Corvex Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.0T
Holdings
28
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWXSOUTHWEST GAS HLDGS INC | 5,030,556 | $394.1B | 13.07% | |
| 2 | ILMNILLUMINA INC | 3,829,608 | $363.7B | 12.06% | |
| 3 | WGSGENEDX HOLDINGS CORP | 3,058,629 | $329.5B | 10.93% | |
| 4 | UNPUNION PAC CORP | 1,177,863 | $278.4B | 9.23% | Call |
| 5 | AMZNAMAZON COM INC | 1,127,529 | $247.6B | 8.21% | Call |
| 6 | MGMMGM RESORTS INTERNATIONAL | 5,385,478 | $186.7B | 6.19% | |
| 7 | QSRRESTAURANT BRANDS INTL INC | 2,408,743 | $154.5B | 5.12% | |
| 8 | DISDISNEY WALT CO | 1,308,000 | $149.8B | 4.97% | |
| 9 | ORCLORACLE CORP | 349,500 | $98.3B | 3.26% | |
| 10 | 0J7QIAC INC | 2,788,379 | $95.0B | 3.15% | |
| 11 | FWONALIBERTY MEDIA CORP DEL | 1,005,434 | $94.8B | 3.14% | |
| 12 | MSFTMICROSOFT CORP | 173,661 | $89.9B | 2.98% | |
| 13 | VSTSVESTIS CORPORATION | 18,803,899 | $85.2B | 2.82% | |
| 14 | CXCEMEX SAB DE CV | 8,600,275 | $77.3B | 2.56% | |
| 15 | MDUMDU RES GROUP INC | 4,183,151 | $74.5B | 2.47% | |
| 16 | CRMSALESFORCE INC | 264,500 | $62.7B | 2.08% | Call |
| 17 | DLTRDOLLAR TREE INC | 541,300 | $51.1B | 1.69% | |
| 18 | CCLCARNIVAL CORP | 1,740,810 | $50.3B | 1.67% | Call |
| 19 | HSIHEIDRICK & STRUGGLES INTL IN | 1,002,462 | $49.9B | 1.65% | |
| 20 | FTREFORTREA HLDGS INC | 4,508,531 | $38.0B | 1.26% | |
| 21 | AQN.TOALGONQUIN PWR UTILS CORP | 6,183,855 | $33.2B | 1.10% | |
| 22 | FWONALIBERTY MEDIA CORP DEL | 32,322 | $3.1B | 0.10% | |
| 23 | NVDANVIDIA CORPORATION | 16,250 | $3.0B | 0.10% | |
| 24 | METAMETA PLATFORMS INC | 2,400 | $1.8B | 0.06% | |
| 25 | AMBPARDAGH METAL PACKAGING S A | 398,835 | $1.6B | 0.05% | |
| 26 | TSLATESLA INC | 2,850 | $1.3B | 0.04% | |
| 27 | FLYX/WSFLYEXCLUSIVE INC | 200,832 | $63.8M | 0.00% | |
| 28 | FLBSTANDARD BIOTOOLS INC | 44,400 | $57.7M | 0.00% |