SEC EDGAR Form 13F
Corvex Management
Corvex Management is an activist and event-driven investment manager associated with Keith Meister.
Latest Form 13F: 24 long U.S. equity positions, $3.3B reported value for the period ended Jun 30, 2026, led by ILLUMINA INC, GENEDX HOLDINGS CORP, and VESTIS CORPORATION.
CIK: 1535472 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$3.3B
Positions
24
Key person
Keith Meister
Style
Activist / event-driven
Top holding
ILMN · ILLUMINA INC
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1535472
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →ILMN
ILLUMINA INC
Portfolio weight
15.20%
WGS
GENEDX HOLDINGS CORP
Portfolio weight
10.03%
VSTS
VESTIS CORPORATION
Portfolio weight
8.79%
SWX
SOUTHWEST GAS HLDGS INC
Portfolio weight
8.69%
MGM
MGM RESORTS INTERNATIONAL
Portfolio weight
7.81%
Top reported holdings
Showing the top 24 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | ILMN | ILLUMINA INC | 2.8M | $498M | 15.20% | -26.1% |
| 2 | WGS | GENEDX HOLDINGS CORP | 4.8M | $328M | 10.03% | +48.2% |
| 3 | VSTS | VESTIS CORPORATION | 19.8M | $288M | 8.79% | +0.0% |
| 4 | SWX | SOUTHWEST GAS HLDGS INC | 3.2M | $285M | 8.69% | -25.7% |
| 5 | MGM | MGM RESORTS INTERNATIONAL | 5.3M | $256M | 7.81% | +0.0% |
| 6 | AMZN | AMAZON COM INC | 905.7K | $216M | 6.59% | +2.6% |
| 7 | META | META PLATFORMS INC | 380.0K | $214M | 6.54% | +15733.3% |
| 8 | DIS | DISNEY WALT CO | 2.2M | $208M | 6.35% | +0.0% |
| 9 | VST | VISTRA CORP | 1.0M | $162M | 4.94% | -- |
| 10 | IAC | PEOPLE INC | 2.8M | $129M | 3.94% | -16.7% |
| 11 | LLYVA | LIBERTY LIVE HOLDINGS INC | 1.0M | $102M | 3.11% | +0.0% |
| 12 | CX | CEMEX SA EURO MTN BE 144A | 8.3M | $100M | 3.05% | -3.3% |
| 13 | PLNT | PLANET FITNESS MASTER ISSUER | 1.9M | $99M | 3.02% | -- |
| 14 | QSR | RESTAURANT BRANDS INTL INC | 1.3M | $92M | 2.80% | -19.8% |
| 15 | UNP | UNION PAC CORP | 326.3K | $89M | 2.71% | -32.6% |
| 16 | FTRE | FORTREA HLDGS INC | 3.0M | $52M | 1.59% | -35.6% |
| 17 | MSFT | MICROSOFT CORP | 131.7K | $49M | 1.50% | +0.0% |
| 18 | FWONK | LIBERTY MEDIA CORP DEL | 400.9K | $38M | 1.16% | -- |
| 19 | MEG | ONTERRIS INC | 1.8M | $36M | 1.09% | -- |
| 20 | FWONA | LIBERTY MEDIA CORP DEL | 318.4K | $28M | 0.85% | -- |
| 21 | LLYVK | LIBERTY LIVE HOLDINGS INC | 32.3K | $3M | 0.10% | +0.0% |
| 22 | NVDA | NVIDIA CORPORATION | 16.3K | $3M | 0.10% | +0.0% |
| 23 | TSLA | TESLA INC | 2.9K | $1M | 0.04% | +0.0% |
| 24 | FLYXWS | FLYEXCLUSIVE INC | 200.8K | $42,174.00 | 0.00% | +0.0% |
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