Corvex Management Enters Comcast (CMCSA), Raises Bank of America (BAC) (more...) - 13F

November 14, 2017 5:11 PM EST

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Corvex Management released its 13F for the quarter ended Sept. 30, 2017. Below is a summary

New Stakes
Comcast Class A (NASDAQ: CMCSA) new 2,450,000 share position
JetBlue Airways Corp (NASDAQ: JBLU) (CALL) new 1,000,000 share position
S&P DEP RECEIPTS (NYSE: SPY) new 37,821 share position
T-MOBILE US, Inc. (NASDAQ: TMUS) new 337,665 share position
Market Vectors Semiconductor ETF (NYSE: SMH) (PUT) new 1,000,000 share position

Raised Stakes
Bank of America Corp (NYSE: BAC) raised from 5,202,000 shares to 7,017,000 shares
CenturyLink Inc (NYSE: CTL) raised from 18,998,645 shares to 21,849,476 shares
Capitol First Corporation (NASDAQ: CFCO) raised from 500,000 shares to 1,000,000 shares
ENERGEN CORPORATION (NYSE: EGN) raised from 6,998,186 shares to 9,790,768 shares
ENVISION HEALTHCARE HOLDINGS, Inc. (NYSE: EVHC) raised from 916,315 shares to 5,612,298 shares
Facebook (NASDAQ: FB) raised from 817,000 shares to 829,000 shares
Medicines Co (NASDAQ: MDCO) raised from 2,944,060 shares to 5,000,000 shares
PLAINS GP HOLDINGS, L.P. (NYSE: PAGP) raised from 1,892,494 shares to 2,809,624 shares

Lowered Stakes
Google, Inc. (NASDAQ: GOOGL) lowered from 229,114 shares to 204,164 shares
ENVISION HEALTHCARE HOLDINGS, Inc. (NYSE: EVHC) (CALL) lowered from 950,000 shares to 271,600 shares
JetBlue Airways Corp (NASDAQ: JBLU) lowered from 3,090,417 shares to 941,742 shares
Medicines Co (NASDAQ: MDCO) lowered from 2,944,060 shares to 2,410,833 shares
Nomad Foods Limited (NYSE: NOMD) lowered from 15,630,522 shares to 14,442,709 shares
PANDORA MEDIA, Inc. (NYSE: P) lowered from 20,762,824 shares to 11,412,824 shares *
SIGNET JEWELERS LIMITED (NYSE: SIG) lowered from 3,213,758 shares to 335,052 shares
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF (NYSE: XOP) (PUT) lowered from 3,500,000 shares to 2,000,000 shares

Liquidated Stakes
Alnylam Pharmaceuticals, Inc. (NASDAQ: ALNY) liquidated
Ball Corp (NYSE: BLL) (CALL) liquidated
Bank of America Corp (NYSE: BAC) (CALL) liquidated
BIO-RAD LABORATORIES (NYSE: BIO) liquidated
CORELOGIC, Inc. (NYSE: CLGX) liquidated
ENERGEN CORPORATION (NYSE: EGN) (CALL) liquidated
FedEx Corporation (NYSE: FDX) liquidated
Peabody Energy (NYSE: BTU) liquidated
PLATFORM SPECIALTY PRODUCTS CORPORATION (NYSE: PAH) liquidated
Regions Financial Corp. (NYSE: RF) liquidated
Regions Financial Corp. (NYSE: RF) (CALL) liquidated
Signature Bank (NASDAQ: SBNY) liquidated
Time Warner Inc. (NYSE: TWX) liquidated
Zayo Group (NYSE: ZAYO) liquidated

Maintained Stakes
Capitol First Corporation (NASDAQ: CFCO) maintained 500,000 share stake
ENTERGY TRANSFER EQUITY, L.P. (NYSE: ETE) (CALL) maintained 1,000,000 share stake
Landcadia Holdings Units (NASDAQ: LCAHU) maintained 1,225,000 share stake
(: ) maintained 15,000,000 share stake
T-MOBILE US, Inc. (NASDAQ: TMUS) (CALL) maintained 1,000,000 share stake

* Since the original filing these positions have been updated further.



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Standard & Poor's, Corvex Management