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
| MGM - Mgm Resorts International | 13.88% | Reduce −3.7% | 6,423,778 | $43.92 | $282M | −250,000 | −$14M |
| Catalent | 12.09% | New | 5,670,297 | $43.36 | $246M | +5,670,297 | +$246M |
| Mdu Res Group | 10.45% | Hold | 10,147,041 | $20.94 | $212M | — | — |
| FMX - Fomento Economico | 6.77% | Reduce −29.5% | 1,241,675 | $110.84 | $138M | −518,980 | −$30M |
| SWX - Southwest Gas | 6.45% | Add +125.7% | 2,060,072 | $63.65 | $131M | +1,147,283 | +$74M |
| KNF - Knife River | 5.43% | New | 2,536,755 | $43.50 | $110M | +2,536,755 | +$110M |
| CEG - Constellation Energy | 3.33% | Reduce −59.7% | 740,000 | $91.55 | $68M | −1,095,162 | −$76M |
| AQN - Algonquin Pwr Utils | 3.32% | Reduce −31.3% | 8,169,499 | $8.26 | $67M | −3,729,068 | −$32M |
| CSX - CSX Corp | 3.28% | Hold | 1,953,268 | $34.10 | $67M | — | — |
| IAC - IAC Inc | 2.69% | Hold | 870,155 | $62.80 | $55M | — | — |
| Activision Blizzard | 2.56% | New | 616,400 | $84.30 | $52M | +616,400 | +$52M |
| KO - The Coca Cola | 2.53% | Hold | 799,325 | $64.43 | $52M | — | — |
| AES — | 2.44% | Reduce −40.1% | 2,394,584 | $20.73 | $50M | −1,605,000 | −$47M |
| ADBE - Adobe Systems | 2.31% | New | 96,000 | $488.99 | $47M | +96,000 | +$47M |
| KKR — | 1.67% | New | 607,419 | $56.00 | $34M | +607,419 | +$34M |
| Liberty Media Del | 1.51% | Hold | 932,955 | $32.81 | $31M | — | — |
| UBER - UBER Technologies | 1.47% | Reduce −3.5% | 690,080 | $43.17 | $30M | −24,920 | +$7M |
| World Wrestling Entmt · CL A | 1.39% | New | 260,926 | $108.47 | $28M | +260,926 | +$28M |
| Liberty Media Del | 1.19% | Hold | 736,519 | $32.73 | $24M | — | — |
| GOOGL - Alphabet · CL A | 1.07% | Hold | 181,480 | $119.70 | $22M | — | — |
| WGS - Genedx · CL A | 0.97% | New | 3,307,523 | $5.96 | $20M | +3,307,523 | +$20M |
| MSFT - Microsoft | 0.94% | Reduce −8.4% | 55,961 | $340.54 | $19M | −5,146 | +$1M |
| AMZN - Amazon | 0.81% | Hold | 126,929 | $130.36 | $17M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.16% | Hold | 864,335 | $3.76 | $3M | — | — |
| BOOT - Boot Barn | 0.09% | Reduce −26.4% | 20,892 | $84.69 | $2M | −7,500 | −$407K |
| DLR - Digital Rlty Tr | 0.06% | New | 11,000 | $113.87 | $1M | +11,000 | +$1M |
| CRM - Salesforce | 0.03% | Reduce −87.1% | 3,032 | $211.26 | $641K | −20,400 | −$4M |
| EQRX | 0.01% | Hold | 105,200 | $1.86 | $196K | — | — |
| Somalogic · CLASS A | 0.00% | Hold | 40,000 | $2.31 | $92K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CRC - California Res | 4.93% | Exit | 0 | $38.50 | $100M | −2,604,166 | −$100M |
| Endeavor Group · CL A | 2.21% | Exit | 0 | $23.93 | $45M | −1,878,346 | −$45M |
| Genedx · CL A | 1.56% | Exit | 0 | $0.3650 | $32M | −86,811,516 | −$32M |
| MTN - Vail Resorts | 0.74% | Exit | 0 | $233.67 | $15M | −64,624 | −$15M |
| Life Storage | 0.56% | Exit | 0 | $131.09 | $11M | −86,474 | −$11M |
| Skydeck Acquisition · CLASS A | 0.49% | Exit | 0 | $10.23 | $10M | −980,000 | −$10M |
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