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Corvex Management LP

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13F filer, CIK 1535472, NEW YORK, NY

Corvex Management LP reported $2,515,203,115 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 86.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001011438-26-000343

Period
2026-03-31
Reported value
$2.52B
Holdings
25
Top 10 weight
86.23%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CSGPnew+851,734$34.4M
DISadded+217,581$21M
LIONnew+1,622,551$15.6M
WGSadded+169,520$10.9M
FTREadded+135,662$1.28M

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
ORCLexited-403,200-$78.6M
SWXreduced-712,395-$61.9M
QSRreduced-830,489-$61.4M
UNPreduced-202,033-$49M
AQNexited-6,183,855-$38M

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 2026

Share positions as resolved from 13F-HR 0001011438-26-000343, largest first. % of portfolio is the value over $2,515,203,115, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280,798 shares; 2024Q4: 1,700,159 shares; 2025Q1: 3,829,608 shares; 2025Q2: 3,829,608 shares; 2025Q3: 3,829,608 shares; 2025Q4: 3,829,608 shares; 2026Q1: 3,829,608 shares 3,829,608$472M18.77%0Timeline
SWXSOUTHWEST GAS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,769,098 shares; 2024Q4: 4,769,098 shares; 2025Q1: 4,769,098 shares; 2025Q2: 5,030,556 shares; 2025Q3: 5,030,556 shares; 2025Q4: 5,030,556 shares; 2026Q1: 4,318,161 shares 4,318,161$375M14.92%-712,395Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,308,000 shares; 2025Q4: 1,943,000 shares; 2026Q1: 2,160,581 shares 2,160,581$208M8.28%+217,581Timeline
WGSGENEDX HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473,781 shares; 2024Q4: 2,473,781 shares; 2025Q1: 2,473,781 shares; 2025Q2: 3,058,629 shares; 2025Q3: 3,058,629 shares; 2025Q4: 3,058,629 shares; 2026Q1: 3,228,149 shares 3,228,149$207M8.24%+169,520Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738,478 shares; 2024Q4: 5,687,478 shares; 2025Q1: 5,687,478 shares; 2025Q2: 5,627,478 shares; 2025Q3: 5,385,478 shares; 2025Q4: 5,385,478 shares; 2026Q1: 5,347,978 shares 5,347,978$198M7.87%-37,500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517,629 shares; 2024Q4: 565,029 shares; 2025Q1: 565,029 shares; 2025Q2: 675,029 shares; 2025Q3: 977,529 shares; 2025Q4: 982,732 shares; 2026Q1: 882,732 shares 882,732$184M7.31%-100,000Timeline
VSTSVESTIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,007,877 shares; 2024Q4: 17,007,877 shares; 2025Q1: 17,007,877 shares; 2025Q2: 18,803,899 shares; 2025Q3: 18,803,899 shares; 2025Q4: 19,813,963 shares; 2026Q1: 19,813,963 shares 19,813,963$156M6.19%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489,495 shares; 2024Q4: 2,410,370 shares; 2025Q1: 2,410,370 shares; 2025Q2: 2,000,920 shares; 2025Q3: 2,788,379 shares; 2025Q4: 3,355,075 shares; 2026Q1: 3,355,075 shares 3,355,075$134M5.34%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 677,863 shares; 2025Q4: 686,363 shares; 2026Q1: 484,330 shares 484,330$118M4.67%-202,033Timeline
QSRRESTAURANT BRANDS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 873,183 shares; 2025Q3: 2,408,743 shares; 2025Q4: 2,408,743 shares; 2026Q1: 1,578,254 shares 1,578,254$117M4.64%-830,489Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,600,275 shares; 2025Q4: 8,600,275 shares; 2026Q1: 8,600,275 shares 8,600,275$98.4M3.91%0Timeline
LLYVALIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005,434 shares; 2026Q1: 1,005,434 shares 1,005,434$92.1M3.66%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,661 shares; 2024Q4: 173,661 shares; 2025Q1: 173,661 shares; 2025Q2: 173,661 shares; 2025Q3: 173,661 shares; 2025Q4: 173,661 shares; 2026Q1: 131,661 shares 131,661$48.7M1.94%-42,000Timeline
FTREFORTREA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220,742 shares; 2024Q4: 3,480,898 shares; 2025Q1: 4,474,898 shares; 2025Q2: 4,508,531 shares; 2025Q3: 4,508,531 shares; 2025Q4: 4,508,531 shares; 2026Q1: 4,644,193 shares 4,644,193$43.7M1.74%+135,662Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851,734 shares 851,734$34.4M1.37%newTimeline
LIONLIONSGATE STUDIOS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,622,551 shares 1,622,551$15.6M0.62%newTimeline
LLYVKLIBERTY LIVE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,322 shares; 2026Q1: 32,322 shares 32,322$3.04M0.12%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares; 2025Q2: 16,250 shares; 2025Q3: 16,250 shares; 2025Q4: 16,250 shares; 2026Q1: 16,250 shares 16,250$2.83M0.11%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500$2.71M0.11%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$1.37M0.05%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$1.24M0.05%newTimeline
AMBPARDAGH METAL PACKAGING S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,835 shares; 2024Q4: 398,835 shares; 2025Q1: 398,835 shares; 2025Q2: 398,835 shares; 2025Q3: 398,835 shares; 2025Q4: 398,835 shares; 2026Q1: 280,854 shares 280,854$1.14M0.05%-117,981Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850$1.06M0.04%0Timeline
FLYEXCLUSIVE INCFLYEXCLUSIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,832 shares; 2024Q4: 200,832 shares; 2025Q1: 200,832 shares; 2025Q2: 200,832 shares; 2025Q3: 200,832 shares; 2025Q4: 200,827 shares; 2026Q1: 200,827 shares 200,827$48.2K<0.01%0
LABSTANDARD BIOTOOLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,400 shares; 2024Q4: 44,400 shares; 2025Q1: 44,400 shares; 2025Q2: 44,400 shares; 2025Q3: 44,400 shares; 2025Q4: 44,400 shares; 2026Q1: 44,340 shares 44,340$40.8K<0.01%-60Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
UNPUNION PAC CORP500,000$116Mcall
QQQINVESCO QQQ TR150,000$92.1Mput
ORCLORACLE CORP403,200$78.6Mshares
DISDISNEY WALT CO500,000$56.9Mcall
AQNALGONQUIN POWER & UTILITIES6,183,855$38Mshares

How Q1 2026 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 0001011438-26-000343 base2026-05-15acceptance time not in the bulk data set