행동주의As of 2026-03-31
Keith Meister
Corvex Management LP
Founder of Corvex Management. A disciple of Carl Icahn, he employs activist investment strategies focused on enhancing corporate value.
$2.52BAUM
22Holdings
2026-03-31 Summary
2개 종목 신규 매수 (CSGP, LION) · 3개 종목 추가 매수 (DIS, WGS, FTRE) · 6개 비중 축소 · Top holding: ILMN 18.8%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준
Holdings
22 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  ILMNILLUMINA INC | 18.77% | 3,829,608 | $472.04M | +0.00% | No Change |
| 2 |  SWXSOUTHWEST GAS HLDGS INC | 14.92% | 4,318,161 | $375.25M | -14.16% | Partial Sell |
| 3 |  DISDISNEY WALT CO | 8.28% | 2,160,581 | $208.24M | +11.20% | Added |
| 4 |  WGSGENEDX HOLDINGS CORP | 8.24% | 3,228,149 | $207.31M | +5.54% | Added |
| 5 |  MGMMGM RESORTS INTERNATIONAL | 7.87% | 5,347,978 | $197.93M | -0.70% | Partial Sell |
| 6 |  AMZNAMAZON COM INC | 7.31% | 882,732 | $183.85M | -10.18% | Partial Sell |
| 7 |  VSTSVESTIS CORPORATION | 6.19% | 19,813,963 | $155.74M | +0.00% | No Change |
| 8 |  IACIAC INC | 5.34% | 3,355,075 | $134.30M | +0.00% | No Change |
| 9 |  UNPUNION PAC CORP | 4.67% | 484,330 | $117.51M | -29.44% | Partial Sell |
| 10 |  QSRRESTAURANT BRANDS INTL INC | 4.64% | 1,578,254 | $116.63M | -34.48% | Partial Sell |
FAQ
Need Deeper Analysis?
Track Keith Meister's portfolio changes in real-time,
compare gurus head-to-head, and analyze performance vs S&P 500 with Premium.