Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Corvex Management LP (CIK 1535472) reported $2.52B across 23 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ILMN ($472.0M, 18.77%), SWX ($375.2M, 14.92%), DIS ($208.2M, 8.28%), WGS ($207.3M, 8.24%), MGM ($197.9M, 7.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ILMN | ILLUMINA INC | $472.0M | 18.77% | 3.8M | Hold |
| 2 | SWX | SOUTHWEST GAS HLDGS INC | $375.2M | 14.92% | 4.3M | Trimmed |
| 3 | DIS | DISNEY WALT CO | $208.2M | 8.28% | 2.2M | Trimmed |
| 4 | WGS | GENEDX HOLDINGS CORP | $207.3M | 8.24% | 3.2M | Added |
| 5 | MGM | MGM RESORTS INTERNATIONAL | $197.9M | 7.87% | 5.3M | Trimmed |
| 6 | AMZN | AMAZON COM INC | $183.8M | 7.31% | 882,732 | Trimmed |
| 7 | VSTS | VESTIS CORPORATION | $155.7M | 6.19% | 19.8M | Hold |
| 8 | IAC | IAC INC | $134.3M | 5.34% | 3.4M | Hold |
| 9 | UNP | UNION PAC CORP | $117.5M | 4.67% | 484,330 | Trimmed |
| 10 | QSR | RESTAURANT BRANDS INTL INC | $116.6M | 4.64% | 1.6M | Trimmed |
| 11 | CX | CEMEX SAB DE CV | $98.4M | 3.91% | 8.6M | Hold |
| 12 | LIBERTY LIVE HOLDINGS INC | $92.1M | 3.66% | 1.0M | Hold | |
| 13 | MSFT | MICROSOFT CORP | $48.7M | 1.94% | 131,661 | Trimmed |
| 14 | FTRE | FORTREA HLDGS INC | $43.7M | 1.74% | 4.6M | Added |
| 15 | CSGP | COSTAR GROUP INC | $34.4M | 1.37% | 851,734 | New |
| 16 | LION | LIONSGATE STUDIOS CORP | $15.6M | 0.62% | 1.6M | New |
| 17 | LIBERTY LIVE HOLDINGS INC | $3.0M | 0.12% | 32,322 | Hold | |
| 18 | NVDA | NVIDIA CORPORATION | $2.8M | 0.11% | 16,250 | Hold |
| 19 | CRM | SALESFORCE INC | $2.7M | 0.11% | 14,500 | Hold |
| 20 | IWM | ISHARES TR | $1.2M | 0.05% | 5,000 | New |
| 21 | AMBP | ARDAGH METAL PACKAGING S A | $1.1M | 0.05% | 280,854 | Trimmed |
| 22 | META | META PLATFORMS INC | $1.4M | 0.05% | 2,400 | Hold |
| 23 | TSLA | TESLA INC | $1.1M | 0.04% | 2,850 | Hold |
| 24 | AQN | ALGONQUIN PWR UTILS CORP | $0 | 0.00% | 0 | Exited |
| 25 | QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31