Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Illumina Inc.COM | COM | $498M | 15.2% |
| Genedx Holdings Corp.COM CL A | COM CL A | $328M | 10.0% |
| Vestis CorporationCOM SHS | COM SHS | $288M | 8.8% |
| Southwest Gas Hldgs Inc.COM | COM | $285M | 8.7% |
| MGM Resorts InternationalCOM | COM | $256M | 7.8% |
| Amazon Com Inc.COM | COM | $216M | 6.6% |
| Disney Walt COCOM | COM | $208M | 6.4% |
| Vistra Corp.COM | COM | $162M | 4.9% |
| Meta Platforms Inc.CL A | CL A | $158M | 4.8% |
| People Inc.COM NEW | COM NEW | $129M | 3.9% |
| Liberty Live Holdings Inc.COM SER A | COM SER A | $102M | 3.1% |
| Cemex SA Euro Mtn BE 144aSPON ADR NEW | SPON ADR NEW | $99.8M | 3.0% |
| Planet Fitness Master IssuerCL A | CL A | $98.8M | 3.0% |
| Restaurant Brands Intl Inc.COM | COM | $91.7M | 2.8% |
| Union Pac Corp.COM | COM | $88.8M | 2.7% |
| Meta Platforms Inc. (call option)CL A | CL A | $56.3M | 1.7% |
| Fortrea Hldgs Inc.COMMON STOCK | COMMON STOCK | $52M | 1.6% |
| Microsoft Corp.COM | COM | $49.1M | 1.5% |
| Liberty Media Corp. DelCOM LBTY ONE S C | COM LBTY ONE S C | $38.1M | 1.2% |
| Onterris Inc.COM | COM | $35.8M | 1.1% |
| Liberty Media Corp. DelCOM LBTY ONE S A | COM LBTY ONE S A | $27.9M | 0.9% |
| Liberty Live Holdings Inc.COM SHS SER C | COM SHS SER C | $3.41M | 0.1% |
| Nvidia CorporationCOM | COM | $3.25M | 0.1% |
| Tesla Inc.COM | COM | $1.2M | 0.0% |
| Flyexclusive Inc.*W EXP 99/99/999 | *W EXP 99/99/999 | $42.2K | 0.0% |
- Class
- COM
- Share
- 15.2%
- Class
- COM CL A
- Share
- 10.0%
- Class
- COM SHS
- Share
- 8.8%
- Class
- COM
- Share
- 8.7%
- Class
- COM
- Share
- 7.8%
- Class
- COM
- Share
- 6.6%
- Class
- COM
- Share
- 6.4%
- Class
- COM
- Share
- 4.9%
- Class
- CL A
- Share
- 4.8%
- Class
- COM NEW
- Share
- 3.9%
- Class
- COM SER A
- Share
- 3.1%
- Class
- SPON ADR NEW
- Share
- 3.0%
- Class
- CL A
- Share
- 3.0%
- Class
- COM
- Share
- 2.8%
- Class
- COM
- Share
- 2.7%
- Class
- CL A
- Share
- 1.7%
- Class
- COMMON STOCK
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM LBTY ONE S C
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM LBTY ONE S A
- Share
- 0.9%
- Class
- COM SHS SER C
- Share
- 0.1%
- Class
- COM
- Share
- 0.1%
- Class
- COM
- Share
- 0.0%
- Class
- *W EXP 99/99/999
- Share
- 0.0%
The share class is shown on a wider screen.
The 25 largest of 25 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1535472
- File number
- 028-14659
- Options
- 1 call, 0 put
- In the 25 largest
- 100.0%
- Prior quarter
- $2.52B at 31 March 2026
- Positions opened
- 6
- Positions closed
- 6
Common questions
What are Corvex Management’s 13F holdings worth?
$3.27 billion across 25 positions for the quarter ended 30 June 2026.
What is Corvex Management’s largest 13F holding?
ILLUMINA INC (COM) was the largest position at $498 million, or 15.2% of reported 13F value, as of 30 June 2026.
How concentrated is Corvex Management’s 13F portfolio?
The ten largest positions accounted for 77.2% of reported value and the twenty-five largest for 100.0%, across 25 positions as of 30 June 2026.
Does Form 13F show everything Corvex Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Corvex Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.