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Keith Meister

Corvex Management

Corvex Management, Keith Meister's activist and event-driven value investing

Corvex is an activist and event-driven value manager. Keith Meister's positions are useful when they connect ownership, governance, board involvement, strategic change, and capital allocation.

Sources Corvex Management official site SEC EDGAR profile Keith Meister Corvex profile
Activist / event-driven value CIK 1535472
2026-03-31 Latest 13F 19 Current holdings 61 Last 4 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 25 disclosed positions · $2.5B Top five 58.1%: ILMN, SWX, DIS, WGS, MGM

Performance materials

  • Corvex does not publish a continuous public fund-level return table. Filings and campaign materials provide context.

Firm and key people

  • Meister founded Corvex after working with Carl Icahn, giving the firm a strong activist lineage.
  • The portfolio often includes concentrated positions where events or governance can change value.
  • Public letters, filings, and company events help explain the thesis.

Investment style

  • Focus on governance, strategic alternatives, capital allocation, and management accountability.
  • Large ownership stakes matter because they can support engagement.
  • Read the 13F together with 13D filings, board changes, and company announcements.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
ILMN 3,829,608 $472.0M 18.8%
SWX 4,318,161 $375.2M 14.9%
DIS 2,160,581 $208.2M 8.3%
WGS 3,228,149 $207.3M 8.2%
MGM 5,347,978 $197.9M 7.9%
AMZN 882,732 $183.8M 7.3%
VSTS 19,813,963 $155.7M 6.2%
PPLI 3,355,075 $134.3M 5.3%
UNP 484,330 $117.5M 4.7%
QSR 1,578,254 $116.6M 4.6%
CX 8,600,275 $98.4M 3.9%
LLYVA 1,005,434 $92.1M 3.7%
MSFT 131,661 $48.7M 1.9%
FTRE 4,644,193 $43.7M 1.7%
CSGP 851,734 $34.4M 1.4%
LION 1,622,551 $15.6M 0.6%
LLYVK 32,322 $3.0M 0.1%
NVDA 16,250 $2.8M 0.1%
CRM 14,500 $2.7M 0.1%

