Corvex Management
Corvex Management (Corvex Management LP) reported 25 positions worth $3.27B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ILMN (15.2%). Biggest move: reduce ILMN ($175.7M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ILMN | SH | $497.7M | 15.20% | 1.5 Years | 2,830,552 | — | — | |
| ▸ 2 | WGS | SH | $328.5M | 10.03% | 1.5 Years | 4,784,570 | — | — | |
| ▸ 3 | VSTS | SH | $287.7M | 8.79% | 1.5 Years | 19,813,963 | — | — | |
| ▸ 4 | SWX | SH | $284.5M | 8.69% | 1.5 Years | 3,208,538 | — | — | |
| ▸ 5 | MGM | SH | $255.7M | 7.81% | 1.5 Years | 5,347,978 | — | — | |
| ▸ 6 | AMZN | SH | $215.9M | 6.59% | 1.5 Years | 905,732 | — | — | |
| ▸ 7 | DIS | SH | $208.0M | 6.35% | 1 Year | 2,160,581 | — | — | |
| ▸ 8 | VST | SH | $161.8M | 4.94% | 1 Q | 1,020,228 | — | — | |
| ▸ 9 | META | SH | $157.7M | 4.82% | 1.5 Years | 280,000 | — | — | |
| ▸ 10 | PPLI | SH | $129.0M | 3.94% | 1.5 Years | 2,793,715 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Pershing Square (Bill Ackman) | 12.9% | MSFT, META, AMZN, QSR |
| H&H International Investment (Duan Yongping) | 10.5% | DIS, MSFT, TSLA, NVDA |
| ValueAct Holdings | 10.5% | LLYVA, LLYVK, META, AMZN |
| Altimeter Capital Management | 10.0% | MSFT, META, AMZN, NVDA |
| Hound Partners | 9.8% | LLYVA, MSFT, META, AMZN, NVDA |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Corvex Management hold as of Q2 2026?
Corvex Management reported 25 positions worth $3.27B in its Q2 2026 13F filing. Largest positions: ILMN (15.2%), WGS (10.0%), VSTS (8.8%), SWX (8.7%) and MGM (7.8%).
What did Corvex Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Corvex Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.