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
| ILMN - Illumina | 15.35% | Hold | 3,829,608 | $131.16 | $502M | — | — |
| SWX - Southwest Gas | 12.30% | Hold | 5,030,556 | $80.02 | $403M | — | — |
| WGS - Genedx · CL A | 12.16% | Hold | 3,058,629 | $130.06 | $398M | — | — |
| AMZN - Amazon | 6.93% | Add +0.5% | 982,732 | $230.82 | $227M | +5,203 | +$12M |
| DIS - Disney Walt | 6.76% | Add +48.5% | 1,943,000 | $113.77 | $221M | +635,000 | +$71M |
| MGM - Mgm Resorts International | 6.01% | Hold | 5,385,478 | $36.49 | $197M | — | — |
| QSR - Restaurant Brands Intl | 5.02% | Hold | 2,408,743 | $68.23 | $164M | — | — |
| UNP - Union Pac | 4.85% | Add +1.3% | 686,363 | $231.32 | $159M | +8,500 | −$1M |
| VSTS - Vestis | 4.04% | Add +5.4% | 19,813,963 | $6.67 | $132M | +1,010,064 | +$47M |
| IAC - IAC Inc | 4.01% | Add +20.3% | 3,355,075 | $39.10 | $131M | +566,696 | +$36M |
| CX - Cemex Sab De Cv | 3.02% | Hold | 8,600,275 | $11.49 | $99M | — | — |
| MSFT - Microsoft | 2.57% | Hold | 173,661 | $483.62 | $84M | — | — |
| LLYVA — | 2.50% | New | 1,005,434 | $81.50 | $82M | +1,005,434 | +$82M |
| ORCL - Oracle | 2.40% | Add +15.4% | 403,200 | $194.91 | $79M | +53,700 | −$20M |
| FTRE - Fortrea | 2.38% | Hold | 4,508,531 | $17.25 | $78M | — | — |
| AQN - Algonquin Pwr Utils | 1.16% | Hold | 6,183,855 | $6.15 | $38M | — | — |
| CRM - Salesforce | 0.12% | Hold | 14,500 | $264.91 | $4M | — | — |
| NVDA - Nvidia | 0.09% | Hold | 16,250 | $186.50 | $3M | — | — |
| LLYVK - Liberty Live | 0.08% | New | 32,322 | $83.16 | $3M | +32,322 | +$3M |
| PKG - Ardagh Metal Packaging S A | 0.05% | Hold | 398,835 | $4.10 | $2M | — | — |
| META - Meta Platforms · CL A | 0.05% | Hold | 2,400 | $660.09 | $2M | — | — |
| TSLA - Tesla | 0.04% | Hold | 2,850 | $449.72 | $1M | — | — |
| LAB - Standard Biotools | 0.00% | Hold | 44,400 | $1.28 | $57K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Liberty Media Del | 3.14% | Exit | 0 | $94.30 | $95M | −1,005,434 | −$95M |
| Mdu Res Group | 2.47% | Exit | 0 | $17.81 | $75M | −4,183,151 | −$75M |
| DLTR - Dollar Tree | 1.69% | Exit | 0 | $94.37 | $51M | −541,300 | −$51M |
| Holding | 1.65% | Exit | 0 | $49.77 | $50M | −1,002,462 | −$50M |
| CCL1EUR — | 1.24% | Exit | 0 | $28.91 | $37M | −1,290,810 | −$37M |
| Liberty Media Del | 0.10% | Exit | 0 | $96.96 | $3M | −32,322 | −$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