Keith Meister
Corvex Management Lp
Assets Managed
$2.515B
Holdings
25
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
-23.11%(2Q avg: -7.31%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Corvex Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.
Assets under management
The assets under management (AUM) of Corvex Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.515B in assets, with a quarterly growth rate of -23.11% and a 2-quarter average growth rate of -7.31%. The portfolio is managed by Keith Meister, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ILMN Illumina Inc
| 18.77% | $472.037M 3.83M shares@ $123.26 avg price | |
SWX Southwest Gas Holdings Inc
| 14.92% | $375.248M 4.318M shares@ $86.91 avg price | Decreased -14.16% |
DIS Walt Disney Co The
| 8.28% | $208.237M 2.161M shares@ $96.39 avg price | Decreased -11.56% |
WGS Genedx Holdings Corp
| 8.25% | $207.312M 3.228M shares@ $64.23 avg price | Increased 5.55% |
MGM Mgm Resorts International
| 7.87% | $197.929M 5.348M shares@ $37.02 avg price | Decreased -0.69% |
AMZN Amazon.com Inc
| 7.31% | $183.847M 882,732 shares@ $208.28 avg price | Decreased -10.17% |
VSTS Vestis Corp
| 6.2% | $155.738M 19.814M shares@ $7.86 avg price | |
IAC Iac Inc
| 5.34% | $134.304M 3.355M shares@ $40.03 avg price | |
UNP Union Pacific Corp
| 4.68% | $117.508M 484,330 shares@ $242.63 avg price | Decreased -59.17% |
QSR Restaurant Brands Intern
| 4.64% | $116.633M 1.578M shares@ $73.91 avg price | Decreased -34.47% |
1-10 of 25