Corvex Management (Keith Meister)
Famous investors & activistsFiles as Corvex Management LP (SEC CIK 1535472). Portfolio from its latest quarterly 13F-HR filing.
- $3.27B
- Tracked value
- 23
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | ILMNILLUMINA, INC. | 15.2% | ▼ 26.1% | 2,830,552 | $497.7M |
| 2 | WGSGeneDx Holdings Corp. | 10.0% | ▲ 48.2% | 4,784,570 | $328.46M |
| 3 | VSTSVestis Corp | 8.8% | unch. | 19,813,963 | $287.7M |
| 4 | SWXSouthwest Gas Holdings, Inc. | 8.7% | ▼ 25.7% | 3,208,538 | $284.53M |
| 5 | MGMMGM Resorts International | 7.8% | unch. | 5,347,978 | $255.69M |
| 6 | AMZNAMAZON COM INC | 6.6% | ▲ 2.6% | 905,732 | $215.87M |
| 7 | METAMeta Platforms, Inc. | 6.5% | ▲ 15,733% | 380,000 | $214.05M |
| 8 | DISWalt Disney Co | 6.4% | unch. | 2,160,581 | $207.96M |
| 9 | VSTVistra Corp. | 4.9% | NEW | 1,020,228 | $161.84M |
| 10 | PPLIPeople Inc | 3.9% | ▼ 16.7% | 2,793,715 | $128.96M |
| 11 | LLYVALiberty Live Holdings, Inc. | 3.1% | unch. | 1,005,434 | $101.81M |
| 12 | CXCEMEX SAB DE CV | 3.0% | ▼ 3.3% | 8,315,275 | $99.78M |
| 13 | PLNTPlanet Fitness, Inc. | 3.0% | NEW | 1,893,738 | $98.8M |
| 14 | QSRRestaurant Brands International Inc. | 2.8% | ▼ 19.8% | 1,265,178 | $91.74M |
| 15 | UNPUNION PACIFIC CORP | 2.7% | ▼ 32.6% | 326,330 | $88.76M |
| 16 | FTREFortrea Holdings Inc. | 1.6% | ▼ 35.6% | 2,988,551 | $52M |
| 17 | MSFTMICROSOFT CORP | 1.5% | unch. | 131,661 | $49.11M |
| 18 | FWONKLiberty Media Corp | 1.2% | NEW | 400,900 | $38.14M |
| 19 | ONTOnterris, Inc. | 1.1% | NEW | 1,770,000 | $35.77M |
| 20 | FWONALiberty Media Corp | 0.9% | NEW | 318,350 | $27.87M |
| 21 | LLYVKLiberty Live Holdings, Inc. | 0.1% | unch. | 32,322 | $3.41M |
| 22 | NVDANVIDIA CORP | 0.1% | unch. | 16,250 | $3.25M |
| 23 | TSLATesla, Inc. | 0.0% | unch. | 2,850 | $1.2M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.