Corvex Management 13F, Q2 2025
Keith Meister · quarter ending 30 June 2025 · filed 14 August 2025 · SEC CIK 1535472
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
The 25 largest of 30 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| SOUTHWEST GAS HLDGS INC | SWX | $374.22M | 15.8% | +6% shares |
| ILLUMINA INC | ILMN | $365.38M | 15.5% | unchanged |
| GENEDX HOLDINGS CORP | WGS | $282.34M | 11.9% | +24% shares |
| MGM RESORTS INTERNATIONAL | MGM | $193.53M | 8.2% | unchanged |
| AMAZON COM INC | AMZN | $148.09M | 6.3% | +20% shares |
| VESTIS CORPORATION | VSTS | $107.75M | 4.6% | +11% shares |
| DOLLAR TREE INC | DLTR | $97.25M | 4.1% | -69% shares |
| MICROSOFT CORP | MSFT | $86.38M | 3.7% | unchanged |
| SEMPRA | SRE | $80.02M | 3.4% | unchanged |
| LIBERTY MEDIA CORP DEL | $79.91M | 3.4% | unchanged | |
| NORFOLK SOUTHN CORP | NSC | $76.13M | 3.2% | unchanged |
| IAC INC | PPLI | $74.71M | 3.2% | -17% shares |
| MDU RES GROUP INC | MDU | $69.73M | 3.0% | -29% shares |
| RESTAURANT BRANDS INTL INC | QSR | $57.88M | 2.5% | new |
| CSX CORP | CSX | $57.20M | 2.4% | unchanged |
| HEIDRICK & STRUGGLES INTL IN | $45.87M | 1.9% | unchanged | |
| ALPHABET INC | GOOGL | $39.78M | 1.7% | -65% shares |
| ALGONQUIN PWR UTILS CORP | AQN | $35.43M | 1.5% | +9% shares |
| FORTREA HLDGS INC | FTRE | $22.27M | 0.9% | unchanged |
| INTEGRAL AD SCIENCE HLDNG CO | $21.76M | 0.9% | unchanged | |
| ORACLE CORP | ORCL | $21.75M | 0.9% | new |
| CHENIERE ENERGY INC | LNG | $14.09M | 0.6% | -59% shares |
| LIBERTY MEDIA CORP DEL | $2.62M | 0.1% | +94% shares | |
| NVIDIA CORPORATION | NVDA | $2.57M | 0.1% | unchanged |
| META PLATFORMS INC | META | $1.77M | 0.1% | unchanged |
What changed since Q1 2025
Against the Q1 2025 filing, Corvex Management opened 2 new positions, added to 6, trimmed 6, left 16 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Added to
Other quarters
Source: SEC Form 13F-HR, accession 0001011438-25-000449, filed by Corvex Management LP. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.