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 | 15.51% | Hold | 4,769,098 | $70.38 | $336M | — | — |
| MGM - Mgm Resorts International | 12.03% | Reduce −2.3% | 5,859,478 | $44.44 | $260M | −139,300 | −$23M |
| Mdu Res Group | 11.77% | Hold | 10,147,041 | $25.10 | $255M | — | — |
| ILMN - Illumina | 11.04% | Add +127.9% | 2,289,486 | $104.38 | $239M | +1,284,678 | +$101M |
| VSTS - Vestis | 9.61% | Add +411.0% | 17,007,877 | $12.23 | $208M | +13,679,468 | +$144M |
| AMZN - Amazon | 4.62% | Hold | 517,629 | $193.25 | $100M | — | — |
| GOOGL - Alphabet · CL A | 4.32% | Add +6.9% | 513,209 | $182.15 | $93M | +33,000 | +$21M |
| MSFT - Microsoft | 3.59% | Hold | 173,661 | $446.95 | $78M | — | — |
| WGS - Genedx · CL A | 2.99% | Hold | 2,473,781 | $26.14 | $65M | — | — |
| IAC - IAC Inc | 2.74% | Hold | 1,266,517 | $46.85 | $59M | — | — |
| Liberty Media Del | 2.70% | Hold | 1,558,332 | $37.51 | $58M | — | — |
| KO - The Coca Cola | 2.69% | Hold | 799,325 | $72.87 | $58M | — | — |
| NSC - Norfolk Southn | 2.40% | Add +37.8% | 242,057 | $214.69 | $52M | +66,443 | +$7M |
| FMX - Fomento Economico | 2.02% | Add +26.9% | 405,150 | $107.65 | $44M | +86,000 | +$2M |
| KOF — | 1.77% | Reduce −19.2% | 446,177 | $85.84 | $38M | −106,255 | −$15M |
| Liberty Media Del | 1.64% | Hold | 925,378 | $38.27 | $35M | — | — |
| CSX - CSX Corp | 1.60% | Hold | 1,037,268 | $33.45 | $35M | — | — |
| HXL - Hexcel | 1.41% | New | 487,213 | $62.45 | $30M | +487,213 | +$30M |
| LNG - Cheniere Energy | 1.03% | New | 128,000 | $174.83 | $22M | +128,000 | +$22M |
| CAE — | 0.89% | New | 1,037,551 | $18.58 | $19M | +1,037,551 | +$19M |
| Liberty Media Del | 0.38% | Hold | 369,460 | $22.15 | $8M | — | — |
| AQN - Algonquin Pwr Utils | 0.27% | Hold | 1,011,946 | $5.86 | $6M | — | — |
| GRAL - Grail | 0.27% | New | 378,378 | $15.37 | $6M | +378,378 | +$6M |
| Liberty Media Del | 0.20% | Hold | 192,258 | $22.16 | $4M | — | — |
| NVDA - Nvidia | 0.09% | Add +900.0% | 16,250 | $123.54 | $2M | +14,625 | +$539K |
| PKG - Ardagh Metal Packaging S A | 0.06% | Hold | 398,835 | $3.40 | $1M | — | — |
| META - Meta Platforms · CL A | 0.06% | Hold | 2,400 | $504.22 | $1M | — | — |
| IWM - Ishares Tr | 0.04% | Add +60.0% | 4,000 | $202.89 | $812K | +1,500 | +$286K |
| CRM - Salesforce | 0.04% | Hold | 3,032 | $257.10 | $780K | — | — |
| TSLA - Tesla | 0.03% | Hold | 2,850 | $197.88 | $564K | — | — |
| RVMD - Revolution Medicines | 0.02% | Hold | 11,698 | $38.81 | $454K | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.77 | $79K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TKO - TKO Group · CL A | 3.21% | Exit | 0 | $86.41 | $69M | −801,429 | −$69M |
| KKR — | 2.98% | Exit | 0 | $100.58 | $64M | −639,582 | −$64M |
| APD - Air Prods & Chems | 1.45% | Exit | 0 | $242.27 | $31M | −129,184 | −$31M |
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