The Capital That Moves Markets
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ILMNILLUMINA INC15.47%-3.30%$497.70MTrim-26.09%
WGSGENEDX HOLDINGS CORP10.21%+1.96%$328.46MAdd+48.21%
VSTSVESTIS CORPORATION8.94%$287.70M—
SWXSOUTHWEST GAS HLDGS INC8.84%-6.08%$284.53MTrim-25.70%
MGMMGM RESORTS INTERNATIONAL7.95%$255.69M—
AMZNAMAZON COM INC6.71%-0.60%$215.87MAdd+2.61%
DISDISNEY WALT CO6.46%$207.96M—
VSTVISTRA CORP5.03%$161.84MNew
METAMETA PLATFORMS INC4.90%+4.85%$157.72MAdd+11566.67%
PPLIPEOPLE INC4.01%-1.33%$128.96MTrim-16.73%
LLYVALIBERTY LIVE HOLDINGS INC3.16%$101.81M—
CXCEMEX SA EURO MTN BE 144A3.10%-0.81%$99.78MTrim-3.31%
PLNTPLANET FITNESS MASTER ISSUER3.07%$98.80MNew
QSRRESTAURANT BRANDS INTL INC2.85%-1.79%$91.74MTrim-19.84%
UNPUNION PAC CORP2.76%-1.91%$88.76MTrim-32.62%
FTREFORTREA HLDGS INC1.62%-0.12%$52.00MTrim-35.65%
MSFTMICROSOFT CORP1.53%$49.11M—
FWONKLIBERTY MEDIA CORP DEL1.19%$38.14MNew
ONTONTERRIS INC1.11%$35.77MNew
Corvex Management
Keith Meister · CIK 0001535472 · filed 2026-08-14
Equity positions
NameWeightValueChange
ILMNILLUMINA INC15.47%-3.30%$497.70MTrim-26.09%WGSGENEDX HOLDINGS CORP10.21%+1.96%$328.46MAdd+48.21%VSTSVESTIS CORPORATION8.94%$287.70M—SWXSOUTHWEST GAS HLDGS INC8.84%-6.08%$284.53MTrim-25.70%MGMMGM RESORTS INTERNATIONAL7.95%$255.69M—AMZNAMAZON COM INC6.71%-0.60%$215.87MAdd+2.61%DISDISNEY WALT CO6.46%$207.96M—VSTVISTRA CORP5.03%$161.84MNewMETAMETA PLATFORMS INC4.90%+4.85%$157.72MAdd+11566.67%PPLIPEOPLE INC4.01%-1.33%$128.96MTrim-16.73%LLYVALIBERTY LIVE HOLDINGS INC3.16%$101.81M—CXCEMEX SA EURO MTN BE 144A3.10%-0.81%$99.78MTrim-3.31%PLNTPLANET FITNESS MASTER ISSUER3.07%$98.80MNewQSRRESTAURANT BRANDS INTL INC2.85%-1.79%$91.74MTrim-19.84%UNPUNION PAC CORP2.76%-1.91%$88.76MTrim-32.62%FTREFORTREA HLDGS INC1.62%-0.12%$52.00MTrim-35.65%MSFTMICROSOFT CORP1.53%$49.11M—FWONKLIBERTY MEDIA CORP DEL1.19%$38.14MNewONTONTERRIS INC1.11%$35.77MNew| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| ILLUMINA INC · ILMN | Equity | 2,830,552 | $497.70M | 15.47%-3.30% | Trim-26.09% | Health Care |
| GENEDX HOLDINGS CORP · WGS | Equity | 4,784,570 | $328.46M | 10.21%+1.96% | Add+48.21% | Health Care |
| VESTIS CORPORATION · VSTS | Equity | 19,813,963 | $287.70M | 8.94% | — | Industrials |
| SOUTHWEST GAS HLDGS INC · SWX | Equity | 3,208,538 | $284.53M | 8.84%-6.08% | Trim-25.70% | Utilities |
| MGM RESORTS INTERNATIONAL · MGM | Equity | 5,347,978 | $255.69M | 7.95% | — | Consumer Discretionary |
| AMAZON COM INC · AMZN | Equity | 905,732 | $215.87M | 6.71%-0.60% | Add+2.61% | Consumer Discretionary |
| DISNEY WALT CO · DIS | Equity | 2,160,581 | $207.96M | 6.46% | — | Communication Services |
| VISTRA CORP · VST | Equity | 1,020,228 | $161.84M | 5.03% | New | Utilities |
