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Livermore
Livermore
ZHEN

Corvex Management LP

SEC CIK
0001535472
Latest filing
Aug 14, 2026

The latest 13F from Corvex Management LP covers Q2 2026 (filed Aug 14, 2026): 24 long positions worth $3.22B. The top 10 holdings make up 78.5% of the portfolio, and the largest is Illumina, Inc. (ILMN) at 15.5%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$362.4M
Added
3
Est. +$268.7M
Reduced
7
Est. −$397.9M
Sold out
6
Est. −$55.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. ILMNIllumina, Inc.
    15.5%$497.7MHistory
  2. WGSGeneDx Holdings Corp.
    10.2%$328.5MHistory
  3. VSTSVestis Corp
    8.9%$287.7MHistory
  4. SWXSouthwest Gas Holdings, Inc.
    8.8%$284.5MHistory
  5. MGMMGM Resorts International
    7.9%$255.7MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. VSTVistra Corp.
    +$161.8MNewHistory
  2. METAMeta Platforms, Inc.
    +$156.4MAddedHistory
  3. WGSGeneDx Holdings Corp.
    +$106.8MAddedHistory
  4. PLNTPlanet Fitness, Inc.
    +$98.8MNewHistory
  5. FWONKLiberty Media Corp
    +$38.1MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. VSTVistra Corp.
    +5.03 pp0.0% → 5.0%History
  2. METAMeta Platforms, Inc.
    +4.85 pp0.1% → 4.9%History
  3. PLNTPlanet Fitness, Inc.
    +3.07 pp0.0% → 3.1%History
  4. WGSGeneDx Holdings Corp.
    +1.96 pp8.2% → 10.2%History
  5. FWONKLiberty Media Corp
    +1.19 pp0.0% → 1.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. ILMNIllumina, Inc.
    −$175.7MReducedHistory
  2. SWXSouthwest Gas Holdings, Inc.
    −$98.4MReducedHistory
  3. UNPUnion Pacific Corp
    −$43.0MReducedHistory
  4. CSGPCostar Group, Inc.
    −$34.4MSold outHistory
  5. FTREFortrea Holdings Inc.
    −$28.8MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SWXSouthwest Gas Holdings, Inc.
    −6.08 pp14.9% → 8.8%History
  2. ILMNIllumina, Inc.
    −3.30 pp18.8% → 15.5%History
  3. UNPUnion Pacific Corp
    −1.91 pp4.7% → 2.8%History
  4. QSRRestaurant Brands International Inc.
    −1.79 pp4.6% → 2.9%History
  5. CSGPCostar Group, Inc.
    −1.37 pp1.4% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$3.22B
+$702.9M (+27.9%) vs. prior quarter
Positions
24
−1 vs. prior quarter
Top 10 concentration
78.5%
Top 10 as share of value
Turnover
15.8%
Q2 2026, one quarter
Average holding period
10.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.22B (Q2 2026)

Q1 2021: $2.01BQ2 2021: $2.24BQ3 2021: $2.28BQ4 2021: $2.09BQ1 2022: $1.38BQ2 2022: $1.51BQ3 2022: $1.61BQ4 2022: $1.51BQ1 2023: $1.66BQ2 2023: $1.81BQ3 2023: $1.76BQ4 2023: $1.86BQ1 2024: $1.97BQ2 2024: $2.12BQ3 2024: $2.44BQ4 2024: $2.75BQ1 2025: $2.58BQ2 2025: $2.36BQ3 2025: $2.79BQ4 2025: $3.01BQ1 2026: $2.52BQ2 2026: $3.22B
Q1 2021Q2 2026
13F filings of Corvex Management LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202624$3.22BILMNWGSVSTSvs. Q1 2026SEC
Q1 2026May 15, 202625$2.52BILMNSWXDISvs. Q4 2025SEC
Q4 2025Feb 17, 202624$3.01BILMNSWXWGSvs. Q3 2025SEC
Q3 2025Nov 14, 202528$2.79BSWXILMNWGSvs. Q2 2025SEC
Q2 2025Aug 14, 202530$2.36BSWXILMNWGSvs. Q1 2025SEC
Q1 2025May 15, 202532$2.58BSWXILMNDLTRvs. Q4 2024SEC
Q4 2024May 15, 2025Amended34$2.75BSWXVSTSILMNvs. Q3 2024SECSEC
Q3 2024Nov 14, 202430$2.44BSWXILMNMDUvs. Q2 2024SEC
Q2 2024Aug 14, 202433$2.12BSWXMGMMDUvs. Q1 2024SEC
Q1 2024May 15, 202432$1.97BSWXMGMMDUvs. Q4 2023SEC
Q4 2023Feb 14, 202431$1.86BSWXMGMMDUvs. Q3 2023SEC
Q3 2023Nov 14, 202334$1.76BMGMSWXMDUvs. Q2 2023SEC
Q2 2023Aug 14, 202331$1.81BMGMCTLTMDUvs. Q1 2023SEC
Q1 2023May 15, 202331$1.66BMDUMGMFMXvs. Q4 2022SEC
Q4 2022Feb 14, 202328$1.51BMDUMGMFMXvs. Q3 2022SEC
Q3 2022Nov 14, 202232$1.61BMDUMGMFMXvs. Q2 2022SEC
Q2 2022Aug 15, 202233$1.51BMDUMGMCRCvs. Q1 2022SEC
Q1 2022May 16, 202228$1.38BMGMFIVNCEGvs. Q4 2021SEC
Q4 2021Mar 18, 2022Amended30$2.09BMGMGOOGLMSFTvs. Q3 2021SECSEC
Q3 2021Nov 15, 202132$2.28BMGMGOOGLAMZNvs. Q2 2021SEC
Q2 2021Aug 16, 202134$2.24BMGMAMZNGOOGLvs. Q1 2021SEC
Q1 2021May 17, 202144$2.01BMGMEXCTMUS–SEC

