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 | 15.84% | Add +5.5% | 5,030,556 | $74.39 | $374M | +261,458 | +$32M |
| ILMN - Illumina | 15.47% | Hold | 3,829,608 | $95.41 | $365M | — | — |
| WGS - Genedx · CL A | 11.95% | Add +23.6% | 3,058,629 | $92.31 | $282M | +584,848 | +$63M |
| MGM - Mgm Resorts International | 8.19% | Reduce −1.1% | 5,627,478 | $34.39 | $194M | −60,000 | +$25M |
| AMZN - Amazon | 6.27% | Add +19.5% | 675,029 | $219.39 | $148M | +110,000 | +$41M |
| VSTS - Vestis | 4.56% | Add +10.6% | 18,803,899 | $5.73 | $108M | +1,796,022 | −$61M |
| DLTR - Dollar Tree | 4.12% | Reduce −69.4% | 981,899 | $99.04 | $97M | −2,228,854 | −$144M |
| MSFT - Microsoft | 3.66% | Hold | 173,661 | $497.41 | $86M | — | — |
| SRE - Sempra | 3.39% | Hold | 1,056,110 | $75.77 | $80M | — | — |
| Liberty Media Del | 3.38% | Reduce −1.5% | 1,005,434 | $79.48 | $80M | −15,710 | +$11M |
| NSC - Norfolk Southn | 3.22% | Hold | 297,431 | $255.97 | $76M | — | — |
| IAC - IAC Inc | 3.16% | Reduce −17.0% | 2,000,920 | $37.34 | $75M | −409,450 | −$36M |
| Mdu Res Group | 2.95% | Reduce −28.8% | 4,183,151 | $16.67 | $70M | −1,688,607 | −$30M |
| QSR - Restaurant Brands Intl | 2.45% | New | 873,183 | $66.29 | $58M | +873,183 | +$58M |
| CSX - CSX Corp | 2.42% | Hold | 1,753,068 | $32.63 | $57M | — | — |
| Holding | 1.94% | Hold | 1,002,462 | $45.76 | $46M | — | — |
| GOOGL - Alphabet · CL A | 1.68% | Reduce −64.9% | 225,709 | $176.23 | $40M | −417,500 | −$60M |
| AQN - Algonquin Pwr Utils | 1.50% | Add +8.8% | 6,183,855 | $5.73 | $35M | +500,000 | +$6M |
| FTRE - Fortrea | 0.94% | Add +0.8% | 4,508,531 | $4.94 | $22M | +33,633 | −$12M |
| Integral Ad Science Hldng | 0.92% | Hold | 2,618,000 | $8.31 | $22M | — | — |
| ORCL - Oracle | 0.92% | New | 99,500 | $218.63 | $22M | +99,500 | +$22M |
| LNG - Cheniere Energy | 0.60% | Reduce −58.8% | 57,863 | $243.52 | $14M | −82,537 | −$18M |
| Liberty Media Del | 0.11% | Add +94.2% | 32,322 | $81.16 | $3M | +15,679 | +$1M |
| NVDA - Nvidia | 0.11% | Hold | 16,250 | $157.99 | $3M | — | — |
| META - Meta Platforms · CL A | 0.07% | Hold | 2,400 | $738.09 | $2M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.07% | Hold | 398,835 | $4.28 | $2M | — | — |
| IWM - Ishares Tr | 0.05% | Reduce −33.3% | 5,000 | $215.79 | $1M | −2,500 | −$417K |
| TSLA - Tesla | 0.04% | Hold | 2,850 | $317.66 | $905K | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.20 | $53K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| KOF — | 3.45% | Exit | 0 | $91.29 | $91M | −998,713 | −$91M |
| UGI — | 2.45% | Exit | 0 | $33.07 | $65M | −1,960,815 | −$65M |
| TSM - Taiwan Semiconductor Mfg | 1.95% | Exit | 0 | $166.00 | $52M | −310,354 | −$52M |
| GBTC - Ishares Bitcoin Trust ETF | 0.35% | Exit | 0 | $46.81 | $9M | −196,750 | −$9M |
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