13F-HR filed by Corvex Management LP
Corvex Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 27 holding rows worth $3,271,510,688.
- Accession
- 0001011438-26-000138
- Filer
- CIK 1535472
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 27 entries on the cover page, a total value of $3,271,510,688 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,271,510,688 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 |
|---|---|---|---|---|---|---|
| ILLUMINA INC | 452327109 | COM | 3,829,608 | $502,291,385 | dollars as filed | |
| SOUTHWEST GAS HLDGS INC COM | 844895102 | Stock | 5,030,556 | $402,545,091 | dollars as filed | |
| GENEDX HOLDINGS CORP | 81663L200 | COM CL A | 3,058,629 | $397,805,288 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 982,732 | $226,834,200 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,943,000 | $221,055,110 | dollars as filed | |
| MGM RESORTS INTERNATIONAL | 552953101 | COM | 5,385,478 | $196,516,092 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 2,408,743 | $164,348,535 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 686,363 | $158,769,489 | dollars as filed | |
| VESTIS CORPORATION | 29430C102 | COM SHS | 19,813,963 | $132,159,133 | dollars as filed | |
| PEOPLE INC | 44891N208 | COM NEW | 3,355,075 | $131,183,433 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 500,000 | $115,660,000 | dollars as filed | call |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 8,600,275 | $98,817,160 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 150,000 | $92,146,500 | dollars as filed | put |
| Microsoft Corp | 594918104 | COM | 173,661 | $83,985,933 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC | 530909100 | COM SER A | 1,005,434 | $81,942,871 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 403,200 | $78,587,712 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 4,508,531 | $77,772,160 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 500,000 | $56,885,000 | dollars as filed | call |
| ALGONQUIN POWER & UTILITIES CO COM | 015857105 | Stock | 6,183,855 | $38,030,708 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 14,500 | $3,841,195 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,250 | $3,030,625 | dollars as filed | |
| LIBERTY LIVE HOLDINGS INC COM SHS SER C | 530909308 | Stock | 32,322 | $2,687,898 | dollars as filed | |
| ARDAGH METAL PACKAGING S A | L02235106 | SHS | 398,835 | $1,635,224 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,400 | $1,584,216 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,850 | $1,281,702 | dollars as filed | |
| FLYEXCLUSIVE INC | 343928115 | *W EXP 99/99/999 | 200,827 | $57,196 | dollars as filed | |
| STANDARD BIOTOOLS INC | 34385P108 | COM | 44,400 | $56,832 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001011438-26-000138 | this filing | 2026-02-17 | acceptance time not in the bulk data set |