Corvex Management LP Purchases and Sells in Q3 2025

Corvex Management LP

$2.46 Billion
Q3 2025

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QSR	1.54M + 175.86%	$61.86 - $71.34 $95M - $110M	2.41M $154M
ORCL	250K + 251.26%	$218.96 - $328.33 $54.7M - $82.1M	350K $98.3M
AMZN	303K + 44.81%	$211.65 - $238.24 $64M - $72.1M	978K $215M
IAC	787K + 39.35%	$34.01 - $41.67 $26.8M - $32.8M	2.79M $95M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNP	678K New	$214.91 - $237.16 $146M - $161M	678K $160M
DIS	1.31M New	$112.25 - $124.0 $147M - $162M	1.31M $150M
CX	8.6M New	$7.1 - $9.55 $61.1M - $82.1M	8.6M $77.3M
CCL	1.29M New	$28.37 - $32.49 $36.6M - $41.9M	1.29M $37.3M
CRM	14.5K New	$231.66 - $273.65 $3.36M - $3.97M	14.5K $3.44M

Top Sells

Reduced Positions

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLTR	-441K - 44.87%	$94.03 - $117.16 $41.4M - $51.6M	541K $51.1M
MGM	-242K - 4.3%	$34.18 - $39.77 $8.27M - $9.62M	5.39M $187M

Options

Calls

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNP	500K New	$214.91 - $237.16 $107M - $119M	500K $118M
CRM	250K New	$231.66 - $273.65 $57.9M - $68.4M	250K $59.3M
AMZN	150K New	$211.65 - $238.24 $31.7M - $35.7M	150K $32.9M
CCL	450K New	$28.37 - $32.49 $12.8M - $14.6M	450K $13M

Activity Summary All Purchases 9 New Holdings 5 Increased Positions 4 All Sells 2 Reductions 2 Sold out 0 Calls 4 Puts 0

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