Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New ZNGA CRM positions, increased BLMN DIS holding
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: ZNGA (~1.15 mln shares) CRM (~0.32 mln)
- Increased positions in: BLMN (to ~2.72 mln shares from ~0.46 mln shares), LSXMA (to ~2.12 mln from ~0.76 mln), LSXMK (to ~1.17 mln from ~1.01 mln), DIS (to ~0.38 mln from ~0.23 mln), AMZN (to ~0.05 mln from ~0.04 mln) GOOGL (to ~0.08 mln from ~0.07 mln)
- Maintained positions in: MGM (~15.67 mln shares), EXC (~3.89 mln shares), ATUS (~3.53 mln shares), CCEP (~1.81 mln shares), MSFT (~0.45 mln shares), JPM (~0.42 mln shares)
- Closed positions in: FISV (from ~0.52 mln shares), FE (from ~0.5 mln), ELMS (from ~0.48 mln), EXPE (from ~0.17 mln), GPN (from ~0.08 mln)
- Decreased positions in: AJAX (to ~0.31 mln shares from ~1 mln shares), TMUS (to ~0.99 mln from ~1.28 mln), ATVI (to ~0.05 mln from ~0.29 mln)