Corvex Management LP
Net buyer this quarter
$3.27B
24
+$181M
77.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ILMN | $498M | 15.20% | 1.87% | -26.1% | Q3 2020 |
 WGS | $328M | 10.03% | 16.05% | +48.2% | Q3 2021 |
 VSTS | $288M | 8.79% | 15.00% | Not reported | Q1 2024 |
 SWX | $285M | 8.69% | 4.43% | -25.7% | Q1 2022 |
 MGM | $256M | 7.81% | 2.13% | Not reported | Q1 2015 |
 AMZN | $216M | 6.59% | 0.01% | +2.6% | Q1 2019 |
 DIS | $208M | 6.35% | 0.12% | Not reported | Q1 2019 |
 VST | $162M | 4.94% | 0.30% | New | Q2 2026 |
 META | $158M | 4.82% | Not reported | +11566.7% | Q1 2017 |
 PPLI | $129M | 3.94% | Not reported | -16.7% | Q4 2022 |
 LLYVA | $102M | 3.11% | Not reported | Not reported | Q3 2023 |
 CX | $99.8M | 3.05% | 0.06% | -3.3% | Q3 2025 |
 PLNT | $98.8M | 3.02% | 1893738.00% | New | Q2 2026 |
 QSR | $91.7M | 2.80% | 0.36% | -19.8% | Q2 2025 |
 UNP | $88.8M | 2.71% | 0.05% | -32.6% | Q1 2020 |
 FTRE | $52M | 1.59% | 3.14% | -35.7% | Q3 2024 |
 MSFT | $49.1M | 1.50% | 0.00% | Not reported | Q1 2018 |
| FWONK | $38.1M | 1.16% | Not reported | Not reported | Q3 2020 |
 ONT | $35.8M | 1.09% | 5.04% | New | Q2 2026 |
| FWONA | $27.9M | 0.85% | Not reported | New | Q2 2026 |
 LLYVK | $3.41M | 0.10% | Not reported | Not reported | Q3 2023 |
 NVDA | $3.25M | 0.10% | 0.00% | Not reported | Q3 2023 |
 TSLA | $1.2M | 0.04% | 0.00% | Not reported | Q3 2023 |
 FLYX | $42.2K | 0.00% | 0.40% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| ILMN | $472M | 18.77% | 2.50% | Not reported | Q3 2020 |
| SWX | $375M | 14.92% | 5.97% | -14.2% | Q1 2022 |
| DIS | $208M | 8.28% | 0.12% | +11.2% | Q1 2019 |
| WGS | $207M | 8.24% | 10.88% | +5.5% | Q3 2021 |
| MGM | $198M | 7.87% | 2.09% | -0.7% | Q1 2015 |
| AMZN | $184M | 7.31% | 0.01% | -10.2% | Q1 2019 |
| VSTS | $156M | 6.19% | 15.02% | Not reported | Q1 2024 |
| PPLI | $134M | 5.34% | Not reported | Not reported | Q4 2022 |
| UNP | $118M | 4.67% | 0.08% | -29.4% | Q1 2020 |
| QSR | $117M | 4.64% | 0.45% | -34.5% | Q2 2025 |
| CX | $98.4M | 3.91% | 0.06% | Not reported | Q3 2025 |
| LLYVA | $92.1M | 3.66% | Not reported | Not reported | Q3 2023 |
| MSFT | $48.7M | 1.94% | 0.00% | -24.2% | Q1 2018 |
| FTRE | $43.7M | 1.74% | 4.91% | +3.0% | Q3 2024 |
 CSGP | $34.4M | 1.37% | 0.20% | New | Q1 2026 |
 LION | $15.6M | 0.62% | 0.56% | New | Q1 2026 |
| LLYVK | $3.04M | 0.12% | Not reported | Not reported | Q3 2023 |
| NVDA | $2.83M | 0.11% | 0.00% | Not reported | Q3 2023 |
 CRM | $2.71M | 0.11% | 0.00% | Not reported | Q4 2016 |
| META | $1.37M | 0.05% | Not reported | Not reported | Q1 2017 |
 AMBP | $1.14M | 0.05% | 0.05% | -29.6% | Q2 2022 |
| TSLA | $1.06M | 0.04% | 0.00% | Not reported | Q3 2023 |
| FLYX | $48.2K | 0.00% | 0.34% | Not reported | Q4 2023 |
 LAB | $40.8K | 0.00% | 0.01% | -0.1% | Q1 2024 |
| Q4 2025 | |||||
| ILMN | $502M | 15.35% | 2.50% | Not reported | Q3 2020 |
