Corvex Management LP 13F holdings
Corvex Management LP reported 22 positions with a total reported value of $3.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ILMN ILLUMINA INC (15.5%), WGS GENEDX HOLDINGS CORP (10.2%), VSTS VESTIS CORPORATION (8.9%), SWX SOUTHWEST GAS HLDGS INC (8.8%), MGM MGM RESORTS INTERNATIONAL (7.9%). Against 2026-03-31 it opened 6 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Corvex Management LP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
22 largest of 22 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ILMN ILLUMINA INC | 2,830,552 | $497.7M | 15.5% |
| WGS GENEDX HOLDINGS CORP | 4,784,570 | $328.5M | 10.2% |
| VSTS VESTIS CORPORATION | 19,813,963 | $287.7M | 8.9% |
| SWX SOUTHWEST GAS HLDGS INC | 3,208,538 | $284.5M | 8.8% |
| MGM MGM RESORTS INTERNATIONAL | 5,347,978 | $255.7M | 7.9% |
| AMZN AMAZON COM INC | 905,732 | $215.9M | 6.7% |
| DIS DISNEY WALT CO | 2,160,581 | $208.0M | 6.5% |
| VST VISTRA CORP | 1,020,228 | $161.8M | 5.0% |
| META META PLATFORMS INC | 280,000 | $157.7M | 4.9% |
| PEOPLE INC | 2,793,715 | $129.0M | 4.0% |
| LLYVA LIBERTY LIVE HOLDINGS INC | 1,037,756 | $105.2M | 3.3% |
| CEMEX SA EURO MTN BE 144A | 8,315,275 | $99.8M | 3.1% |
| PLNT PLANET FITNESS MASTER ISSUER | 1,893,738 | $98.8M | 3.1% |
| QSR RESTAURANT BRANDS INTL INC | 1,265,178 | $91.7M | 2.9% |
| UNP UNION PAC CORP | 326,330 | $88.8M | 2.8% |
| FWONA LIBERTY MEDIA CORP DEL | 719,250 | $66.0M | 2.1% |
| FTRE FORTREA HLDGS INC | 2,988,551 | $52.0M | 1.6% |
| MSFT MICROSOFT CORP | 131,661 | $49.1M | 1.5% |
| ONTERRIS INC | 1,770,000 | $35.8M | 1.1% |
| NVDA NVIDIA CORPORATION | 16,250 | $3.3M | 0.1% |
| TSLA TESLA INC | 2,850 | $1.2M | <0.1% |
| FLYX FLYEXCLUSIVE INC | 200,827 | $42.2K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| IAC INC | 3,355,075 | $134.3M | 5.3% |
| CEMEX SAB DE CV | 8,600,275 | $98.4M | 3.9% |
| CSGP COSTAR GROUP INC | 851,734 | $34.4M | 1.4% |
| LION LIONSGATE STUDIOS CORP | 1,622,551 | $15.6M | 0.6% |
| CRM SALESFORCE INC | 14,500 | $2.7M | 0.1% |
| ISHARES TR | 5,000 | $1.2M | <0.1% |
| AMBP ARDAGH METAL PACKAGING S A | 280,854 | $1.1M | <0.1% |
| LAB STANDARD BIOTOOLS INC | 44,340 | $40.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| META META PLATFORMS INC | 2,400 | 280,000 | +11,566.7% | $157.7M |
| WGS GENEDX HOLDINGS CORP | 3,228,149 | 4,784,570 | +48.2% | $328.5M |
| AMZN AMAZON COM INC | 882,732 | 905,732 | +2.6% | $215.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ILMN ILLUMINA INC | 3,829,608 | 2,830,552 | -26.1% | $497.7M |
| SWX SOUTHWEST GAS HLDGS INC | 4,318,161 | 3,208,538 | -25.7% | $284.5M |
| UNP UNION PAC CORP | 484,330 | 326,330 | -32.6% | $88.8M |
| FTRE FORTREA HLDGS INC | 4,644,193 | 2,988,551 | -35.6% | $52.0M |
| QSR RESTAURANT BRANDS INTL INC | 1,578,254 | 1,265,178 | -19.8% | $91.7M |
CIK 1535472 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
