Corvex Management CEO Keith Meister discussed activism and big positions for his firm with CNBC's David Faber from the 13D Monitor Active-Passive Investor Summit.
He also gave his view of what will drive the U.S. economy over the next few years.
"If there is one thing I want to bet on it's American technology and innovation," said Meister, the former CEO of Icahn Enterprises who founded Corvex in 2010.