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Corvex Management LP

CIK 1535472 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Corvex Management LP reported 24 US-listed holdings worth $3.22 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Illumina, Inc. (15.5%), Genedx Holdings Corp. (10.2%) and Vestis Corp. (8.9%). Against the quarter before, it opened 5 positions, added to 3, trimmed 7 and sold out of 6.

Reported holdings$3.22B+27.9% on Q1 2026
Positions24-1 on Q1 2026
The largest ten78.5%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
ILMN15.5%WGS10.2%VSTS8.9%SWX8.8%MGM7.9%AMZN6.7%DIS6.5%VST5.0%META4.9%PPLI4.0%LLYVA3.2%CX3.1%PLNT3.1%QSR2.9%10 more9.3%

The 14 largest of its 24 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.44 billion in 30 positions$2.44BQ3 24Q4 2024: $2.75 billion in 34 positions$2.75BQ4 24Q1 2025: $2.58 billion in 32 positions$2.58BQ1 25Q2 2025: $2.36 billion in 30 positions$2.36BQ2 25Q3 2025: $2.79 billion in 28 positions$2.79BQ3 25Q4 2025: $3.01 billion in 24 positions$3.01BQ4 25Q1 2026: $2.52 billion in 25 positions$2.52BQ1 26Q2 2026: $3.22 billion in 24 positions$3.22BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 3Held 9Trimmed 7Sold out 6
Opened: 5Added: 3Held: 9Trimmed: 7Sold out: 6

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Vistra Corp. VST$161.8 million
  2. Planet Fitness, Inc. PLNT$98.8 million
  3. Liberty Media Corp. Del FWONK$38.1 million
  4. Montrose Environmental Group ONT$35.8 million
  5. Liberty Media Corp. Del FWONA$27.9 million

Added to 3

  1. Meta Platforms, Inc. META+277,600 shares · +11567%
  2. Genedx Holdings Corp. WGS+1.6 million shares · +48%
  3. Amazon.com Inc. AMZN+23,000 shares · +3%

Trimmed 7

  1. Illumina, Inc. ILMN-999,056 shares · -26%
  2. Southwest Gas Holdings, Inc. SWX-1.1 million shares · -26%
  3. Union Pacific Corp. UNP-158,000 shares · -33%
  4. Fortrea Holdings Inc. FTRE-1.7 million shares · -36%
  5. People Inc. PPLI-561,360 shares · -17%
  6. Restaurant Brands Intl Inc. QSR-313,076 shares · -20%
  7. Cemex Sab De CV CX-285,000 shares · -3%

Sold out of 6

  1. Costar Group, Inc. CSGP$34.4 million last quarter
  2. Lionsgate Studios Corp. LION$15.6 million last quarter
  3. Salesforce, Inc. CRM$2.7 million last quarter
  4. iShares Russell 2000 ETF IWM$1.2 million last quarter
  5. Ardagh Metal Packaging S A AMBP$1.1 million last quarter
  6. Standard Biotools Inc. LAB$40,762 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Illumina, Inc. ILMN2,830,552$497.7 million15.47%-999,056
Genedx Holdings Corp. WGS4,784,570$328.5 million10.21%+1,556,421
Vestis Corp. VSTS19,813,963$287.7 million8.94%no change
Southwest Gas Holdings, Inc. SWX3,208,538$284.5 million8.84%-1,109,623
MGM Resorts International MGM5,347,978$255.7 million7.95%no change
Amazon.com Inc. AMZN905,732$215.9 million6.71%+23,000
Walt Disney Co. DIS2,160,581$208.0 million6.46%no change
Vistra Corp. VST1,020,228$161.8 million5.03%new
Meta Platforms, Inc. META280,000$157.7 million4.90%+277,600
People Inc. PPLI2,793,715$129.0 million4.01%-561,360
Liberty Live Holdings Inc. Com Ser A LLYVA1,005,434$101.8 million3.16%no change
Cemex Sab De CV CX8,315,275$99.8 million3.10%-285,000
Planet Fitness, Inc. PLNT1,893,738$98.8 million3.07%new
Restaurant Brands Intl Inc. QSR1,265,178$91.7 million2.85%-313,076
Union Pacific Corp. UNP326,330$88.8 million2.76%-158,000
Fortrea Holdings Inc. FTRE2,988,551$52.0 million1.62%-1,655,642
Microsoft Corp. MSFT131,661$49.1 million1.53%no change
Liberty Media Corp. Del FWONK400,900$38.1 million1.19%new
Montrose Environmental Group ONT1,770,000$35.8 million1.11%new
Liberty Media Corp. Del FWONA318,350$27.9 million0.87%new
Liberty Live Hldgs Inc. LLYVK32,322$3.4 million0.11%no change
NVIDIA Corp. NVDA16,250$3.3 million0.10%no change
Tesla, Inc. TSLA2,850$1.2 million0.04%no change
Flyexclusive Inc. FLYXWS200,827$42,1740.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Meta Platforms, Inc. METACalls100,000$56.3 million

1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.