Corvex Management LP — 13F Holdings & Portfolio
CIK 1535472 · latest 13F-HR filed 2026-05-15
Corvex Management LP manages $2.52B in 13F-reported U.S. long-equity assets across 25 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ILMN (18.77%), SWX (14.92%), DIS (8.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 3, and trimmed 16.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.52B
Long-equity book
25
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −2 / ↑3 / ↓16
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VESTIS CORPORATION$23.6M +17.8%
- LIBERTY LIVE HOLDINGS INC$10.2M +12.4%
- LIBERTY LIVE HOLDINGS INC$353.9K +13.2%
Top Trims
- GENEDX HOLDINGS CORP-$190.5M -47.9%
- RESTAURANT BRANDS INTL INC-$47.7M -29.0%
- AMAZON COM INC-$43.0M -19.0%
- UNION PAC CORP-$41.3M -26.0%
- MICROSOFT CORP-$35.2M -42.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ILLUMINA INC | ILMN | 452327109 | $472.0M | 18.77% | 3,829,608 | SH |
| 2 | SOUTHWEST GAS HLDGS INC | SWX | 844895102 | $375.2M | 14.92% | 4,318,161 | SH |
| 3 | DISNEY WALT CO | DIS | 254687106 | $208.2M | 8.28% | 2,160,581 | SH |
| 4 | GENEDX HOLDINGS CORP | WGS | 81663L200 | $207.3M | 8.24% | 3,228,149 | SH |
| 5 | MGM RESORTS INTERNATIONAL | MGM | 552953101 | $197.9M | 7.87% | 5,347,978 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $183.8M | 7.31% | 882,732 | SH |
| 7 | VESTIS CORPORATION | VSTS | 29430C102 | $155.7M | 6.19% | 19,813,963 | SH |
| 8 | IAC INC | IAC | 44891N208 | $134.3M | 5.34% | 3,355,075 | SH |
| 9 | UNION PAC CORP | UNP | 907818108 | $117.5M | 4.67% | 484,330 | SH |
| 10 | RESTAURANT BRANDS INTL INC | QSR | 76131D103 | $116.6M | 4.64% | 1,578,254 | SH |
| 11 | CEMEX SAB DE CV | CX | 151290889 | $98.4M | 3.91% | 8,600,275 | SH |
| 12 | LIBERTY LIVE HOLDINGS INC | LLYVA | 530909100 | $92.1M | 3.66% | 1,005,434 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $48.7M | 1.94% | 131,661 | SH |
| 14 | FORTREA HLDGS INC | FTRE | 34965K107 | $43.7M | 1.74% | 4,644,193 | SH |
| 15 | COSTAR GROUP INC | CSGP | 22160N109 | $34.4M | 1.37% | 851,734 | SH |
| 16 | LIONSGATE STUDIOS CORP | LION | 53626N102 | $15.6M | 0.62% | 1,622,551 | SH |
| 17 | LIBERTY LIVE HOLDINGS INC | LLYVK | 530909308 | $3.0M | 0.12% | 32,322 | SH |
| 18 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.8M | 0.11% | 16,250 | SH |
| 19 | SALESFORCE INC | CRM | 79466L302 | $2.7M | 0.11% | 14,500 | SH |
| 20 | META PLATFORMS INC | META | 30303M102 | $1.4M | 0.05% | 2,400 | SH |
| 21 | ISHARES TR | IWM | 464287655 | $1.2M | 0.05% | 5,000 | SH |
| 22 | ARDAGH METAL PACKAGING S A | AMBP | L02235106 | $1.1M | 0.05% | 280,854 | SH |
| 23 | TESLA INC | TSLA | 88160R101 | $1.1M | 0.04% | 2,850 | SH |
| 24 | FLYEXCLUSIVE INC | FLYX.WS | 343928115 | $48.2K | 0.00% | 200,827 | SH |
| 25 | STANDARD BIOTOOLS INC | LAB | 34385P108 | $40.8K | 0.00% | 44,340 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $2.52B | 25 | 0001011438-26-000343 |
| 2025-12-31 | 2026-02-17 | $3.27B | 27 | 0001011438-26-000138 |
| 2025-09-30 | 2025-11-14 | $3.02B | 32 | 0001011438-25-000574 |