Corvex Management as of June 30, 2025
Portfolio Holdings for Corvex Management
Corvex Management holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Southwest Gas Corporation (SWX) | 15.8 | $374M | 5.0M | 74.39 | |
| Illumina (ILMN) | 15.5 | $365M | 3.8M | 95.41 | |
| Genedx Holdings Corp Com Cl A (WGS) | 12.0 | $282M | 3.1M | 92.31 | |
| MGM Resorts International. (MGM) | 8.2 | $194M | 5.6M | 34.39 | |
| Amazon (AMZN) | 6.3 | $148M | 675k | 219.39 | |
| Vestis Corporation Com Shs (VSTS) | 4.6 | $108M | 19M | 5.73 | |
| Dollar Tree (DLTR) | 4.1 | $97M | 982k | 99.04 | |
| Microsoft Corporation (MSFT) | 3.7 | $86M | 174k | 497.41 | |
| Sempra Energy (SRE) | 3.4 | $80M | 1.1M | 75.77 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 3.4 | $80M | 1.0M | 79.48 | |
| Norfolk Southern (NSC) | 3.2 | $76M | 297k | 255.97 | |
| Iac Com New (IAC) | 3.2 | $75M | 2.0M | 37.34 | |
| MDU Resources (MDU) | 3.0 | $70M | 4.2M | 16.67 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.5 | $58M | 873k | 66.29 | |
| CSX Corporation (CSX) | 2.4 | $57M | 1.8M | 32.63 | |
| Heidrick & Struggles International (HSII) | 1.9 | $46M | 1.0M | 45.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $40M | 226k | 176.23 | |
| Algonquin Power & Utilities equs (AQN) | 1.5 | $35M | 6.2M | 5.73 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.9 | $22M | 4.5M | 4.94 | |
| Integral Ad Science Hldng (IAS) | 0.9 | $22M | 2.6M | 8.31 | |
| Oracle Corporation (ORCL) | 0.9 | $22M | 100k | 218.63 | |
| Cheniere Energy Com New (LNG) | 0.6 | $14M | 58k | 243.52 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.1 | $2.6M | 32k | 81.16 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.6M | 16k | 157.99 | |
| Meta Platforms Cl A (META) | 0.1 | $1.8M | 2.4k | 738.09 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $1.7M | 399k | 4.28 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.1M | 5.0k | 215.79 | |
| Tesla Motors (TSLA) | 0.0 | $905k | 2.9k | 317.66 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $53k | 44k | 1.20 | |
| Flyexclusive *w Exp 99/99/999 (FLYX.WS) | 0.0 | $20k | 201k | 0.10 |
