StockDriftsStockDriftsTop 23 Corvex Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | 15.47% | 2.83M | $497.7M | -26.09%(-999.06K) | $118.10(+61.64%) | 2026-06-30 | |
| WGS | GENEDX HOLDINGS CORP | 10.21% | 4.78M | $328.5M | +48.21%(+1.56M) | $46.88(+66.56%) | 2026-06-30 | |
| VSTS | VESTIS CORPORATION | 8.94% | 19.81M | $287.7M | +0.00%(+0) | $15.27(-12.70%) | 2026-06-30 | |
| SWX | SOUTHWEST GAS HLDGS INC | 8.84% | 3.21M | $284.5M | -25.70%(-1.11M) | $62.96(+47.07%) | 2026-06-30 | |
| MGM | MGM RESORTS INTERNATIONAL | 7.95% | 5.35M | $255.7M | +0.00%(+0) | $26.56(+64.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.71% | 905.7K | $215.9M | +2.61%(+23.00K) | $171.62(+52.98%) | 2026-06-30 | |
| DIS | DISNEY WALT CO | 6.46% | 2.16M | $208.0M | +0.00%(+0) | $116.32(-9.23%) | 2026-06-30 | |
| VST | VISTRA CORP | 5.03% | 1.02M | $161.8M | new | $153.08(-4.69%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.9% | 280.0K | $157.7M | +11566.67%(+277.60K) | $547.64(+5.96%) | 2026-06-30 | |
| IAC | PEOPLE INC | 4.01% | 2.79M | $129.0M | -16.73%(-561.36K) | $38.53(+5.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.74% | +94.09% | +14.00% | +92.50% |
| Top 20 Holdings Unweighted | +33.23% | +136.47% | +21.39% | +163.55% |
Corvex Management LP reports $3.27B in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are ILMN (15.5%), WGS (10.2%) and VSTS (8.9%). The top 20 holdings account for 99.78% of reported assets. Its disclosed equity book has returned +94.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Corvex Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535472). View Corvex Management LP’s 13F filings on SEC