Corvex Management
Corvex Management reported 24 stocks worth $3.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ILMN (15.5%), WGS (10.2%) and VSTS (8.9%). Compared with Q1 2026, the fund opened new positions in VST, PLNT and FWONK, added to WGS, AMZN and META, trimmed ILMN, SWX and PPLI and sold out of CSGP, LION and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ILMN Illumina Inc | $498M | 15.5% | 2.8M | −999K (−26%) | 8 of 8 | |
| 2 |  WGS Genedx Holdings Corp | $328M | 10.2% | 4.8M | +1.6M (+48%) | 8 of 8 | |
| 3 |  VSTS Vestis Corporation | $288M | 8.9% | 19.8M | No change | 8 of 8 | |
| 4 |  SWX Southwest Gas Holdin | $285M | 8.8% | 3.2M | −1.1M (−26%) | 8 of 8 | |
| 5 |  MGM Mgm Resorts Intl | $256M | 8.0% | 5.3M | No change | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $216M | 6.7% | 906K | +23K (+3%) | 8 of 8 | |
| 7 |  DIS Disney Walt Co | $208M | 6.5% | 2.2M | No change | 4 of 8 | |
| 8 |  VST Vistra Corp | $162M | 5.0% | 1M | New position | 1 of 8 | |
| 9 |  META Meta Platforms Inc | $158M | 4.9% | 280K | +278K (+11567%) | 8 of 8 | |
| 10 |  PPLI Iac Inc | $129M | 4.0% | 2.8M | −561K (−17%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CSGP Costar Group Inc | $34.4M | 852K |
 LION Lionsgate Studios Corp | $15.6M | 1.6M |
 CRM Salesforce Inc | $2.7M | 15K |
 IWM Ishares TR | $1.2M | 5,000 |
 AMBP Ardagh Metal Packaging S A | $1.1M | 281K |
🔒 Free account: see all 6.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
META Meta Platforms Inc | Call | $56.3M | 100K | +100,000 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Corvex Management 13F FAQ
What does Corvex Management own?
Corvex Management reported 24 stocks worth $3.2B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are ILMN (15.5%), WGS (10.2%) and VSTS (8.9%). The table above lists every position in the filing (the top 10 without an account).
What did Corvex Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 3 added to, 7 trimmed and 6 sold out. New positions include VST, PLNT and FWONK. It sold all of CSGP, LION and CRM.
When will Corvex Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Corvex Management's portfolio worth?
The Q2 2026 filing reports $3.2B in US stocks ($3.3B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.