Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New AES CRC FMX positions
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: AES (~1.98 mln shares), CRC (~0.68 mln), FMX (~0.41 mln), SWX (~0.07 mln)
- Increased positions in: FIVN (to ~1.52 mln shares from ~0.3 mln shares), UBER (to ~1.45 mln from ~1.08 mln), AMZN (to ~40K from ~36K)
- Maintained positions in: SLGC (~2.5 mln shares), LSXMK (~0.74 mln)
- Closed positions in: TMUS (from ~0.48 mln shares), CRM (from ~0.26 mln), DIS (from ~0.22 mln), V (from ~0.01 mln), MA (from ~0 mln)
- Decreased positions in: MGM (to ~6.67 mln shares from ~15.67 mln shares) EQRX (to ~4.22 mln from ~5.25 mln), LSXMA (to ~0.93 mln from ~1.55 mln), CCEP (to ~1.07 mln from ~1.63 mln), JPM (to ~0.01 mln from ~0.43 mln), RADI (to ~0.23 mln from ~0.33 mln), MSFT (to ~0.43 mln from ~0.45 mln), GOOGL (to ~0.05 mln from ~0.07 mln)