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 | 15.21% | Hold | 10,147,041 | $30.48 | $309M | — | — |
| MGM - Mgm Resorts International | 14.58% | Hold | 6,673,778 | $44.42 | $296M | — | — |
| FMX - Fomento Economico | 8.24% | Reduce −30.1% | 1,760,655 | $95.19 | $168M | −759,101 | −$29M |
| CEG - Constellation Energy | 7.09% | Add +42.3% | 1,835,162 | $78.50 | $144M | +545,901 | +$33M |
| CRC - California Res | 4.93% | Reduce −14.8% | 2,604,166 | $38.50 | $100M | −453,511 | −$33M |
| AQN - Algonquin Pwr Utils | 4.92% | New | 11,898,567 | $8.40 | $100M | +11,898,567 | +$100M |
| AES — | 4.74% | Reduce −4.0% | 3,999,584 | $24.08 | $96M | −168,004 | −$24M |
| CSX - CSX Corp | 2.88% | Add +141.9% | 1,953,268 | $29.94 | $58M | +1,145,807 | +$33M |
| SWX - Southwest Gas | 2.80% | Add +2316.7% | 912,789 | $62.45 | $57M | +875,019 | +$55M |
| KO - The Coca Cola | 2.33% | Hold | 799,325 | $59.19 | $47M | — | — |
| Endeavor Group · CL A | 2.21% | New | 1,878,346 | $23.93 | $45M | +1,878,346 | +$45M |
| IAC - IAC Inc | 2.21% | Hold | 870,155 | $51.60 | $45M | — | — |
| Genedx · CL A | 1.56% | Add +849.0% | 86,811,516 | $0.3650 | $32M | +77,663,376 | +$29M |
| Liberty Media Del | 1.29% | Hold | 932,955 | $28.09 | $26M | — | — |
| UBER - UBER Technologies | 1.11% | New | 715,000 | $31.70 | $23M | +715,000 | +$23M |
| Liberty Media Del | 1.01% | Hold | 736,519 | $27.99 | $21M | — | — |
| GOOGL - Alphabet · CL A | 0.93% | Reduce −67.8% | 181,480 | $103.73 | $19M | −381,300 | −$31M |
| MSFT - Microsoft | 0.87% | Reduce −83.1% | 61,107 | $288.30 | $18M | −299,700 | −$69M |
| MTN - Vail Resorts | 0.74% | New | 64,624 | $233.68 | $15M | +64,624 | +$15M |
| AMZN - Amazon | 0.64% | New | 126,929 | $103.29 | $13M | +126,929 | +$13M |
| Life Storage | 0.56% | New | 86,474 | $131.09 | $11M | +86,474 | +$11M |
| Skydeck Acquisition · CLASS A | 0.49% | Hold | 980,000 | $10.23 | $10M | — | — |
| CRM - Salesforce | 0.23% | Reduce −34.5% | 23,432 | $199.78 | $5M | −12,336 | −$61K |
| PKG - Ardagh Metal Packaging S A | 0.17% | Add +137.2% | 864,335 | $4.08 | $4M | +500,000 | +$2M |
| BOOT - Boot Barn | 0.11% | Hold | 28,392 | $76.64 | $2M | — | — |
| EQRX | 0.01% | Hold | 105,200 | $1.94 | $204K | — | — |
| Somalogic · CLASS A | 0.01% | Hold | 40,000 | $2.55 | $102K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CCK - Crown | 3.81% | Exit | 0 | $82.21 | $74M | −894,861 | −$74M |
| Arya Sciences Acqu Iv · CL A | 0.21% | Exit | 0 | $10.10 | $4M | −400,000 | −$4M |
| Activision Blizzard | 0.11% | Exit | 0 | $76.56 | $2M | −27,285 | −$2M |
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