Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New CTLT KKR positions, Exited CRC EDR
Highlights from Q2 2023 filing as compared to Q1 2023:
- New positions in: CTLT (~5.67 mln shares), KNF (confirmed MDU spin-out holding ~2.54 mln), KKR (~0.61 mln), WWE (~0.26 mln), ADBE (~0.1 mln)
- Increased positions in: SWX (to ~2.06 mln shares from ~0.9 mln shares)
- Maintained positions in: MDU (~10.15 mln shares), CSX (~1.95 mln shares), LSXMA (~0.93 mln shares), IAC (~0.87 mln shares), CCEP (~0.8 mln shares), LSXMK (~0.74 mln shares), GOOGL (~0.18 mln shares)
- Closed positions in: CRC (from ~2.6 mln shares), EDR (from ~1.88 mln)
- Decreased positions in: WGS (to ~3.31 mln shares from ~86.81 mln shares), AQN (to ~8.17 mln from ~11.9 mln), AES (to ~2.39 mln from ~4 mln), CEG (to ~0.74 mln from ~1.84 mln), FMX (to ~1.24 mln from ~1.76 mln), MGM (to ~6.42 mln from ~6.67 mln), UBER (to ~0.69 mln from ~0.72 mln)