# Corvex Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1535472. Source: https://holderbook.com/funds/1535472-corvex-management-lp/

- Reported value: $3.3B
- Positions: 24
- Weight of the ten largest: 78.9%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $497.7M | 2,830,552 | 15.2% | 11 |
| GENEDX HOLDINGS CORP | [WGS](https://holderbook.com/stocks/WGS/) | $328.5M | 4,784,570 | 10.0% | 13 |
| VESTIS CORPORATION | [VSTS](https://holderbook.com/stocks/VSTS/) | $287.7M | 19,813,963 | 8.8% | 10 |
| SOUTHWEST GAS HLDGS INC | [SWX](https://holderbook.com/stocks/SWX/) | $284.5M | 3,208,538 | 8.7% | 16 |
| MGM RESORTS INTERNATIONAL | [MGM](https://holderbook.com/stocks/MGM/) | $255.7M | 5,347,978 | 7.8% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $215.9M | 905,732 | 6.6% | 14 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $214.1M | 280,000 | 6.5% | 12 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $208.0M | 2,160,581 | 6.4% | 4 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $161.8M | 1,020,228 | 4.9% | 1 |
| PEOPLE INC | [PPLI](https://holderbook.com/stocks/PPLI/) | $129.0M | 2,793,715 | 3.9% | 15 |
| LIBERTY LIVE HOLDINGS INC | [LLYVA](https://holderbook.com/stocks/LLYVA/) | $101.8M | 1,005,434 | 3.1% | 3 |
| CEMEX SA EURO MTN BE 144A | [CX](https://holderbook.com/stocks/CX/) | $99.8M | 8,315,275 | 3.0% | 4 |
| PLANET FITNESS MASTER ISSUER | [PLNT](https://holderbook.com/stocks/PLNT/) | $98.8M | 1,893,738 | 3.0% | 1 |
| RESTAURANT BRANDS INTL INC | [QSR](https://holderbook.com/stocks/QSR/) | $91.7M | 1,265,178 | 2.8% | 5 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $88.8M | 326,330 | 2.7% | 4 |
| FORTREA HLDGS INC | [FTRE](https://holderbook.com/stocks/FTRE/) | $52.0M | 2,988,551 | 1.6% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $49.1M | 131,661 | 1.5% | 22 |
| LIBERTY MEDIA CORP DEL | [FWONK](https://holderbook.com/stocks/FWONK/) | $38.1M | 400,900 | 1.2% | 1 |
| ONTERRIS INC | [ONT](https://holderbook.com/stocks/ONT/) | $35.8M | 1,770,000 | 1.1% | 1 |
| LIBERTY MEDIA CORP DEL | [FWONA](https://holderbook.com/stocks/FWONA/) | $27.9M | 318,350 | 0.9% | 1 |
| LIBERTY LIVE HOLDINGS INC | [LLYVK](https://holderbook.com/stocks/LLYVK/) | $3.4M | 32,322 | 0.1% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.3M | 16,250 | 0.1% | 12 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,850 | 0.0% | 12 |
| FLYEXCLUSIVE INC | [FLYXWS](https://holderbook.com/stocks/FLYXWS/) | $42.2K | 200,827 | 0.0% | 11 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.8% | +14.8% | +6.0% | 100% |
| Q1 2026 | -8.9% | -4.6% | -4.3% | 95% |
| Q4 2025 | +12.3% | +2.4% | +10.0% | 91% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +8.0% | +10.5% | -2.4% | 98% |
| Q1 2025 | -9.1% | -4.6% | -4.6% | 100% |
| Q4 2024 | +0.3% | +2.1% | -1.9% | 100% |
| Q3 2024 | +9.1% | +5.4% | +3.6% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $3.3B | 24 |
| Q1 2026 | $2.5B | 25 |
| Q4 2025 | $3.3B | 25 |
| Q3 2025 | $3.0B | 28 |
| Q2 2025 | $2.4B | 30 |
| Q1 2025 | $2.6B | 33 |
| Q4 2024 | $3.6B | 38 |
| Q3 2024 | $2.6B | 31 |
| Q2 2024 | $2.2B | 34 |
| Q1 2024 | $2.2B | 37 |
| Q4 2023 | $1.9B | 31 |
| Q3 2023 | $1.9B | 36 |