA$39,584,8230.0%446,1771.5%Consumer StaplesCSXCSX$35,816,8640.0%1,037,2681.4%TransportationHXLHexcel$30,124,3800.0%487,2131.2%AerospaceCHENIERE ENERGY INC$23,019,5200.0%128,0000.9%COM NEWAQNAlgonquin Power & Utilities$16,576,862$11,061,756 ▲200.6%3,041,6260.6%UtilitiesAPDAir Products and Chemicals$2,590,338$2,590,338 ▲New Holding8,7000.1%Basic MaterialsNVDANVIDIA$1,973,4000.0%16,2500.1%Computer and TechnologyAMBPArdagh Metal Packaging$1,503,6080.0%398,8350.1%Industrial ProductsMETAMeta Platforms$1,373,8560.0%2,4000.1%Computer and TechnologyCRMSalesforce$829,8890.0%3,0320.0%Computer and TechnologyTSLATesla$745,6460.0%2,8500.0%Auto/Tires/TrucksLABStandard BioTools$85,6920.0%44,4000.0%MedicalFLYEXCLUSIVE INC$64,2660.0%200,8320.0%*W EXP 99/99/999CAECAE$0$19,277,698 ▼-100.0%00.0%AerospaceLYVLive Nation Entertainment$0$9,374,000 ▼-100.0%00.0%Consumer DiscretionaryLSXMAThe Liberty SiriusXM Group$0$8,183,539 ▼-100.0%00.0%Consumer DiscretionaryGRAIL INC$0$5,815,670 ▼-100.0%00.0%COMLSXMKThe Liberty SiriusXM Group$0$4,260,437 ▼-100.0%00.0%Consumer DiscretionaryRVMDRevolution Medicines$0$453,999 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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