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Corvex Management LP

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13F filer, CIK 1535472, NEW YORK, NY

Corvex Management LP reported $2,642,395,717 across 34 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 72.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001011438-25-000319

Period
2025-03-31
Reported value
$2.64B
Holdings
34
Top 10 weight
72.23%
New
4
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ILMNadded+2,129,449$169M
SREnew+1,056,110$75.4M
DLTRadded+324,018$24.3M
INTEGRAL AD SCIENCE HLDNG COnew+2,618,000$21.1M
HSIIadded+440,109$18.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CCEPexited-799,325-$61.4M
IBITreduced-978,250-$45.8M
LLYVKreduced-562,735-$38.3M
FMXexited-405,150-$34.6M
LLYVAreduced-513,078-$34.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001011438-25-000319, largest first. % of portfolio is the value over $2,575,643,217, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,769,098 shares; 2024Q4: 4,769,098 shares; 2025Q1: 4,769,098 shares 4,769,098$342M13.29%0Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,280,798 shares; 2024Q4: 1,700,159 shares; 2025Q1: 3,829,608 shares 3,829,608$304M11.8%+2,129,449Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130,974 shares; 2024Q4: 2,886,735 shares; 2025Q1: 3,210,753 shares 3,210,753$241M9.36%+324,018Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,473,781 shares; 2024Q4: 2,473,781 shares; 2025Q1: 2,473,781 shares 2,473,781$219M8.51%0Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,738,478 shares; 2024Q4: 5,687,478 shares; 2025Q1: 5,687,478 shares 5,687,478$169M6.55%0Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,007,877 shares; 2024Q4: 17,007,877 shares; 2025Q1: 17,007,877 shares 17,007,877$168M6.54%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489,495 shares; 2024Q4: 2,410,370 shares; 2025Q1: 2,410,370 shares 2,410,370$111M4.3%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 517,629 shares; 2024Q4: 565,029 shares; 2025Q1: 565,029 shares 565,029$108M4.17%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643,209 shares; 2024Q4: 643,209 shares; 2025Q1: 643,209 shares 643,209$99.5M3.86%0Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,147,041 shares; 2024Q4: 7,108,829 shares; 2025Q1: 5,871,758 shares 5,871,758$99.3M3.86%-1,237,071Timeline
KOFCOCA-COLA FEMSA SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446,177 shares; 2024Q4: 1,066,108 shares; 2025Q1: 998,713 shares 998,713$91.2M3.54%-67,395Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056,110 shares 1,056,110$75.4M2.93%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,831 shares; 2024Q4: 297,431 shares; 2025Q1: 297,431 shares 297,431$70.4M2.74%0Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,558,332 shares; 2024Q4: 1,534,222 shares; 2025Q1: 1,021,144 shares 1,021,144$68.7M2.67%-513,078Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,661 shares; 2024Q4: 173,661 shares; 2025Q1: 173,661 shares 173,661$65.2M2.53%0Timeline
UGIUGI CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,960,815 shares; 2025Q1: 1,960,815 shares 1,960,815$64.8M2.52%0Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,268 shares; 2024Q4: 1,753,068 shares; 2025Q1: 1,753,068 shares 1,753,068$51.6M2%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,854 shares; 2025Q1: 310,354 shares 310,354$51.5M2%+109,500Timeline
HSIIHEIDRICK & STRUGGLES INTL INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 562,353 shares; 2025Q1: 1,002,462 shares 1,002,462$42.9M1.67%+440,109Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220,742 shares; 2024Q4: 3,480,898 shares; 2025Q1: 4,474,898 shares 4,474,898$33.8M1.31%+994,000Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,000 shares; 2024Q4: 140,400 shares; 2025Q1: 140,400 shares 140,400$32.5M1.26%0Timeline
AQNALGONQUIN POWER & UTILITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,041,626 shares; 2024Q4: 3,345,455 shares; 2025Q1: 5,683,855 shares 5,683,855$29.2M1.13%+2,338,400Timeline
INTEGRAL AD SCIENCE HLDNG COINTEGRAL AD SCIENCE HLDNG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,618,000 shares 2,618,000$21.1M0.82%new
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,175,000 shares; 2025Q1: 196,750 shares 196,750$9.21M0.36%-978,250Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares 16,250$1.76M0.07%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares 7,500$1.5M0.06%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares 2,400$1.38M0.05%0Timeline
AMBPARDAGH METAL PACKAGING S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,835 shares; 2024Q4: 398,835 shares; 2025Q1: 398,835 shares 398,835$1.2M0.05%0Timeline
LLYVKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 925,378 shares; 2024Q4: 579,378 shares; 2025Q1: 16,643 shares 16,643$1.13M0.04%-562,735Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares 2,850$739K0.03%0Timeline
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,400 shares; 2024Q4: 44,400 shares; 2025Q1: 44,400 shares 44,400$48K<0.01%0Timeline
FLYEXCLUSIVE INCFLYEXCLUSIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,832 shares; 2024Q4: 200,832 shares; 2025Q1: 200,832 shares 200,832$20.1K<0.01%0

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
IWMISHARES TR SHScall250,000$49.9Mnew
PLTRPALANTIR TECHNOLOGIES INC COMput200,000$16.9M-800,000

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T1,000,000$586Mcall
XLVSELECT SECTOR SPDR TR1,250,000$172Mput
CCEPCOCA-COLA EUROPACIFIC PARTNE799,325$61.4Mshares
APPAPPLOVIN CORP140,000$45.3Mput
FMXFOMENTO ECONOMICO MEXICANO S405,150$34.6Mshares
ECGEVERUS CONSTR GROUP322,706$21.2Mshares
WHWYNDHAM HOTELS & RESORTS INC34,345$3.46Mshares
CRMSALESFORCE INC3,032$1.01Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001011438-25-000319 base2025-05-15acceptance time not in the bulk data set