13F portfolio / Investment manager
Corvex
Keith Meister (managing partner)
The firm is based in New York, NY, according to its SEC filings.
Its earliest 13F holdings report on SEC EDGAR was filed in February 2012.
SEC Form ADV lists Keith A. Meister as managing partner.
The 13F shows long US-listed stock and option positions only. It leaves out short positions, cash, bonds and most non-US holdings.
- Reported 13F value
- $3.2B
- Positions
- 24
- Est. 1-yearEstimate
- +32.2%SPY +15.7%
- Est. 3-year, annualizedEstimate
- +26.1%SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
5 new · 3 added · 7 trimmed · 9 unchanged · 6 sold out
| 1 | ILMN on Yahoo Finance (opens in a new tab) | Illumina IncCOM | 15.5% | $498M | 2,830,552 | Trimmed -26.1% | $111.60 | $261.01 | +133.9% |
| 2 | WGS on Yahoo Finance (opens in a new tab) | Genedx Holdings CorpCOM CL A | 10.2% | $328M | 4,784,570 | Added +48.2% | $33.45* | $64.54 | +92.9% |
| 3 | VSTS on Yahoo Finance (opens in a new tab) | Vestis CorporationCOM SHS | 8.9% | $288M | 19,813,963 | Unchanged | $14.10 | $14.10 | +0.0% |
| 4 | SWX on Yahoo Finance (opens in a new tab) | Southwest Gas Hldgs IncCOM | 8.8% | $285M | 3,208,538 | Trimmed -25.7% | $56.36* | $87.64 | +55.5% |
| 5 | MGM on Yahoo Finance (opens in a new tab) | MGM Resorts InternationalCOM | 7.9% | $256M | 5,347,978 | Unchanged | $40.12* | $28.75 | -28.4% |
| 6 | AMZN on Yahoo Finance (opens in a new tab) | Amazon Com IncCOM | 6.7% | $216M | 905,732 | Added +2.6% | $176.22* | $249.20 | +41.4% |
| 7 | DIS on Yahoo Finance (opens in a new tab) | Disney Walt CoCOM | 6.5% | $208M | 2,160,581 | Unchanged | $112.79 | $110.23 | -2.3% |
| 8 | VST on Yahoo Finance (opens in a new tab) | Vistra CorpCOM | 5.0% | $162M | 1,020,228 | New | $154.70 | $153.35 | -0.9% |
| 9 | META on Yahoo Finance (opens in a new tab) | Meta Platforms IncCL A | 4.9% | $158M | 280,000 | Added +11566.7% | $607.85* | $706.95 | +16.3% |
| 10 | PPLI on Yahoo Finance (opens in a new tab) | People IncCOM NEW | 4.0% | $129M | 2,793,715 | Trimmed -16.7% | $39.56* | $38.96 | -1.5% |
| 11 | LLYVA on Yahoo Finance (opens in a new tab) | Liberty Live Holdings IncCOM SER A | 3.2% | $102M | 1,005,434 | Unchanged | $83.24 | $94.27 | +13.3% |
| 12 | CX on Yahoo Finance (opens in a new tab) | Cemex SA Euro Mtn Be 144aSPON ADR NEW | 3.1% | $100M | 8,315,275 | Trimmed -3.3% | $8.47 | $10.24 | +20.9% |
| 13 | PLNT on Yahoo Finance (opens in a new tab) | Planet Fitness Master IssuerCL A | 3.1% | $99M | 1,893,738 | New | $58.68 | $51.04 | -13.0% |
| 14 | QSR on Yahoo Finance (opens in a new tab) | Restaurant Brands Intl IncCOM | 2.9% | $92M | 1,265,178 | Trimmed -19.8% | $63.06 | $74.84 | +18.7% |
| 15 | UNP on Yahoo Finance (opens in a new tab) | Union Pac CorpCOM | 2.8% | $89M | 326,330 | Trimmed -32.6% | $219.87 | $287.24 | +30.6% |
| 16 | FTRE on Yahoo Finance (opens in a new tab) | Fortrea Hldgs IncCOMMON STOCK | 1.6% | $52M | 2,988,551 | Trimmed -35.6% | $19.96 | $21.94 | +9.9% |
| 17 | MSFT on Yahoo Finance (opens in a new tab) | Microsoft CorpCOM | 1.5% | $49M | 131,661 | Unchanged | $318.58* | $526.88 | +65.4% |
| 18 | FWONK on Yahoo Finance (opens in a new tab) | Liberty Media Corp DelCOM LBTY ONE S C | 1.2% | $38M | 400,900 | New | $89.41 | $90.81 | +1.6% |
| 19 | ONT on Yahoo Finance (opens in a new tab) | Onterris IncCOM | 1.1% | $36M | 1,770,000 | New | $18.66 | $13.70 | -26.6% |
| 20 | FWONA on Yahoo Finance (opens in a new tab) | Liberty Media Corp DelCOM LBTY ONE S A | 0.9% | $28M | 318,350 | New | $82.28 | $82.93 | +0.8% |
| 21 | LLYVK on Yahoo Finance (opens in a new tab) | Liberty Live Holdings IncCOM SHS SER C | 0.1% | $3M | 32,322 | Unchanged | $85.87 | $97.36 | +13.4% |
| 22 | NVDA on Yahoo Finance (opens in a new tab) | Nvidia CorporationCOM | 0.1% | $3M | 16,250 | Unchanged | $95.16* | $215.30 | +126.3% |
| 23 | TSLA on Yahoo Finance (opens in a new tab) | Tesla IncCOM | 0.0% | $1M | 2,850 | Unchanged | $256.97* | $353.28 | +37.5% |
| 24 | FLYX/WS on Yahoo Finance (opens in a new tab) | Flyexclusive Inc*W EXP 99/99/999 | 0.0% | $42K | 200,827 | Unchanged | — | — | — |
Sold out since Q1 2026
- CSGP on Yahoo Finance (opens in a new tab)Costar Group Inc$34M at Q1 2026
- LION on Yahoo Finance (opens in a new tab)Lionsgate Studios Corp$16M at Q1 2026
- CRM on Yahoo Finance (opens in a new tab)Salesforce Inc$3M at Q1 2026
- IWM on Yahoo Finance (opens in a new tab)iShares Tr$1M at Q1 2026
- AMBP on Yahoo Finance (opens in a new tab)Ardagh Metal Packaging S A$1M at Q1 2026
- LAB on Yahoo Finance (opens in a new tab)Standard Biotools Inc$41K at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 8. Of 6 with six months of history, 33.3% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001011438-26-000545, compared with the Q1 2026 report. 1 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.