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Corvex Management LP

CIK:0001535472
Hedge Fund
$4B AUM
30 holdings
New York, NY, United States
Founded:2011
16 employees
Latest filing:Jun 30, 2025

Corvex Management LP is a hedge fund investment firm headquartered in New York, NY. Founded in 2011 by Keith Meister, Corvex specializes in activist and event-driven investing primarily in public equities. As of 2025, the firm employs approximately 16 professionals and is registered as an investment adviser to various funds, serving institutional investors and high-net-worth clients.

Investment Strategy

Corvex Management LP primarily pursues an activist and event-driven investment strategy, focusing on opportunities across the capital structure, but predominantly in U.S. publicly traded equity securities. The firm takes significant positions in select companies and actively engages with management to unlock shareholder value through operational, strategic, or market-driven changes. Its investment philosophy is rooted in deep fundamental research, risk management, and proactive stewardship aimed at achieving outsized, risk-adjusted returns for its investors.

Top Buys
W
WGSGENEDX HOLDINGS CORP
+$63.3M
I
ILMNILLUMINA INC
+$61.5M
Q
QSRRESTAURANT BRANDS INTL INC
+$57.9M
A
AMZNAMAZON COM INC
+$40.6M
S
SWXSOUTHWEST GAS HLDGS INC
+$31.8M
Top Sells
D
DLTRDOLLAR TREE INC
-$143.8M
K
KOFCOCA-COLA FEMSA SAB DE CV
-$91.2M
U
UGIUGI CORP NEW
-$64.8M
V
VSTSVESTIS CORPORATION
-$60.6M
G
GOOGLALPHABET INC
-$59.7M

Top Holdings

S
SWXSOUTHWEST GAS HLDGS INC
+15.8%$374.2M
I
ILMNILLUMINA INC
+15.5%$365.4M
W
WGSGENEDX HOLDINGS CORP
+12.0%$282.3M
M
MGMMGM RESORTS INTERNATIONAL
+8.2%$193.5M
A
AMZNAMAZON COM INC
+6.3%$148.1M

Equity Positions (29)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SWX
SOUTHWEST GAS HLDGS INC15.84%$374.2M5,030,556$63.08$74.39+$31.8M
I
ILMN
ILLUMINA INC15.47%$365.4M3,829,608$96.43$95.41+$61.5M
W
WGS
GENEDX HOLDINGS CORP11.95%$282.3M3,058,629$22.47$92.31+$63.3M
M
MGM
MGM RESORTS INTERNATIONAL8.19%$193.5M5,627,478$26.01$34.39+$25.0M
A
AMZN
AMAZON COM INC6.27%$148.1M675,029$144.34$219.39+$40.6M

Industry Allocation

NATURAL GAS TRANSMISISON & DISTRIBUTION
+15.8%
LABORATORY ANALYTICAL INSTRUMENTS
+15.5%
SERVICES-HEALTH SERVICES
+12.0%
HOTELS & MOTELS
+8.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.3%