StockDriftsStockDriftsTop 24 Corvex Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | 18.77% | 3.83M | $472.0M | +0.00%(+0) | $118.10(+59.77%) | 2026-03-31 | |
| SWX | SOUTHWEST GAS HLDGS INC | 14.92% | 4.32M | $375.2M | -14.16%(-712.39K) | $62.96(+42.64%) | 2026-03-31 | |
| DIS | DISNEY WALT CO | 8.28% | 2.16M | $208.2M | +11.20%(+217.58K) | $116.32(-14.46%) | 2026-03-31 | |
| WGS | GENEDX HOLDINGS CORP | 8.24% | 3.23M | $207.3M | +5.54%(+169.52K) | $38.56(+75.08%) | 2026-03-31 | |
| MGM | MGM RESORTS INTERNATIONAL | 7.87% | 5.35M | $197.9M | -0.70%(-37.50K) | $26.56(+77.35%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.31% | 882.7K | $183.8M | -10.18%(-100.00K) | $170.37(+42.44%) | 2026-03-31 | |
| VSTS | VESTIS CORPORATION | 6.19% | 19.81M | $155.7M | +0.00%(+0) | $15.27(-6.48%) | 2026-03-31 | |
| IAC | IAC INC | 5.34% | 3.36M | $134.3M | +0.00%(+0) | $38.53(+21.34%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.67% | 484.3K | $117.5M | -29.44%(-202.03K) | $233.23(+21.02%) | 2026-03-31 | |
| QSR | RESTAURANT BRANDS INTL INC | 4.64% | 1.58M | $116.6M | -34.48%(-830.49K) | $65.28(+14.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.10% | +68.95% |
| Top 20 Holdings Unweighted | +29.38% | +116.59% |
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