Corvex Management LP Portfolio Holdings

Corvex Management LP

  • $1.87 Billion
  • Q2 2025

Corvex Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.87 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southwest Gas Holdings, Inc. with a value of $374M, Illumina, Inc. with a value of $365M, Mgm Resorts International with a value of $194M, Amazon Com Inc with a value of $148M, and Dollar Tree, Inc. with a value of $97.2M.

Examining the 13F form we can see an decrease of $275M in the current position value, from $2.14B to 1.87B.

Corvex Management LP is based out at New York, NY

Below you can find more details about Corvex Management LP portfolio as well as his latest detailed transactions.

Portfolio value $1.87 Billion
Utilities: $490 Million
Consumer Cyclical: $402 Million
Healthcare: $365 Million
Industrials: $249 Million
Communication Services: $138 Million
Technology: $111 Million
Consumer Defensive: $97.2 Million
Energy: $14.1 Million
Other: $1.08 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103M
$53,000 0.0% of portfolio
44,400
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $1.87 Billion
  • Prior Value $2.14 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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