Corvex Management LP 13F Holdings

CIK 0001535472 · NEW YORK, NY

As of Sep 30, 2025, Corvex Management LP reported 28 positions worth $3.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SOUTHWEST GAS HOLDINGS INCSWXUtilities5,030,556$394.1M13.07%
ILLUMINA INCILMNHealthcare3,829,608$363.7M12.06%
GENEDX HOLDINGS CORPWGSHealthcare3,058,629$329.5M10.93%
UNION PACIFIC CORPUNPIndustrials1,177,863$278.4M9.23%
AMAZON.COM INCAMZNEquity1,127,529$247.6M8.21%
MGM RESORTS INTERNATIONALMGMConsumer Cyclical5,385,478 86.7M6.19%
RESTAURANT BRANDS INTERNATIONAL INCQSRConsumer Cyclical2,408,743 54.5M5.12%
WALT DISNEY CODISCommunication Services1,308,000 49.8M4.97%
ORACLE CORPORCLTechnology349,500$98.3M3.26%
IAC INCIACCommunication Services2,788,379$95.0M3.15%
LIBERTY MEDIA CORPLLYVACommunication Services1,005,434$94.8M3.14%
MICROSOFT CORPMSFTTechnology173,661$89.9M2.98%
VESTIS CORPVSTSIndustrials18,803,899$85.2M2.82%
CEMEX SAB DE CVCXBasic Materials8,600,275$77.3M2.56%
MDU RESOURCES GROUP INCMDUIndustrials4,183,151$74.5M2.47%
SALESFORCE INCCRMTechnology264,500$62.7M2.08%
DOLLAR TREE INCDLTRConsumer Defensive541,300$51.1M1.69%
CARNIVAL CORPCCLIndustrials1,740,810$50.3M1.67%
HEIDRICK & STRUGGLES INTERNATIONAL INCHSIIIndustrials1,002,462$49.9M1.65%
FORTREA HOLDINGS INCFTREHealthcare4,508,531$38.0M1.26%
ALGONQUIN POWER & UTILITIES CORPAQNUtilities6,183,855$33.2M1.10%
LIBERTY MEDIA CORPLLYVKCommunication Services32,322$3.1M0.10%
NVIDIA CORPNVDATechnology16,250$3.0M0.10%
META PLATFORMS INCMETACommunication Services2,400 .8M0.06%
ARDAGH METAL PACKAGING SAAMBPConsumer Cyclical398,835 .6M0.05%