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SEC Form 13F · Q2 2026
Corvex Management portfolio
Keith Meister · Corvex Management LP · CIK 0001535472
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$3.3B
Holdings25
Top 10 concentration77.2%
New positions6
Added to3
Reduced7
Closed6
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
Reduced
Closed
Holdings, Q2 2026
25 positions by reported value · includes 1 option positions
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| ILMNILLUMINA INC · COM | 15.20% | $497.7M | 2,830,552 | -26.1% |
| WGSGENEDX HOLDINGS CORP · COM CL A | 10.03% | $328.5M | 4,784,570 | +48.2% |
| VSTSVESTIS CORPORATION · COM SHS | 8.79% | $287.7M | 19,813,963 | Unchanged |
| SWXSOUTHWEST GAS HLDGS INC · COM | 8.69% | $284.5M | 3,208,538 | -25.7% |
| MGMMGM RESORTS INTERNATIONAL · COM | 7.81% | $255.7M |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.