Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New USFD UBER positions
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: SMFR (~4.5 mln shares), SLGC (~2.5 mln), UBER (~1.23 mln), USFD (~1.02 mln)
- Increased positions in: ZNGA (to ~9.02 mln shares from ~1.15 mln shares), CRM (to ~0.33 mln from ~0.32 mln), FB (to ~0 mln from ~0 mln)
- Maintained positions in: MGM (~15.67 mln shares), CCEP (~1.82 mln shares), MSFT (~0.45 mln shares), JPM (~0.42 mln shares), DIS (~0.38 mln shares)
- Decreased positions in: EXC (to ~2.1 mln shares from ~3.89 mln shares), ATUS (to ~2.12 mln from ~3.53 mln) TMUS (to ~0.67 mln from ~0.99 mln), LSXMK (to ~0.87 mln from ~1.17 mln), LSXMA (to ~1.85 mln from ~2.12 mln), GOOGL (to ~0.07 mln from ~0.08 mln), AMZN (to ~0.05 mln from ~0.05 mln)