Hedge Fund - Corvex Capital

Corvex Management LP, established by Keith Meister in December 2010, operates as an asset management firm. Corvex adopts a fundamental value-based investment strategy, leveraging its capacity to actively engage in situations to unearth asymmetric risk/reward opportunities. With a keen eye on high-quality businesses navigating industry shifts buoyed by positive secular trends, the firm focuses its investments. Corvex's distinctive attributes include a longer-term investment horizon, concentrated portfolio construction, and specialized industry expertise, facilitating thorough due diligence and research. Through its experienced and knowledge-driven approach, Corvex collaborates closely with management teams, boards, and other stakeholders to foster shareholder value creation.

Keith Meister is the Managing Partner and Chief Investment Officer of Corvex Management LP, a role he has held since founding the firm in December 2010. Before establishing Corvex, Keith held prominent positions at Icahn Enterprises, serving as Chief Executive Officer, Principal Executive Officer, and Vice Chairman of the Board from August 2003 to August 2010. During his tenure, he also acted as Senior Managing Director of the General Partners of Icahn Partners LP and affiliated funds from November 2004 to August 2010. Prior to his tenure at the Icahn Organization, Keith served as Co-President of J Net Ventures from January 2000 to September 2001. His career commenced at NorthStar Capital and Lazard Freres. Keith earned an A.B. in Government, graduating cum laude from Harvard College in 1995.

Corvex Management serves 11 clients with discretionary assets under management totaling $3,167,281,785, as disclosed in their Form ADV dated March 27, 2024. Their latest 13F filing for Q4 2023 revealed holdings of $1,898,021,527 in managed 13F securities, with a top 10 holdings concentration of 73.38%. Notably, their largest holding is Southwest Gas Holdings Inc., with 4,769,098 shares held.