| META PLATFORMS INC · META | Equity | 280,000 | $157.72M | 4.90%+4.85% | Add+11566.67% | Communication Services |
| PEOPLE INC · PPLI | Equity | 2,793,715 | $128.96M | 4.01%-1.33% | Trim-16.73% | Communication Services |
| LIBERTY LIVE HOLDINGS INC · LLYVA | Equity | 1,005,434 | $101.81M | 3.16% | — | Communication Services |
| CEMEX SA EURO MTN BE 144A · CX | Equity | 8,315,275 | $99.78M | 3.10%-0.81% | Trim-3.31% | Materials |
| PLANET FITNESS MASTER ISSUER · PLNT | Equity | 1,893,738 | $98.80M | 3.07% | New | Consumer Discretionary |
| RESTAURANT BRANDS INTL INC · QSR | Equity | 1,265,178 | $91.74M | 2.85%-1.79% | Trim-19.84% | Consumer Discretionary |
| UNION PAC CORP · UNP | Equity | 326,330 | $88.76M | 2.76%-1.91% | Trim-32.62% | Industrials |
| FORTREA HLDGS INC · FTRE | Equity | 2,988,551 | $52.00M | 1.62%-0.12% | Trim-35.65% | Health Care |
| MICROSOFT CORP · MSFT | Equity | 131,661 | $49.11M | 1.53% | — | Information Technology |
| LIBERTY MEDIA CORP DEL · FWONK | Equity | 400,900 | $38.14M | 1.19% | New | Communication Services |
| ONTERRIS INC · ONT | Equity | 1,770,000 | $35.77M | 1.11% | New | Industrials |
Options
1 put/call positionsNameWeightValueChange
| Company | Type | Shares | Value ▼ | WeightCurrent portfolio weight this quarter. The signed percent is how that weight changed versus last quarter. Weight can move even if the share count did not. | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| META PLATFORMS INC · META | Call | 100,000 | $56.33M | 100.00% | New | Communication Services |
Exited this quarter
6 sold out vs Q1 2026NameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
 COSTAR GROUP INC · CSGP | Equity | 851,734 | $34.36M | 1.37% | Exit | Real Estate |
 LIONSGATE STUDIOS CORP · LION | Equity | 1,622,551 | $15.56M | 0.62% | Exit | Communication Services |
 SALESFORCE INC · CRM | Equity | 14,500 | $2.71M | 0.11% | Exit | Information Technology |
 ISHARES TR · IWM | Equity | 5,000 | $1.24M | 0.05% | Exit | Unknown |
 ARDAGH METAL PACKAGING S A · AMBP | Equity | 280,854 | $1.14M | 0.05% | Exit | Consumer Discretionary |
 STANDARD BIOTOOLS INC · LAB | Equity | 44,340 | $40.8K | 0.00% | Exit | Health Care |
Exited options
3 closedNameLast wtLast valChange
| Company | Type | Last shares | Last value | Last weight | ChangeAdd or trim as a percent of shares held last quarter. New and Exit are labels only. | Sector |
|---|---|---|---|---|---|---|
| UNION PAC CORP · UNP | Call | 500,000 | $115.66M | 43.70% | Exit | Industrials |
 INVESCO QQQ TR · QQQ | Put | 150,000 | $92.15M | 34.81% | Exit | Unknown |
| DISNEY WALT CO · DIS | Call | 500,000 | $56.88M | 21.49% | Exit | Communication Services |