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
| SWX - Southwest Gas | 16.84% | Hold | 4,769,098 | $76.13 | $363M | — | — |
| MGM - Mgm Resorts International | 13.14% | Reduce −6.6% | 5,998,778 | $47.21 | $283M | −425,000 | −$4M |
| Mdu Res Group | 11.86% | Hold | 10,147,041 | $25.20 | $256M | — | — |
| ILMN - Illumina | 6.40% | Add +37.6% | 1,004,808 | $137.32 | $138M | +274,724 | +$36M |
| AMZN - Amazon | 4.33% | Hold | 517,629 | $180.38 | $93M | — | — |
| MSFT - Microsoft | 3.39% | Hold | 173,661 | $420.72 | $73M | — | — |
| GOOGL - Alphabet · CL A | 3.36% | Add +156.5% | 480,209 | $150.93 | $72M | +293,029 | +$46M |
| TKO - TKO Group · CL A | 3.21% | New | 801,429 | $86.41 | $69M | +801,429 | +$69M |
| IAC - IAC Inc | 3.13% | Hold | 1,266,517 | $53.34 | $68M | — | — |
| Liberty Media Del | 3.06% | Hold | 1,558,332 | $42.35 | $66M | — | — |
| KKR — | 2.98% | Reduce −14.7% | 639,582 | $100.58 | $64M | −110,000 | +$2M |
| VSTS - Vestis | 2.97% | New | 3,328,409 | $19.27 | $64M | +3,328,409 | +$64M |
| KO - The Coca Cola | 2.59% | Hold | 799,325 | $69.95 | $56M | — | — |
| KOF — | 2.49% | Reduce −16.3% | 552,432 | $97.20 | $54M | −107,492 | −$9M |
| NSC - Norfolk Southn | 2.08% | New | 175,614 | $254.87 | $45M | +175,614 | +$45M |
| FMX - Fomento Economico | 1.93% | Reduce −58.7% | 319,150 | $130.27 | $42M | −452,937 | −$59M |
| Liberty Media Del | 1.88% | Hold | 925,378 | $43.82 | $41M | — | — |
| CSX - CSX Corp | 1.78% | Reduce −56.2% | 1,037,268 | $37.07 | $38M | −1,329,000 | −$44M |
| APD - Air Prods & Chems | 1.45% | New | 129,184 | $242.27 | $31M | +129,184 | +$31M |
| WGS - Genedx · CL A | 1.05% | Hold | 2,473,781 | $9.13 | $23M | — | — |
| Liberty Media Del | 0.51% | Hold | 369,460 | $29.70 | $11M | — | — |
| AQN - Algonquin Pwr Utils | 0.30% | Hold | 1,011,946 | $6.32 | $6M | — | — |
| Liberty Media Del | 0.26% | Hold | 192,258 | $29.71 | $6M | — | — |
| NVDA - Nvidia | 0.07% | Hold | 1,625 | $903.56 | $1M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.06% | Hold | 398,835 | $3.43 | $1M | — | — |
| META - Meta Platforms · CL A | 0.05% | Hold | 2,400 | $485.58 | $1M | — | — |
| CRM - Salesforce | 0.04% | Hold | 3,032 | $301.18 | $913K | — | — |
| IWM - Ishares Tr | 0.02% | New | 2,500 | $210.30 | $526K | +2,500 | +$526K |
| TSLA - Tesla | 0.02% | Hold | 2,850 | $175.79 | $501K | — | — |
| RVMD - Revolution Medicines | 0.02% | Hold | 11,698 | $32.23 | $377K | — | — |
| LAB - Standard Biotools | 0.01% | New | 44,400 | $2.71 | $120K | +44,400 | +$120K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KNF - Knife River | 4.59% | Exit | 0 | $66.18 | $87M | −1,317,206 | −$87M |
| UBER - UBER Technologies | 4.55% | Exit | 0 | $61.57 | $86M | −1,401,302 | −$86M |
| ADBE - Adobe | 2.88% | Exit | 0 | $596.60 | $55M | −91,760 | −$55M |
| Endeavor Group · CL A | 1.06% | Exit | 0 | $23.73 | $20M | −851,568 | −$20M |
| Somalogic · CLASS A | 0.01% | Exit | 0 | $2.52 | $101K | −40,000 | −$101K |
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