Corvex Management as of March 31, 2026
Portfolio Holdings for Corvex Management
Corvex Management holds 25 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Illumina (ILMN) | 18.8 | $472M | 3.8M | 123.26 | |
| Southwest Gas Corporation (SWX) | 14.9 | $375M | 4.3M | 86.90 | |
| Walt Disney Company (DIS) | 8.3 | $208M | 2.2M | 96.38 | |
| Genedx Holdings Corp Com Cl A (WGS) | 8.2 | $207M | 3.2M | 64.22 | |
| MGM Resorts International. (MGM) | 7.9 | $198M | 5.3M | 37.01 | |
| Amazon (AMZN) | 7.3 | $184M | 883k | 208.27 | |
| Vestis Corporation Com Shs (VSTS) | 6.2 | $156M | 20M | 7.86 | |
| Iac Com New (IAC) | 5.3 | $134M | 3.4M | 40.03 | |
| Union Pacific Corporation (UNP) | 4.7 | $118M | 484k | 242.62 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 4.6 | $117M | 1.6M | 73.90 | |
| Cemex Sab De Cv Spon Adr New (CX) | 3.9 | $98M | 8.6M | 11.44 | |
| Liberty Live Holdings Com Ser A (LLYVA) | 3.7 | $92M | 1.0M | 91.64 | |
| Microsoft Corporation (MSFT) | 1.9 | $49M | 132k | 370.17 | |
| Fortrea Hldgs Common Stock (FTRE) | 1.7 | $44M | 4.6M | 9.42 | |
| CoStar (CSGP) | 1.4 | $34M | 852k | 40.34 | |
| Lionsgate Studios Corp (LION) | 0.6 | $16M | 1.6M | 9.59 | |
| Liberty Live Holdings Com Shs Ser C (LLYVK) | 0.1 | $3.0M | 32k | 94.11 | |
| NVIDIA Corporation (NVDA) | 0.1 | $2.8M | 16k | 174.40 | |
| salesforce (CRM) | 0.1 | $2.7M | 15k | 186.67 | |
| Meta Platforms Cl A (META) | 0.1 | $1.4M | 2.4k | 572.13 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.2M | 5.0k | 248.00 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $1.1M | 281k | 4.05 | |
| Tesla Motors (TSLA) | 0.0 | $1.1M | 2.9k | 371.75 | |
| Flyexclusive *w Exp 99/99/999 (FLYX.WS) | 0.0 | $48k | 201k | 0.24 | |
| D Fluidigm Corp Del (LAB) | 0.0 | $41k | 44k | 0.92 |
