Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New SWX position, Increased CSX CRM AMZN holdings
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: SWX (~0.23 mln shares)
- Increased positions in: AMBP (to ~5.94 mln shares from ~2.14 mln shares), FMX (to ~2.3 mln from ~0.41 mln), MDU (to ~10.15 mln from ~8.73 mln), CSX (to ~1.84 mln from ~1.15 mln), CRM (to ~0.6 mln from ~0.1 mln) AMZN (to ~0.64 mln from ~0.57 mln), JPM (to ~0.01 mln from ~0.01 mln)
- Maintained positions in: MGM (~6.67 mln shares), EQRX (~5.25 mln shares), UBER (~1.45 mln shares), LSXMA (~0.93 mln shares), CCEP (~0.8 mln shares), LSXMK (~0.74 mln shares), MSFT (~0.45 mln shares)
- Closed positions in: FIVN (from ~0.59 mln shares), BOOT (from ~0.41 mln)
- Decreased positions in: CEG (to ~1.29 mln shares from ~1.77 mln shares), AES (to ~4.17 mln from ~4.54 mln), CRC (to ~3.06 mln from ~3.39 mln), GOOGL (to ~0.74 mln from ~1.05 mln)