Corvex Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Corvex Management disclosed 24 US equity positions worth $3.2bn in its Q2 2026 13F filing. The largest position was ILMN at 15.5% of the reported book, followed by WGS and VSTS. Against the Q1 2026 filing, it opened 5 new positions, added to 3 and reduced 7 among the top 24 holdings.
What did Corvex Management own in Q2 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ILMN ILLUMINA INC | Healthcare | 15.5% | $497.7m | 2,830,552 | -26% | reduced |
| 2 | WGS GENEDX HOLDINGS CORP | Healthcare | 10.2% | $328.5m | 4,784,570 | 48% | added |
| 3 | VSTS VESTIS CORPORATION | Industrials | 8.9% | $287.7m | 19,813,963 | 0% | held |
| 4 | SWX SOUTHWEST GAS HLDGS INC | Utilities | 8.8% | $284.5m | 3,208,538 | -26% | reduced |
| 5 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 7.9% | $255.7m | 5,347,978 | 0% | held |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 6.7% | $215.9m | 905,732 | 3% | added |
| 7 | DIS DISNEY WALT CO | Communication Services | 6.5% | $208.0m | 2,160,581 | 0% | held |
| 8 | VST VISTRA CORP | Utilities | 5.0% | $161.8m | 1,020,228 | – | new |
| 9 | META META PLATFORMS INC | Communication Services | 4.9% | $157.7m | 280,000 | 11567% | added |
| 10 | PPLI PEOPLE INC | Communication Services | 4.0% | $129.0m | 2,793,715 | -17% | reduced |
| 11 | LIBERTY LIVE HOLDINGS INC | 3.2% | $101.8m | 1,005,434 | 0% | held | |
| 12 | CX CEMEX SA EURO MTN BE 144A | Basic Materials | 3.1% | $99.8m | 8,315,275 | -3% | reduced |
| 13 | PLNT PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 3.1% | $98.8m | 1,893,738 | – | new |
| 14 | QSR RESTAURANT BRANDS INTL INC | Consumer Cyclical | 2.9% | $91.7m | 1,265,178 | -20% | reduced |
| 15 | UNP UNION PAC CORP | Industrials | 2.8% | $88.8m | 326,330 | -33% | reduced |
| 16 | FTRE FORTREA HLDGS INC | Healthcare | 1.6% | $52.0m | 2,988,551 | -36% | reduced |
| 17 | MSFT MICROSOFT CORP | Technology | 1.5% | $49.1m | 131,661 | 0% | held |
| 18 | LIBERTY MEDIA CORP DEL | 1.2% | $38.1m | 400,900 | – | new | |
| 19 | ONTERRIS INC | 1.1% | $35.8m | 1,770,000 | – | new | |
| 20 | LIBERTY MEDIA CORP DEL | 0.9% | $27.9m | 318,350 | – | new | |
| 21 | LIBERTY LIVE HOLDINGS INC | 0.1% | $3.4m | 32,322 | 0% | held | |
| 22 | NVDA NVIDIA CORPORATION | Technology | 0.1% | $3.3m | 16,250 | 0% | held |
| 23 | TSLA TESLA INC | Consumer Cyclical | 0.0% | $1.2m | 2,850 | 0% | held |
| 24 | FLYEXCLUSIVE INC | 0.0% | $42.2k | 200,827 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.