13F HOLDINGS REPORT
Corvex Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001011438-25-000574
Total Value
$3.02B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SOUTHWEST GAS HLDGS INC | SWX | 5,030,556 | $394.1M | 13.07% |
| 2 | ILLUMINA INC | ILMN | 3,829,608 | $363.7M | 12.06% |
| 3 | GENEDX HOLDINGS CORP | WGSWW | 3,058,629 | $329.5M | 10.93% |
| 4 | AMAZON COM INC | AMZN | 977,529 | $214.6M | 7.12% |
| 5 | MGM RESORTS INTERNATIONAL | MGM | 5,385,478 | $186.7M | 6.19% |
| 6 | UNION PAC CORP | UNP | 677,863 | $160.2M | 5.31% |
| 7 | RESTAURANT BRANDS INTL INC | 76131D103 | 2,408,743 | $154.5M | 5.12% |
| 8 | DISNEY WALT CO | 254687106 | 1,308,000 | $149.8M | 4.97% |
| 9 | UNION PAC CORP | UNP | 500,000 | $118.2M | 3.92% |
| 10 | ORACLE CORP | ORCL-PD | 349,500 | $98.3M | 3.26% |
| 11 | IAC INC | IAC | 2,788,379 | $95.0M | 3.15% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 1,005,434 | $94.8M | 3.14% |
| 13 | MICROSOFT CORP | MSFT | 173,661 | $89.9M | 2.98% |
| 14 | VESTIS CORPORATION | VSTS | 18,803,899 | $85.2M | 2.82% |
| 15 | CEMEX SAB DE CV | CXMSF | 8,600,275 | $77.3M | 2.56% |
| 16 | MDU RES GROUP INC | 552690109 | 4,183,151 | $74.5M | 2.47% |
| 17 | SALESFORCE INC | CRM | 250,000 | $59.3M | 1.96% |
| 18 | DOLLAR TREE INC | DLTR | 541,300 | $51.1M | 1.69% |
| 19 | HEIDRICK & STRUGGLES INTL IN | 422819102 | 1,002,462 | $49.9M | 1.65% |
| 20 | FORTREA HLDGS INC | FTRE | 4,508,531 | $38.0M | 1.26% |
| 21 | CARNIVAL CORP | CUKPF | 1,290,810 | $37.3M | 1.24% |
| 22 | ALGONQUIN PWR UTILS CORP | 015857105 | 6,183,855 | $33.2M | 1.10% |
| 23 | AMAZON COM INC | AMZN | 150,000 | $32.9M | 1.09% |
| 24 | CARNIVAL CORP | CUKPF | 450,000 | $13.0M | 0.43% |
| 25 | SALESFORCE INC | CRM | 14,500 | $3.4M | 0.11% |
| 26 | LIBERTY MEDIA CORP DEL | FWONB | 32,322 | $3.1M | 0.10% |
| 27 | NVIDIA CORPORATION | NVDA | 16,250 | $3.0M | 0.10% |
| 28 | META PLATFORMS INC | META | 2,400 | $1.8M | 0.06% |
| 29 | ARDAGH METAL PACKAGING S A | AMPWF | 398,835 | $1.6M | 0.05% |
| 30 | TESLA INC | TSLA | 2,850 | $1.3M | 0.04% |
| 31 | FLYEXCLUSIVE INC | FLYX-WT | 200,832 | $63,764 | 0.00% |
| 32 | STANDARD BIOTOOLS INC | LAB | 44,400 | $57,720 | 0.00% |