13D and 13G filings

Companies where Corvex Management LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Corvex Management LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
VSTSVestis Corp13D/A15.00%19.8M shares+0.70 ppfrom 14.30%May 6, 20253 filingsDec 17, 2025SEC

Latest filings

16 filings on file made by Corvex Management LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Corvex Management LP
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
WGSGeneDx Holdings Corp.May 22, 20265:20 PM ETCMLS Holdings LLCand 8 others13D/A17.90%5.36M shares0.00 ppfrom 17.90%May 20, 2026SEC
WGSGeneDx Holdings Corp.May 15, 20267:05 PM ETCMLS Holdings LLCand 8 others13D/A17.90%5.36M shares+1.20 ppfrom 16.70%May 14, 2026SEC
WGSGeneDx Holdings Corp.May 11, 20269:20 PM ETCMLS Holdings LLCand 8 others13D/A16.70%5.01M shares+4.20 ppfrom 12.50%May 7, 2026SEC
SWXSouthwest Gas Holdings, Inc.May 8, 20264:05 PM ETCorvex Management LPand 1 other13D/A4.99%3.62M shares−2.01 ppfrom 7.00%Below 5%May 6, 2026SEC
VSTSVestis CorpDec 17, 20256:35 PM ETCorvex Management LPand 1 other13D/A15.00%19.8M shares+0.70 ppfrom 14.30%Dec 17, 2025SEC
WGSGeneDx Holdings Corp.Aug 26, 202511:27 AM ETCMLS Holdings LLCand 8 others13D/A12.50%3.63M shares−1.70 ppfrom 14.20%Aug 22, 2025SEC
VSTSVestis CorpMay 28, 20256:45 PM ETCorvex Management LPand 1 other13D/A14.30%18.8M shares+1.40 ppfrom 12.90%May 23, 2025SEC
SWXSouthwest Gas Holdings, Inc.May 28, 20256:05 PM ETCorvex Management LPand 1 other13D/A7.00%5.03M shares–May 23, 2025SEC
FWONALiberty Media CorpMay 15, 20254:04 PM ETCorvex Management LPand 1 other13G/A4.00%1.02M shares–Below 5%Mar 31, 2025SEC
WGSGeneDx Holdings Corp.May 7, 20254:01 PM ETCMLS Holdings LLCand 9 others13D/A14.20%4.10M shares–May 5, 2025SEC
VSTSVestis CorpMay 6, 20259:19 PM ETCorvex Management LPand 1 other13D/A12.90%17.0M shares–May 5, 2025SEC
MDUMdu Resources Group IncJan 24, 2023Corvex Management LP13D/AOld format–––SEC
MDUMdu Resources Group IncNov 3, 2022Corvex Management LP13D/AOld format–––SEC
MDUMdu Resources Group IncAug 8, 2022Corvex Management LP13DOld format–New–SEC
PLANAnaplan, Inc.Mar 22, 2022Corvex Management LP13D/AOld format–––SEC
PLANAnaplan, Inc.Mar 17, 2022Corvex Management LP13DOld format–New–SEC