Corvex Management LP
CIK 1535472 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- MGM13.40%
- SWX11.76%
- MDU11.27%
- KNF7.03%
- 29260Y1095.59%
- FMX5.44%
- CSX4.13%
- UBER3.88%
- AMZN3.70%
- PPLI3.62%
Share classes counted separately69.82%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MGMMGM RESORTS INTERNATIONAL View history and evidence | $236.14M | 13.40% | 6.42M shares | — | ↗▾ | |
| 02 | SWXSOUTHWEST GAS HOLDINGS INC View history and evidence | $207.27M | 11.76% | 3.43M shares | — | ↗▾ | |
| 03 | MDUMDU RESOURCES GROUP INC View history and evidence | $198.68M | 11.27% | 10.15M shares | — | ↗▾ | |
| 04 | KNFKNIFE RIVER CORPCOMMON STOCK View history and evidence | $123.87M | 7.03% | 2.54M shares | — | ↗▾ | |
| 05 | 29260Y109ENDEAVOR GROUP HOLD-CLASS ACL A COM View history and evidence | $98.53M | 5.59% | 4.95M shares | — | ↗▾ | |
| 06 | FMXFOMENTO ECONOMICO MEX-SP ADRSPON ADR UNITS View history and evidence | $95.79M | 5.44% | 877.61K shares | — | ↗▾ | |
| 07 | CSXCSX CORP View history and evidence | $72.76M | 4.13% | 2.37M shares | — | ↗▾ | |
| 08 | UBERUBER TECHNOLOGIES INC View history and evidence | $68.45M | 3.88% | 1.49M shares | — | ↗▾ | |
| 09 | AMZNAMAZON.COM INC View history and evidence | $65.17M | 3.70% | 512.63K shares | — | ↗▾ | |
| 10 | PPLIPEOPLE INCCOM NEW View history and evidence | $63.82M | 3.62% | 1.27M shares | — | ↗▾ |
Options overlay 2
$90.99M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
KVUEKENVUE INC View history and evidence | Call | 4.51M | $90.58M | ▾ | |
UNPUNION PACIFIC CORP View history and evidence | Call | 2.00K | $407.26K | ▾ |
2 / 2 options · preview only
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CTLT CATALENT INC | Non-derivative | — | — | SEC filing ↗ | |
| IWM ISHARES RUSSELL 2000 ETF | Put | — | — | SEC filing ↗ | |
| ATVI ACTIVISION BLIZZARD INC | Call | — | — | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1535472 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1853456556
}Research all 36 reported holdings.
This page includes 30 of 36 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 36 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1535472","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1535472","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.