Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New MGM LCA MDB positions
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: MGM (~3.14 mln shares), LCA (~1.23 mln), MDB (~0.78 mln), T (~0.6 mln), VNO (~0.53 mln), FOXA (~0.24 mln), MHK (~0.13 mln), CHTR (~0.09 mln), PAGP (~0.02 mln)
- Increased positions in: JBLU (to ~4.36 mln shares from ~2.95 mln shares), TMUS (to ~2.05 mln from ~0.91 mln), BAC (to ~4.54 mln from ~3.55 mln), NXPI (to ~0.5 mln from ~0.13 mln), MSFT (to ~1.25 mln from ~1.19 mln)
- Closed positions in: EVHC (from ~0.34 mln shares), IQ (from ~0.15 mln), BABA (from ~0.08 mln), AABA (from ~0.05 mln)
- Decreased positions in: FG (to ~1.63 mln shares from ~4.67 mln shares), EGN (to ~7.71 mln from ~9.71 mln), MDCO (to ~0.86 mln from ~1.99 mln), CRM (to ~0.26 mln from ~0.63 mln), ICE (to ~1.36 mln from ~1.53 mln), NOW (to ~0.65 mln from ~0.82 mln), FB (to ~0.68 mln from ~0.79 mln), GOOGL (to ~0.06 mln from ~0.1 mln)