Corvex Management LP — 13F holdings

Corvex Management LP reported 25 holdings worth $3.27B in its 13F filing for Q2 2026, filed August 14, 2026.

Keith Meister's portfolio: holdings, buys and sells

Largest positions

1. ILMN ILLUMINA INC — $498M (15.2%)
2. WGS GENEDX HOLDINGS CORP — $328M (10.0%)
3. VSTS VESTIS CORPORATION — $288M (8.8%)
4. SWX SOUTHWEST GAS HLDGS INC — $285M (8.7%)
5. MGM MGM RESORTS INTERNATIONAL — $256M (7.8%)
6. AMZN AMAZON COM INC — $216M (6.6%)
7. META META PLATFORMS INC — $214M (6.5%)
8. DIS DISNEY WALT CO — $208M (6.4%)
9. VST VISTRA CORP — $162M (4.9%)
10. PPLI IAC INC — $129M (3.9%)