Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: Affirms new MDU holding, new AMBP CSX positions
Highlights from 2022 Q2 filing as compared to Q1 2022:
- New positions in: MDU (~8.73 mln shares), AMBP (~2.14 mln), CSX (~1.15 mln), ZEN (~0.91 mln), BOOT (~0.41 mln), CRM (~0.1 mln)
- Increased positions in: SMFR (to ~15.94 mln shares from ~4.5 mln shares), CRC (to ~3.39 mln from ~0.68 mln), AES (to ~4.54 mln from ~1.98 mln), EQRX (to ~5.25 mln from ~4.22 mln), MSFT (to ~0.45 mln from ~0.43 mln) GOOGL (to ~0.05 mln from ~0.05 mln)
- Maintained positions in: MGM (~6.67 mln shares), UBER (~1.45 mln shares), LSXMA (~0.93 mln shares), LSXMK (~0.74 mln shares), FMX (~0.41 mln shares)
- Closed positions in: SWX (from ~0.07 mln shares)
- Decreased positions in: FIVN (to ~0.59 mln shares from ~1.52 mln shares), CCEP (to ~0.8 mln from ~1.07 mln), AMZN (split adjusted -- to ~0.57 mln from ~0.8 mln)