Corvex Management LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ILLUMINA INC | 3,829,608 | 3,829,608 | 0 | 363,697,872 | 502,291,385 | +138,593,513 |
| INVESCO QQQ TR(Put) | 0 | 150,000 | +150,000 | 0 | 92,146,500 | +92,146,500 |
| LIBERTY LIVE HOLDINGS INC | 0 | 1,005,434 | +1,005,434 | 0 | 81,942,871 | +81,942,871 |
| DISNEY WALT CO | 1,308,000 | 1,943,000 | +635,000 | 149,766,000 | 221,055,110 | +71,289,110 |
| GENEDX HOLDINGS CORP | 3,058,629 | 3,058,629 | 0 | 329,536,688 | 397,805,288 | +68,268,600 |
| DISNEY WALT CO(Call) | 0 | 500,000 | +500,000 | 0 | 56,885,000 | +56,885,000 |
| VESTIS CORPORATION | 18,803,899 | 19,813,963 | +1,010,064 | 85,181,662 | 132,159,133 | +46,977,471 |
| FORTREA HLDGS INC | 4,508,531 | 4,508,531 | 0 | 37,961,831 | 77,772,160 | +39,810,329 |
| IAC INC | 2,788,379 | 3,355,075 | +566,696 | 95,000,073 | 131,183,433 | +36,183,360 |
| CEMEX SAB DE CV | 8,600,275 | 8,600,275 | 0 | 77,316,472 | 98,817,160 | +21,500,688 |
| AMAZON COM INC | 977,529 | 982,732 | +5,203 | 214,636,043 | 226,834,200 | +12,198,157 |
| MGM RESORTS INTERNATIONAL | 5,385,478 | 5,385,478 | 0 | 186,660,667 | 196,516,092 | +9,855,425 |
| RESTAURANT BRANDS INTL INC | 2,408,743 | 2,408,743 | 0 | 154,496,776 | 164,348,535 | +9,851,759 |
| SOUTHWEST GAS HLDGS INC | 5,030,556 | 5,030,556 | 0 | 394,093,757 | 402,545,091 | +8,451,334 |
| ALGONQUIN PWR UTILS CORP | 6,183,855 | 6,183,855 | 0 | 33,207,301 | 38,030,708 | +4,823,407 |
| LIBERTY LIVE HOLDINGS INC | 0 | 32,322 | +32,322 | 0 | 2,687,898 | +2,687,898 |
| SALESFORCE INC | 14,500 | 14,500 | 0 | 3,436,500 | 3,841,195 | +404,695 |
| ARDAGH METAL PACKAGING S A | 398,835 | 398,835 | 0 | 1,591,352 | 1,635,224 | +43,872 |
| TESLA INC | 2,850 | 2,850 | 0 | 1,267,452 | 1,281,702 | +14,250 |
| STANDARD BIOTOOLS INC | 44,400 | 44,400 | 0 | 57,720 | 56,832 | -888 |
| NVIDIA CORPORATION | 16,250 | 16,250 | 0 | 3,031,925 | 3,030,625 | -1,300 |
| FLYEXCLUSIVE INC | 200,832 | 200,827 | -5 | 63,764 | 57,196 | -6,568 |
| META PLATFORMS INC | 2,400 | 2,400 | 0 | 1,762,512 | 1,584,216 | -178,296 |
| UNION PAC CORP | 677,863 | 686,363 | +8,500 | 160,226,477 | 158,769,489 | -1,456,988 |
| UNION PAC CORP(Call) | 500,000 | 500,000 | 0 | 118,185,000 | 115,660,000 | -2,525,000 |
| MICROSOFT CORP | 173,661 | 173,661 | 0 | 89,947,715 | 83,985,933 | -5,961,782 |
| ORACLE CORP | 349,500 | 403,200 | +53,700 | 98,293,380 | 78,587,712 | -19,705,668 |