← Back to Discover

Corvex Management LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $3,274,441,524

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. ILLUMINA INC · COM · 452327109 · shares: $497,695,958
  2. GENEDX HOLDINGS CORP · COM CL A · 81663L200 · shares: $328,460,731
  3. VESTIS CORPORATION · COM SHS · 29430C102 · shares: $287,698,743
  4. SOUTHWEST GAS HLDGS INC · COM · 844895102 · shares: $284,533,150
  5. MGM RESORTS INTERNATIONAL · COM · 552953101 · shares: $255,686,828
  6. AMAZON COM INC · COM · 023135106 · shares: $215,872,165
  7. DISNEY WALT CO · COM · 254687106 · shares: $207,955,921
  8. VISTRA CORP · COM · 92840M102 · shares: $161,838,768
  9. META PLATFORMS INC · CL A · 30303M102 · shares: $157,721,200
  10. PEOPLE INC · COM NEW · 44891N208 · shares: $128,957,884

Reported holdings

25 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ILLUMINA INCCOM452327109 — 2,830,552 shares $497,695,958
GENEDX HOLDINGS CORPCOM CL A81663L200 — 4,784,570 shares $328,460,731
VESTIS CORPORATIONCOM SHS29430C102 — 19,813,963 shares $287,698,743
SOUTHWEST GAS HLDGS INCCOM844895102 — 3,208,538 shares $284,533,150
MGM RESORTS INTERNATIONALCOM552953101 — 5,347,978 shares $255,686,828
AMAZON COM INCCOM023135106 — 905,732 shares $215,872,165
DISNEY WALT COCOM254687106 — 2,160,581 shares $207,955,921
VISTRA CORPCOM92840M102 — 1,020,228 shares $161,838,768
META PLATFORMS INCCL A30303M102 — 280,000 shares $157,721,200
PEOPLE INCCOM NEW44891N208 — 2,793,715 shares $128,957,884
LIBERTY LIVE HOLDINGS INCCOM SER A530909100 — 1,005,434 shares $101,810,247
CEMEX SA EURO MTN BE 144ASPON ADR NEW151290889 — 8,315,275 shares $99,783,300
PLANET FITNESS MASTER ISSUERCL A72703H101 — 1,893,738 shares $98,796,311
RESTAURANT BRANDS INTL INCCOM76131D103 — 1,265,178 shares $91,738,057
UNION PAC CORPCOM907818108 — 326,330 shares $88,761,760
META PLATFORMS INCCL A30303M102 CALL 100,000 shares $56,329,000
FORTREA HLDGS INCCOMMON STOCK34965K107 — 2,988,551 shares $52,000,787
MICROSOFT CORPCOM594918104 — 131,661 shares $49,112,186
LIBERTY MEDIA CORP DELCOM LBTY ONE S C531229755 — 400,900 shares $38,141,626
ONTERRIS INCCOM615111101 — 1,770,000 shares $35,771,700
LIBERTY MEDIA CORP DELCOM LBTY ONE S A531229771 — 318,350 shares $27,868,359
LIBERTY LIVE HOLDINGS INCCOM SHS SER C530909308 — 32,322 shares $3,414,496
NVIDIA CORPORATIONCOM67066G104 — 16,250 shares $3,251,463
TESLA INCCOM88160R101 — 2,850 shares $1,198,710
FLYEXCLUSIVE INC*W EXP 99/99/999343928115 — 200,827 shares $42,174