Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 33
- +1 vs. Q1 2024
- Portfolio value
- $2.12B
- +$148.6M (+7.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWXSouthwest Gas Holdings, Inc. | COM | 4,769,098 | $335.6M | 15.9% | 00.0% | Unchanged | History |
| MGMMGM Resorts International | Stock | 5,859,478 | $260.4M | 12.3% | −139,300−2.3% | Reduced | History |
| MDUMdu Resources Group Inc | Stock | 10,147,041 | $254.7M | 12.0% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 2,289,486 | $239.0M | 11.3% | +1,284,678+127.9% | Added | History |
| VSTSVestis Corp | COM SHS | 17,007,877 | $208.0M | 9.8% | +13,679,468+411.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 517,629 | $100.0M | 4.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 513,209 | $93.5M | 4.4% | +33,000+6.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 173,661 | $77.6M | 3.7% | 00.0% | Unchanged | History |
| WGSGeneDx Holdings Corp. | COM CL A | 2,473,781 | $64.7M | 3.1% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 1,266,517 | $59.3M | 2.8% | 00.0% | Unchanged | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 1,558,332 | $58.5M | 2.8% | 00.0% | Unchanged | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 799,325 | $58.2M | 2.8% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 242,057 | $52.0M | 2.5% | +66,443+37.8% | Added | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 405,150 | $43.6M | 2.1% | +86,000+26.9% | Added | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 446,177 | $38.3M | 1.8% | −106,255−19.2% | Reduced | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 925,378 | $35.4M | 1.7% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 1,037,268 | $34.7M | 1.6% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 487,213 | $30.4M | 1.4% | +487,213 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 128,000 | $22.4M | 1.1% | +128,000 | New | History |
| CAECae Inc | COM | 1,037,551 | $19.3M | 0.9% | +1,037,551 | New | History |
| Liberty Media Corp531229813 | Stock | 369,460 | $8.18M | 0.4% | 00.0% | Unchanged | – |
| AQNAlgonquin Power & Utilities Corp. | COM | 1,011,946 | $5.93M | 0.3% | 00.0% | Unchanged | History |
| GRALGRAIL, Inc. | COM | 378,378 | $5.82M | 0.3% | +378,378 | New | History |
| Liberty Media Corp531229789 | Stock | 192,258 | $4.26M | 0.2% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 16,250 | $2.01M | 0.1% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 398,835 | $1.36M | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,400 | $1.21M | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 4,000 | $811.6K | <0.1% | +1,500+60.0% | Added | – |
| CRMSalesforce, Inc. | Stock | 3,032 | $779.5K | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 2,850 | $564.0K | <0.1% | 00.0% | Unchanged | History |
| RVMDRevolution Medicines, Inc. | COM | 11,698 | $454.0K | <0.1% | 00.0% | Unchanged | History |
| Flyexclusive Inc.343928115 | *W EXP 05/28/202 | 200,832 | $111.5K | <0.1% | 00.0% | Unchanged | – |
| LABStandard Biotools Inc. | COM | 44,400 | $78.6K | <0.1% | 00.0% | Unchanged | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.