Funds › Corvex Management LP
Corvex Management LP
13F for Q2 2026, filed Aug 14, 2026. 24 positions worth $3.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ILMN Illumina, Inc. | 2.83M | $497.7M | 15.2% | -26.1% | 13F ↗ |
| 2 | WGS GeneDx Holdings Corp. | 4.78M | $328.5M | 10.0% | +48.2% | 13F ↗ |
| 3 | VSTS Vestis Corporation | 19.81M | $287.7M | 8.8% | Unchanged | 13F ↗ |
| 4 | SWX Southwest Gas Holdings, Inc. | 3.21M | $284.5M | 8.7% | -25.7% | 13F ↗ |
| 5 | MGM MGM Resorts International | 5.35M | $255.7M | 7.8% | Unchanged | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 905,732 | $215.9M | 6.6% | +2.6% | 13F ↗ |
| 7 | DIS Walt Disney Company | 2.16M | $208.0M | 6.4% | Unchanged | 13F ↗ |
| 8 | VST Vistra Corp. | 1.02M | $161.8M | 4.9% | New | 13F ↗ |
| 9 | META Meta Platforms, Inc. | 280,000 | $157.7M | 4.8% | +11567% | 13F ↗ |
| 10 | PPLI People Incorporated | 2.79M | $129.0M | 3.9% | -16.7% | 13F ↗ |
| 11 | LLYVA Liberty Live Holdings, Inc. Series A | 1.01M | $101.8M | 3.1% | Unchanged | 13F ↗ |
| 12 | CX Cemex, S.A.B. de C.V. · ADR | 8.32M | $99.8M | 3.0% | -3.3% | 13F ↗ |
| 13 | PLNT Planet Fitness, Inc. | 1.89M | $98.8M | 3.0% | New | 13F ↗ |
| 14 | QSR Restaurant Brands International Inc. | 1.27M | $91.7M | 2.8% | -19.8% | 13F ↗ |
| 15 | UNP Union Pacific Corporation | 326,330 | $88.8M | 2.7% | -32.6% | 13F ↗ |
| 16 | FTRE Fortrea Holdings Inc. | 2.99M | $52.0M | 1.6% | -35.6% | 13F ↗ |
| 17 | MSFT Microsoft Corporation | 131,661 | $49.1M | 1.5% | Unchanged | 13F ↗ |
| 18 | FWONK Liberty Media Corporation Series C | 400,900 | $38.1M | 1.2% | New | 13F ↗ |
| 19 | ONT Onterris, Inc. | 1.77M | $35.8M | 1.1% | New | 13F ↗ |
| 20 | FWONA Liberty Media Corporation Series A | 318,350 | $27.9M | 0.9% | New | 13F ↗ |
| 21 | LLYVK Liberty Live Holdings, Inc. Series C | 32,322 | $3.4M | 0.1% | Unchanged | 13F ↗ |
| 22 | NVDA NVIDIA Corporation | 16,250 | $3.3M | 0.1% | Unchanged | 13F ↗ |
| 23 | TSLA Tesla, Inc. | 2,850 | $1.2M | <0.1% | Unchanged | 13F ↗ |
| 24 | Flyexclusive Inc *W Exp 99/99/999 | 200,827 | $42.2K | <0.1% | Unchanged | 13F ↗ |
Changes since Q1 2026
5 new, 3 added to, 7 trimmed, 6 exited, 9 unchanged. By estimated dollars.
New positions (5)
Added to (3)
Trimmed (7)
| ILMN Illumina, Inc. | 2.83M | -26.1% | -$175.7M |
| SWX Southwest Gas Holdings, Inc. | 3.21M | -25.7% | -$98.4M |
| UNP Union Pacific Corporation | 326,330 | -32.6% | -$43.0M |
| FTRE Fortrea Holdings Inc. | 2.99M | -35.6% | -$28.8M |
| PPLI People Incorporated | 2.79M | -16.7% | -$25.9M |
| QSR Restaurant Brands International Inc. | 1.27M | -19.8% | -$22.7M |
| CX Cemex, S.A.B. de C.V. · ADR | 8.32M | -3.3% | -$3.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer