§ 13F · FUND PROFILE
Corvex Management LP.
AUM · $3.3B (13F)Positions · 25Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$362M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ILMN | ILLUMINA INC | 2.83M | $498M | 15.2% | −26% |
| 2 | WGS | GENEDX HOLDINGS CORP | 4.78M | $328M | 10.0% | +48% |
| 3 | VSTS | VESTIS CORPORATION | 19.81M | $288M | 8.8% | ±0% |
| 4 | SWX | SOUTHWEST GAS HLDGS INC | 3.21M | $285M | 8.7% | −26% |
| 5 | MGM | MGM RESORTS INTERNATIONAL | 5.35M | $256M | 7.8% | ±0% |
| 6 | AMZN | AMAZON COM INC | 906K | $216M | 6.6% | +3% |
| 7 | DIS | DISNEY WALT CO | 2.16M | $208M | 6.4% | ±0% |
| 8 | VST | VISTRA CORP | 1.02M | $162M | 4.9% | NEW |
| 9 | META | META PLATFORMS INC | 280K | $158M | 4.8% | +15733% |
| 10 | IAC | PEOPLE INC | 2.79M | $129M | 3.9% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORVEX SIGNAL
AC read
Corvex Management LP is a Other fund managing $3.3 billion in assets. The fund runs a focused portfolio of just 25 positions.
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