13F HOLDINGS REPORT
Corvex Management LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001011438-26-000138
Total Value
$3.27B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ILLUMINA INC | ILMN | 3,829,608 | $502.3M | 15.35% |
| 2 | SOUTHWEST GAS HLDGS INC | SWX | 5,030,556 | $402.5M | 12.30% |
| 3 | GENEDX HOLDINGS CORP | WGSWW | 3,058,629 | $397.8M | 12.16% |
| 4 | AMAZON COM INC | AMZN | 982,732 | $226.8M | 6.93% |
| 5 | DISNEY WALT CO | 254687106 | 1,943,000 | $221.1M | 6.76% |
| 6 | MGM RESORTS INTERNATIONAL | MGM | 5,385,478 | $196.5M | 6.01% |
| 7 | RESTAURANT BRANDS INTL INC | 76131D103 | 2,408,743 | $164.3M | 5.02% |
| 8 | UNION PAC CORP | UNP | 686,363 | $158.8M | 4.85% |
| 9 | VESTIS CORPORATION | VSTS | 19,813,963 | $132.2M | 4.04% |
| 10 | IAC INC | IAC | 3,355,075 | $131.2M | 4.01% |
| 11 | UNION PAC CORP | UNP | 500,000 | $115.7M | 3.54% |
| 12 | CEMEX SAB DE CV | CXMSF | 8,600,275 | $98.8M | 3.02% |
| 13 | INVESCO QQQ TR | IVZ | 150,000 | $92.1M | 2.82% |
| 14 | MICROSOFT CORP | MSFT | 173,661 | $84.0M | 2.57% |
| 15 | LIBERTY LIVE HOLDINGS INC | LLYVK | 1,005,434 | $81.9M | 2.50% |
| 16 | ORACLE CORP | ORCL-PD | 403,200 | $78.6M | 2.40% |
| 17 | FORTREA HLDGS INC | FTRE | 4,508,531 | $77.8M | 2.38% |
| 18 | DISNEY WALT CO | 254687106 | 500,000 | $56.9M | 1.74% |
| 19 | ALGONQUIN PWR UTILS CORP | 015857105 | 6,183,855 | $38.0M | 1.16% |
| 20 | SALESFORCE INC | CRM | 14,500 | $3.8M | 0.12% |
| 21 | NVIDIA CORPORATION | NVDA | 16,250 | $3.0M | 0.09% |
| 22 | LIBERTY LIVE HOLDINGS INC | LLYVK | 32,322 | $2.7M | 0.08% |
| 23 | ARDAGH METAL PACKAGING S A | AMPWF | 398,835 | $1.6M | 0.05% |
| 24 | META PLATFORMS INC | META | 2,400 | $1.6M | 0.05% |
| 25 | TESLA INC | TSLA | 2,850 | $1.3M | 0.04% |
| 26 | FLYEXCLUSIVE INC | FLYX-WT | 200,827 | $57,196 | 0.00% |
| 27 | STANDARD BIOTOOLS INC | LAB | 44,400 | $56,832 | 0.00% |