SEC EDGAR Form 13F
Corvex Management
Corvex Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 25 long U.S. equity positions, $2.5B reported value for the period ended Mar 31, 2026, led by ILLUMINA INC, SOUTHWEST GAS HLDGS INC, and DISNEY WALT CO.
CIK: 1535472 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$2.5B
Positions
25
Key person
13F reporting manager
Style
Institutional 13F
Top holding
ILMN · ILLUMINA INC
Period
Mar 31, 2026
Filed
May 15, 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
18.77%
SWX
SOUTHWEST GAS HLDGS INC
Portfolio weight
14.92%
DIS
DISNEY WALT CO
Portfolio weight
8.28%
WGS
GENEDX HOLDINGS CORP
Portfolio weight
8.24%
MGM
MGM RESORTS INTERNATIONAL
Portfolio weight
7.87%
Top reported holdings
Showing the top 25 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | ILMN | ILLUMINA INC | 3.8M | $472M | 18.77% | +0.0% |
| 2 | SWX | SOUTHWEST GAS HLDGS INC | 4.3M | $375M | 14.92% | -14.2% |
| 3 | DIS | DISNEY WALT CO | 2.2M | $208M | 8.28% | -11.6% |
| 4 | WGS | GENEDX HOLDINGS CORP | 3.2M | $207M | 8.24% | +5.5% |
| 5 | MGM | MGM RESORTS INTERNATIONAL | 5.3M | $198M | 7.87% | -0.7% |
| 6 | AMZN | AMAZON COM INC | 882.7K | $184M | 7.31% | -10.2% |
| 7 | VSTS | VESTIS CORPORATION | 19.8M | $156M | 6.19% | +0.0% |
| 8 | IAC | IAC INC | 3.4M | $134M | 5.34% | +0.0% |
| 9 | UNP | UNION PAC CORP | 484.3K | $118M | 4.67% | -59.2% |
| 10 | QSR | RESTAURANT BRANDS INTL INC | 1.6M | $117M | 4.64% | -34.5% |
| 11 | CX | CEMEX SAB DE CV | 8.6M | $98M | 3.91% | +0.0% |
| 12 | LLYVA | LIBERTY LIVE HOLDINGS INC | 1.0M | $92M | 3.66% | +0.0% |
| 13 | MSFT | MICROSOFT CORP | 131.7K | $49M | 1.94% | -24.2% |
| 14 | FTRE | FORTREA HLDGS INC | 4.6M | $44M | 1.74% | +3.0% |
| 15 | CSGP | COSTAR GROUP INC | 851.7K | $34M | 1.37% | -- |
| 16 | LION | LIONSGATE STUDIOS CORP | 1.6M | $16M | 0.62% | -- |
| 17 | LLYVK | LIBERTY LIVE HOLDINGS INC | 32.3K | $3M | 0.12% | +0.0% |
| 18 | NVDA | NVIDIA CORPORATION | 16.3K | $3M | 0.11% | +0.0% |
| 19 | CRM | SALESFORCE INC | 14.5K | $3M | 0.11% | +0.0% |
| 20 | META | META PLATFORMS INC | 2.4K | $1M | 0.05% | +0.0% |
| 21 | IWM | ISHARES TR | 5.0K | $1M | 0.05% | -- |
| 22 | AMBP | ARDAGH METAL PACKAGING S A | 280.9K | $1M | 0.05% | -29.6% |
| 23 | TSLA | TESLA INC | 2.9K | $1M | 0.04% | +0.0% |
| 24 | FLYXWS | FLYEXCLUSIVE INC | 200.8K | $48,198.00 | 0.00% | +0.0% |
| 25 | LAB | STANDARD BIOTOOLS INC | 44.3K | $40,762.00 | 0.00% | -0.1% |
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