Corvex Management 13F, Q2 2026
Keith Meister · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1535472
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 1 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| ILLUMINA INC | ILMN | $497.70M | 15.5% | -26% shares |
| GENEDX HOLDINGS CORP | WGS | $328.46M | 10.2% | +48% shares |
| VESTIS CORPORATION | VSTS | $287.70M | 8.9% | unchanged |
| SOUTHWEST GAS HLDGS INC | SWX | $284.53M | 8.8% | -26% shares |
| MGM RESORTS INTERNATIONAL | MGM | $255.69M | 8.0% | unchanged |
| AMAZON COM INC | AMZN | $215.87M | 6.7% | +3% shares |
| DISNEY WALT CO | DIS | $207.96M | 6.5% | unchanged |
| VISTRA CORP | VST | $161.84M | 5.0% | new |
| META PLATFORMS INC | META | $157.72M | 4.9% | +11567% shares |
| PEOPLE INC | PPLI | $128.96M | 4.0% | -17% shares |
| LIBERTY LIVE HOLDINGS INC | LLYVA | $101.81M | 3.2% | unchanged |
| CEMEX SA EURO MTN BE 144A | CX | $99.78M | 3.1% | -3% shares |
| PLANET FITNESS MASTER ISSUER | PLNT | $98.80M | 3.1% | new |
| RESTAURANT BRANDS INTL INC | QSR | $91.74M | 2.9% | -20% shares |
| UNION PAC CORP | UNP | $88.76M | 2.8% | -33% shares |
| FORTREA HLDGS INC | FTRE | $52.00M | 1.6% | -36% shares |
| MICROSOFT CORP | MSFT | $49.11M | 1.5% | unchanged |
| LIBERTY MEDIA CORP DEL | FWONK | $38.14M | 1.2% | new |
| ONTERRIS INC | ONT | $35.77M | 1.1% | new |
| LIBERTY MEDIA CORP DEL | FWONA | $27.87M | 0.9% | new |
| LIBERTY LIVE HOLDINGS INC | LLYVK | $3.41M | 0.1% | unchanged |
| NVIDIA CORPORATION | NVDA | $3.25M | 0.1% | unchanged |
| TESLA INC | TSLA | $1.20M | 0.0% | unchanged |
| FLYEXCLUSIVE INC | FLYX/WS | $42.2K | 0.0% | unchanged |
What changed since Q1 2026
Against the Q1 2026 filing, Corvex Management opened 5 new positions, added to 3, trimmed 7, left 9 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Exited
Other quarters
Source: SEC Form 13F-HR, accession 0001011438-26-000545, 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.