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 | 13.66% | Hold | 4,769,098 | $73.76 | $352M | — | — |
| ILMN - Illumina | 11.55% | Reduce −0.4% | 2,280,798 | $130.41 | $297M | −8,688 | +$58M |
| Mdu Res Group | 10.80% | Hold | 10,147,041 | $27.41 | $278M | — | — |
| VSTS - Vestis | 9.84% | Hold | 17,007,877 | $14.90 | $253M | — | — |
| MGM - Mgm Resorts International | 8.71% | Reduce −2.1% | 5,738,478 | $39.09 | $224M | −121,000 | −$36M |
| GOOGL - Alphabet · CL A | 4.14% | Add +25.3% | 643,209 | $165.85 | $107M | +130,000 | +$13M |
| WGS - Genedx · CL A | 4.08% | Hold | 2,473,781 | $42.44 | $105M | — | — |
| AMZN - Amazon | 3.75% | Hold | 517,629 | $186.33 | $96M | — | — |
| IAC - IAC Inc | 3.11% | Add +17.6% | 1,489,495 | $53.82 | $80M | +222,978 | +$21M |
| DLTR - Dollar Tree | 3.09% | New | 1,130,974 | $70.32 | $80M | +1,130,974 | +$80M |
| Liberty Media Del | 3.00% | Hold | 1,558,332 | $49.51 | $77M | — | — |
| MSFT - Microsoft | 2.90% | Hold | 173,661 | $430.30 | $75M | — | — |
| NSC - Norfolk Southn | 2.63% | Add +12.7% | 272,831 | $248.50 | $68M | +30,774 | +$16M |
| KO - The Coca Cola | 2.45% | Hold | 799,325 | $78.75 | $63M | — | — |
| Liberty Media Del | 1.85% | Hold | 925,378 | $51.33 | $47M | — | — |
| FTRE - Fortrea | 1.73% | New | 2,220,742 | $20.00 | $44M | +2,220,742 | +$44M |
| FMX - Fomento Economico | 1.55% | Hold | 405,150 | $98.71 | $40M | — | — |
| KOF — | 1.54% | Hold | 446,177 | $88.72 | $40M | — | — |
| CSX - CSX Corp | 1.39% | Hold | 1,037,268 | $34.53 | $36M | — | — |
| HXL - Hexcel | 1.17% | Hold | 487,213 | $61.83 | $30M | — | — |
| LNG - Cheniere Energy | 0.89% | Hold | 128,000 | $179.84 | $23M | — | — |
| AQN - Algonquin Pwr Utils | 0.64% | Add +200.6% | 3,041,626 | $5.45 | $17M | +2,029,680 | +$11M |
| APD - Air Prods & Chems | 0.10% | New | 8,700 | $297.74 | $3M | +8,700 | +$3M |
| NVDA - Nvidia | 0.08% | Hold | 16,250 | $121.44 | $2M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.06% | Hold | 398,835 | $3.77 | $2M | — | — |
| META - Meta Platforms · CL A | 0.05% | Hold | 2,400 | $572.44 | $1M | — | — |
| CRM - Salesforce | 0.03% | Hold | 3,032 | $273.71 | $830K | — | — |
| TSLA - Tesla | 0.03% | Hold | 2,850 | $261.63 | $746K | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.93 | $86K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CAE — | 0.89% | Exit | 0 | $18.58 | $19M | −1,037,551 | −$19M |
| Liberty Media Del | 0.38% | Exit | 0 | $22.15 | $8M | −369,460 | −$8M |
| GRAL - Grail | 0.27% | Exit | 0 | $15.37 | $6M | −378,378 | −$6M |
| Liberty Media Del | 0.20% | Exit | 0 | $22.16 | $4M | −192,258 | −$4M |
| IWM - Ishares Tr | 0.04% | Exit | 0 | $203.00 | $812K | −4,000 | −$812K |
| RVMD - Revolution Medicines | 0.02% | Exit | 0 | $38.81 | $454K | −11,698 | −$454K |
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