Corvex Management

Name: Corvex Management 13F holdings, Q2 2026
Creator: Corvex Management

13F Holdings · CIK 1535472 · filed 2026-08-14

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New Positions

24% of current holdings

Exited

24% of prior holdings

Increased

12% of prior holdings

Decreased

28% of prior holdings

Total holdings: 25 → 25

Show unchanged positions

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22 positions

					Shares				Value ($)

New	Long	LIBERTY MEDIA CORP DEL	531229771	COM LBTY ONE S A	—	318,350	+318,350	—	—	$27.9M	+$27.9M	—
New	Long	LIBERTY MEDIA CORP DEL	531229755	COM LBTY ONE S C	—	400,900	+400,900	—	—	$38.1M	+$38.1M	—
New	Call	META PLATFORMS INC	30303M102	CL A	—	100,000	+100,000	—	—	$56.3M	+$56.3M	—
New	Long	ONTERRIS INC	615111101	COM	—	1,770,000	+1,770,000	—	—	$35.8M	+$35.8M	—
New	Long	PLANET FITNESS MASTER ISSUER	72703H101	CL A	—	1,893,738	+1,893,738	—	—	$98.8M	+$98.8M	—
New	Long	VISTRA CORP	92840M102	COM	—	1,020,228	+1,020,228	—	—	$161.8M	+$161.8M	—
Exited	Long	ARDAGH METAL PACKAGING S A	L02235106	SHS	280,854	—	−280,854	−100.0%	$1.1M	—	−$1.1M	−100.0%
Exited	Long	COSTAR GROUP INC	22160N109	COM	851,734	—	−851,734	−100.0%	$34.4M	—	−$34.4M	−100.0%
Exited	Long	ISHARES TR	464287655	RUSSELL 2000 ETF	5,000	—	−5,000	−100.0%	$1.2M	—	−$1.2M	−100.0%
Exited	Long	LIONSGATE STUDIOS CORP	53626N102	COM	1,622,551	—	−1,622,551	−100.0%	$15.6M	—	−$15.6M	−100.0%
Exited	Long	SALESFORCE INC	79466L302	COM	14,500	—	−14,500	−100.0%	$2.7M	—	−$2.7M	−100.0%
Exited	Long	STANDARD BIOTOOLS INC	34385P108	COM	44,340	—	−44,340	−100.0%	$40.8K	—	−$40.8K	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	882,732	905,732	+23,000	+2.6%	$183.8M	$215.9M	+$32.0M	+17.4%
Increased	Long	GENEDX HOLDINGS CORP	81663L200	COM CL A	3,228,149	4,784,570	+1,556,421	+48.2%	$207.3M	$328.5M	+$121.1M	+58.4%
Increased	Long	META PLATFORMS INC	30303M102	CL A	2,400	280,000	+277,600	+11566.7%	$1.4M	$157.7M	+$156.3M	+11386.4%
Decreased	Long	CEMEX SA EURO MTN BE 144A	151290889	SPON ADR NEW	8,600,275	8,315,275	−285,000	−3.3%	$98.4M	$99.8M	+$1.4M	+1.4%
Decreased	Long	FORTREA HLDGS INC	34965K107	COMMON STOCK	4,644,193	2,988,551	−1,655,642	−35.6%	$43.7M	$52.0M	+$8.3M	+18.9%
Decreased	Long	ILLUMINA INC	452327109	COM	3,829,608	2,830,552	−999,056	−26.1%	$472.0M	$497.7M	+$25.7M	+5.4%
Decreased	Long	PEOPLE INC	44891N208	COM NEW	3,355,075	2,793,715	−561,360	−16.7%	$134.3M	$129.0M	−$5.3M	−4.0%
Decreased	Long	RESTAURANT BRANDS INTL INC	76131D103	COM	1,578,254	1,265,178	−313,076	−19.8%	$116.6M	$91.7M	−$24.9M	−21.3%
Decreased	Long	SOUTHWEST GAS HLDGS INC	844895102	COM	4,318,161	3,208,538	−1,109,623	−25.7%	$375.2M	$284.5M	−$90.7M	−24.2%
Decreased	Long	UNION PAC CORP	907818108	COM	484,330	326,330	−158,000	−32.6%	$117.5M	$88.8M	−$28.7M	−24.5%