13F tracker › Corvex Management
Corvex Management 13F holdings, Q2 2026
Corvex Management (hedge fund founded by Keith Meister) reported 25 US-listed positions worth $3.3B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 6 new positions, 3 increased, 7 reduced, and 6 exited.
Reported value$3.3B
Positions25
New / exited6 / 6
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Illumina Inc | $497.7M | 15.2% | 2,830,552 |
| Genedx Holdings Corp | $328.5M | 10.0% | 4,784,570 |
| Vestis Corporation | $287.7M | 8.8% | 19,813,963 |
| Southwest Gas Hldgs Inc | $284.5M | 8.7% | 3,208,538 |
| Mgm Resorts International | $255.7M | 7.8% | 5,347,978 |
| Amazon Com Inc | $215.9M | 6.6% | 905,732 |
| Disney Walt Co | $208.0M | 6.4% | 2,160,581 |
| Vistra Corp | $161.8M | 4.9% | 1,020,228 |
| Meta Platforms Inc | $157.7M | 4.8% | 280,000 |
| People Inc | $129.0M | 3.9% | 2,793,715 |
| Liberty Live Holdings Inc (Com Ser A) | $101.8M | 3.1% | 1,005,434 |
| Cemex Sa Euro Mtn Be 144a | $99.8M | 3.0% | 8,315,275 |
| Planet Fitness Master Issuer | $98.8M | 3.0% | 1,893,738 |
| Restaurant Brands Intl Inc | $91.7M | 2.8% | 1,265,178 |
| Union Pac Corp | $88.8M | 2.7% | 326,330 |
| Meta Platforms Inc (call options) | $56.3M | 1.7% | 100,000 |
| Fortrea Hldgs Inc | $52.0M | 1.6% | 2,988,551 |
| Microsoft Corp | $49.1M | 1.5% | 131,661 |
| Liberty Media Corp Del (Com Lbty One S C) | $38.1M | 1.2% | 400,900 |
| Onterris Inc | $35.8M | 1.1% | 1,770,000 |
| Liberty Media Corp Del (Com Lbty One S A) | $27.9M | 0.9% | 318,350 |
| Liberty Live Holdings Inc (Com Shs Ser C) | $3.4M | 0.1% | 32,322 |
| Nvidia Corporation | $3.3M | 0.1% | 16,250 |
| Tesla Inc | $1.2M | 0.0% | 2,850 |
| Flyexclusive Inc | $42,174 | 0.0% | 200,827 |
New positions in Q2 2026
| Company | Value | Shares |
| Vistra Corp | $161.8M | 1,020,228 |
| Planet Fitness Master Issuer | $98.8M | 1,893,738 |
| Meta Platforms Inc (call options) | $56.3M | 100,000 |
| Liberty Media Corp Del (Com Lbty One S C) | $38.1M | 400,900 |
| Onterris Inc | $35.8M | 1,770,000 |
| Liberty Media Corp Del (Com Lbty One S A) | $27.9M | 318,350 |
Positions increased
| Company | Value | Share change | Shares |
| Genedx Holdings Corp | $328.5M | +48% | 4,784,570 |
| Amazon Com Inc | $215.9M | +3% | 905,732 |
| Meta Platforms Inc | $157.7M | +11567% | 280,000 |
Positions reduced
| Company | Value | Share change | Shares |
| Illumina Inc | $497.7M | -26% | 2,830,552 |
| Southwest Gas Hldgs Inc | $284.5M | -26% | 3,208,538 |
| People Inc | $129.0M | -17% | 2,793,715 |
| Cemex Sa Euro Mtn Be 144a | $99.8M | -3% | 8,315,275 |
| Restaurant Brands Intl Inc | $91.7M | -20% | 1,265,178 |
| Union Pac Corp | $88.8M | -33% | 326,330 |
| Fortrea Hldgs Inc | $52.0M | -36% | 2,988,551 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Costar Group Inc | $34.4M | 851,734 |
| Lionsgate Studios Corp | $15.6M | 1,622,551 |
| Salesforce Inc | $2.7M | 14,500 |
| Ishares TR | $1.2M | 5,000 |
| Ardagh Metal Packaging S A | $1.1M | 280,854 |
| Standard Biotools Inc | $40,762 | 44,340 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
