Manager activity
Corvex Management LP
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 3
Add · 3
Reduce · 8
Exit · 5
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Add | GENEDX HOLDINGS CORP | +169,520 | +5.5% | -3.92 pp | 5/15/2026 |
| Exit | UNION PAC CORP call | -500,000 | Exit | -3.54 pp | 5/15/2026 |
| Exit | INVESCO QQQ TR put | -150,000 | Exit | -2.82 pp | 5/15/2026 |
| Exit | ORACLE CORP | -403,200 | Exit | -2.40 pp | 5/15/2026 |
| Exit | DISNEY WALT CO call | -500,000 | Exit | -1.74 pp | 5/15/2026 |
| Reduce | RESTAURANT BRANDS INTL INC | -830,489 | -34.5% | -0.39 pp | 5/15/2026 |
| Reduce | AMAZON COM INC | -100,000 | -10.2% | +0.38 pp | 5/15/2026 |
| Reduce | UNION PAC CORP | -202,033 | -29.4% | -0.18 pp | 5/15/2026 |
| Exit | ALGONQUIN PWR UTILS CORP | -6,183,855 | Exit | -1.16 pp | 5/15/2026 |
| Reduce | MICROSOFT CORP | -42,000 | -24.2% | -0.63 pp | 5/15/2026 |
| New | COSTAR GROUP INC | +851,734 | New | +1.37 pp | 5/15/2026 |
| Add | FORTREA HLDGS INC | +135,662 | +3.0% | -0.64 pp | 5/15/2026 |
| Reduce | SOUTHWEST GAS HLDGS INC | -712,395 | -14.2% | +2.61 pp | 5/15/2026 |
| New | LIONSGATE STUDIOS CORP | +1,622,551 | New | +0.62 pp | 5/15/2026 |
| Add | DISNEY WALT CO | +217,581 | +11.2% | +1.52 pp | 5/15/2026 |
| Reduce | MGM RESORTS INTERNATIONAL | -37,500 | -0.7% | +1.86 pp | 5/15/2026 |
| New | ISHARES TR | +5,000 | New | +0.05 pp | 5/15/2026 |
| Reduce | ARDAGH METAL PACKAGING S A | -117,981 | -29.6% | 0.00 pp | 5/15/2026 |
| Reduce | STANDARD BIOTOOLS INC | -60 | -0.1% | 0.00 pp | 5/15/2026 |