Last 4 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
WGS Minor increase 2026-03-31 Filed 2026-05-15 3,228,149 3,058,629 5.5% -$190.5M
ORCL Sold out 2026-03-31 Filed 2026-05-15 0 403,200 -100.0% -$78.6M
QSR Major reduction 2026-03-31 Filed 2026-05-15 1,578,254 2,408,743 -34.5% -$47.7M
AMZN Minor reduction 2026-03-31 Filed 2026-05-15 882,732 982,732 -10.2% -$43.0M
UNP Major reduction 2026-03-31 Filed 2026-05-15 484,330 686,363 -29.4% -$41.3M
AQN Sold out 2026-03-31 Filed 2026-05-15 0 6,183,855 -100.0% -$38.0M
MSFT Major reduction 2026-03-31 Filed 2026-05-15 131,661 173,661 -24.2% -$35.2M
CSGP New 2026-03-31 Filed 2026-05-15 851,734 0 - +$34.4M
FTRE Minor increase 2026-03-31 Filed 2026-05-15 4,644,193 4,508,531 3.0% -$34.0M
SWX Minor reduction 2026-03-31 Filed 2026-05-15 4,318,161 5,030,556 -14.2% -$27.3M
LION New 2026-03-31 Filed 2026-05-15 1,622,551 0 - +$15.6M
DIS Minor increase 2026-03-31 Filed 2026-05-15 2,160,581 1,943,000 11.2% -$12.8M
MGM Minor reduction 2026-03-31 Filed 2026-05-15 5,347,978 5,385,478 -0.7% +$1.4M
LLYVA New 2025-12-31 Filed 2026-02-17 1,005,434 0 - +$81.9M
MDU Sold out 2025-12-31 Filed 2026-02-17 0 4,183,151 -100.0% -$74.5M
DIS Major increase 2025-12-31 Filed 2026-02-17 1,943,000 1,308,000 48.5% +$71.3M
DLTR Sold out 2025-12-31 Filed 2026-02-17 0 541,300 -100.0% -$51.1M
HSI Sold out 2025-12-31 Filed 2026-02-17 0 1,002,462 -100.0% -$49.9M
VSTS Minor increase 2025-12-31 Filed 2026-02-17 19,813,963 18,803,899 5.4% +$47.0M
CCL Sold out 2025-12-31 Filed 2026-02-17 0 1,290,810 -100.0% -$37.3M
PPLI Major increase 2025-12-31 Filed 2026-02-17 3,355,075 2,788,379 20.3% +$36.2M
ORCL Major increase 2025-12-31 Filed 2026-02-17 403,200 349,500 15.4% -$19.7M
AMZN Minor increase 2025-12-31 Filed 2026-02-17 982,732 977,529 0.5% +$12.2M
LLYVK* Sold out 2025-12-31 Filed 2026-02-17 0 32,322 -100.0% -$3.1M
UNP Minor increase 2025-12-31 Filed 2026-02-17 686,363 677,863 1.3% -$1.5M
UNP New 2025-09-30 Filed 2025-11-14 677,863 0 - +$160.2M
DIS New 2025-09-30 Filed 2025-11-14 1,308,000 0 - +$149.8M
QSR Major increase 2025-09-30 Filed 2025-11-14 2,408,743 873,183 175.9% +$96.6M
SRE Sold out 2025-09-30 Filed 2025-11-14 0 1,056,110 -100.0% -$80.0M
CX New 2025-09-30 Filed 2025-11-14 8,600,275 0 - +$77.3M
ORCL Major increase 2025-09-30 Filed 2025-11-14 349,500 99,500 251.3% +$76.5M
NSC Sold out 2025-09-30 Filed 2025-11-14 0 297,431 -100.0% -$76.1M
AMZN Major increase 2025-09-30 Filed 2025-11-14 977,529 675,029 44.8% +$66.5M
CSX Sold out 2025-09-30 Filed 2025-11-14 0 1,753,068 -100.0% -$57.2M
DLTR Major reduction 2025-09-30 Filed 2025-11-14 541,300 981,899 -44.9% -$46.2M
GOOGL Sold out 2025-09-30 Filed 2025-11-14 0 225,709 -100.0% -$39.8M
CCL New 2025-09-30 Filed 2025-11-14 1,290,810 0 - +$37.3M
IAS Sold out 2025-09-30 Filed 2025-11-14 0 2,618,000 -100.0% -$21.8M
PPLI Major increase 2025-09-30 Filed 2025-11-14 2,788,379 2,000,920 39.4% +$20.3M
LNG Sold out 2025-09-30 Filed 2025-11-14 0 57,863 -100.0% -$14.1M
MGM Minor reduction 2025-09-30 Filed 2025-11-14 5,385,478 5,627,478 -4.3% -$6.9M
CRM New 2025-09-30 Filed 2025-11-14 14,500 0 - +$3.4M
DLTR Major reduction 2025-06-30 Filed 2025-08-14 981,899 3,210,753 -69.4% -$143.8M
KOF Sold out 2025-06-30 Filed 2025-08-14 0 998,713 -100.0% -$91.2M
UGI Sold out 2025-06-30 Filed 2025-08-14 0 1,960,815 -100.0% -$64.8M
WGS Major increase 2025-06-30 Filed 2025-08-14 3,058,629 2,473,781 23.6% +$63.3M
VSTS Minor increase 2025-06-30 Filed 2025-08-14 18,803,899 17,007,877 10.6% -$60.6M
GOOGL Major reduction 2025-06-30 Filed 2025-08-14 225,709 643,209 -64.9% -$59.7M
QSR New 2025-06-30 Filed 2025-08-14 873,183 0 - +$57.9M
TSM Sold out 2025-06-30 Filed 2025-08-14 0 310,354 -100.0% -$51.5M
AMZN Major increase 2025-06-30 Filed 2025-08-14 675,029 565,029 19.5% +$40.6M
PPLI Major reduction 2025-06-30 Filed 2025-08-14 2,000,920 2,410,370 -17.0% -$36.0M
SWX Minor increase 2025-06-30 Filed 2025-08-14 5,030,556 4,769,098 5.5% +$31.8M
MDU Major reduction 2025-06-30 Filed 2025-08-14 4,183,151 5,871,758 -28.8% -$29.6M
MGM Minor reduction 2025-06-30 Filed 2025-08-14 5,627,478 5,687,478 -1.1% +$25.0M
ORCL New 2025-06-30 Filed 2025-08-14 99,500 0 - +$21.8M
LNG Major reduction 2025-06-30 Filed 2025-08-14 57,863 140,400 -58.8% -$18.4M
FTRE Minor increase 2025-06-30 Filed 2025-08-14 4,508,531 4,474,898 0.8% -$11.5M
IBIT Sold out 2025-06-30 Filed 2025-08-14 0 196,750 -100.0% -$9.2M
AQN Minor increase 2025-06-30 Filed 2025-08-14 6,183,855 5,683,855 8.8% +$6.2M
LLYVK* Major increase 2025-06-30 Filed 2025-08-14 32,322 16,643 94.2% +$1.5M

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.