Manager
Corvex Management LP
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Add | GENEDX HOLDINGS CORP | +169,520 | -3.92 pp |
| Exit | UNION PAC CORP | -500,000 | -3.54 pp |
| Exit | INVESCO QQQ TR | -150,000 | -2.82 pp |
| Exit | ORACLE CORP | -403,200 | -2.40 pp |
| Exit | DISNEY WALT CO | -500,000 | -1.74 pp |
| Reduce | RESTAURANT BRANDS INTL INC | -830,489 | -0.39 pp |
| Reduce | AMAZON COM INC | -100,000 | +0.38 pp |
| Reduce | UNION PAC CORP | -202,033 | -0.18 pp |
| Exit | ALGONQUIN PWR UTILS CORP | -6,183,855 | -1.16 pp |
| Reduce | MICROSOFT CORP | -42,000 | -0.63 pp |
| New | COSTAR GROUP INC | +851,734 | +1.37 pp |
| Add | FORTREA HLDGS INC | +135,662 | -0.64 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000101143826000343 | Q1 2026 | 25 | 2,515,203,115 | 13F-HR | 5/15/2026 | Corvex Management LP |
| 000101143826000138 | Q4 2025 | 27 | 3,271,510,688 | 13F-HR | 2/17/2026 | Corvex Management LP |
| 000101143825000574 | Q3 2025 | 32 | 3,015,354,880 | 13F-HR | 11/14/2025 | Corvex Management LP |
| 000101143825000449 | Q2 2025 | 30 | 2,362,227,790 | 13F-HR | 8/14/2025 | Corvex Management LP |
| 000101143825000319 | Q1 2025 | 34 | 2,642,395,717 | 13F-HR | 5/15/2025 | Corvex Management LP |
| 000101143825000320 | Q4 2024 | 1 | 24,917,861 | NEW HOLDINGS | 5/15/2025 | Corvex Management LP |
| 000101143825000180 | Q4 2024 | 37 | 3,603,239,875 | 13F-HR | 2/14/2025 | Corvex Management LP |
| 000101143824000669 | Q3 2024 | 31 | 2,574,235,092 | 13F-HR | 11/14/2024 | Corvex Management LP |