CORVEX MANAGEMENT LP
Q4 2024 Form 13-F

NEW YORK, NEW YORK
CIK 0001535472 · CRD 158197 · SEC-registered investment adviser
$3.6B Reported Value Total

CORVEX MANAGEMENT LP reports 9 total accounts under management (AUM). There are 9 discretionary accounts valued at $3,167,281,785, 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.
SEC Registered Discretionary Manager
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
$3.6B
Quarter over quarter
+0.3%
Holdings
34
Top-10 concentration
67.2%

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

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Q4 2024 13F record

Q4 2024 13F filing summary

Q4 2024 Form 13F portfolio summary
Period of report December 31, 2024
Filed February 14, 2025
Form 13F-HR
Reported value $3.6B
Positions 34
Change in reported value +40.9%
New positions 6
Exited positions 2
Position turnover 22.2%
Top-10 concentration 67.2%

13F filings by quarter

Form 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 · Q4 2024

Largest Q4 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 SPY C SPDR S&P 500 ETF TR $586.1M 16.15%
2 SWX SOUTHWEST GAS HLDGS INC $337.2M 9.29%
3 VSTS VESTIS CORPORATION $259.2M 7.14%
4 ILMN ILLUMINA INC $227.2M 6.26%
5 DLTR DOLLAR TREE INC $216.3M 5.96%
6 MGM MGM RESORTS INTERNATIONAL $197.1M 5.43%
7 WGS GENEDX HOLDINGS CORP $190.1M 5.24%
8 XLV P SELECT SECTOR SPDR TR $172.0M 4.74%
9 MDU MDU RES GROUP INC $128.1M 3.53%
10 AMZN AMAZON COM INC $124.0M 3.42%
11 GOOGL ALPHABET INC $121.8M 3.36%
12 IAC IAC INC $104.0M 2.87%
13 531229748 LIBERTY MEDIA CORP DEL $102.1M 2.81%
14 KOF COCA-COLA FEMSA SAB DE CV $83.0M 2.29%
15 PLTR P PALANTIR TECHNOLOGIES INC $75.6M 2.08%
16 MSFT MICROSOFT CORP $73.2M 2.02%
17 NSC NORFOLK SOUTHN CORP $69.8M 1.92%
18 FTRE FORTREA HLDGS INC $64.9M 1.79%
19 IBIT ISHARES BITCOIN TRUST ETF $62.3M 1.72%
20 CCEP COCA-COLA EUROPACIFIC PARTNE $61.4M 1.69%

Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.

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