Corvex Management LP
- SEC CIK
- 0001535472
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 24
- −1 vs. Q1 2026
- Portfolio value
- $3.22B
- +$702.9M (+27.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ILMNIllumina, Inc. | COM | 2,830,552 | $497.7M | 15.5% | −999,056−26.1% | Reduced | History |
| WGSGeneDx Holdings Corp. | COM CL A | 4,784,570 | $328.5M | 10.2% | +1,556,421+48.2% | Added | History |
| VSTSVestis Corp | COM SHS | 19,813,963 | $287.7M | 8.9% | 00.0% | Unchanged | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 3,208,538 | $284.5M | 8.8% | −1,109,623−25.7% | Reduced | History |
| MGMMGM Resorts International | Stock | 5,347,978 | $255.7M | 7.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 905,732 | $215.9M | 6.7% | +23,000+2.6% | Added | History |
| DISWalt Disney Co | Stock | 2,160,581 | $208.0M | 6.5% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 1,020,228 | $161.8M | 5.0% | +1,020,228 | New | History |
| METAMeta Platforms, Inc. | Stock | 280,000 | $157.7M | 4.9% | +277,600+11,566.7% | Added | History |
| PPLIPeople Inc | COM NEW | 2,793,715 | $129.0M | 4.0% | −561,360−16.7% | Reduced | History |
| LLYVALiberty Live Holdings, Inc. | COM SER A | 1,005,434 | $101.8M | 3.2% | 00.0% | Unchanged | History |
| CXCemex SAB de CV | SPON ADR NEW | 8,315,275 | $99.8M | 3.1% | −285,000−3.3% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 1,893,738 | $98.8M | 3.1% | +1,893,738 | New | History |
| QSRRestaurant Brands International Inc. | COM | 1,265,178 | $91.7M | 2.9% | −313,076−19.8% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 326,330 | $88.8M | 2.8% | −158,000−32.6% | Reduced | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 2,988,551 | $52.0M | 1.6% | −1,655,642−35.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 131,661 | $49.1M | 1.5% | 00.0% | Unchanged | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 400,900 | $38.1M | 1.2% | +400,900 | New | History |
| ONTOnterris, Inc. | COM | 1,770,000 | $35.8M | 1.1% | +1,770,000 | New | History |
| FWONALiberty Media Corp | COM LBTY ONE S A | 318,350 | $27.9M | 0.9% | +318,350 | New | History |
| LLYVKLiberty Live Holdings, Inc. | COM SHS SER C | 32,322 | $3.41M | 0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 16,250 | $3.25M | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 2,850 | $1.20M | <0.1% | 00.0% | Unchanged | History |
| Flyexclusive Inc.343928115 | *W EXP 05/28/202 | 200,827 | $42.2K | <0.1% | 00.0% | Unchanged | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | – | $56.3M |
Sold out since Q1 2026 (6)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| CSGPCostar Group, Inc. | COM | 851,734 | $34.4M | 1.4% | History |
| LIONLionsgate Studios Corp. | COM | 1,622,551 | $15.6M | 0.6% | History |
| CRMSalesforce, Inc. | Stock | 14,500 | $2.71M | 0.1% | History |
| iShares Russell 2000 ETF464287655 | ETF | 5,000 | $1.24M | <0.1% | – |
| AMBPArdagh Metal Packaging S.A. | SHS | 280,854 | $1.14M | <0.1% | History |
| LABStandard Biotools Inc. | COM | 44,340 | $40.8K | <0.1% | History |