Institutional Fund
Corvex Management LP
New York, NYCIK 15354726 filings on record
Portfolio Value
$2.52B
Q1 2026
Holdings
25
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-16.4%
from $3.01B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Illumina Inc18.8%
- Southwest Gas Hldgs Inc14.9%
- Disney Walt Co8.3%
- Genedx Holdings Corp8.2%
- Mgm Resorts International7.9%
- Amazon Com Inc7.3%
- Other34.6%
Portfolio Holdings
25 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Illumina Inc | 3.83M | $472.04M | 18.8% | 0 | Held |
| 2 | Southwest Gas Hldgs Inc | 4.32M | $375.25M | 14.9% | −712.4K | Reduced |
| 3 | Disney Walt Co | 2.16M | $208.24M | 8.3% | +217.6K | Added |
| 4 | Genedx Holdings Corp | 3.23M | $207.31M | 8.2% | +169.5K | Added |
| 5 | Mgm Resorts International | 5.35M | $197.93M | 7.9% | −37.5K | Reduced |
| 6 | Amazon Com Inc | 882.7K | $183.85M | 7.3% | −100.0K | Reduced |
| 7 | Vestis Corporation | 19.81M | $155.74M | 6.2% | 0 | Held |
| 8 | Iac Inc | 3.36M | $134.30M | 5.3% | 0 | Held |
| 9 | Union Pac Corp | 484.3K | $117.51M | 4.7% | −202.0K | Reduced |
| 10 | Restaurant Brands Intl Inc | 1.58M | $116.63M | 4.6% | −830.5K | Reduced |
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