13F HOLDINGS REPORT
Corvex Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001011438-25-000449
Total Value
$2.36B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOUTHWEST GAS HLDGS INC | SWX | 5,030,556 | $374.2M | 15.84% |
| 2 | ILLUMINA INC | ILMN | 3,829,608 | $365.4M | 15.47% |
| 3 | GENEDX HOLDINGS CORP | WGSWW | 3,058,629 | $282.3M | 11.95% |
| 4 | MGM RESORTS INTERNATIONAL | MGM | 5,627,478 | $193.5M | 8.19% |
| 5 | AMAZON COM INC | AMZN | 675,029 | $148.1M | 6.27% |
| 6 | VESTIS CORPORATION | VSTS | 18,803,899 | $107.7M | 4.56% |
| 7 | DOLLAR TREE INC | DLTR | 981,899 | $97.2M | 4.12% |
| 8 | MICROSOFT CORP | MSFT | 173,661 | $86.4M | 3.66% |
| 9 | SEMPRA | SREA | 1,056,110 | $80.0M | 3.39% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 1,005,434 | $79.9M | 3.38% |
| 11 | NORFOLK SOUTHN CORP | 655844108 | 297,431 | $76.1M | 3.22% |
| 12 | IAC INC | IAC | 2,000,920 | $74.7M | 3.16% |
| 13 | MDU RES GROUP INC | 552690109 | 4,183,151 | $69.7M | 2.95% |
| 14 | RESTAURANT BRANDS INTL INC | 76131D103 | 873,183 | $57.9M | 2.45% |
| 15 | CSX CORP | CSX | 1,753,068 | $57.2M | 2.42% |
| 16 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 1,002,462 | $45.9M | 1.94% |
| 17 | ALPHABET INC | GOOG | 225,709 | $39.8M | 1.68% |
| 18 | ALGONQUIN PWR UTILS CORP | 015857105 | 6,183,855 | $35.4M | 1.50% |
| 19 | FORTREA HLDGS INC | FTRE | 4,508,531 | $22.3M | 0.94% |
| 20 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 2,618,000 | $21.8M | 0.92% |
| 21 | ORACLE CORP | ORCL-PD | 99,500 | $21.8M | 0.92% |
| 22 | CHENIERE ENERGY INC | LNG | 57,863 | $14.1M | 0.60% |
| 23 | LIBERTY MEDIA CORP DEL | FWONB | 32,322 | $2.6M | 0.11% |
| 24 | NVIDIA CORPORATION | NVDA | 16,250 | $2.6M | 0.11% |
| 25 | META PLATFORMS INC | META | 2,400 | $1.8M | 0.07% |
| 26 | ARDAGH METAL PACKAGING S A | AMPWF | 398,835 | $1.7M | 0.07% |
| 27 | ISHARES TR | 464287655 | 5,000 | $1.1M | 0.05% |
| 28 | TESLA INC | TSLA | 2,850 | $905,331 | 0.04% |
| 29 | STANDARD BIOTOOLS INC | LAB | 44,400 | $53,280 | 0.00% |
| 30 | FLYEXCLUSIVE INC | FLYX-WT | 200,832 | $20,083 | 0.00% |