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 $3.27B across 24 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ILMN ($497.7M, 15.20%), WGS ($328.5M, 10.03%), VSTS ($287.7M, 8.79%), SWX ($284.5M, 8.69%), MGM ($255.7M, 7.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ILMN | ILLUMINA INC | $497.7M | 15.20% | 2.8M | Trimmed |
| 2 | WGS | GENEDX HOLDINGS CORP | $328.5M | 10.03% | 4.8M | Added |
| 3 | VSTS | VESTIS CORPORATION | $287.7M | 8.79% | 19.8M | Hold |
| 4 | SWX | SOUTHWEST GAS HLDGS INC | $284.5M | 8.69% | 3.2M | Trimmed |
| 5 | MGM | MGM RESORTS INTERNATIONAL | $255.7M | 7.81% | 5.3M | Hold |
| 6 | AMZN | AMAZON COM INC | $215.9M | 6.59% | 905,732 | Added |
| 7 | META | META PLATFORMS INC | $214.1M | 6.54% | 380,000 | Added |
| 8 | DIS | DISNEY WALT CO | $208.0M | 6.35% | 2.2M | Hold |
| 9 | VST | VISTRA CORP | $161.8M | 4.94% | 1.0M | New |
| 10 | IAC | PEOPLE INC | $129.0M | 3.94% | 2.8M | Trimmed |
| 11 | LLYVA | LIBERTY LIVE HOLDINGS INC | $101.8M | 3.11% | 1.0M | Hold |
| 12 | CX | CEMEX SA EURO MTN BE 144A | $99.8M | 3.05% | 8.3M | Trimmed |
| 13 | PLNT | PLANET FITNESS MASTER ISSUER | $98.8M | 3.02% | 1.9M | New |
| 14 | QSR | RESTAURANT BRANDS INTL INC | $91.7M | 2.80% | 1.3M | Trimmed |
| 15 | UNP | UNION PAC CORP | $88.8M | 2.71% | 326,330 | Trimmed |
| 16 | FTRE | FORTREA HLDGS INC | $52.0M | 1.59% | 3.0M | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $49.1M | 1.50% | 131,661 | Hold |
| 18 | FWONK | LIBERTY MEDIA CORP DEL | $38.1M | 1.16% | 400,900 | New |
| 19 | ONT | ONTERRIS INC | $35.8M | 1.09% | 1.8M | New |
| 20 | FWONA | LIBERTY MEDIA CORP DEL | $27.9M | 0.85% | 318,350 | New |
| 21 | NVDA | NVIDIA CORPORATION | $3.3M | 0.10% | 16,250 | Hold |
| 22 | LLYVK | LIBERTY LIVE HOLDINGS INC | $3.4M | 0.10% | 32,322 | Hold |
| 23 | TSLA | TESLA INC | $1.2M | 0.04% | 2,850 | Hold |
| 24 | LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | Exited |
| 25 | IWM | ISHARES TR | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30