Back to Corvex Management LP
Q2 2026 13F filing
Updated 27 days ago25 disclosed positions worth $3.3B
Portfolio value
$3.3B
Total holdings
25
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | I ILMN ILLUMINA INC | $497.7M | 2.83M | 15.20% | — |
| 2 | W WGSWW GENEDX HOLDINGS CORP | $328.5M | 4.78M | 10.03% | — |
| 3 | V VSTS VESTIS CORPORATION | $287.7M | 19.81M | 8.79% | — |
| 4 | S SWX SOUTHWEST GAS HLDGS INC | $284.5M | 3.21M | 8.69% | — |
| 5 | M MGM MGM RESORTS INTERNATIONAL | $255.7M | 5.35M | 7.81% | — |
| 6 | A AMZN AMAZON COM INC | $215.9M | 905.7K | 6.59% | — |
| 7 | D DIS DISNEY WALT CO | $208M | 2.16M | 6.35% | — |
| 8 | V VST VISTRA CORP | $161.8M | 1.02M | 4.94% | — |
| 9 | M META META PLATFORMS INC | $157.7M | 280.0K | 4.82% | — |
| 10 | P PPLI PEOPLE INC | $129M | 2.79M | 3.94% | — |
| 11 | L LLYVK LIBERTY LIVE HOLDINGS INC | $101.8M | 1.01M | 3.11% | — |
| 12 | C CXMSF CEMEX SA EURO MTN BE 144A | $99.8M | 8.32M | 3.05% | — |
| 13 | P PLNT PLANET FITNESS MASTER ISSUER | $98.8M | 1.89M | 3.02% | — |
| 14 | Q QSR RESTAURANT BRANDS INTL INC | $91.7M | 1.27M | 2.80% | — |
| 15 | U UNP UNION PAC CORP | $88.8M | 326.3K | 2.71% | — |
| 16 | M META META PLATFORMS INC | $56.3M | 100.0K | 1.72% | — |
| 17 | F FTRE FORTREA HLDGS INC | $52M | 2.99M | 1.59% | — |
| 18 | M MSFT MICROSOFT CORP | $49.1M | 131.7K | 1.50% | — |
| 19 | F FWONB LIBERTY MEDIA CORP DEL | $38.1M | 400.9K | 1.16% | — |
| 20 | I IIF ONTERRIS INC | $35.8M | 1.77M | 1.09% | — |
| 21 | F FWONB LIBERTY MEDIA CORP DEL | $27.9M | 318.4K | 0.85% | — |
| 22 | L LLYVK LIBERTY LIVE HOLDINGS INC | $3.4M | 32.3K | 0.10% | — |
| 23 | N NVDA NVIDIA CORPORATION | $3.3M | 16.3K | 0.10% | — |
| 24 | T TSLA TESLA INC | $1.2M | 2.9K | 0.04% | — |
| 25 | F FLYX-WT FLYEXCLUSIVE INC | $42K | 200.8K | 0.00% | — |