Corvex Management (Keith Meister) discloses updated portfolio positions in 13F filing: Confirms new FTRE holding, New DLTR APD positions
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: FTRE (2.22 mln shares), DLTR (1.13 mln), APD (0.01 mln)
- Increased positions in: AQN (to 3.04 mln shares from 1.01 mln shares), IAC (to 1.49 mln from 1.27 mln), GOOGL (to 0.64 mln from 0.51 mln), NSC (to 0.27 mln from 0.24 mln)
- Maintained positions in: VSTS (17.01 mln shares), MDU (10.15 mln shares), MGM (5.74 mln shares), SWX (4.77 mln shares), WGS (2.47 mln shares), ILMN (2.28 mln shares), LLYVA (1.56 mln shares), CSX (1.04 mln shares), LLYVK (925K), CCEP (799K), AMZN (518K), HXL (487K), KOF (446K), FMX (405K), MSFT (174K)
- Closed positions in: CAE (from 1.04 mln shares)