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Corvex Management LP
institutioneller Anleger · Portfolio $3.27 Mrd. · 25 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 30
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| Illumina Inc US:ILMN | 2 830 552 | $498 Mio. | 15.47% | −999 056 |
| GeneDx Holdings Corp. US:WGS | 4 784 570 | $328 Mio. | 10.21% | +1 556 421 |
| Vestis Corporation US:VSTS | 19 813 963 | $288 Mio. | 8.94% | — |
| Southwest Gas Holdings Inc US:SWX | 3 208 538 | $285 Mio. | 8.84% | −1 109 623 |
| MGM Resorts International US:MGM | 5 347 978 | $256 Mio. | 7.95% | — |
| Amazon.com, Inc. US:AMZN | 905 732 | $216 Mio. | 6.71% | +23 000 |
| Walt Disney Co US:DIS | 2 160 581 | $208 Mio. | 6.46% | — |
| Vistra Corp. US:VST | 1 020 228 | $162 Mio. | 5.03% | neu |
| Meta Platforms, Inc. US:META | 280 000 | $158 Mio. | 4.90% | +277 600 |
| People Inc US:PPLI | 2 793 715 | $129 Mio. | 4.01% | −561 360 |
| Liberty Live Holdings, Inc.… US:LLYVA | 1 005 434 | $102 Mio. | 3.16% | — |
| CEMEX S.A.B. de C.V. US:CX | 8 315 275 | $99.8 Mio. | 3.10% | −285 000 |
| Planet Fitness Inc US:PLNT | 1 893 738 | $98.8 Mio. | 3.07% | neu |
| Restaurant Brands Internatio… US:QSR | 1 265 178 | $91.7 Mio. | 2.85% | −313 076 |
| Union Pacific Corporation US:UNP | 326 330 | $88.8 Mio. | 2.76% | −158 000 |
| Fortrea Holdings Inc. US:FTRE | 2 988 551 | $52.0 Mio. | 1.62% | −1 655 642 |
| Microsoft Corporation US:MSFT | 131 661 | $49.1 Mio. | 1.53% | — |
| Liberty Media Corporation Se… US:FWONK | 400 900 | $38.1 Mio. | 1.19% | neu |
| Onterris US:ONT | 1 770 000 | $35.8 Mio. | 1.11% | neu |
| Liberty Media Corporation Se… US:FWONA | 318 350 | $27.9 Mio. | 0.87% | neu |
| Liberty Live Holdings, Inc.… US:LLYVK | 32 322 | $3.41 Mio. | 0.11% | — |
| NVIDIA Corporation US:NVDA | 16 250 | $3.25 Mio. | 0.10% | — |
| Tesla, Inc. US:TSLA | 2 850 | $1.20 Mio. | 0.04% | — |
| FLYEXCLUSIVE INC CUSIP 343928115 | 200 827 | $42.2 Tsd. | 0.00% | — |
| CoStar Group Inc US:CSGP | 0 (war 851 734) | — | — | verkauft |
| Standard Biotools Inc US:LAB | 0 (war 44 340) | — | — | verkauft |
| iShares Russell 2000 ETF US:IWM · ETF | 0 (war 5 000) | — | — | verkauft |
| Lionsgate Studios Holding Co… US:LION | 0 (war 1 622 551) | — | — | verkauft |
| Salesforce.com Inc US:CRM | 0 (war 14 500) | — | — | verkauft |
| ARDAGH METAL PACKAGING S A CUSIP L02235106 | 0 (war 280 854) | — | — | verkauft |
In Unternehmen Unserer Datenbank 4
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| Liberty Live Holdings, Inc.… | 3.93% | 1 005 434 | 2026-06-30 |
| MGM Resorts International | 2.13% | 5 347 978 | 2026-06-30 |
| Yum! Brands Inc | — | — | — |
| Entain PLC | — | 18 774 142 | 2026-01-31 |
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