Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New RTLR CNC PACK positions, exited TTWO CELGHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: RTLR (~2.1 mln shares), CNC (~1.39 mln), PACK (~0.75 mln), FSCT (~0.49 mln), WORK (~0.4 mln), AYX (~0.33 mln), TSS (~0.18 mln), NFLX (~0.14 mln), WCG (~0.05 mln), GPN (~0.04 mln)
- Increased positions in: MGM (to ~20.56 mln shares from ~15.69 mln shares), WTRH (to ~2.3 mln from ~1.45 mln), FANG (to ~2.94 mln from ~2.65 mln), MSG (to ~0.07 mln from ~0.06 mln)
- Maintained positions in: CBOE (~0.23 mln shares)
- Closed positions in: ZAYO (from ~0.51 mln shares), TTWO (from ~0.43 mln), GWRE (from ~0.39 mln), ZEN (from ~0.1 mln), CELG (from ~0.03 mln)
- Decreased positions in: TMUS (to ~1.45 mln shares from ~1.78 mln shares), DIS (to ~0.24 mln from ~0.42 mln), CMCSA (to ~0.36 mln from ~0.5 mln), ADBE (to ~0.17 mln from ~0.27 mln) FB (to ~0.02 mln from ~0.05 mln), AMZN (to ~0.03 mln from ~0.03 mln)