Filed: 8/14/2026ACC: 0001011438-26-000545
📋 What this filing means
CORVEX MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $3.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$3.27B
Total AUM (reported)
61.91M
Total Shares
Allocation by class
COM$1.89B57.8%
COM CL A$328.46M10.0%
CL A$312.85M9.6%
COM SHS$287.70M8.8%
COM NEW$128.96M3.9%
COM SER A$101.81M3.1%
SPON ADR NEW$99.78M3.0%
Portfolio Concentration
Top 3$1.11B34.0%
4–10$1.47B44.9%
11–25$691.69M21.1%
Top 3 weight
34.0%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 61.91M
Sole
Full voting authority
60.14M
shares
% of voting shares97.1%
Shared
Joint voting authority
1.77M
shares
% of voting shares2.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other1
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings24
Rows:
ILLUMINA INC
SOLEShares2.83M
TypeSH
Market value$497.70M
15.20%
Sole
2.83M
Shared
0.00
None
0.00
GENEDX HOLDINGS CORP
SOLEShares4.78M
TypeSH
Market value$328.46M
10.03%
Sole
4.78M
Shared
0.00
None
0.00
VESTIS CORPORATION
SOLEShares19.81M
TypeSH
Market value$287.70M
8.79%
Sole
19.81M
Shared
0.00
None
0.00
SOUTHWEST GAS HLDGS INC
SOLEShares3.21M
TypeSH
Market value$284.53M
8.69%
Sole
3.21M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares5.35M
TypeSH
Market value$255.69M
7.81%
Sole
5.35M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares905.73K
TypeSH
Market value$215.87M
6.59%
Sole
905.73K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares380K
TypeSH
Market value$214.05M
6.54%
Sole
380K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares2.16M
TypeSH
Market value$207.96M
6.35%
Sole
2.16M
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares1.02M
TypeSH
Market value$161.84M
4.94%
Sole
1.02M
Shared
0.00
None
0.00
PEOPLE INC
SOLEShares2.79M
TypeSH
Market value$128.96M
3.94%
Sole
2.79M
Shared
0.00
None
0.00
LIBERTY LIVE HOLDINGS INC
SOLEShares1.01M
TypeSH
Market value$101.81M
3.11%
Sole
1.01M
Shared
0.00
None
0.00
CEMEX SA EURO MTN BE 144A
SOLEShares8.32M
TypeSH
Market value$99.78M
3.05%
Sole
8.32M
Shared
0.00
None
0.00
PLANET FITNESS MASTER ISSUER
SOLEShares1.89M
TypeSH
Market value$98.80M
3.02%
Sole
1.89M
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC
SOLEShares1.27M
TypeSH
Market value$91.74M
2.80%
Sole
1.27M
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares326.33K
TypeSH
Market value$88.76M
2.71%
Sole
326.33K
Shared
0.00
None
0.00
FORTREA HLDGS INC
SOLEShares2.99M
TypeSH
Market value$52.00M
1.59%
Sole
2.99M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.66K
TypeSH
Market value$49.11M
1.50%
Sole
131.66K
Shared
0.00
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares400.90K
TypeSH
Market value$38.14M
1.16%
Sole
400.90K
Shared
0.00
None
0.00
ONTERRIS INC
DFNDShares1.77M
TypeSH
Market value$35.77M
1.09%
Sole
0.00
Shared
1.77M
None
0.00
LIBERTY MEDIA CORP DEL
SOLEShares318.35K
TypeSH
Market value$27.87M
0.85%
Sole
318.35K
Shared
0.00
None
0.00
LIBERTY LIVE HOLDINGS INC
SOLEShares32.32K
TypeSH
Market value$3.41M
0.10%
Sole
32.32K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares16.25K
TypeSH
Market value$3.25M
0.10%
Sole
16.25K
Shared
0.00
None
0.00
TESLA INC
SOLEShares2.85K
TypeSH
Market value$1.20M
0.04%
Sole
2.85K
Shared
0.00
None
0.00
FLYEXCLUSIVE INC
SOLEShares200.83K
TypeSH
Market value$42.2K
<0.01%
Sole
200.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ILLUMINA INCSOLE | COM | 2.83M | SH | $497.70M 15.20% | 2.83M | 0.00 | 0.00 |
GENEDX HOLDINGS CORPSOLE | COM CL A | 4.78M | SH | $328.46M 10.03% | 4.78M | 0.00 | 0.00 |
VESTIS CORPORATIONSOLE | COM SHS | 19.81M | SH | $287.70M 8.79% | 19.81M | 0.00 | 0.00 |
SOUTHWEST GAS HLDGS INCSOLE | COM | 3.21M | SH | $284.53M 8.69% | 3.21M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 5.35M | SH | $255.69M 7.81% | 5.35M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 905.73K | SH | $215.87M 6.59% | 905.73K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 380K | SH | $214.05M 6.54% | 380K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 2.16M | SH | $207.96M 6.35% | 2.16M | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 1.02M | SH | $161.84M 4.94% | 1.02M | 0.00 | 0.00 |
PEOPLE INCSOLE | COM NEW | 2.79M | SH | $128.96M 3.94% | 2.79M | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SER A | 1.01M | SH | $101.81M 3.11% | 1.01M | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144ASOLE | SPON ADR NEW | 8.32M | SH | $99.78M 3.05% | 8.32M | 0.00 | 0.00 |
PLANET FITNESS MASTER ISSUERSOLE | CL A | 1.89M | SH | $98.80M 3.02% | 1.89M | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INCSOLE | COM | 1.27M | SH | $91.74M 2.80% | 1.27M | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 326.33K | SH | $88.76M 2.71% | 326.33K | 0.00 | 0.00 |
FORTREA HLDGS INCSOLE | COMMON STOCK | 2.99M | SH | $52.00M 1.59% | 2.99M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.66K | SH | $49.11M 1.50% | 131.66K | 0.00 | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S C | 400.90K | SH | $38.14M 1.16% | 400.90K | 0.00 | 0.00 |
ONTERRIS INCDFND | COM | 1.77M | SH | $35.77M 1.09% | 0.00 | 1.77M | 0.00 |
LIBERTY MEDIA CORP DELSOLE | COM LBTY ONE S A | 318.35K | SH | $27.87M 0.85% | 318.35K | 0.00 | 0.00 |
LIBERTY LIVE HOLDINGS INCSOLE | COM SHS SER C | 32.32K | SH | $3.41M 0.10% | 32.32K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 16.25K | SH | $3.25M 0.10% | 16.25K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 2.85K | SH | $1.20M 0.04% | 2.85K | 0.00 | 0.00 |
FLYEXCLUSIVE INCSOLE | *W EXP 99/99/999 | 200.83K | SH | $42.2K <0.01% | 200.83K | 0.00 | 0.00 |