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 | 13.07% | Hold | 5,030,556 | $78.34 | $394M | — | — |
| ILMN - Illumina | 12.06% | Hold | 3,829,608 | $94.97 | $364M | — | — |
| WGS - Genedx · CL A | 10.93% | Hold | 3,058,629 | $107.74 | $330M | — | — |
| AMZN - Amazon | 7.12% | Add +44.8% | 977,529 | $219.57 | $215M | +302,500 | +$67M |
| MGM - Mgm Resorts International | 6.19% | Reduce −4.3% | 5,385,478 | $34.66 | $187M | −242,000 | −$7M |
| UNP - Union Pac | 5.31% | New | 677,863 | $236.37 | $160M | +677,863 | +$160M |
| QSR - Restaurant Brands Intl | 5.12% | Add +175.9% | 2,408,743 | $64.14 | $154M | +1,535,560 | +$97M |
| DIS - Disney Walt | 4.97% | New | 1,308,000 | $114.50 | $150M | +1,308,000 | +$150M |
| ORCL - Oracle | 3.26% | Add +251.3% | 349,500 | $281.24 | $98M | +250,000 | +$77M |
| IAC - IAC Inc | 3.15% | Add +39.4% | 2,788,379 | $34.07 | $95M | +787,459 | +$20M |
| Liberty Media Del | 3.14% | Hold | 1,005,434 | $94.30 | $95M | — | — |
| MSFT - Microsoft | 2.98% | Hold | 173,661 | $517.95 | $90M | — | — |
| VSTS - Vestis | 2.82% | Hold | 18,803,899 | $4.53 | $85M | — | — |
| CX - Cemex Sab De Cv | 2.56% | New | 8,600,275 | $8.99 | $77M | +8,600,275 | +$77M |
| Mdu Res Group | 2.47% | Hold | 4,183,151 | $17.81 | $75M | — | — |
| DLTR - Dollar Tree | 1.69% | Reduce −44.9% | 541,300 | $94.37 | $51M | −440,599 | −$46M |
| Holding | 1.65% | Hold | 1,002,462 | $49.77 | $50M | — | — |
| FTRE - Fortrea | 1.26% | Hold | 4,508,531 | $8.42 | $38M | — | — |
| CCL1EUR — | 1.24% | New | 1,290,810 | $28.91 | $37M | +1,290,810 | +$37M |
| AQN - Algonquin Pwr Utils | 1.10% | Hold | 6,183,855 | $5.37 | $33M | — | — |
| CRM - Salesforce | 0.11% | New | 14,500 | $237.00 | $3M | +14,500 | +$3M |
| Liberty Media Del | 0.10% | Hold | 32,322 | $96.97 | $3M | — | — |
| NVDA - Nvidia | 0.10% | Hold | 16,250 | $186.58 | $3M | — | — |
| META - Meta Platforms · CL A | 0.06% | Hold | 2,400 | $734.38 | $2M | — | — |
| PKG - Ardagh Metal Packaging S A | 0.05% | Hold | 398,835 | $3.99 | $2M | — | — |
| TSLA - Tesla | 0.04% | Hold | 2,850 | $444.72 | $1M | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.30 | $58K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SRE - Sempra | 3.39% | Exit | 0 | $75.77 | $80M | −1,056,110 | −$80M |
| NSC - Norfolk Southn | 3.22% | Exit | 0 | $255.97 | $76M | −297,431 | −$76M |
| CSX - CSX Corp | 2.42% | Exit | 0 | $32.63 | $57M | −1,753,068 | −$57M |
| GOOGL - Alphabet · CL A | 1.68% | Exit | 0 | $176.23 | $40M | −225,709 | −$40M |
| Integral Ad Science Hldng | 0.92% | Exit | 0 | $8.31 | $22M | −2,618,000 | −$22M |
| LNG - Cheniere Energy | 0.60% | Exit | 0 | $243.52 | $14M | −57,863 | −$14M |
| IWM - Ishares Tr | 0.05% | Exit | 0 | $215.80 | $1M | −5,000 | −$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