Keith Meister
Corvex Management LP · Activist value Runs a concentrated activist book, taking large positions in a handful of companies and engaging management on strategic and governance changes.
Showing all 25 reported 13(f) positions; TradingPilot links only the 8 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- ILLUMINA INC15.5%
- GENEDX HOLDINGS CORP10.2%
- VESTIS CORPORATION8.9%
- SOUTHWEST GAS HLDGS INC8.8%
- MGM RESORTS INTERNATIONAL7.9%
- AMZN6.7%
- DIS6.5%
- VST5.0%
- META4.9%
- PEOPLE INC4.0%
- Others21.5%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | ILLUMINA INC | 15.5% | 2,830,552 | $175.83 | — | $497.7M | New |
| 2 | — | GENEDX HOLDINGS CORP | 10.2% | 4,784,570 | $68.65 | — | $328.5M | Added +48% |
| 3 | — | VESTIS CORPORATION | 8.9% | 19,813,963 | $14.52 | — | $287.7M | Held +0% |
| 4 | — | SOUTHWEST GAS HLDGS INC | 8.8% | 3,208,538 | $88.68 | — | $284.5M | Trimmed −26% |
| 5 | — | MGM RESORTS INTERNATIONAL | 7.9% | 5,347,978 | $47.81 | — | $255.7M | Held +0% |
| 6 | AMZN | AMAZON COM INC | 6.7% | 905,732 | $238.34 | $243.79 +2.3% | $215.9M | Added +3% |
| 7 | DIS | DISNEY WALT CO | 6.5% | 2,160,581 | $96.25 | $110.91 +15.2% | $208.0M | Held +0% |
| 8 | VST | VISTRA CORP | 5.0% | 1,020,228 | $158.63 | $140.95 -11.1% | $161.8M | New |
| 9 | META | META PLATFORMS INC | 4.9% | 280,000 | $563.29 | $624.52 +10.9% | $157.7M | Added +11567% |
| 10 | — | PEOPLE INC | 4.0% | 2,793,715 | $46.16 | — | $129.0M | Trimmed −17% |
| 11 | — | LIBERTY LIVE HOLDINGS INC | 3.2% | 1,005,434 | $101.26 | — | $101.8M | Held +0% |
| 12 | — | CEMEX SA EURO MTN BE 144A | 3.1% | 8,315,275 | $12.00 | — | $99.8M | Trimmed −3% |
| 13 | — | PLANET FITNESS MASTER ISSUER | 3.1% | 1,893,738 | $52.17 | — | $98.8M | New |
| 14 | — | RESTAURANT BRANDS INTL INC | 2.9% | 1,265,178 | $72.51 | — | $91.7M | Trimmed −20% |
| 15 | — | UNION PAC CORP | 2.8% | 326,330 | $272.00 | — | $88.8M | Trimmed −33% |
| 16 | — | FORTREA HLDGS INC | 1.6% | 2,988,551 | $17.40 | — | $52.0M | New |
| 17 | MSFT | MICROSOFT CORP | 1.5% | 131,661 | $373.02 | $530.14 +42.1% | $49.1M | Held +0% |
| 18 | — | LIBERTY MEDIA CORP DEL | 1.2% | 400,900 | $95.14 | — | $38.1M | New |
| 19 | — | ONTERRIS INC | 1.1% | 1,770,000 | $20.21 | — | $35.8M | New |
| 20 | — | LIBERTY MEDIA CORP DEL | 0.9% | 318,350 | $87.54 | — | $27.9M | New |
| 21 | — | LIBERTY LIVE HOLDINGS INC | 0.1% | 32,322 | $105.64 | — | $3.4M | Held +0% |
| 22 | NVDA | NVIDIA CORPORATION | 0.1% | 16,250 | $200.09 | $213.66 +6.8% | $3.3M | Held +0% |
| 23 | TSLA | TESLA INC | 0.0% | 2,850 | $420.60 | $403.30 -4.1% | $1.2M | Held +0% |
| 24 | — | FLYEXCLUSIVE INC | 0.0% | 200,827 | $0.21 | — | $42174 | Held +0% |
| — | — | ARDAGH METAL PACKAGING S A | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | COSTAR GROUP INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | ISHARES TR | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | LIONSGATE STUDIOS CORP | — | 0 | — | — | $0 | Sold-Out −100% |
| — | CRM | SALESFORCE INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | META | META PLATFORMS INC · Call | — | 100,000 | — | — | $56.3M | New |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Keith Meister's reported 13F book holds 24 equity positions; the top 5 are 51% of it.
- ILLUMINA INC — 15.5% of 13F
- GENEDX HOLDINGS CORP — 10.2% of 13F
- VESTIS CORPORATION — 8.9% of 13F
- SOUTHWEST GAS HLDGS INC — 8.8% of 13F
- MGM RESORTS INTERNATIONAL — 7.9% of 13F
This quarter: 7 new, 3 added, 5 trimmed, 5 sold out.
- LIONSGATE STUDIOS CORP — Sold-Out (−1,622,551 sh)
- GENEDX HOLDINGS CORP — Added (+1,556,421 sh)
- SOUTHWEST GAS HLDGS INC — Trimmed (−1,109,623 sh)
- COSTAR GROUP INC — Sold-Out (−851,734 sh)
- PEOPLE INC — Trimmed (−561,360 sh)