13F-HR filed by Corvex Management LP
Corvex Management LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 32 holding rows worth $3,015,354,880.
- Accession
- 0001011438-25-000574
- Filer
- CIK 1535472
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 32 entries on the cover page, a total value of $3,015,354,880 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,015,354,880 with VALUE read as dollars as filed, 13F file number 028-14659. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 5,030,556 | $394,093,757 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 3,829,608 | $363,697,872 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 3,058,629 | $329,536,688 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 977,529 | $214,636,043 | dollars as filed | |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 5,385,478 | $186,660,667 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 677,863 | $160,226,477 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 2,408,743 | $154,496,776 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,308,000 | $149,766,000 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 500,000 | $118,185,000 | dollars as filed | call |
| Oracle Corporation | 68389X105 | COM | 349,500 | $98,293,380 | dollars as filed | |
| PEOPLE INC | 44891N208 | COM NEW | 2,788,379 | $95,000,073 | dollars as filed | |
| LIBERTY MEDIA CORP | 531229748 | CL A | 1,005,434 | $94,812,426 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 173,661 | $89,947,715 | dollars as filed | |
| VESTIS CORPORATION | 29430C102 | COM SHS | 18,803,899 | $85,181,662 | dollars as filed | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 8,600,275 | $77,316,472 | dollars as filed | |
| MDU RES GROUP INC | 552690109 | COM | 4,183,151 | $74,501,919 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 250,000 | $59,250,000 | dollars as filed | call |
| DOLLAR TREE INC COM | 256746108 | Stock | 541,300 | $51,082,481 | dollars as filed | |
| HEIDRICK & STRUGGLES INTL IN | 422819102 | COM | 1,002,462 | $49,892,534 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 4,508,531 | $37,961,831 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 1,290,810 | $37,317,317 | dollars as filed | |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 6,183,855 | $33,207,301 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 150,000 | $32,935,500 | dollars as filed | call |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 450,000 | $13,009,500 | dollars as filed | call |
| Salesforce.com, Inc | 79466L302 | COM | 14,500 | $3,436,500 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229722 | COM LBTY LIV S C | 32,322 | $3,134,264 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,250 | $3,031,925 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,400 | $1,762,512 | dollars as filed | |
| ARDAGH METAL PACKAGING S A | L02235106 | SHS | 398,835 | $1,591,352 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,850 | $1,267,452 | dollars as filed | |
| FLYEXCLUSIVE INC | 343928115 | *W EXP 99/99/999 | 200,832 | $63,764 | dollars as filed | |
| STANDARD BIOTOOLS INC | 34385P108 | COM | 44,400 | $57,720 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001011438-25-000574 | this filing | 2025-11-14 | acceptance time not in the bulk data set |