# Corvex Management LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1535472.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.27bn
- Positions: 25 (25 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1535472/000101143826000545/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ILLUMINA INC (ILMN)](/companies/ilmn.md) | COM | $497.7m | 15.2% | 2,830,552 |  | Reduced −999,056 |
| [GENEDX HOLDINGS CORP (WGS)](/companies/wgs.md) | COM CL A | $328.5m | 10.0% | 4,784,570 |  | Added +1,556,421 |
| [VESTIS CORPORATION (VSTS)](/companies/vsts.md) | COM SHS | $287.7m | 8.8% | 19,813,963 |  | Unchanged |
| [SOUTHWEST GAS HLDGS INC (SWX)](/companies/swx.md) | COM | $284.5m | 8.7% | 3,208,538 |  | Reduced −1,109,623 |
| [MGM RESORTS INTERNATIONAL (MGM)](/companies/mgm.md) | COM | $255.7m | 7.8% | 5,347,978 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $215.9m | 6.6% | 905,732 |  | Added +23,000 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $208.0m | 6.4% | 2,160,581 |  | Unchanged |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $161.8m | 4.9% | 1,020,228 |  | New +1,020,228 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $157.7m | 4.8% | 280,000 |  | Added +277,600 |
| [PEOPLE INC (PPLI)](/companies/ppli.md) | COM NEW | $129.0m | 3.9% | 2,793,715 |  | Reduced −561,360 |
| [LIBERTY LIVE HOLDINGS INC (LLYVA)](/companies/llyva.md) | COM SER A | $101.8m | 3.1% | 1,005,434 |  | Unchanged |
| [CEMEX SA EURO MTN BE 144A (CX)](/companies/cx.md) | SPON ADR NEW | $99.8m | 3.0% | 8,315,275 |  | Reduced −285,000 |
| [PLANET FITNESS MASTER ISSUER (PLNT)](/companies/plnt.md) | CL A | $98.8m | 3.0% | 1,893,738 |  | New +1,893,738 |
| [RESTAURANT BRANDS INTL INC (QSR)](/companies/qsr.md) | COM | $91.7m | 2.8% | 1,265,178 |  | Reduced −313,076 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $88.8m | 2.7% | 326,330 |  | Reduced −158,000 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $56.3m | 1.7% | 100,000 | Call | New +100,000 |
| [FORTREA HLDGS INC (FTRE)](/companies/ftre.md) | COMMON STOCK | $52.0m | 1.6% | 2,988,551 |  | Reduced −1,655,642 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $49.1m | 1.5% | 131,661 |  | Unchanged |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S C | $38.1m | 1.2% | 400,900 |  | New +400,900 |
| [ONTERRIS INC (ONT)](/companies/ont.md) | COM | $35.8m | 1.1% | 1,770,000 |  | New +1,770,000 |
| [LIBERTY MEDIA CORP DEL (FWONA)](/companies/fwona.md) | COM LBTY ONE S A | $27.9m | 0.9% | 318,350 |  | New +318,350 |
| [LIBERTY LIVE HOLDINGS INC (LLYVA)](/companies/llyva.md) | COM SHS SER C | $3.4m | 0.1% | 32,322 |  | Unchanged |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $3.3m | <0.1% | 16,250 |  | Unchanged |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $1.2m | <0.1% | 2,850 |  | Unchanged |
| FLYEXCLUSIVE INC | \*W EXP 99/99/999 | $42.2k | <0.1% | 200,827 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| ARDAGH METAL PACKAGING S A | SHS | $0 | 0.0% | 0 |  | Sold out −280,854 |
| [COSTAR GROUP INC (CSGP)](/companies/csgp.md) | COM | $0 | 0.0% | 0 |  | Sold out −851,734 |
| ISHARES TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 |  | Sold out −5,000 |
| [LIONSGATE STUDIOS CORP (LION)](/companies/lion.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,622,551 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $0 | 0.0% | 0 |  | Sold out −14,500 |
| [STANDARD BIOTOOLS INC (LAB)](/companies/lab.md) | COM | $0 | 0.0% | 0 |  | Sold out −44,340 |

Source: SEC EDGAR, Form 13F-HR, accession 0001011438-26-000545. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.