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The Activist Investor Insider

Corvex Management

Keith Meister

Keith Meister founded Corvex Management, an event-driven and activist investment firm. He previously worked with Carl Icahn and has served on several public company boards.

SEC filings, CIK 0001535472

Public rank, Sep 15
#8
13F portfolio value
$3.27B
13F positions
25
Recent 13D / Form 4
0

Rank history

Rank in each edition. Locked editions hide their top 5 until they unlock.

  1. —Sep 1, 2026
  2. #8Sep 15, 2026
  3. —Oct 1, 2026
  4. LockedOct 15, 2026
  5. LockedNov 1, 2026

Disclosed moves in public editions

The most recent moves from editions free readers can see, newest first.

Top 13F holdings

13F for Q2 2026, filed Aug 14, 2026 (holdings as of Jun 30, 2026). Total reported value $3,274,441,524 across 25 positions.

The latest 13F filed by Sep 30, 2026; newer 13Fs appear as each edition unlocks.

View the 13F on EDGAR ↗

  • Illumina Inc

    ILMN
    $497,695,95815.2% of portfolio2,830,552 shtrimmed

  • Genedx Holdings Corp

    WGS
    $328,460,73110.0% of portfolio4,784,570 shadded

  • Vestis Corporation

    VSTS
    $287,698,7438.8% of portfolio19,813,963 shunchanged

  • Southwest Gas Hldgs Inc

    SWX
    $284,533,1508.7% of portfolio3,208,538 shtrimmed

  • MGM Resorts International

    MGM
    $255,686,8287.8% of portfolio5,347,978 shunchanged

  • Amazon Com Inc

    AMZN
    $215,872,1656.6% of portfolio905,732 shadded

  • Disney Walt Co

    DIS
    $207,955,9216.3% of portfolio2,160,581 shunchanged

  • Vistra Corp

    VST
    $161,838,7684.9% of portfolio1,020,228 shnew

  • Meta Platforms Inc

    META
    $157,721,2004.8% of portfolio280,000 shadded

  • People Inc

    PPLI
    $128,957,8843.9% of portfolio2,793,715 shtrimmed

Recent filings

Schedule 13D, 13D/A and Form 4 filings, newest first. Filings through Sep 30, 2026; newer filings appear as each edition unlocks.

No recent Schedule 13D or Form 4 filings through Sep 30, 2026.

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