Corvex Management portfolio — 13F holdings Q2 2026
Corvex Management (Keith Meister) reported 22 long positions worth $3.2 billion as of 2026-06-30. Top holdings: ILLUMINA, INC., GeneDx Holdings Corp., Vestis Corp, Southwest Gas Holdings, Inc., MGM Resorts International. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| ILLUMINA, INC. | 2026-06-30 | 497695958.00 USD | 15.47% | reduce | Original filing |
| GeneDx Holdings Corp. | 2026-06-30 | 328460731.00 USD | 10.21% | add | Original filing |
| Vestis Corp | 2026-06-30 | 287698743.00 USD | 8.94% | hold | Original filing |
| Southwest Gas Holdings, Inc. | 2026-06-30 | 284533150.00 USD | 8.84% | reduce | Original filing |
| MGM Resorts International | 2026-06-30 | 255686828.00 USD | 7.95% | hold | Original filing |
| AMAZON COM INC | 2026-06-30 | 215872165.00 USD | 6.71% | add | Original filing |
| Walt Disney Co | 2026-06-30 | 207955921.00 USD | 6.46% | hold | Original filing |
| Vistra Corp. | 2026-06-30 | 161838768.00 USD | 5.03% | buy | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 157721200.00 USD | 4.90% | add | Original filing |
| People Inc | 2026-06-30 | 128957884.00 USD | 4.01% | reduce | Original filing |
| Liberty Live Holdings, Inc. | 2026-06-30 | 105224743.00 USD | 3.27% | hold | Original filing |
| CEMEX SAB DE CV | 2026-06-30 | 99783300.00 USD | 3.10% | reduce | Original filing |
| Planet Fitness, Inc. | 2026-06-30 | 98796311.00 USD | 3.07% | buy | Original filing |
| Restaurant Brands International Inc. | 2026-06-30 | 91738057.00 USD | 2.85% | reduce | Original filing |
| UNION PACIFIC CORP | 2026-06-30 | 88761760.00 USD | 2.76% | reduce | Original filing |
| Liberty Media Corp | 2026-06-30 | 66009985.00 USD | 2.05% | buy | Original filing |
| Fortrea Holdings Inc. | 2026-06-30 | 52000787.00 USD | 1.62% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 49112186.00 USD | 1.53% | hold | Original filing |
| Onterris, Inc. | 2026-06-30 | 35771700.00 USD | 1.11% | buy | Original filing |
| NVIDIA CORP | 2026-06-30 | 3251463.00 USD | 0.10% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-05-15 00:00:00 | 13F-HR/A | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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