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Corvex Management LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
23
-5
New Purchases
0
Added To
0
Closed
23
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 6 $0 0%
Large Cap 6 $0 0%
Mid Cap 6 $0 0%
Small Cap 4 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$674.1B
Median Market Cap
$18.2B
Avg P/E
58.7
Median P/E
27.4
Avg Dividend Yield
0.01%
Avg Beta
1.20
# Stocks
23
# ETFs / Funds
0

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FTRE —% -$78M -4,508,531 -100.0% SOLD
2 CX —% -$99M -8,600,275 -100.0% SOLD
3 QSR —% -$164M -2,408,743 -100.0% SOLD
4 CRM —% -$4M -14,500 -100.0% SOLD
5 MGM —% -$197M -5,385,478 -100.0% SOLD
6 SWX —% -$403M -5,030,556 -100.0% SOLD
7 AQN —% -$38M -6,183,855 -100.0% SOLD
8 AMBP —% -$2M -398,835 -100.0% SOLD
9 UNP —% -$159M -686,363 -100.0% SOLD
10 VSTS —% -$132M -19,813,963 -100.0% SOLD
11 ILMN —% -$502M -3,829,608 -100.0% SOLD
12 DIS —% -$221M -1,943,000 -100.0% SOLD
13 AMZN —% -$227M -982,732 -100.0% SOLD
14 IAC —% -$131M -3,355,075 -100.0% SOLD
15 LLYVA —% -$82M -1,005,434 -100.0% SOLD
16 LAB —% -$57K -44,400 -100.0% SOLD
17 META —% -$2M -2,400 -100.0% SOLD
18 MSFT —% -$84M -173,661 -100.0% SOLD
19 NVDA —% -$3M -16,250 -100.0% SOLD
20 TSLA —% -$1M -2,850 -100.0% SOLD
21 WGS —% -$398M -3,058,629 -100.0% SOLD
22 ORCL —% -$79M -403,200 -100.0% SOLD
23 FLYX-WT —% -$57K -200,827 -100.0% SOLD

Options Breakdown

2 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
DIS $0 SOLD
UNP $0 SOLD

Top Puts

SymbolSharesValueStatus
QQQ $0 SOLD

Sold Out Positions

SymbolValue% Port
DIS —%
CX —%
QSR —%
CRM —%
MGM —%
SWX —%
AQN —%
AMBP —%
UNP —%
VSTS —%
ILMN —%
AMZN —%
FTRE —%
IAC —%
LLYVA —%
View SEC EDGAR Filings for Corvex Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms