Corvex Management LP: IAC INC. (IAC): Quarterly 13F Position History
As of Q1 2026, Corvex Management LP reported 3,355,075 shares of IAC INC. (IAC), worth $134.3M and representing 5.3% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 3,355,075Shares Held (Latest Filing)
- $134.3MReported Market Value (Latest Filing)
- 5.3%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$3.1MQuarter-over-Quarter Value Change
- 3,355,075Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,355,075 | 0 | — | $134.3M | 5.3% | $40.0 |
| Q4 2025 | 3,355,075 | +566,696 | +20.3% | $131.2M | 4.4% | $39.1 |
| Q3 2025 | 2,788,379 | +787,459 | +39.4% | $95.0M | 3.4% | $34.1 |
| Q2 2025 | 2,000,920 | 409,450 | -17.0% | $74.7M | 3.2% | $37.3 |
| Q1 2025 | 2,410,370 | 0 | — | $110.7M | 4.3% | $45.9 |
| Q4 2024 | 2,410,370 | +920,875 | +61.8% | $104.0M | 3.8% | $43.1 |
| Q3 2024 | 1,489,495 | +222,978 | +17.6% | $80.2M | 3.3% | $53.8 |
| Q2 2024 | 1,266,517 | 0 | — | $59.3M | 2.8% | $46.9 |
| Q1 2024 | 1,266,517 | 0 | — | $67.6M | 3.4% | $53.3 |
| Q4 2023 | 1,266,517 | 0 | — | $66.3M | 3.6% | $52.4 |
| Q3 2023 | 1,266,517 | +396,362 | +45.6% | $63.8M | 3.6% | $50.4 |
| Q2 2023 | 870,155 | 0 | — | $54.6M | 3.0% | $62.8 |
| Q1 2023 | 870,155 | 0 | — | $44.9M | 2.7% | $51.6 |
| Q4 2022 | 870,155 | — | — | $38.6M | 2.6% | $44.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Corvex Management LP first disclose a IAC position in 13F-HR filings?
Corvex Management LP first reported IAC INC. (IAC) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Corvex Management LP's most recent quarter-over-quarter share-count change in IAC?
Corvex Management LP held the same 3,355,075 shares of IAC between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Corvex Management LP's cost basis in IAC?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.