Keith Meister
@Corvex Management Lp
Latest period2024 - Q3ReportedManaged Assets$2.574BTotal holdings31
Assets growth rate18.98%Assets growth rate (2-Q avg)9.67%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Corvex Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Corvex Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.574B in assets, with a quarterly growth rate of 18.98% and a 2-quarter average growth rate of 9.67%. The portfolio is managed by Keith Meister, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SWXSouthwest Gas Hldgs Inc
| 13.67% | $351.769M 4.769M shares@ $73.76 avg price | |
ILMNIllumina Inc
| 11.56% | $297.439M 2.281M shares@ $130.41 avg price | Decreased -13.78% |
MDUMdu Res Group Inc
| 10.81% | $278.13M 10.147M shares@ $27.42 avg price | |
VSTSVestis Corporation
| 9.85% | $253.417M 17.008M shares@ $14.9 avg price | |
MGMMgm Resorts International
| 8.72% | $224.317M 5.738M shares@ $39.09 avg price | Decreased -2.06% |
IWMIshares Tr
| 5.15% | $132.534M↓ Put 600,000 shares@ $220.89 avg price | Increased 14900% |
GOOGLAlphabet Inc
| 4.15% | $106.676M 643,209 shares@ $165.86 avg price | Increased 25.34% |
WGSGenedx Holdings Corp
| 4.08% | $104.987M 2.474M shares@ $42.45 avg price | |
AMZNAmazon Com Inc
| 3.75% | $96.45M 517,629 shares@ $186.34 avg price | |
IACIac Inc
| 3.12% | $80.165M 1.489M shares@ $53.83 avg price | Increased 17.61% |