ILLUMINA INC · ILMN
Value$497.70M
Weight15.47%
Shares2,830,552
ChangeTrim-3.30%
← Back to managers
Corvex Management
Keith Meister · CIK 0001535472 · filed 2026-08-14
Equity positions
GENEDX HOLDINGS CORP
Value$328.46M
Weight10.21%
Shares4,784,570
ChangeAdd+1.96%
VESTIS CORPORATION
Value$287.70M
Weight8.94%
Shares19,813,963
Change—
SOUTHWEST GAS HLDGS INC
Value$284.53M
Weight8.84%
Shares3,208,538
ChangeTrim-6.08%
MGM RESORTS INTERNATIONAL · MGM
Value$255.69M
Weight7.95%
Shares5,347,978
Change—
AMAZON COM INC · AMZN
Value$215.87M
Weight6.71%
Shares905,732
ChangeAdd-0.60%
DISNEY WALT CO · DIS
Value$207.96M
Weight6.46%
Shares2,160,581
Change—
VISTRA CORP · VST
Value$161.84M
Weight5.03%
Shares1,020,228
ChangeNew+5.03%
META PLATFORMS INC · META
Value$157.72M
Weight4.90%
Shares280,000
ChangeAdd+4.85%
PEOPLE INC · PPLI
Value$128.96M
Weight4.01%
Shares2,793,715
ChangeTrim-1.33%
LIBERTY LIVE HOLDINGS INC · LLYVA
Value$101.81M
Weight3.16%
Shares1,005,434
Change—
CEMEX SA EURO MTN BE 144A
Value$99.78M
Weight3.10%
Shares8,315,275
ChangeTrim-0.81%
PLANET FITNESS MASTER ISSUER · PLNT
Value$98.80M
Weight3.07%
Shares1,893,738
ChangeNew+3.07%
RESTAURANT BRANDS INTL INC · QSR
Value$91.74M
Weight2.85%
Shares1,265,178
ChangeTrim-1.79%
UNION PAC CORP · UNP
Value$88.76M
Weight2.76%
Shares326,330
ChangeTrim-1.91%
FORTREA HLDGS INC
Value$52.00M
Weight1.62%
Shares2,988,551
ChangeTrim-0.12%
MICROSOFT CORP · MSFT
Value$49.11M
Weight1.53%
Shares131,661
Change—
LIBERTY MEDIA CORP DEL · FWONK
Value$38.14M
Weight1.19%
Shares400,900
ChangeNew+1.19%
ONTERRIS INC
Value$35.77M
Weight1.11%
Shares1,770,000
ChangeNew+1.11%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| ILLUMINA INC · ILMN | Equity | 2,830,552 | $497.70M | 15.47% | Trim-3.30% | Health Care |
| GENEDX HOLDINGS CORP | Equity | 4,784,570 | $328.46M | 10.21% | Add+1.96% | Unknown |
| VESTIS CORPORATION | Equity | 19,813,963 | $287.70M | 8.94% | — | Unknown |
| SOUTHWEST GAS HLDGS INC | Equity | 3,208,538 | $284.53M | 8.84% | Trim-6.08% | Unknown |
| 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% | Add-0.60% | 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+5.03% | Utilities |
| META PLATFORMS INC · META | Equity | 280,000 | $157.72M | 4.90% | Add+4.85% | Communication Services |
| PEOPLE INC · PPLI | Equity | 2,793,715 | $128.96M | 4.01% | Trim-1.33% | Communication Services |
| LIBERTY LIVE HOLDINGS INC · LLYVA | Equity | 1,005,434 | $101.81M | 3.16% | — | Communication Services |
| CEMEX SA EURO MTN BE 144A | Equity | 8,315,275 | $99.78M | 3.10% | Trim-0.81% | Unknown |
| PLANET FITNESS MASTER ISSUER · PLNT | Equity | 1,893,738 | $98.80M | 3.07% | New+3.07% | Consumer Discretionary |
| RESTAURANT BRANDS INTL INC · QSR | Equity | 1,265,178 | $91.74M | 2.85% | Trim-1.79% | Consumer Discretionary |
| UNION PAC CORP · UNP | Equity | 326,330 | $88.76M | 2.76% | Trim-1.91% | Industrials |
| FORTREA HLDGS INC | Equity | 2,988,551 | $52.00M | 1.62% | Trim-0.12% | Unknown |
| 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+1.19% | Communication Services |
| ONTERRIS INC | Equity | 1,770,000 | $35.77M | 1.11% | New+1.11% | Unknown |
Options
1 put/call positionsMETA PLATFORMS INC · META
Value$56.33M
Weight100.00%
Shares100,000
ChangeNew+100.00%
| Company | Type | Shares | Value ▼ | Weight | Change | Sector |
|---|---|---|---|---|---|---|
| META PLATFORMS INC · META | Call | 100,000 | $56.33M | 100.00% | New+100.00% | Communication Services |
Exited this quarter
6 sold out vs Q1 2026COSTAR GROUP INC · CSGP
Last value$34.36M
Last weight1.37%
Last shares851,734
ChangeExit-1.37%
LIONSGATE STUDIOS CORP · LION
Last value$15.56M
Last weight0.62%
Last shares1,622,551
ChangeExit-0.62%
SALESFORCE INC · CRM
Last value$2.71M
Last weight0.11%
Last shares14,500
ChangeExit-0.11%
ISHARES TR · IWM
Last value$1.24M
Last weight0.05%
Last shares5,000
ChangeExit-0.05%
ARDAGH METAL PACKAGING S A
Last value$1.14M
Last weight0.05%
Last shares280,854
ChangeExit-0.05%
STANDARD BIOTOOLS INC
Last value$40.8K
Last weight0.00%
Last shares44,340
ChangeExit-0.00%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| COSTAR GROUP INC · CSGP | Equity | 851,734 | $34.36M | 1.37% | Exit-1.37% | Real Estate |
| LIONSGATE STUDIOS CORP · LION | Equity | 1,622,551 | $15.56M | 0.62% | Exit-0.62% | Communication Services |
| SALESFORCE INC · CRM | Equity | 14,500 | $2.71M | 0.11% | Exit-0.11% | Information Technology |
| ISHARES TR · IWM | Equity | 5,000 | $1.24M | 0.05% | Exit-0.05% | Unknown |
| ARDAGH METAL PACKAGING S A | Equity | 280,854 | $1.14M | 0.05% | Exit-0.05% | Unknown |
| STANDARD BIOTOOLS INC | Equity | 44,340 | $40.8K | 0.00% | Exit-0.00% | Unknown |
Exited options
3 closedUNION PAC CORP · UNP
Last value$115.66M
Last weight43.70%
Last shares500,000
ChangeExit-43.70%
INVESCO QQQ TR
Last value$92.15M
Last weight34.81%
Last shares150,000
ChangeExit-34.81%
DISNEY WALT CO · DIS
Last value$56.88M
Last weight21.49%
Last shares500,000
ChangeExit-21.49%
| Company | Type | Last shares | Last value | Last weight | Change | Sector |
|---|---|---|---|---|---|---|
| UNION PAC CORP · UNP | Call | 500,000 | $115.66M | 43.70% | Exit-43.70% | Industrials |
| INVESCO QQQ TR | Put | 150,000 | $92.15M | 34.81% | Exit-34.81% | Unknown |
| DISNEY WALT CO · DIS | Call | 500,000 | $56.88M | 21.49% | Exit-21.49% | Communication Services |