Keith Meister
Corvex Management · SEC CIK 1535472
Activist; concentrated and vocal.
This filing is 158 days old. Corvex Management keeps roughly 85% of its positions in a typical quarter, so about 75% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 25 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| 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% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q1 2026, the largest add was WGS (shares up 48%), now $328.46M; the largest trim was ILMN (shares down 26%); ORCL, AQN no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q1 2026
Common questions
What are Keith Meister's biggest holdings?
As of the Q1 2026 13F, the largest reported positions at Corvex Management are ILMN (18.8% of the book), SWX (14.9% of the book), DIS (8.3% of the book).
How big is Corvex Management's portfolio?
The latest 13F reports $2.52B across 25 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Keith Meister still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Corvex Management's own filing history, the fund keeps roughly 85% of positions in a typical quarter, so at 158 days since the period end roughly 75% of this book is likely intact. The snapshot half-life for this fund is about 388 days.
What did Keith Meister buy and sell last quarter?
Between Q4 2025 and Q1 2026, the largest add was WGS (shares up 48%), now $328.46M; the largest trim was ILMN (shares down 26%); ORCL, AQN no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Corvex Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.