Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New FE ACM TWTR positions
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: FE (~1.2 mln shares), ACM (~0.81 mln), TWTR (~0.67 mln), NAV (~0.32 mln), ZEN (~0.26 mln), FWONK (~0.25 mln), DIS (~0.22 mln), ILMN (~0.13 mln)
- Increased positions in: EXC (to ~3.71 mln shares from ~2.17 mln shares), CNP (to ~2.59 mln from ~1.58 mln), ATVI (to ~0.72 mln from ~0.47 mln), EVRG (to ~0.73 mln from ~0.63 mln), LYV (to ~0.15 mln from ~0.15 mln)
- Maintained positions in: MGM (~22.54 mln shares), ATUS (~2.99 mln shares), CMCSA (~0.88 mln shares), GLD (~0.51 mln shares), BABA (~0.28 mln shares), JPM (~0.26 mln shares), HUM (~0.07 mln shares)
- Closed positions in: FLMN (from ~1.89 mln shares), IAA (from ~0.61 mln), TIF (from ~0.06 mln)
- Decreased positions in: MSGS (to ~0.03 mln shares from ~0.34 mln shares), IAC (to ~0.36 mln from ~0.46 mln), TMUS (to ~0.93 mln from ~1 mln), NFLX (to ~0.08 mln from ~0.1 mln), AMZN (to ~0.02 mln from ~0.03 mln), ADBE (to ~0.08 mln from ~0.08 mln)