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Corvex Management
Corvex Management’s reported long US-listed equity holdings as of Q2 2026, from their Form 13F filing with the SEC.
13F value
$3.22B
reported long US equity
Positions
24
US-listed holdings
New this quarter
5
6 exited
Reporting period
Q2 2026
vs Q1 2026
Holdings
| # | Holding | Value | % of 13F | Shares | Change |
|---|---|---|---|---|---|
| 1 | ILMNILLUMINA INC | $497.7M | 15.5% | 2.8M | Reduced |
| 2 | WGSGENEDX HOLDINGS CORP | $328.5M | 10.2% | 4.8M | Added |
| 3 | VSTSVESTIS CORPORATION | $287.7M | 8.9% | 19.8M | — |
| 4 | SWXSOUTHWEST GAS HLDGS INC | $284.5M | 8.8% | 3.2M | Reduced |
| 5 | MGMMGM RESORTS INTERNATIONAL | $255.7M | 7.9% | 5.3M | — |
| 6 | AMZNAMAZON COM INC | $215.9M | 6.7% | 905.7K | Added |
| 7 | DISDISNEY WALT CO | $208.0M | 6.5% | 2.2M | — |
| 8 | VSTVISTRA CORP | $161.8M | 5.0% | 1.0M | New |
| 9 | METAMETA PLATFORMS INC | $157.7M | 4.9% | 280.0K | Added |
| 10 | PPLIPEOPLE INC | $129.0M | 4.0% | 2.8M | Reduced |
| 11 | LLYVALIBERTY LIVE HOLDINGS INC | $101.8M | 3.2% | 1.0M | — |
| 12 | CEMEX SA EURO MTN BE 144A | $99.8M | 3.1% | 8.3M | Reduced |
| 13 | PLNTPLANET FITNESS MASTER ISSUER | $98.8M | 3.1% | 1.9M | New |
| 14 | QSRRESTAURANT BRANDS INTL INC | $91.7M | 2.9% | 1.3M | Reduced |
| 15 | UNPUNION PAC CORP | $88.8M | 2.8% | 326.3K | Reduced |
| 16 | FTREFORTREA HLDGS INC | $52.0M | 1.6% | 3.0M | Reduced |
| 17 | MSFTMICROSOFT CORP | $49.1M | 1.5% | 131.7K | — |
| 18 | FWONKLIBERTY MEDIA CORP DEL | $38.1M | 1.2% | 400.9K | New |
| 19 | ONTONTERRIS INC | $35.8M | 1.1% | 1.8M | New |
| 20 | LIBERTY MEDIA CORP DEL | $27.9M | 0.9% | 318.4K | New |
| 21 | LIBERTY LIVE HOLDINGS INC | $3.4M | 0.1% | 32.3K | — |
| 22 | NVDANVIDIA CORPORATION | $3.3M | 0.1% | 16.3K | — |
| 23 | TSLATESLA INC | $1.2M | 0.0% | 2.9K | — |
| 24 | FLYEXCLUSIVE INC | $42,174 | 0.0% | 200.8K | — |
Sold out (Q2 2026)
CSGP, LION, CRM, ISHARES TR, ARDAGH METAL PACKAGING S A, LAB
Do they hold anything you hold?
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From Corvex Management’s Form 13F filing with the SEC, which can be up to 45 days after quarter-end. Covers long US-listed securities only: it excludes short positions, options detail, cash, bonds, and non-US holdings, so it is not the manager’s complete portfolio, and share counts and values are as of Q2 2026, not today. Not investment advice.