| SWX | $403M | 12.30% | 6.97% | Not reported | Q1 2022 |
| WGS | $398M | 12.16% | 10.46% | Not reported | Q3 2021 |
| AMZN | $227M | 6.93% | 0.01% | +0.5% | Q1 2019 |
| DIS | $221M | 6.76% | 0.11% | +48.6% | Q1 2019 |
| MGM | $197M | 6.01% | 2.08% | Not reported | Q1 2015 |
| QSR | $164M | 5.02% | 0.70% | Not reported | Q2 2025 |
| UNP | $159M | 4.85% | 0.12% | +1.3% | Q1 2020 |
| VSTS | $132M | 4.04% | 15.03% | +5.4% | Q1 2024 |
| PPLI | $131M | 4.01% | Not reported | +20.3% | Q4 2022 |
| CX | $98.8M | 3.02% | 0.06% | Not reported | Q3 2025 |
| MSFT | $84M | 2.57% | 0.00% | Not reported | Q1 2018 |
| LLYVA | $81.9M | 2.50% | Not reported | Not reported | Q3 2023 |
 ORCL | $78.6M | 2.40% | 0.01% | +15.4% | Q2 2025 |
| FTRE | $77.8M | 2.38% | 4.84% | Not reported | Q3 2024 |
 AQN | $38M | 1.16% | 0.80% | Not reported | Q1 2023 |
| CRM | $3.84M | 0.12% | 0.00% | Not reported | Q4 2016 |
| NVDA | $3.03M | 0.09% | 0.00% | Not reported | Q3 2023 |
| LLYVK | $2.69M | 0.08% | Not reported | Not reported | Q3 2023 |
| AMBP | $1.64M | 0.05% | 0.07% | Not reported | Q2 2022 |
| META | $1.58M | 0.05% | Not reported | Not reported | Q1 2017 |
| TSLA | $1.28M | 0.04% | 0.00% | Not reported | Q3 2023 |
| FLYX | $57.2K | 0.00% | 0.34% | 0.0% | Q4 2023 |
| LAB | $56.8K | 0.00% | 0.01% | Not reported | Q1 2024 |
| Q3 2025 | |||||
| SWX | $394M | 13.07% | 6.97% | Not reported | Q1 2022 |
| ILMN | $364M | 12.06% | 2.49% | Not reported | Q3 2020 |
| WGS | $330M | 10.93% | 10.59% | Not reported | Q3 2021 |
| AMZN | $215M | 7.12% | 0.01% | +44.8% | Q1 2019 |
| MGM | $187M | 6.19% | 1.98% | -4.3% | Q1 2015 |
| UNP | $160M | 5.31% | 0.11% | Not reported | Q1 2020 |
| QSR | $154M | 5.12% | 0.73% | +175.9% | Q2 2025 |
| DIS | $150M | 4.97% | 0.07% | Not reported | Q1 2019 |
| ORCL | $98.3M | 3.26% | 0.01% | +251.3% | Q2 2025 |
| PPLI | $95M | 3.15% | Not reported | +39.4% | Q4 2022 |
| LLYVA | $94.8M | 3.14% | Not reported | Not reported | Q3 2023 |
| MSFT | $89.9M | 2.98% | 0.00% | Not reported | Q1 2018 |
| VSTS | $85.2M | 2.82% | 14.26% | Not reported | Q1 2024 |
| CX | $77.3M | 2.56% | 0.06% | New | Q3 2025 |
 MDU | $74.5M | 2.47% | 2.05% | Not reported | Q2 2022 |
 DLTR | $51.1M | 1.69% | 0.27% | -44.9% | Q3 2018 |
| HSII | $49.9M | 1.65% | 4.82% | Not reported | Q4 2024 |
| FTRE | $38M | 1.26% | 4.89% | Not reported | Q3 2024 |
 CCL | $37.3M | 1.24% | 0.11% | New | Q3 2025 |
| AQN | $33.2M | 1.10% | 0.81% | Not reported | Q1 2023 |
| CRM | $3.44M | 0.11% | 0.00% | Not reported | Q4 2016 |
| LLYVK | $3.13M | 0.10% | Not reported | Not reported | Q3 2023 |
| NVDA | $3.03M | 0.10% | 0.00% | Not reported | Q3 2023 |
| META | $1.76M | 0.06% | Not reported | Not reported | Q1 2017 |
| AMBP | $1.59M | 0.05% | 0.07% | Not reported | Q2 2022 |
| TSLA | $1.27M | 0.04% | 0.00% | Not reported | Q3 2023 |
| FLYX | $63.8K | 0.00% | 0.34% | Not reported | Q4 2023 |
| LAB | $57.7K | 0.00% | 0.01% | Not reported | Q1 2024 |