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
Book
| Mdu Res Group | 15.96% | Hold | 10,147,041 | $30.34 | $308M | — | — |
| MGM - Mgm Resorts International | 11.60% | Hold | 6,673,778 | $33.53 | $224M | — | — |
| FMX - Fomento Economico | 10.20% | Add +9.5% | 2,519,756 | $78.12 | $197M | +219,630 | +$53M |
| CRC - California Res | 6.90% | Hold | 3,057,677 | $43.51 | $133M | — | — |
| AES — | 6.21% | Hold | 4,167,588 | $28.76 | $120M | — | — |
| CEG - Constellation Energy | 5.76% | Hold | 1,289,261 | $86.21 | $111M | — | — |
| MSFT - Microsoft | 4.48% | Reduce −19.7% | 360,807 | $239.82 | $87M | −88,545 | −$18M |
| CCK - Crown | 3.81% | New | 894,861 | $82.21 | $74M | +894,861 | +$74M |
| GOOGL - Alphabet · CL A | 2.57% | Reduce −24.3% | 562,780 | $88.23 | $50M | −180,340 | −$21M |
| KO - The Coca Cola | 2.29% | Hold | 799,325 | $55.32 | $44M | — | — |
| IAC - IAC Inc | 2.00% | New | 870,155 | $44.40 | $39M | +870,155 | +$39M |
| Liberty Media Del | 1.90% | Hold | 932,955 | $39.31 | $37M | — | — |
| Liberty Media Del | 1.49% | Hold | 736,519 | $39.13 | $29M | — | — |
| CSX - CSX Corp | 1.30% | Reduce −56.2% | 807,461 | $30.98 | $25M | −1,035,539 | −$24M |
| Skydeck Acquisition · CLASS A | 0.51% | Hold | 980,000 | $10.06 | $10M | — | — |
| CRM - Salesforce | 0.25% | Reduce −94.1% | 35,768 | $132.59 | $5M | −565,599 | −$82M |
| Arya Sciences Acqu Iv · CL A | 0.21% | Hold | 400,000 | $10.10 | $4M | — | — |
| SEMA4 · CL A | 0.13% | Reduce −42.6% | 9,148,140 | $0.2638 | $2M | −6,789,360 | −$12M |
| SWX - Southwest Gas | 0.12% | Reduce −83.9% | 37,770 | $61.88 | $2M | −196,349 | −$14M |
| Activision Blizzard | 0.11% | New | 27,285 | $76.55 | $2M | +27,285 | +$2M |
| BOOT - Boot Barn | 0.09% | Reduce −94.3% | 28,392 | $62.52 | $2M | −473,472 | −$28M |
| PKG - Ardagh Metal Packaging S A | 0.09% | Reduce −93.9% | 364,335 | $4.81 | $2M | −5,579,347 | −$27M |
| EQRX | 0.01% | Reduce −98.0% | 105,200 | $2.46 | $259K | −5,144,800 | −$26M |
| Somalogic · CLASS A | 0.01% | Reduce −98.4% | 40,000 | $2.51 | $100K | −2,460,000 | −$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMZN - Amazon | 4.26% | Exit | 0 | $113.00 | $73M | −643,100 | −$73M |
| UBER - UBER Technologies | 2.25% | Exit | 0 | $26.50 | $38M | −1,447,121 | −$38M |
| 0.90% | Exit | 0 | $43.84 | $15M | −350,000 | −$15M | |
| Holding · CL A | 0.13% | Exit | 0 | $9.42 | $2M | −234,986 | −$2M |
| SPY - Spdr S&P 500 ETF Tr | 0.09% | Exit | 0 | $357.11 | $2M | −4,500 | −$2M |
| JPM - Jpmorgan Chase & | 0.08% | Exit | 0 | $104.54 | $1M | −12,407 | −$1M |
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