Filed: 5/15/2026ACC: 0001011438-26-000343
📋 What this filing means
CORVEX MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $2.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$2.52B
Total AUM (reported)
62.45M
Total Shares
Allocation by class
COM$1.78B70.6%
COM CL A$207.31M8.2%
COM SHS$155.74M6.2%
COM NEW$134.30M5.3%
SPON ADR NEW$98.39M3.9%
COM SER A$92.14M3.7%
COMMON STOCK$43.75M1.7%
Portfolio Concentration
Top 3$1.06B42.0%
4–10$1.11B44.3%
11–25$346.41M13.8%
Top 3 weight
42.0%
Top 10 weight
86.2%
Voting Authority Distribution
Total shares with voting rights: 62.45M
Sole
Full voting authority
62.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other1
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
ILLUMINA INC
SOLEShares3.83M
TypeSH
Market value$472.04M
18.77%
Sole
3.83M
Shared
0.00
None
0.00
SOUTHWEST GAS HLDGS INC
SOLEShares4.32M
TypeSH
Market value$375.25M
14.92%
Sole
4.32M
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.16M
TypeSH
Market value$208.24M
8.28%
Sole
2.16M
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares3.23M
TypeSH
Market value$207.31M
8.24%
Sole
3.23M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares5.35M
TypeSH
Market value$197.93M
7.87%
Sole
5.35M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares882.73K
TypeSH
Market value$183.85M
7.31%
Sole
882.73K
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares19.81M
TypeSH
Market value$155.74M
6.19%
Sole
19.81M
Shared
0.00
None
0.00
IAC INC
SOLEShares3.36M
TypeSH
Market value$134.30M
5.34%
Sole
3.36M
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares484.33K
TypeSH
Market value$117.51M
4.67%
Sole
484.33K
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC
SOLEShares1.58M
TypeSH
Market value$116.63M
4.64%
Sole
1.58M
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares8.60M
TypeSH
Market value$98.39M
3.91%
Sole
8.60M
Shared
0.00
None
0.00
LIBERTY LIVE HOLDINGS INC
SOLEShares1.01M
TypeSH
Market value$92.14M
3.66%
Sole
1.01M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.66K
TypeSH
Market value$48.74M
1.94%
Sole
131.66K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares4.64M
TypeSH
Market value$43.75M
1.74%
Sole
4.64M
Shared
0.00
None
0.00
COSTAR GROUP INC
SOLEShares851.73K
TypeSH
Market value$34.36M
1.37%
Sole
851.73K
Shared
0.00
None
0.00
LIONSGATE STUDIOS CORP
SOLEShares1.62M
TypeSH
Market value$15.56M
0.62%
Sole
1.62M
Shared
0.00
None
0.00
LIBERTY LIVE HOLDINGS INC
SOLEShares32.32K
TypeSH
Market value$3.04M
0.12%
Sole
32.32K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.25K
TypeSH
Market value$2.83M
0.11%
Sole
16.25K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares14.50K
TypeSH
Market value$2.71M
0.11%
Sole
14.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.40K
TypeSH
Market value$1.37M
0.05%
Sole
2.40K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares5K
TypeSH
Market value$1.24M
0.05%
Sole
5K
Shared
0.00
None
0.00
ARDAGH METAL PACKAGING S A
SOLEShares280.85K
TypeSH
Market value$1.14M
0.05%
Sole
280.85K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.85K
TypeSH
Market value$1.06M
0.04%
Sole
2.85K
Shared
0.00
None
0.00
FLYEXCLUSIVE INC
SOLEShares200.83K
TypeSH
Market value$48.2K
<0.01%
Sole
200.83K
Shared
0.00
None
0.00
STANDARD BIOTOOLS INC
SOLEShares44.34K
TypeSH
Market value$40.8K
<0.01%
Sole
44.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ILLUMINA INCSOLE | COM | 3.83M | SH | $472.04M 18.77% | 3.83M | 0.00 | 0.00 |
SOUTHWEST GAS HLDGS INCSOLE | COM | 4.32M | SH | $375.25M 14.92% | 4.32M | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.16M | SH | $208.24M 8.28% | 2.16M | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 3.23M | SH | $207.31M 8.24% | 3.23M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 5.35M | SH | $197.93M 7.87% | 5.35M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 882.73K | SH | $183.85M 7.31% | 882.73K | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 19.81M | SH | $155.74M 6.19% | 19.81M | 0.00 | 0.00 |
IAC INCSOLE | COM NEW | 3.36M | SH | $134.30M 5.34% | 3.36M | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 484.33K | SH | $117.51M 4.67% | 484.33K | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INCSOLE | COM | 1.58M | SH | $116.63M 4.64% | 1.58M | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 8.60M | SH | $98.39M 3.91% | 8.60M | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SER A | 1.01M | SH | $92.14M 3.66% | 1.01M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.66K | SH | $48.74M 1.94% | 131.66K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 4.64M | SH | $43.75M 1.74% | 4.64M | 0.00 | 0.00 |
COSTAR GROUP INCSOLE | COM | 851.73K | SH | $34.36M 1.37% | 851.73K | 0.00 | 0.00 |
LIONSGATE STUDIOS CORPSOLE | COM | 1.62M | SH | $15.56M 0.62% | 1.62M | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SHS SER C | 32.32K | SH | $3.04M 0.12% | 32.32K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.25K | SH | $2.83M 0.11% | 16.25K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 14.50K | SH | $2.71M 0.11% | 14.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.40K | SH | $1.37M 0.05% | 2.40K | 0.00 | 0.00 |
ISHARES TRDFND | RUSSELL 2000 ETF | 5K | SH | $1.24M 0.05% | 5K | 0.00 | 0.00 |
ARDAGH METAL PACKAGING S ASOLE | SHS | 280.85K | SH | $1.14M 0.05% | 280.85K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.85K | SH | $1.06M 0.04% | 2.85K | 0.00 | 0.00 |
FLYEXCLUSIVE INCSOLE | *W EXP 99/99/999 | 200.83K | SH | $48.2K <0.01% | 200.83K | 0.00 | 0.00 |
STANDARD BIOTOOLS INCSOLE | COM | 44.34K | SH | $40.8K <0.01% | 44.34K | 0.00 | 0.00 |