Basic Stats
Manager Keith Meister
Insider Profile Corvex Management LP
Portfolio Value $ 2,362,227,790
Current Positions 30
Latest Holdings, Performance, AUM (from 13F, 13D)

Corvex Management LP has disclosed 30 total holdings in their latest SEC filings. Portfolio manager(s) are listed as Keith Meister. Most recent portfolio value is calculated to be $ 2,362,227,790 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Corvex Management LP’s top holdings are Southwest Gas Holdings, Inc. (US:SWX) , Illumina, Inc. (US:ILMN) , GeneDx Holdings Corp. (US:WGS) , MGM Resorts International (US:MGM) , and Amazon.com, Inc. (US:AMZN) . Corvex Management LP’s new positions include Restaurant Brands International Inc. (US:QSR) , Oracle Corporation (US:ORCL) , . Corvex Management LP’s top industries are "Tobacco Products" (sic 21) , "Electronic And Other Electrical Equipment And Components, Except Computer Equipment" (sic 36) , and "Wholesale Trade-durable Goods" (sic 50) .

Corvex Management LP - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
3.83 365.38 15.4677 3.9690
3.06 282.34 11.9524 3.6610
5.03 374.22 15.8420 2.8832
0.87 57.88 2.4504 2.4504
0.68 148.09 6.2693 2.2009
5.63 193.53 8.1926 1.8129
0.17 86.38 3.6567 1.1896
0.10 21.75 0.9209 0.9209
1.01 79.91 3.3829 0.7844
0.30 76.13 3.2229 0.5569
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.98 97.25 4.1168 -5.0049
0.23 39.78 1.6839 -2.0804
0.00 0.00 -1.8874
18.80 107.75 4.5612 -1.8110
2.00 74.71 3.1629 -1.0277
4.18 69.73 2.9520 -0.8056
0.06 14.09 0.5965 -0.6330
4.51 22.27 0.9428 -0.3357
0.01 1.08 0.0457 -0.0109
13D/G Filings

This is a list of 13D and 13G filings made in the last year (if any). Click the link icon to see the full transaction history. Green rows indicate new positions. Red rows indicate closed positions.

File Date Form Security Prev
Shares 		Current
Shares 		ΔShares % % Ownership
 % ΔOwnership
2025-05-28 13D/A SWX / Southwest Gas Holdings, Inc. 4,153,717 5,028,975 21.07 7.00 20.69
2025-05-28 13D/A VSTS / Vestis Corporation 17,007,877 18,811,369 10.60 14.30 10.85
2025-05-15 13G/A LLYVA / Liberty Live Group 1,558,332 1,021,144 -34.47 4.00 -34.43
2024-11-01 13D/A MDU / MDU Resources Group, Inc. 10,147,041 10,147,041 0.00 4.98 0.00
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
SWX / Southwest Gas Holdings, Inc. 5.03 5.48 374.22 9.29 15.8420 2.8832
ILMN / Illumina, Inc. 3.83 0.00 365.38 20.25 15.4677 3.9690
WGS / GeneDx Holdings Corp. 3.06 23.64 282.34 28.87 11.9524 3.6610
MGM / MGM Resorts International 5.63 -1.05 193.53 14.80 8.1926 1.8129
AMZN / Amazon.com, Inc. 0.68 19.47 148.09 37.76 6.2693 2.2009
VSTS / Vestis Corporation 18.80 10.56 107.75 -36.01 4.5612 -1.8110
DLTR / Dollar Tree, Inc. 0.98 -69.42 97.25 -59.65 4.1168 -5.0049
MSFT / Microsoft Corporation 0.17 0.00 86.38 32.50 3.6567 1.1896
SRE / Sempra 1.06 0.00 80.02 6.18 3.3875 0.5354
LLYVA / Liberty Live Group 1.01 -1.54 79.91 16.38 3.3829 0.7844
NSC / Norfolk Southern Corporation 0.30 0.00 76.13 8.07 3.2229 0.5569
IAC / IAC Inc. 2.00 -16.99 74.71 -32.53 3.1629 -1.0277
MDU / MDU Resources Group, Inc. 4.18 -28.76 69.73 -29.77 2.9520 -0.8056
QSR / Restaurant Brands International Inc. 0.87 57.88 2.4504 2.4504
CSX / CSX Corporation 1.75 0.00 57.20 10.87 2.4216 0.4691
HSII / Heidrick & Struggles International, Inc. 1.00 0.00 45.87 6.84 1.9419 0.3171
GOOGL / Alphabet Inc. 0.23 -64.91 39.78 -60.01 1.6839 -2.0804
AQN / Algonquin Power & Utilities Corp. 6.18 8.80 35.43 21.28 1.5000 0.3944
FTRE / Fortrea Holdings Inc. 4.51 0.75 22.27 -34.08 0.9428 -0.3357
IAS / Integral Ad Science Holding Corp. 2.62 0.00 21.76 3.10 0.9210 0.1224
ORCL / Oracle Corporation 0.10 21.75 0.9209 0.9209
LNG / Cheniere Energy, Inc. 0.06 -58.79 14.09 -56.63 0.5965 -0.6330
LLYVK / Liberty Live Group 0.03 94.21 2.62 131.31 0.1111 0.0681
NVDA / NVIDIA Corporation 0.02 0.00 2.57 45.77 0.1087 0.0420
META / Meta Platforms, Inc. 0.00 0.00 1.77 28.05 0.0750 0.0226
AMBP / Ardagh Metal Packaging S.A. 0.40 0.00 1.71 41.78 0.0723 0.0267
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -33.33 1.08 -27.94 0.0457 -0.0109
TSLA / Tesla, Inc. 0.00 0.00 0.91 22.63 0.0383 0.0104
LAB / Standard BioTools Inc. 0.04 0.00 0.05 12.77 0.0023 0.0004
FLYX.WS / flyExclusive, Inc. - Equity Warrant 0.20 0.00 0.02 0.00 0.0009 0.0001
IBIT / iShares Bitcoin Trust ETF 0.00 -100.00 0.00 0.0000
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
UGI / UGI Corporation 0.00 -100.00 0.00 0.0000
IWM / iShares Trust - iShares Russell 2000 ETF Call 0.00 -100.00 0.00 -100.00 -1.8874
PLTR / Palantir Technologies Inc. Put 0.00 -100.00 0.00 0.0000
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000