Keith Meister
Corvex Management · SEC CIK 1535472
Activist; concentrated and vocal.
Q1 2026
Latest 13F
$2.52B
Filed US book
25
Positions
Largest holdings, as filed
Top 15 of 25 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| ILLUMINA INC | ILMN | $472.04M | 18.8% |
| SOUTHWEST GAS HLDGS INC | SWX | $375.25M | 14.9% |
| DISNEY WALT CO | DIS | $208.24M | 8.3% |
| GENEDX HOLDINGS CORP | WGS | $207.31M | 8.2% |
| MGM RESORTS INTERNATIONAL | MGM | $197.93M | 7.9% |
| AMAZON COM INC | AMZN | $183.85M | 7.3% |
| VESTIS CORPORATION | VSTS | $155.74M | 6.2% |
| IAC INC | PPLI | $134.30M | 5.3% |
| UNION PAC CORP | UNP | $117.51M | 4.7% |
| RESTAURANT BRANDS INTL INC | QSR | $116.63M | 4.6% |
| CEMEX SAB DE CV | CX | $98.39M | 3.9% |
| LIBERTY LIVE HOLDINGS INC | LLYVA | $92.14M | 3.7% |
| MICROSOFT CORP | MSFT | $48.74M | 1.9% |
| FORTREA HLDGS INC | FTRE | $43.75M | 1.7% |
| COSTAR GROUP INC | CSGP | $34.36M | 1.4% |
Inside the app: the full book for Corvex Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.