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Keith Meister — Institutional Investor Profile | Buyside Digest

Keith Meister

✓ Verified

Institutional Investor • Corvex Management

Value

$3.3B

Stocks

24 Stocks (1 new)

Turnover

0.0%

CIK

0001535472EDGAR ↗

Top Holdings

PPLI(97.74%) ILMN(0.38%) GDXD(0.25%) VSTS(0.22%) SWX(0.22%)

About Investor

Established investor leading Corvex Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Investment philosophy details pending verification.

Keith Meister Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
PPLI	None	PPLI	General	$128957.9M	97.7%	+100.0%
ILMN	None	Illumina, Inc.	Health Care	$497.7M	0.4%	No Change
GDXD	None	GeneDx Holdings Corp	Industrials	$328.5M	0.3%	No Change
VSTS	None	Vestis Corp.	Industrials	$287.7M	0.2%	No Change
SWX	None	Southwest Gas Holdings, Inc.	Utilities	$284.5M	0.2%	No Change
MGM	None	MGM Resorts	Consumer Discretionary	$255.7M	0.2%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$215.9M	0.2%	No Change
DIS	None	The Walt Disney Company	Communication Services	$208.0M	0.2%	No Change
VST	None	Vistra Corp	Utilities	$161.8M	0.1%	No Change
LLYVA	None	Liberty Media Corporation – Liberty Live	Communication Services	$101.8M	0.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
PPLIPPLI	$128957.9M	+100.0%	97.7%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General97.9%

Industrials0.5%

Consumer Discretionary0.5%

Health Care0.4%

Utilities0.3%

Sector	Stocks	Value	Exposure
General	6	$129124.8M	97.9%
Industrials	3	$704.9M	0.5%
Consumer Discretionary	4	$662.1M	0.5%
Health Care	2	$549.7M	0.4%
Utilities	2	$446.4M	0.3%
Communication Services	4	$404.2M	0.3%
Information Technology	3	$53.6M	0.0%