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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
+5.17%
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
$2.79B
AUM Growth
+$430M
(+18%)
Cap. Flow
+$339M
Cap. Flow
% of AUM
12.15%
Top 10 Holdings %
Top 10 Hldgs %
76.88%
Holding
35
New
5
Increased
4
Reduced
2
Closed
7
Top Buys
| 1 |
Walt Disney
DIS
|
+$154M |
| 2 |
Union Pacific
UNP
|
+$153M |
| 3 |
Restaurant Brands International
QSR
|
+$101M |
| 4 |
Cemex
CX
|
+$73.4M |
| 5 |
Amazon
AMZN
|
+$68.5M |
Top Sells
| 1 |
Sempra
SRE
|
+$80M |
| 2 |
Norfolk Southern
NSC
|
+$76.1M |
| 3 |
CSX Corp
CSX
|
+$57.2M |
| 4 |
Dollar Tree
DLTR
|
+$47.2M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$39.8M |
Sector Composition
| 1 | Healthcare | 26.19% |
| 2 | Consumer Discretionary | 21.35% |
| 3 | Utilities | 17.97% |
| 4 | Communication Services | 12.34% |
| 5 | Industrials | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Southwest Gas
SWX
$6.6B
| $394M | 14.12% |
5,030,556
| – | – |
|
2
Illumina
ILMN
$28.3B
| $364M | 13.03% |
3,829,608
| – | – |
|
3
GeneDx Holdings
WGS
$1.96B
| $330M | 11.8% |
3,058,629
| – | – |
|
|
4
Amazon
AMZN
$2.74T
| $215M | 7.69% |
977,529
+302,500
| +45% | +$68.5M |
|
5
MGM Resorts International
MGM
$12B
| $187M | 6.69% |
5,385,478
-242,000
| -4% | -$8.88M |
|
|
6
Union Pacific
UNP
$171B
| $160M | 5.74% |
+677,863
| New | +$153M |
|
|
7
Restaurant Brands International
QSR
$25.7B
| $154M | 5.53% |
2,408,743
+1,535,560
| +176% | +$101M |
|
|
8
Walt Disney
DIS
$169B
| $150M | 5.36% |
+1,308,000
| New | +$154M |
|
|
9
CALL
Union Pacific
UNP
$171B
| $118M | 4.23% |
+500,000
| New | +$113M |
|
10
Oracle
ORCL
$382B
| $98.3M | 3.52% |
349,500
+250,000
| +251% | +$63.7M |
|
|
PPLI
11
People Inc
PPLI
$3.41B
| $95M | 3.4% |
2,788,379
+787,459
| +39% | +$29.4M |
|
12
Liberty Live Group Series A
LLYVA
$8.99B
| $94.8M | 3.4% |
1,005,434
| – | – |
|
13
Microsoft
MSFT
$2.94T
| $89.9M | 3.22% |
173,661
| – | – |
|
14
Vestis
VSTS
$2.05B
| $85.2M | 3.05% |
18,803,899
| – | – |
|
|
15
Cemex
CX
$18.9B
| $77.3M | 2.77% |
+8,600,275
| New | +$73.4M |
|
16
MDU Resources
MDU
$4.41B
| $74.5M | 2.67% |
4,183,151
| – | – |
|
17
CALL
Salesforce
CRM
$137B
| $59.3M | 2.12% |
+250,000
| New | +$63.1M |
|
|
18
Dollar Tree
DLTR
$24.4B
| $51.1M | 1.83% |
541,300
-440,599
| -45% | -$47.2M |
|
|
HSII
19
DELISTED
Heidrick & Struggles
HSII
| $49.9M | 1.79% |
1,002,462
| – | – |
|
20
Fortrea Holdings
FTRE
$1.69B
| $38M | 1.36% |
4,508,531
| – | – |
|
21
Carnival Corporation Ltd
CCL
$36.4B
| $37.3M | 1.34% |
+1,290,810
| New | +$39M |
|
22
Algonquin Power & Utilities
AQN
$4.44B
| $33.2M | 1.19% |
6,183,855
| – | – |
|
|
23
CALL
Amazon
AMZN
$2.74T
| $32.9M | 1.18% |
+150,000
| New | +$34M |
|
|
24
CALL
Carnival Corporation Ltd
CCL
$36.4B
| $13M | 0.47% |
+450,000
| New | +$13.6M |
|
|
25
Salesforce
CRM
$137B
| $3.44M | 0.12% |
+14,500
| New | +$3.66M |
|
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