
Keith Meister's Corvex Management fund disclosed portfolio value of ~$1.64B.
The fund takes new position in Exelon (NASDAQ:EXC) of ~2.17M shares, T-Mobile US (NASDAQ:TMUS) of ~1M, Comcast (NASDAQ:CMCSA) of ~0.88M.
Adds positions in CenterPoint Energy (NYSE:CNP) to ~1.58M shares, SPDR Gold Trust (NYSEARCA:GLD) to ~0.51M, Alibaba (NYSE:BABA) to ~0.28M.
Sheds position in Zendesk (NYSE:ZEN), Diamondback Energy (NASDAQ:FANG), Marathon Petroleum (NYSE:MPC).
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