Corvex Management LP
CIK 1535472
13F filing for Q2 2026・No. 1,217
- Holdings
- US$3.27B
- Quarter change
- +US$759.24M
- Entries
- 25
- Net bought (estimate)
- +US$178.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 6
- Cut 7
- Added 3
- Corporate actions 0
- Unchanged 9
Largest holdings
24 stocks worth US$3.22B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ILMNILLUMINA INCCOM | Cut | 2,830,552 | US$497.7M | 15.47% |
| WGSGENEDX HOLDINGS CORPCOM CL A | Added | 4,784,570 | US$328.46M | 10.21% |
| VESTIS CORPORATIONCOM SHS | Unchanged | 19,813,963 | US$287.7M | 8.94% |
| SOUTHWEST GAS HLDGS INCCOM | Cut | 3,208,538 | US$284.53M | 8.84% |
| MGMMGM RESORTS INTERNATIONALCOM | Unchanged | 5,347,978 | US$255.69M | 7.95% |
| AMZNAmazonCOM | Added | 905,732 | US$215.87M | 6.71% |
| DISDISNEY WALT COCOM | Unchanged | 2,160,581 | US$207.96M | 6.46% |
| VSTVISTRA CORPCOM | New | 1,020,228 | US$161.84M | 5.03% |
| METAMetaCL A | Added | 280,000 | US$157.72M | 4.90% |
| PPLIPEOPLE INCCOM NEW | Cut | 2,793,715 | US$128.96M | 4.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.