Corvex Management LP
Top Portfolio Positions
22 positions ·
$2,510,873,113 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ILMN |
Illumina, Inc.
Healthcare
|
3,829,608 | $472,037,482 | 18.80% | |
| SWX |
Southwest Gas Holdings, Inc.
Utilities
|
4,318,161 | $375,248,190 | 14.94% | |
| DIS |
Walt Disney Co
Communication Services
|
2,160,581 | $208,236,796 | 8.29% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
3,228,149 | $207,311,728 | 8.26% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
5,347,978 | $197,928,665 | 7.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
882,732 | $183,846,593 | 7.32% | |
| VSTS |
Vestis Corp
Industrials
|
19,813,963 | $155,737,749 | 6.20% | |
| PPLI |
People Inc
Communication Services
|
3,355,075 | $134,303,652 | 5.35% | |
| UNP |
Union Pacific Corp
Industrials
|
484,330 | $117,508,144 | 4.68% | |
| QSR |
Restaurant Brands International Inc.
Consumer Cyclical
|
1,578,254 | $116,632,970 | 4.65% |
Portfolio Trend
24 quarters · across all stocks
Holdings in LION
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,560,264 | 1,622,551 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||