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 | 18.77% | Hold | 3,829,608 | $123.26 | $472M | — | — |
| SWX - Southwest Gas | 14.92% | Reduce −14.2% | 4,318,161 | $86.90 | $375M | −712,395 | −$27M |
| DIS - Disney Walt | 8.28% | Add +11.2% | 2,160,581 | $96.38 | $208M | +217,581 | −$13M |
| WGS - Genedx · CL A | 8.24% | Add +5.5% | 3,228,149 | $64.22 | $207M | +169,520 | −$190M |
| MGM - Mgm Resorts International | 7.87% | Reduce −0.7% | 5,347,978 | $37.01 | $198M | −37,500 | +$1M |
| AMZN - Amazon | 7.31% | Reduce −10.2% | 882,732 | $208.27 | $184M | −100,000 | −$43M |
| VSTS - Vestis | 6.19% | Hold | 19,813,963 | $7.86 | $156M | — | — |
| IAC - IAC Inc | 5.34% | Hold | 3,355,075 | $40.03 | $134M | — | — |
| UNP - Union Pac | 4.67% | Reduce −29.4% | 484,330 | $242.62 | $118M | −202,033 | −$41M |
| QSR - Restaurant Brands Intl | 4.64% | Reduce −34.5% | 1,578,254 | $73.90 | $117M | −830,489 | −$48M |
| CX - Cemex Sab De Cv | 3.91% | Hold | 8,600,275 | $11.44 | $98M | — | — |
| LLYVA — | 3.66% | Hold | 1,005,434 | $91.64 | $92M | — | — |
| MSFT - Microsoft | 1.94% | Reduce −24.2% | 131,661 | $370.17 | $49M | −42,000 | −$35M |
| FTRE - Fortrea | 1.74% | Add +3.0% | 4,644,193 | $9.42 | $44M | +135,662 | −$34M |
| CSGP - Costar Group | 1.37% | New | 851,734 | $40.34 | $34M | +851,734 | +$34M |
| LION - Lionsgate Studios | 0.62% | New | 1,622,551 | $9.59 | $16M | +1,622,551 | +$16M |
| LLYVK - Liberty Live | 0.12% | Hold | 32,322 | $94.11 | $3M | — | — |
| NVDA - Nvidia | 0.11% | Hold | 16,250 | $174.40 | $3M | — | — |
| CRM - Salesforce | 0.11% | Hold | 14,500 | $186.67 | $3M | — | — |
| META - Meta Platforms · CL A | 0.05% | Hold | 2,400 | $572.13 | $1M | — | — |
| IWM - Ishares Tr | 0.05% | New | 5,000 | $248.00 | $1M | +5,000 | +$1M |
| PKG - Ardagh Metal Packaging S A | 0.05% | Reduce −29.6% | 280,854 | $4.05 | $1M | −117,981 | −$498K |
| TSLA - Tesla | 0.04% | Hold | 2,850 | $371.75 | $1M | — | — |
| LAB - Standard Biotools | 0.00% | Reduce −0.1% | 44,340 | $0.9193 | $41K | −60 | −$16K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ORCL - Oracle | 2.40% | Exit | 0 | $194.91 | $79M | −403,200 | −$79M |
| AQN - Algonquin Pwr Utils | 1.16% | Exit | 0 | $6.15 | $38M | −6,183,855 | −$38M |
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