Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed May 15, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 34
- +4 vs. Q3 2024
- Portfolio value
- $2.75B
- +$307.4M (+12.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWXSouthwest Gas Holdings, Inc. | COM | 4,769,098 | $337.2M | 12.3% | 00.0% | Unchanged | History |
| VSTSVestis Corp | COM SHS | 17,007,877 | $259.2M | 9.4% | 00.0% | Unchanged | History |
| ILMNIllumina, Inc. | COM | 1,700,159 | $227.2M | 8.3% | −580,639−25.5% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 2,886,735 | $216.3M | 7.9% | +1,755,761+155.2% | Added | History |
| MGMMGM Resorts International | Stock | 5,687,478 | $197.1M | 7.2% | −51,000−0.9% | Reduced | History |
| WGSGeneDx Holdings Corp. | COM CL A | 2,473,781 | $190.1M | 6.9% | 00.0% | Unchanged | History |
| MDUMdu Resources Group Inc | Stock | 7,108,829 | $128.1M | 4.7% | −3,038,212−29.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 565,029 | $124.0M | 4.5% | +47,400+9.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 643,209 | $121.8M | 4.4% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 2,410,370 | $104.0M | 3.8% | +920,875+61.8% | Added | History |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 1,534,222 | $102.1M | 3.7% | −24,110−1.5% | Reduced | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 1,066,108 | $83.0M | 3.0% | +619,931+138.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 173,661 | $73.2M | 2.7% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 297,431 | $69.8M | 2.5% | +24,600+9.0% | Added | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 3,480,898 | $64.9M | 2.4% | +1,260,156+56.7% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 1,175,000 | $62.3M | 2.3% | +1,175,000 | New | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 799,325 | $61.4M | 2.2% | 00.0% | Unchanged | History |
| CSXCSX Corp | Stock | 1,753,068 | $56.6M | 2.1% | +715,800+69.0% | Added | History |
| UGIUgi Corp | Stock | 1,960,815 | $55.4M | 2.0% | +1,960,815 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 200,854 | $39.7M | 1.4% | +200,854 | New | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 579,378 | $39.4M | 1.4% | −346,000−37.4% | Reduced | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 405,150 | $34.6M | 1.3% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 140,400 | $30.2M | 1.1% | +12,400+9.7% | Added | History |
| HSIIHeidrick & Struggles International Inc | COM | 562,353 | $24.9M | 0.9% | +562,353 | New | History |
| ECGEverus Construction Group, Inc. | Stock | 322,706 | $21.2M | 0.8% | +322,706 | New | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 3,345,455 | $14.9M | 0.5% | +303,829+10.0% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 34,345 | $3.46M | 0.1% | +34,345 | New | History |
| NVDANVIDIA Corp | Stock | 16,250 | $2.18M | 0.1% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 2,400 | $1.41M | 0.1% | 00.0% | Unchanged | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 398,835 | $1.20M | <0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 2,850 | $1.15M | <0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 3,032 | $1.01M | <0.1% | 00.0% | Unchanged | History |
| LABStandard Biotools Inc. | COM | 44,400 | $77.7K | <0.1% | 00.0% | Unchanged | History |
| Flyexclusive Inc.343928115 | *W EXP 05/28/202 | 200,832 | $36.1K | <0.1% | 00.0% | Unchanged | – |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.