Corvex Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.52B
Q ending 2026-03-31
Prior quarter
$3.27B
Q ending 2025-12-31
Change
-23.1% QoQ · -4.8% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Illumina Inc | ILMN | Shares | $472.0M | 3.8M |
| Southwest Gas Hldgs Inc | SWX | Shares | $375.2M | 4.3M |
| Disney Walt Co | DIS | Shares | $208.2M | 2.2M |
| Genedx Holdings Corp | WGS | Shares | $207.3M | 3.2M |
| Mgm Resorts International | MGM | Shares | $197.9M | 5.3M |
| Amazon Com Inc | AMZN | Shares | $183.8M | 883K |
| Vestis Corporation | VSTS | Shares | $155.7M | 19.8M |
| Iac Inc | PPLI | Shares | $134.3M | 3.4M |
| Union Pac Corp | UNP | Shares | $117.5M | 484K |
| Restaurant Brands Intl Inc | QSR | Shares | $116.6M | 1.6M |
| Cemex Sab De Cv | CX | Shares | $98.4M | 8.6M |
| Liberty Live Holdings Inc | LLYVA | Shares | $92.1M | 1.0M |
| Microsoft Corp | MSFT | Shares | $48.7M | 132K |
| Fortrea Hldgs Inc | FTRE | Shares | $43.7M | 4.6M |
| Costar Group Inc | CSGP | Shares | $34.4M | 852K |
| Lionsgate Studios Corp | LION | Shares | $15.6M | 1.6M |
| Liberty Live Holdings Inc | LLYVK | Shares | $3.0M | 32K |
| Nvidia Corporation | NVDA | Shares | $2.8M | 16K |
| Salesforce Inc | CRM | Shares | $2.7M | 15K |
| Meta Platforms Inc | META | Shares | $1.4M | 2K |
| Ishares Tr | IWM | Shares | $1.2M | 5K |
| Ardagh Metal Packaging S A | Shares | $1.1M | 281K | |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| Flyexclusive Inc | FLYX/WS | Shares | $48K | 201K |
| Standard Biotools Inc | LAB | Shares | $41K | 44K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.