Corvex Management LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Corvex Management LP

CIK Number: 0001535472

2.36B
Market Value
30
# of Holdings
8 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SWX Southwest Gas H...
78.24
+0.45% 5.03M +5.48% 374.22M 63.08 15.84% Share
2 ILMN Illumina, Inc.
99.30
-2.89% 3.83M 0.00% 365.38M 96.43 15.47% Share
3 WGS GeneDx Holdings...
117.37
+3.46% 3.06M +23.64% 282.34M 22.47 11.95% Share
4 MGM MGM Resorts Int...
34.75
+0.17% 5.63M -1.05% 193.53M 26.01 8.19% Share
5 AMZN Amazon.com, Inc...
222.41
+0.81% 675.03K +19.47% 148.09M 144.34 6.27% Share
6 VSTS Vestis Corporat...
4.87
-1.32% 18.8M +10.56% 107.75M 12.41 4.56% Share
7 DLTR Dollar Tree, In...
90.24
-0.09% 981.9K -69.42% 97.25M 73.33 4.12% Share
8 MSFT Microsoft Corpo...
515.74
-0.76% 173.66K 0.00% 86.38M 290.36 3.66% Share
9 SRE Sempra
89.28
+0.02% 1.06M 0.00% 80.02M 71.36 3.39% Share
10 LLYVA Liberty Live Gr...
89.14
-2.74% 1.01M -1.54% 79.91M 31.92 3.38% Share
11 NSC Norfolk Souther...
298.31
-0.12% 297.43K 0.00% 76.13M 241.73 3.22% Share
12 IAC IAC InterActive...
34.39
+0.61% 2M -16.99% 74.71M 43.1 3.16% Share
13 MDU MDU Resources G...
17.68
+0.60% 4.18M -28.76% 69.73M 10.27 2.95% Share
14 QSR Restaurant Bran...
67.68
+2.30% 873.18K +100.00% 57.88M 66.29 2.45% Share
15 CSX CSX Corporation
35.57
+1.63% 1.75M 0.00% 57.2M 30.61 2.42% Share
16 HSII Heidrick & Stru...
48.62
-0.92% 1M 0.00% 45.87M 43.66 1.94% Share
17 GOOGL Alphabet Inc.
245.69
+0.32% 225.71K -64.91% 39.78M 142.1 1.68% Share
18 AQN Algonquin Power...
5.72
+0.26% 6.18M +8.80% 35.43M 5.7 1.50% Share
19 FTRE Fortrea Holding...
9.60
+0.84% 4.51M +0.75% 22.27M 16.77 0.94% Share
20 IAS Integral Ad Sci...
10.21
+0.29% 2.62M 0.00% 21.76M 8.06 0.92% Share
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