---
name: Copy Corvex Management
kind: hedgecopy-fund
cik: 0001535472
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Corvex Management (13F follow-the-filing)

Corvex Management files a 13F-HR with the SEC each quarter (CIK 0001535472). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +26.0% vs SPY +22.9% (alpha +3.1%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +18.2% vs SPY +17.3%
- Follow-the-filing TTM: +30.5% vs SPY +16.2% (alpha +14.3%)
- Quarters of history: 17; average coverage 96%; flags: none

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | ILMN | ILLUMINA INC | 15.5% |
| 2 | WGS | GENEDX HOLDINGS CORP | 10.2% |
| 3 | VSTS | VESTIS CORPORATION | 8.9% |
| 4 | SWX | SOUTHWEST GAS HLDGS INC | 8.8% |
| 5 | MGM | MGM RESORTS INTERNATIONAL | 7.9% |
| 6 | AMZN | AMAZON COM INC | 6.7% |
| 7 | DIS | DISNEY WALT CO | 6.5% |
| 8 | VST | VISTRA CORP | 5.0% |
| 9 | META | META PLATFORMS INC | 4.9% |
| 10 | PPLI | PEOPLE INC | 4.0% |
| 11 | LLYVA | LIBERTY LIVE HOLDINGS INC | 3.2% |
| 12 | CX | CEMEX SA EURO MTN BE 144A | 3.1% |
| 13 | PLNT | PLANET FITNESS MASTER ISSUER | 3.1% |
| 14 | QSR | RESTAURANT BRANDS INTL INC | 2.9% |
| 15 | UNP | UNION PAC CORP | 2.8% |
| 16 | FTRE | FORTREA HLDGS INC | 1.6% |
| 17 | MSFT | MICROSOFT CORP | 1.5% |
| 18 | FWONK | LIBERTY MEDIA CORP DEL | 1.2% |
| 19 | ONT | ONTERRIS INC | 1.1% |
| 20 | FWONA | LIBERTY MEDIA CORP DEL | 0.9% |

## About the fund

Corvex Management LP is an investment advisory firm that specializes in managing private investment funds. The firm focuses on fundamental, value-based investing and often engages in activist actions to create shareholder value.

- Strategy: Fundamental, value-based investing
- Type: Activist, Long/short equity
- Founders: Keith Meister
- Key people: Keith Meister (Managing Partner and Chief Investment Officer); Anthony Rohr (Chief Technology Officer); Brian Emes (Chief Financial Officer); Joseph Costa (Managing Partner, Corvex Private Equity); Kaitlyn Sanders (Vice President, Corvex Private Equity); Shinian Ye (Head of Healthcare, TMT); William Bassin (Head of Marketing and Investor Relations)
- Founded 2010 · HQ New York, United States
- Reported AUM: $4.6bn (as of 03/30/2026)
- Website: https://corvexmanagementlp.com/

### Approach
The firm focuses on fundamental, value-based investing across the capital structure in situations with identifiable catalysts. It employs an opportunistic approach with a specific focus on equity investments, special situations, and distressed securities. The firm utilizes a longer-term investment horizon, concentrated portfolio construction, and industry expertise to conduct focused due diligence and research.

### History
Corvex Management LP was formed in December 2010 by Keith Meister. The firm has been a registered investment adviser since March 2012. It operates as an investment advisory services firm specializing in private investment funds.

### Notable positions / campaigns
- Whitbread (2026): Activist campaign seeking a board seat due to strategy concerns.
- Illumina (2026): Corvex funds reported a sale of shares.
- GeneDx (2026): Corvex purchased shares worth $13.4 million.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001535472"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.