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 | 12.74% | Hold | 6,423,778 | $36.76 | $236M | — | — |
| SWX - Southwest Gas | 11.18% | Add +66.5% | 3,431,023 | $60.41 | $207M | +1,370,951 | +$76M |
| Mdu Res Group | 10.72% | Hold | 10,147,041 | $19.58 | $199M | — | — |
| KNF - Knife River | 6.68% | Hold | 2,536,755 | $48.83 | $124M | — | — |
| Endeavor Group · CL A | 5.32% | New | 4,951,105 | $19.90 | $99M | +4,951,105 | +$99M |
| FMX - Fomento Economico | 5.17% | Reduce −29.3% | 877,606 | $109.15 | $96M | −364,069 | −$42M |
| CSX - CSX Corp | 3.93% | Add +21.1% | 2,366,268 | $30.75 | $73M | +413,000 | +$6M |
| UBER - UBER Technologies | 3.69% | Add +115.7% | 1,488,302 | $45.99 | $68M | +798,222 | +$39M |
| AMZN - Amazon | 3.52% | Add +303.9% | 512,629 | $127.12 | $65M | +385,700 | +$49M |
| IAC - IAC Inc | 3.44% | Add +45.6% | 1,266,517 | $50.39 | $64M | +396,362 | +$9M |
| AQN - Algonquin Pwr Utils | 3.32% | Add +27.1% | 10,381,899 | $5.92 | $61M | +2,212,400 | −$6M |
| MSFT - Microsoft | 2.96% | Add +210.3% | 173,661 | $315.75 | $55M | +117,700 | +$36M |
| KO - The Coca Cola | 2.69% | Hold | 799,325 | $62.48 | $50M | — | — |
| Liberty Media Del | 2.68% | New | 1,558,332 | $31.92 | $50M | +1,558,332 | +$50M |
| ADBE - Adobe | 2.52% | Reduce −4.4% | 91,760 | $509.90 | $47M | −4,240 | −$155K |
| KKR — | 2.49% | Add +23.4% | 749,582 | $61.60 | $46M | +142,163 | +$12M |
| Liberty Media Del | 2.39% | New | 1,737,568 | $25.45 | $44M | +1,737,568 | +$44M |
| TKO - TKO Group · CL A | 2.27% | New | 501,396 | $84.06 | $42M | +501,396 | +$42M |
| KOF — | 1.96% | New | 464,160 | $78.44 | $36M | +464,160 | +$36M |
| Liberty Media Del | 1.60% | New | 925,378 | $32.10 | $30M | +925,378 | +$30M |
| Liberty Media Del | 1.42% | New | 1,034,519 | $25.46 | $26M | +1,034,519 | +$26M |
| GOOGL - Alphabet · CL A | 1.32% | Add +3.1% | 187,180 | $130.86 | $24M | +5,700 | +$3M |
| WGS - Genedx · CL A | 0.65% | Hold | 3,307,523 | $3.64 | $12M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.15% | Hold | 864,335 | $3.13 | $3M | — | — |
| BOOT - Boot Barn | 0.07% | Reduce −28.6% | 14,921 | $81.19 | $1M | −5,971 | −$558K |
| META - Meta Platforms · CL A | 0.04% | New | 2,400 | $300.21 | $721K | +2,400 | +$721K |
| TSLA - Tesla | 0.04% | New | 2,850 | $250.22 | $713K | +2,850 | +$713K |
| NVDA - Nvidia | 0.04% | New | 1,625 | $434.99 | $707K | +1,625 | +$707K |
| AAPL - Apple | 0.04% | New | 3,900 | $171.21 | $668K | +3,900 | +$668K |
| CRM - Salesforce | 0.03% | Hold | 3,032 | $202.78 | $615K | — | — |
| EQRX | 0.01% | Hold | 105,200 | $2.22 | $234K | — | — |
| Somalogic · CLASS A | 0.01% | Hold | 40,000 | $2.39 | $96K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Catalent | 12.09% | Exit | 0 | $43.36 | $246M | −5,670,297 | −$246M |
| CEG - Constellation Energy | 3.33% | Exit | 0 | $91.55 | $68M | −740,000 | −$68M |
| Activision Blizzard | 2.56% | Exit | 0 | $84.30 | $52M | −616,400 | −$52M |
| AES — | 2.44% | Exit | 0 | $20.73 | $50M | −2,394,584 | −$50M |
| Liberty Media Del | 1.51% | Exit | 0 | $32.81 | $31M | −932,955 | −$31M |
| World Wrestling Entmt · CL A | 1.39% | Exit | 0 | $108.47 | $28M | −260,926 | −$28M |
| Liberty Media Del | 1.19% | Exit | 0 | $32.73 | $24M | −736,519 | −$24M |
| DLR - Digital Rlty Tr | 0.06% | Exit | 0 | $113.91 | $1M | −11,000 | −$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