Corvex Management LP: 13F holdings
CIK 15354722026Q2
| Positions | 24 |
|---|
| Reported value | $3.3bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 24 (-1 vs prior quarter) |
|---|
| Reported value | $3.3bn (+30.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ILMN ILLUMINA INC | 2,830,552 | $497.7m | 15.2% |
| WGS GENEDX HOLDINGS CORP | 4,784,570 | $328.5m | 10.0% |
| VSTS VESTIS CORPORATION | 19,813,963 | $287.7m | 8.8% |
| SWX SOUTHWEST GAS HLDGS INC | 3,208,538 | $284.5m | 8.7% |
| MGM MGM RESORTS INTERNATIONAL | 5,347,978 | $255.7m | 7.8% |
| AMZN AMAZON COM INC | 905,732 | $215.9m | 6.6% |
| DIS DISNEY WALT CO | 2,160,581 | $208.0m | 6.4% |
| VST VISTRA CORP | 1,020,228 | $161.8m | 4.9% |
| META META PLATFORMS INC | 280,000 | $157.7m | 4.8% |
| PPLI PEOPLE INC | 2,793,715 | $129.0m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1535472")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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