CORVEX MANAGEMENT LP
Q2 2022 Form 13-F
NEW YORK, NEW YORK
CIK 0001535472
· CRD 158197
· SEC-registered investment adviser
$1.6B Reported Value Total
CORVEX MANAGEMENT LP reports 10 total accounts under management (AUM). There are 10 discretionary accounts valued at $2,942,050,215, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
13 funds
· $5.1B gross asset value
Hedge Fund: $4.8B · Private Equity Fund: $209.9M
Source: Form ADV filed 2026-03-30
Reported value
$1.6B
Quarter over quarter
-20.2%
Holdings
33
Top-10 concentration
74.1%
Key People
Form ADV owners & control persons
Keith Arlyn Meister
MANAGING PARTNER
Garrett Thomas Bembenek
CHIEF OPERATIONS OFFICER
Patrick Joseph Dooley
GENERAL COUNSEL, CHIEF LEGAL OFFICER, & CHIEF COMPLIANCE OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q2 2022 13F record
Q2 2022 13F filing summary
| Period of report | June 30, 2022 |
|---|---|
| Filed | August 15, 2022 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 33 |
| Change in reported value | -0.5% |
| New positions | 7 |
| Exited positions | 2 |
| Position turnover | 25.7% |
| Top-10 concentration | 74.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
24 | $3.3B |
|
Q1 2026 13F
Filed May 15, 2026
|
25 | $2.5B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
24 | $3.3B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
28 | $3.0B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
30 | $2.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
32 | $2.6B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
34 | $3.6B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
30 | $2.6B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
33 | $2.2B |
|
Q1 2024 13F
Filed May 15, 2024
|
32 | $2.2B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
31 | $1.9B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
34 | $1.9B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
31 | $2.0B |
|
Q1 2023 13F
Filed May 15, 2023
|
31 | $2.0B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
28 | $1.9B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
32 | $1.7B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
33 | $1.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
28 | $1.6B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
30 | $2.5B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
32 | $3.2B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MDU MDU RES GROUP INC | $235.6M | 14.96% |
| 2 | MGM MGM RESORTS INTERNATIONAL | $193.2M | 12.27% |
| 3 | CRC CALIFORNIA RES CORP | $130.3M | 8.28% |
| 4 | MSFT MICROSOFT CORP | $114.8M | 7.29% |
| 5 | GOOGL ALPHABET INC | $114.3M | 7.26% |
| 6 | CEG CONSTELLATION ENERGY CORP | $101.5M | 6.45% |
| 7 | AES AES CORP | $95.3M | 6.05% |
| 8 | ZEN ZENDESK INC | $67.4M | 4.28% |
| 9 | AMZN AMAZON COM INC | $60.6M | 3.85% |
| 10 | FIVN FIVE9 INC | $53.5M | 3.4% |
| 11 | CCEP COCA-COLA EUROPACIFIC PARTNE | $41.0M | 2.61% |
| 12 | AAPL P APPLE INC | $34.2M | 2.17% |
| 13 | LSXMA LIBERTY MEDIA CORP DEL | $33.6M | 2.14% |
| 14 | CSX CSX CORP | $33.4M | 2.12% |
| 15 | UBER UBER TECHNOLOGIES INC | $29.6M | 1.88% |
| 16 | BOOT BOOT BARN HLDGS INC | $28.5M | 1.81% |
| 17 | FMX FOMENTO ECONOMICO MEXICANO S | $27.3M | 1.74% |
| 18 | LSXMK LIBERTY MEDIA CORP DEL | $26.6M | 1.69% |
| 19 | EQRX EQRX INC | $24.6M | 1.56% |
| 20 | WGS SEMA4 HOLDINGS CORP | $20.1M | 1.28% |
Values as reported on the Q2 2022 Form 13F. Every position is in the holdings table below.