Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New MPC ATVI MTCH positions
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: MPC (~0.89 mln shares), ATVI (~0.47 mln), MTCH (~0.22 mln), VMC (~0.2 mln), CNC (~0.14 mln), GLD (~0.14 mln), NFLX (~0.05 mln)
- Increased positions in: MGM (to ~22.44 mln shares from ~20.94 mln shares), ATUS (to ~3.05 mln from ~1.6 mln), ZEN (to ~1.51 mln from ~0.94 mln), AMZN (to ~0.03 mln from ~0.02 mln)
- Closed positions in: FSCT (from ~3.34 mln shares) TMUS (from ~0.21 mln), TWLO (from ~0.06 mln)
- Decreased positions in: FANG (to ~1.19 mln shares from ~1.54 mln shares) ADBE (to ~0.17 mln from ~0.24 mln)
