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Corvex Management Portfolio holdings

AUM $2.52B
1-Year Est. Return 25.53%
This Fund
S&P 500
This Quarter Est. Return
-5.4%
1 Year Est. Return
+25.53%
3 Year Est. Return
+64.15%
5 Year Est. Return
+76.52%
10 Year Est. Return
+305.53%
AUM
$2.52B
AUM Growth
-$492M
Cap. Flow
-$226M
Cap. Flow %
-8.98%
Top 10 Hldgs %
86.23%
Holding
28
New
3
Increased
3
Reduced
8
Closed
2

Top Buys

1
CSGP icon
CoStar Group
CSGP
+$44.3M
2
DIS icon
Walt Disney
DIS
+$23M
3
WGS icon
GeneDx Holdings
WGS
+$15.5M
4
LION icon
Lionsgate Studios
LION
+$15M
5
FTRE icon
Fortrea Holdings
FTRE
+$1.74M

Top Sells

1
ORCL icon
Oracle
ORCL
+$78.6M
2
SWX icon
Southwest Gas
SWX
+$60.7M
3
QSR icon
Restaurant Brands International
QSR
+$58.3M
4
UNP icon
Union Pacific
UNP
+$49.5M
5
AQN icon
Algonquin Power & Utilities
AQN
+$38M

Sector Composition

1 Healthcare 28.75%
2 Consumer Discretionary 19.9%
3 Communication Services 18.08%
4 Utilities 14.92%
5 Industrials 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AQN icon
26
Algonquin Power & Utilities
AQN
$4.44B
– –
-6,183,855
Closed -$38M
ORCL icon
27
Oracle
ORCL
$382B
– –
-403,200
Closed -$78.6M
QQQ icon
28
Invesco QQQ Trust
QQQ
$481B
– –
0
– –
1
2

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