Keith Meister's portfolio — Corvex Management

Former Icahn lieutenant running an event-driven and activist fund.

Corvex Management's 13F filing for Q2 2026 lists 24 stocks worth $3.27B, led by ILMN, WGS, VSTS. That quarter it opened 5 new positions, added to 3, reduced 7 and sold out of 6.

Top holdings, Q2 2026

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

Every position in Corvex Management's 13F filing · All famous investors · What they hold in common