Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: New AQN EDR UBER positions
Highlights from Q1 2023 filing as compared to Q4 2022:
- New positions in: AQN (~11.9 mln shares), EDR (~1.88 mln), UBER (~0.72 mln), AMZN (~0.13 mln), LSI (~0.09 mln), MTN (~0.06 mln)
- Increased positions in: WGS (to ~86.81 mln shares from ~9.15 mln shares), CSX (to ~1.95 mln from ~0.81 mln), SWX (to ~0.91 mln from ~0.04 mln), CEG (to ~1.84 mln from ~1.29 mln), AMBP (to ~0.86 mln from ~0.36 mln)
- Maintained positions in: MDU (~10.15 mln shares), MGM (~6.67 mln shares), LSXMA (~0.93 mln shares), IAC (~0.87 mln shares), CCEP (~0.8 mln shares)
- Closed positions in: CCK (from ~0.89 mln shares), ARYD (from ~0.4 mln)
- Decreased positions in: FMX (to ~1.76 mln shares from ~2.52 mln shares), CRC (to ~2.6 mln from ~3.06 mln), GOOGL (to ~0.18 mln from ~0.56 mln), MSFT (to ~0.06 mln from ~0.36 mln), AES (to ~4 mln from ~4.17 mln)