Featured 13F manager
Corvex Management LP
New York, NY 22 processed 13Fs on this site · 2021 Q3–2026 Q2
- $3.3B
- 23 Positions
- 2026 Q2
- +30.2% QoQ
- Top 5 50.5%
Portfolio
top 5 50.5% · top 10 77.1%
- ILMN - Illumina 15.2%
- WGS - Genedx · CL A 10.0%
- VSTS - Vestis 8.8%
- SWX - Southwest Gas 8.7%
- MGM - Mgm Resorts International 7.8%
- AMZN - Amazon 6.6%
- DIS - Disney Walt 6.4%
- VST - Vistra 4.9%
- META - Meta Platforms · CL A 4.8%
- IAC - People 3.9%
- LLYVA — 3.1%
- CX - Cemex SA Euro Mtn Be 144A 3.1%
- Other 16.7%
AUM over time
Latest book
| ILMN - Illumina | 15.20% | Reduce −26.1% | 2,830,552 | $175.83 | $498M | −999,056 | +$26M |
| WGS - Genedx · CL A | 10.03% | Add +48.2% | 4,784,570 | $68.65 | $328M | +1,556,421 | +$121M |
| VSTS - Vestis | 8.79% | Hold | 19,813,963 | $14.52 | $288M | — | — |
| SWX - Southwest Gas | 8.69% | Reduce −25.7% | 3,208,538 | $88.68 | $285M | −1,109,623 | −$91M |
| MGM - Mgm Resorts International | 7.81% | Hold | 5,347,978 | $47.81 | $256M | — | — |
| AMZN - Amazon | 6.59% | Add +2.6% | 905,732 | $238.34 | $216M | +23,000 | +$32M |
| DIS - Disney Walt | 6.35% | Hold | 2,160,581 | $96.25 | $208M | — | — |
| VST - Vistra | 4.94% | New | 1,020,228 | $158.63 | $162M | +1,020,228 | +$162M |
| META - Meta Platforms · CL A | 4.82% | Add +11566.7% | 280,000 | $563.29 | $158M | +277,600 | +$156M |
| IAC - People | 3.94% | Reduce −16.7% | 2,793,715 | $46.16 | $129M | −561,360 | −$5M |
| LLYVA — | 3.11% | Hold | 1,005,434 | $101.26 | $102M | — | — |
| CX - Cemex SA Euro Mtn Be 144A | 3.05% | Reduce −3.3% | 8,315,275 | $12.00 | $100M | −285,000 | +$1M |
| PLNT — · CL A | 3.02% | New | 1,893,738 | $52.17 | $99M | +1,893,738 | +$99M |
| QSR - Restaurant Brands Intl | 2.80% | Reduce −19.8% | 1,265,178 | $72.51 | $92M | −313,076 | −$25M |
| UNP - Union Pac | 2.71% | Reduce −32.6% | 326,330 | $272.00 | $89M | −158,000 | −$29M |
| FTRE - Fortrea | 1.59% | Reduce −35.6% | 2,988,551 | $17.40 | $52M | −1,655,642 | +$8M |
| MSFT - Microsoft | 1.50% | Hold | 131,661 | $373.02 | $49M | — | — |
| FWONK - Liberty Media Del | 1.16% | New | 400,900 | $95.14 | $38M | +400,900 | +$38M |
| ONT - Onterris | 1.09% | New | 1,770,000 | $20.21 | $36M | +1,770,000 | +$36M |
| FWONA - Liberty Media Del | 0.85% | New | 318,350 | $87.54 | $28M | +318,350 | +$28M |
| LLYVK - Liberty Live | 0.10% | Hold | 32,322 | $105.64 | $3M | — | — |
| NVDA - Nvidia | 0.10% | Hold | 16,250 | $200.09 | $3M | — | — |
| TSLA - Tesla | 0.04% | Hold | 2,850 | $420.60 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CSGP - Costar Group | 1.37% | Exit | 0 | $40.34 | $34M | −851,734 | −$34M |
| LION - Lionsgate Studios | 0.62% | Exit | 0 | $9.59 | $16M | −1,622,551 | −$16M |
| CRM - Salesforce | 0.11% | Exit | 0 | $186.69 | $3M | −14,500 | −$3M |
| IWM - Ishares Tr | 0.05% | Exit | 0 | $248.00 | $1M | −5,000 | −$1M |
| PKG - Ardagh Metal Packaging S A | 0.05% | Exit | 0 | $4.05 | $1M | −280,854 | −$1M |
| LAB - Standard Biotools | — | Exit | 0 | $0.9247 | $41K | −44,340 | −$41K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 25 | $3.3B | +30.2% | 13F-HR | 8/14/2026 | 000101143826000545 |
| 2026 Q1 | 25 | $2.5B | −23.1% | 13F-HR | 5/15/2026 | 000101143826000343 |
| 2025 Q4 | 27 | $3.3B | +8.5% | 13F-HR | 2/17/2026 | 000101143826000138 |
| 2025 Q3 | 32 | $3B | +27.6% | 13F-HR | 11/14/2025 | 000101143825000574 |
| 2025 Q2 | 30 | $2.4B | −10.6% | 13F-HR | 8/14/2025 | 000101143825000449 |
| 2025 Q1 | 34 | $2.6B | −26.7% | 13F-HR | 5/15/2025 | 000101143825000319 |
| 2024 Q4 | 1 | $25M | — | new holds | 5/15/2025 | 000101143825000320 |
| 2024 Q4 | 37 | $3.6B | +40.0% | 13F-HR | 2/14/2025 | 000101143825000180 |
| 2024 Q3 | 31 | $2.6B | +18.9% | 13F-HR | 11/14/2024 | 000101143824000669 |
| 2024 Q2 | 35 | $2.2B | +0.4% | 13F-HR | 8/14/2024 | 000101143824000460 |
| 2024 Q1 | 38 | $2.2B | +13.6% | 13F-HR | 5/15/2024 | 000101143824000360 |
| 2023 Q4 | 32 | $1.9B | +2.4% | 13F-HR | 2/14/2024 | 000101143824000264 |
| 2023 Q3 | 36 | $1.9B | −8.9% | 13F-HR | 11/14/2023 | 000101143823000639 |
| 2023 Q2 | 35 | $2B | 0.0% | 13F-HR | 8/14/2023 | 000101143823000531 |
| 2023 Q1 | 35 | $2B | +5.3% | 13F-HR | 5/15/2023 | 000101143823000411 |
| 2022 Q4 | 32 | $1.9B | +13.1% | 13F-HR | 2/14/2023 | 000101143823000292 |
| 2022 Q3 | 34 | $1.7B | +8.4% | 13F-HR | 11/14/2022 | 000156761922019994 |
| 2022 Q2 | 36 | $1.6B | −0.5% | 13F-HR | 8/15/2022 | 000156761922016185 |
| 2022 Q1 | 34 | $1.6B | −34.0% | 13F-HR | 5/16/2022 | 000156761922010923 |
| 2021 Q4 | 1 | $138M | — | new holds | 3/18/2022 | 000156761922007210 |
| 2021 Q4 | 34 | $2.4B | −25.8% | 13F-HR | 2/14/2022 | 000156761922004344 |
| 2021 Q3 | 42 | $3.2B | — | 13F-HR | 11/15/2021 | 000156761921020398 |
About
Corvex Management LP
22 processed 13Fs on this site · 2021 Q3–2026 Q2