EdgeMarket › What Corvex Management Lp reported owning
What Corvex Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.5BPositions
25Quarter
2026-03-31Shown below
25largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ILMN ILLUMINA, INC. | 472.0M | 18.8% | 3.8M | 219.40 | +117.7% |
| SWX Southwest Gas Holdings, Inc. | 375.2M | 14.9% | 4.3M | 88.87 | +16.3% |
| DIS Walt Disney Co | 208.2M | 8.3% | 2.2M | 107.78 | -7.9% |
| WGS GeneDx Holdings Corp. | 207.3M | 8.2% | 3.2M | 87.06 | -27.6% |
| MGM MGM Resorts International | 197.9M | 7.9% | 5.3M | 43.74 | +20.5% |
| AMZN AMAZON COM INC | 183.8M | 7.3% | 882.7K | 258.63 | +15.6% |
| VSTS Vestis Corp | 155.7M | 6.2% | 19.8M | 12.69 | +162.2% |
| PPLI People Inc | 134.3M | 5.3% | 3.4M | 38.46 | +9.0% |
| UNP UNION PACIFIC CORP | 117.5M | 4.7% | 484.3K | 308.05 | +36.5% |
| QSR Restaurant Brands International Inc. | 116.6M | 4.6% | 1.6M | 80.86 | +26.8% |
| CX CEMEX SAB DE CV | 98.4M | 3.9% | 8.6M | 11.11 | +28.4% |
| LLYVA Liberty Live Holdings, Inc. | 92.1M | 3.7% | 1.0M | 101.70 | +12.6% |
| MSFT MICROSOFT CORP | 48.7M | 1.9% | 131.7K | 483.24 | -4.4% |
| FTRE Fortrea Holdings Inc. | 43.7M | 1.7% | 4.6M | 18.39 | +137.9% |
| CSGP COSTAR GROUP, INC. | 34.4M | 1.4% | 851.7K | 32.26 | -63.4% |
| LION Lionsgate Studios Corp. | 15.6M | 0.6% | 1.6M | 11.51 | +85.3% |
| LLYVK Liberty Live Holdings, Inc. | 3.0M | 0.1% | 32.3K | 105.42 | +13.3% |
| NVDA NVIDIA CORP | 2.8M | 0.1% | 16.2K | 214.72 | +22.4% |
| CRM Salesforce, Inc. | 2.7M | 0.1% | 14.5K | 209.17 | -15.1% |
| META Meta Platforms, Inc. | 1.4M | 0.1% | 2.4K | 549.90 | -26.5% |
| IWM iShares Russell 2000 ETF | 1.2M | 0.0% | 5.0K | 299.96 | +33.1% |
| AMBP Ardagh Metal Packaging S.A. | 1.1M | 0.0% | 280.9K | 5.36 | +44.5% |
| TSLA Tesla, Inc. | 1.1M | 0.0% | 2.9K | 362.86 | +12.0% |
| unmapped CUSIP 343928115 | 48.2K | 0.0% | 200.8K | — | — |
| LAB STANDARD BIOTOOLS INC. | 40.8K | 0.0% | 44.3K | 0.67 | -45.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →