In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Corvex Management LP reported 23 stock positions worth $3.2 billion . Its top holding was Illumina (ILMN) at 15.5% of the portfolio, followed by Genedx (WGS, 10.2% ) and Vestis (VSTS, 8.9% ). Compared with Q1 2026, it opened 5 new positions, sold out of 6, added to 3 and reduced 7. The biggest buy was a new position in Vistra (VST) and the biggest sale Southwest Gas (SWX, shares −26% ).
Location NEW YORK, NY
CIK 0001535472
Portfolio Value $3.2B (Q2 2026) Holdings 23 stocks · $3.2B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 ILMN Illumina Inc. 2,830,552 $497.7M Reduce -26.1% WGS Genedx Holdings Corp. 4,784,570 $328.5M Add +48.2% VSTS Vestis Corp. 19,813,963 $287.7M No change SWX Southwest Gas Holdings Inc. 3,208,538 $284.5M Reduce -25.7% MGM MGM Resorts International 5,347,978 $255.7M No change AMZN Amazon.com Inc. 905,732 $215.9M Add +2.6% DIS The Walt Disney Co. filed as DISNEY WALT CO 2,160,581 $208.0M No change VST Vistra Corp. 1,020,228 $161.8M New META Meta Platforms Inc. Class A 280,000 $157.7M Add +11566.7% PPLI People Inc. 2,793,715 $129.0M Reduce -16.7% LLYVA Liberty Live Holdings Class A 1,005,434 $101.8M No change CX Cemex Sab-Spons ADR Part Cer 8,315,275 $99.8M Reduce -3.3% PLNT Planet Fitness Inc. Class A 1,893,738 $98.8M New QSR Restaurant Brands Intern 1,265,178 $91.7M Reduce -19.8% UNP Union Pacific Corp. 326,330 $88.8M Reduce -32.6% FTRE Fortrea Holdings Inc. 2,988,551 $52.0M Reduce -35.6% MSFT Microsoft Corp. 131,661 $49.1M No change FWONK Liberty Media Corp. Class C 400,900 $38.1M New ONT Onterris Inc. 1,770,000 $35.8M New FWONA Liberty Media Corp. Class A 318,350 $27.9M New LLYVK Liberty Live Holdings Class C 32,322 $3.4M No change NVDA Nvidia Corp. 16,250 $3.3M No change TSLA Tesla Inc. 2,850 $1.2M No change
Options reported separately and not counted above: META calls ($56.3M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $42K (not counted above) Security Class Shares / Principal Value Change FLYX.WS Eg Acquisition Corp.-A -CW28 *W EXP 99/99/999 200,827 $42K No change
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ SWX Southwest Gas Holdings Inc. Reduce -25.7% 8.84% −6.08 ILMN Illumina Inc. Reduce -26.1% 15.47% −3.30 UNP Union Pacific Corp. Reduce -32.6% 2.76% −1.91 QSR Restaurant Brands Intern Reduce -19.8% 2.85% −1.79 CSGP Costar Group Inc. Sold out 0.00% −1.37 PPLI People Inc. Reduce -16.7% 4.01% −1.33 CX Cemex Sab-Spons ADR Part Cer Reduce -3.3% 3.10% −0.81 LION Lionsgate Studios Corp. Sold out 0.00% −0.62 FTRE Fortrea Holdings Inc. Reduce -35.6% 1.62% −0.12 CRM Salesforce Inc. Sold out 0.00% −0.11 IWM iShares Russell 2000 ETF Sold out 0.00% −0.05 AMBP Ardagh Metal Packaging SA Sold out 0.00% −0.05 LAB Standard Biotools Inc. Sold out 0.00% −0.00
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ VST Vistra Corp. New 5.03% +5.03 META Meta Platforms Inc. Class A Add +11566.7% 4.90% +4.85 PLNT Planet Fitness Inc. Class A New 3.07% +3.07 WGS Genedx Holdings Corp. Add +48.2% 10.21% +1.96 FWONK Liberty Media Corp. Class C New 1.19% +1.19 ONT Onterris Inc. New 1.11% +1.11 FWONA Liberty Media Corp. Class A New 0.87% +0.87 AMZN Amazon.com Inc. Add +2.6% 6.71% −0.60
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ META Meta Platforms Inc. Class A call New 100,000 $56.3M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 23 $3.2B ILMN, WGS, VSTS, SWX, MGM Q1 2026 24 $2.5B ILMN, SWX, DIS, WGS, MGM Q4 2025 23 $3.0B ILMN, SWX, WGS, AMZN, DIS Q3 2025 27 $2.8B SWX, ILMN, WGS, AMZN, MGM Q2 2025 29 $2.4B SWX, ILMN, WGS, MGM, AMZN Q1 2025 31 $2.6B SWX, ILMN, DLTR, WGS, MGM Q4 2024 Amended 33 $2.7B SWX, VSTS, ILMN, DLTR, MGM Q3 2024 29 $2.4B SWX, ILMN, MDU, VSTS, MGM Q2 2024 32 $2.1B SWX, MGM, MDU, ILMN, VSTS Q1 2024 31 $2.0B SWX, MGM, MDU, ILMN, AMZN