Institutions / Corvex Management LP
Corvex Management LP
CIK 1535472 · Institution · as of Dec 31, 2025
Portfolio value
$3.01B
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Illumina Inc | $502.29M | 16.7% |
| Southwest Gas Holdings Inc | $402.55M | 13.4% |
| GeneDx Holdings Corp. | $397.81M | 13.2% |
| Amazon.com Inc | $226.83M | 7.5% |
| Walt Disney Co | $221.06M | 7.4% |
| MGM Resorts International | $196.52M | 6.5% |
| Restaurant Brands International Inc.QSR | $164.35M | 5.5% |
| Union Pacific Corp | $158.77M | 5.3% |
| Vestis Corp | $132.16M | 4.4% |
| People Inc | $131.18M | 4.4% |
| Cemex Sab de CvCX | $98.82M | 3.3% |
| Microsoft Corp | $83.99M | 2.8% |
| Liberty Live Holdings, Inc. | $81.94M | 2.7% |
| Oracle Corp | $78.59M | 2.6% |
| Fortrea Holdings Inc. | $77.77M | 2.6% |
| Algonquin Power & Utilities Corp. | $38.03M | 1.3% |
| Salesforce Inc | $3.84M | 0.1% |
| NVIDIA Corp | $3.03M | 0.1% |
| Liberty Live Holdings, Inc. | $2.69M | 0.1% |
| Ardagh Metal Packaging S a | $1.64M | 0.1% |
| Meta Platforms Inc | $1.58M | 0.1% |
| Tesla Inc | $1.28M | 0.0% |
| Flyexclusive Inc | $57.2K | 0.0% |
| Standard Biotools Inc. | $56.8K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.