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 | 12.96% | Hold | 4,769,098 | $71.80 | $342M | — | — |
| ILMN - Illumina | 11.50% | Add +125.2% | 3,829,608 | $79.34 | $304M | +2,129,449 | +$77M |
| DLTR - Dollar Tree | 9.12% | Add +11.2% | 3,210,753 | $75.07 | $241M | +324,018 | +$25M |
| WGS - Genedx · CL A | 8.29% | Hold | 2,473,781 | $88.56 | $219M | — | — |
| MGM - Mgm Resorts International | 6.38% | Hold | 5,687,478 | $29.64 | $169M | — | — |
| VSTS - Vestis | 6.37% | Hold | 17,007,877 | $9.90 | $168M | — | — |
| IAC - IAC Inc | 4.19% | Hold | 2,410,370 | $45.94 | $111M | — | — |
| AMZN - Amazon | 4.07% | Hold | 565,029 | $190.26 | $108M | — | — |
| GOOGL - Alphabet · CL A | 3.76% | Hold | 643,209 | $154.64 | $99M | — | — |
| Mdu Res Group | 3.76% | Reduce −17.4% | 5,871,758 | $16.91 | $99M | −1,237,071 | −$29M |
| KOF — | 3.45% | Reduce −6.3% | 998,713 | $91.29 | $91M | −67,395 | +$8M |
| SRE - Sempra | 2.85% | New | 1,056,110 | $71.36 | $75M | +1,056,110 | +$75M |
| NSC - Norfolk Southn | 2.67% | Hold | 297,431 | $236.85 | $70M | — | — |
| Liberty Media Del | 2.60% | Reduce −33.4% | 1,021,144 | $67.24 | $69M | −513,078 | −$33M |
| MSFT - Microsoft | 2.47% | Hold | 173,661 | $375.39 | $65M | — | — |
| UGI — | 2.45% | Hold | 1,960,815 | $33.07 | $65M | — | — |
| CSX - CSX Corp | 1.95% | Hold | 1,753,068 | $29.43 | $52M | — | — |
| TSM - Taiwan Semiconductor Mfg | 1.95% | Add +54.5% | 310,354 | $166.00 | $52M | +109,500 | +$12M |
| Holding | 1.62% | New | 1,002,462 | $42.83 | $43M | +1,002,462 | +$43M |
| FTRE - Fortrea | 1.28% | Add +28.6% | 4,474,898 | $7.55 | $34M | +994,000 | −$31M |
| LNG - Cheniere Energy | 1.23% | Hold | 140,400 | $231.40 | $32M | — | — |
| AQN - Algonquin Pwr Utils | 1.11% | Add +69.9% | 5,683,855 | $5.14 | $29M | +2,338,400 | +$14M |
| Integral Ad Science Hldng | 0.80% | New | 2,618,000 | $8.06 | $21M | +2,618,000 | +$21M |
| GBTC - Ishares Bitcoin Trust ETF | 0.35% | Reduce −83.3% | 196,750 | $46.81 | $9M | −978,250 | −$53M |
| NVDA - Nvidia | 0.07% | Hold | 16,250 | $108.38 | $2M | — | — |
| IWM - Ishares Tr | 0.06% | New | 7,500 | $199.49 | $1M | +7,500 | +$1M |
| META - Meta Platforms · CL A | 0.05% | Hold | 2,400 | $576.36 | $1M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.05% | Hold | 398,835 | $3.02 | $1M | — | — |
| Liberty Media Del | 0.04% | Reduce −97.1% | 16,643 | $68.14 | $1M | −562,735 | −$38M |
| TSLA - Tesla | 0.03% | Hold | 2,850 | $259.16 | $739K | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.08 | $48K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KO - The Coca Cola | 1.70% | Exit | 0 | $76.81 | $61M | −799,325 | −$61M |
| FMX - Fomento Economico | 0.96% | Exit | 0 | $85.49 | $35M | −405,150 | −$35M |
| Everus Constr Group | 0.59% | Exit | 0 | $65.75 | $21M | −322,706 | −$21M |
| Wyndham Hotels & Resorts | 0.10% | Exit | 0 | $100.80 | $3M | −34,345 | −$3M |
| CRM - Salesforce | 0.03% | Exit | 0 | $334.43 | $1M | −3,032 | −$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