Investor
Corvex Management LP
CIK 0001535472 · filed 2026-05-15 · SEC filing
13F book
$2.52B
Positions
25
3 new · 2 sold
Largest name
18.8%
Illumina, Inc. · ILMN
Est. mark
−$253.6M
Price effect on 22 names still held. Flow −$238M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Illumina, Inc. | ILMN | 3.83M | $472M | 18.8% | −$30.3M | Held |
| Southwest Gas Hldgs Inc | — | 4.32M | $375.2M | 14.9% | $29.7M | Cut−$27.3M |
| Disney Walt Co | — | 2.16M | $208.2M | 8.3% | −$33.8M | Added−$12.8M |
| GeneDx Holdings Corp. | WGS | 3.23M | $207.3M | 8.2% | −$201.4M | Added−$190.5M |
| Mgm Resorts International | MGM | 5.35M | $197.9M | 7.9% | $2.78M | Cut$1.41M |
| Amazon Com Inc | AMZN | 882.7K | $183.8M | 7.3% | −$19.9M | Cut−$43M |
| Vestis Corp | VSTS | 19.8M | $155.7M | 6.2% | $23.6M | Held |
| Iac Inc | PPLI | 3.36M | $134.3M | 5.3% | $3.12M | Held |
| Union Pac Corp | — | 484.3K | $117.5M | 4.7% | $5.47M | Cut−$41.3M |
| Restaurant Brands Intl Inc | — | 1.58M | $116.6M | 4.6% | $8.95M | Cut−$47.7M |
| Cemex Sab De Cv | — | 8.6M | $98.4M | 3.9% | −$430K | Held |
| Liberty Live Holdings Inc | — | 1.01M | $92.1M | 3.7% | $10.2M | Held |
| Microsoft Corp | MSFT | 131.7K | $48.7M | 1.9% | −$14.9M | Cut−$35.2M |
| Fortrea Hldgs Inc | — | 4.64M | $43.7M | 1.7% | −$35.3M | Added−$34M |
| Costar Group, Inc. | CSGP | 851.7K | $34.4M | 1.4% | — | New |
| Lionsgate Studios Corp. | LION | 1.62M | $15.6M | 0.6% | — | New |
| Liberty Live Holdings Inc | — | 32.3K | $3.04M | 0.1% | $353.9K | Held |
| Nvidia Corp | NVDA | 16.3K | $2.83M | 0.1% | −$196.6K | Held |
| Salesforce, Inc. | CRM | 14.5K | $2.71M | 0.1% | −$1.13M | Held |
| Meta Platforms, Inc. | META | 2.4K | $1.37M | 0.1% | −$211.1K | Held |
| Ishares Tr | — | 5K | $1.24M | 0.0% | — | New |
| Ardagh Metal Packaging S A | — | 280.9K | $1.14M | 0.0% | −$14K | Cut−$497.8K |
| Tesla, Inc. | TSLA | 2.85K | $1.06M | 0.0% | −$222.2K | Held |
| Flyexclusive Inc | — | 200.8K | $48.2K | 0.0% | −$9K | Held |
| Standard Biotools Inc. | LAB | 44.3K | $40.8K | 0.0% | −$16K | Cut−$16.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.