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 | 9.36% | Hold | 4,769,098 | $70.71 | $337M | — | — |
| VSTS - Vestis | 7.19% | Hold | 17,007,877 | $15.24 | $259M | — | — |
| ILMN - Illumina | 6.31% | Reduce −25.5% | 1,700,159 | $133.63 | $227M | −580,639 | −$70M |
| DLTR - Dollar Tree | 6.00% | Add +155.2% | 2,886,735 | $74.94 | $216M | +1,755,761 | +$137M |
| MGM - Mgm Resorts International | 5.47% | Reduce −0.9% | 5,687,478 | $34.65 | $197M | −51,000 | −$27M |
| WGS - Genedx · CL A | 5.28% | Hold | 2,473,781 | $76.86 | $190M | — | — |
| Mdu Res Group | 3.56% | Reduce −29.9% | 7,108,829 | $18.02 | $128M | −3,038,212 | −$150M |
| AMZN - Amazon | 3.44% | Add +9.2% | 565,029 | $219.39 | $124M | +47,400 | +$28M |
| GOOGL - Alphabet · CL A | 3.38% | Hold | 643,209 | $189.30 | $122M | — | — |
| IAC - IAC Inc | 2.89% | Add +61.8% | 2,410,370 | $43.14 | $104M | +920,875 | +$24M |
| Liberty Media Del | 2.83% | Reduce −1.5% | 1,534,222 | $66.56 | $102M | −24,110 | +$25M |
| KOF — | 2.30% | Add +138.9% | 1,066,108 | $77.89 | $83M | +619,931 | +$43M |
| MSFT - Microsoft | 2.03% | Hold | 173,661 | $421.50 | $73M | — | — |
| NSC - Norfolk Southn | 1.94% | Add +9.0% | 297,431 | $234.70 | $70M | +24,600 | +$2M |
| FTRE - Fortrea | 1.80% | Add +56.7% | 3,480,898 | $18.65 | $65M | +1,260,156 | +$21M |
| GBTC - Ishares Bitcoin Trust ETF | 1.73% | New | 1,175,000 | $53.05 | $62M | +1,175,000 | +$62M |
| KO - The Coca Cola | 1.70% | Hold | 799,325 | $76.81 | $61M | — | — |
| CSX - CSX Corp | 1.57% | Add +69.0% | 1,753,068 | $32.27 | $57M | +715,800 | +$21M |
| UGI — | 1.54% | New | 1,960,815 | $28.23 | $55M | +1,960,815 | +$55M |
| TSM - Taiwan Semiconductor Mfg | 1.10% | New | 200,854 | $197.49 | $40M | +200,854 | +$40M |
| Liberty Media Del | 1.09% | Reduce −37.4% | 579,378 | $68.06 | $39M | −346,000 | −$8M |
| FMX - Fomento Economico | 0.96% | Hold | 405,150 | $85.49 | $35M | — | — |
| LNG - Cheniere Energy | 0.84% | Add +9.7% | 140,400 | $214.87 | $30M | +12,400 | +$7M |
| Everus Constr Group | 0.59% | New | 322,706 | $65.75 | $21M | +322,706 | +$21M |
| AQN - Algonquin Pwr Utils | 0.41% | Add +10.0% | 3,345,455 | $4.45 | $15M | +303,829 | −$2M |
| Wyndham Hotels & Resorts | 0.10% | New | 34,345 | $100.79 | $3M | +34,345 | +$3M |
| NVDA - Nvidia | 0.06% | Hold | 16,250 | $134.29 | $2M | — | — |
| META - Meta Platforms · CL A | 0.04% | Hold | 2,400 | $585.51 | $1M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.03% | Hold | 398,835 | $3.01 | $1M | — | — |
| TSLA - Tesla | 0.03% | Hold | 2,850 | $403.84 | $1M | — | — |
| CRM - Salesforce | 0.03% | Hold | 3,032 | $334.33 | $1M | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.75 | $78K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HXL - Hexcel | 1.17% | Exit | 0 | $61.83 | $30M | −487,213 | −$30M |
| APD - Air Prods & Chems | 0.10% | Exit | 0 | $297.70 | $3M | −8,700 | −$3M |
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