Institutional Manager · CIK 0001535472
Corvex Management LP
NEW YORK, NY · File #028-14659
Latest AUM
$3.27B
Positions
27
Top-10 Concentration
77.4%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202527 pos · $3.27B
- 13F HOLDINGS REPORTQ/E Sep 202532 pos · $3.02B
- 13F HOLDINGS REPORTQ/E Jun 202530 pos · $2.36B
- 13F HOLDINGS REPORTQ/E Mar 202534 pos · $2.64B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20251 pos · $24.9M
- 13F HOLDINGS REPORTQ/E Dec 202437 pos · $3.60B
- 13F HOLDINGS REPORTQ/E Sep 202431 pos · $2.57B
- 13F HOLDINGS REPORTQ/E Jun 202435 pos · $2.16B
- 13F HOLDINGS REPORTQ/E Mar 202438 pos · $2.16B
- 13F HOLDINGS REPORTQ/E Dec 202336 pos · $1.85B
- 13F HOLDINGS REPORTQ/E Sep 202335 pos · $2.03B
- 13F HOLDINGS REPORTQ/E Jun 202335 pos · $2.03B
- 13F HOLDINGS REPORTQ/E Mar 202332 pos · $1.93B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |