Keith Meister's portfolio
In the Q2 2026 13F, filed August 14, 2026, Corvex Management reported 24 US stock positions worth $3.2B. The largest was Illumina (ILMN) at 15.5% of the portfolio. New positions: Vistra (VST), Planet Fitness (PLNT) and Liberty Media Corporation Series C Liberty Formula One (FWONK). Added to: GeneDx Holdings (WGS) and Amazon.com (AMZN). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- VistraVST$162M
- Planet FitnessPLNT$99M
- Liberty Media Corporation Series C Liberty Formula OneFWONK$38M
- MEGMEG$36M
- Liberty Media Corporation Series A Liberty Formula OneFWONA$28M
Added to
- GeneDx HoldingsWGS$328M
- Amazon.comAMZN$216M
- Meta PlatformsMETA$158M
Trimmed
- IlluminaILMN$498M
- Southwest GasSWX$285M
- IACIAC$129M
- Cemex SAB de CVCX$100M
- Restaurant Brands InternationalQSR$92M
- Union PacificUNP$89M
- FortreaFTRE$52M
Sold out
None this quarter.
Holdings
24 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| IlluminaILMN | 15.46% | $498M | 2,830,552 | Trimmed |
| GeneDx HoldingsWGS | 10.21% | $328M | 4,784,570 | Added |
| VestisVSTS | 8.94% | $288M | 19,813,963 | Held |
| Southwest GasSWX | 8.84% | $285M | 3,208,538 | Trimmed |
| MGM Resorts InternationalMGM | 7.95% | $256M | 5,347,978 | Held |
| Amazon.comAMZN | 6.71% | $216M | 905,732 | Added |
| Disney Walt | 6.46% | $208M | 2,160,581 | Held |
| VistraVST | 5.03% | $162M | 1,020,228 | New |
| Meta PlatformsMETA | 4.90% | $158M | 280,000 | Added |
| IACIAC | 4.01% | $129M | 2,793,715 | Trimmed |
| Liberty Live Holdings, Inc. Series A Liberty Live GroupLLYVA | 3.16% | $102M | 1,005,434 | Held |
| Cemex SAB de CVCX | 3.10% | $100M | 8,315,275 | Trimmed |
| Planet FitnessPLNT | 3.07% | $99M | 1,893,738 | New |
| Restaurant Brands InternationalQSR | 2.85% | $92M | 1,265,178 | Trimmed |
| Union PacificUNP | 2.76% | $89M | 326,330 | Trimmed |
| FortreaFTRE | 1.62% | $52M | 2,988,551 | Trimmed |
| MicrosoftMSFT | 1.53% | $49M | 131,661 | Held |
| Liberty Media Corporation Series C Liberty Formula OneFWONK | 1.19% | $38M | 400,900 | New |
| MEGMEG | 1.11% | $36M | 1,770,000 | New |
| Liberty Media Corporation Series A Liberty Formula OneFWONA | 0.87% | $28M | 318,350 | New |
| Liberty Live Holdings, Inc. Series C Liberty Live GroupLLYVK | 0.11% | $3M | 32,322 | Held |
| NVIDIANVDA | 0.10% | $3M | 16,250 | Held |
| TeslaTSLA | 0.04% | $1M | 2,850 | Held |
| flyExclusiveFLYX | 0.00% | $42,174 | 200,827 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Keith Meister own?
In the Q2 2026 13F, Corvex Management reported 24 US stock positions worth $3.2B. The largest: Illumina (ILMN) 15.5%, GeneDx Holdings (WGS) 10.2%, Vestis (VSTS) 8.9%, Southwest Gas (SWX) 8.8%, MGM Resorts International (MGM) 7.9%.
What did Keith Meister buy last quarter?
In Q2 2026: new position in Vistra (VST); new position in Planet Fitness (PLNT); new position in Liberty Media Corporation Series C Liberty Formula One (FWONK); added to GeneDx Holdings (WGS); added to Amazon.com (AMZN); added to Meta Platforms (META).
What did Keith Meister sell last quarter?
In Q2 2026: cut Illumina (ILMN); cut Southwest Gas (SWX); cut IAC (IAC).
When is Keith Meister's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.