SEC 13F Intelligence

Corvex Management LP / DIS

Corvex Management LP’s Disney Walt Co Position

Does Corvex Management LP own Disney Walt Co (DIS)? Yes — 2.16M shares worth $208M (+8.28% of its 13F portfolio) as of Q1 2026, up from 1.94M shares the prior filed quarter.

Position Value
$208M
Q1 2026
Shares
2.16M
% of Portfolio
+8.28%
Quarters Held
11
currently held

Position History DIS

Reported value by quarter
Q1 ’19: $47MQ1 ’19Q2 ’19: $33MQ3 ’20: $28MQ3 ’20Q4 ’20: $41MQ1 ’21: $42MQ1 ’21Q2 ’21: $67MQ3 ’21: $65MQ3 ’21Q4 ’21: $34MQ3 ’25: $150MQ3 ’25Q4 ’25: $221MQ1 ’26: $208MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.16M$208M+8.28%
Q4 20251.94M$221M+6.76%
Q3 20251.31M$150M+4.97%
Q4 2021217.1K$34M+1.40%
Q3 2021382.1K$65M+2.00%
Q2 2021380.7K$67M+2.24%
Q1 2021228.2K$42M+2.07%
Q4 2020228.2K$41M+1.48%
Q3 2020222.3K$28M+1.58%
Q2 2019236.5K$33M+1.25%
Q1 2019423.1K$47M+3.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Corvex Management LP’s full portfolio or all institutional holders of DIS.