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Glenview Capital Management, LLC

New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $5.5B
  • 42 holdings
  • 2026 Q2
  • +37.9% QoQ
  • Top 5 39.7%

Glenview Capital Management's biggest moves in 2026 Q2 were opening Agilent Technologies and Eli Lilly, adding to Danaher and Thermo Fisher Scientific, trimming CVS Health and Teva Pharmaceutical Industries, and selling out of DXC Technology and Zoominfo Technologies.

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 42 holdings

Top 5 39.7%, top 10 58.4%

  1. GPN, Global Payments 11.8%
  2. CVS, CVS Health 9.1%
  3. THC, Tenet Healthcare 7.6%
  4. TMO, Thermo Fisher Scientific 5.7%
  5. AMZN, Amazon 5.5%
  6. A, Agilent Technologies 4.8%
  7. DHR, Danaher 4.0%
  8. META, Meta Platforms 3.7%
  9. AMD, Advanced Micro Devices 3.1%
  10. TEVA, Teva Pharmaceutical Industries 3.1%
  11. VTRS, Viatris 2.8%
  12. UBER, Uber 2.4%
  13. Other 36.4%

AUM over time

2026 Q2 $5.5B +37.9% QoQ
2021 Q3: $5.5B 2021 Q3: $5.5B
Q3 2021
2021 Q4: $4.7B, −14.1% QoQ 2021 Q4: $4.7B, −14.1% QoQ
Q4
2022 Q1: $4.9B, +5.3% QoQ 2022 Q1: $4.9B, +5.3% QoQ
Q1 2022
2022 Q2: $4B, −19.1% QoQ 2022 Q2: $4B, −19.1% QoQ
Q2
2022 Q3: $4B, +0.1% QoQ 2022 Q3: $4B, +0.1% QoQ
Q3
2022 Q4: $4.5B, +12.9% QoQ 2022 Q4: $4.5B, +12.9% QoQ
Q4
2023 Q1: $4.6B, +1.0% QoQ 2023 Q1: $4.6B, +1.0% QoQ
Q1 2023
2023 Q2: $4.4B, −2.7% QoQ 2023 Q2: $4.4B, −2.7% QoQ
Q2
2023 Q3: $4.4B, −0.5% QoQ 2023 Q3: $4.4B, −0.5% QoQ
Q3
2023 Q4: $4.7B, +5.9% QoQ 2023 Q4: $4.7B, +5.9% QoQ
Q4
2024 Q1: $5.7B, +22.3% QoQ 2024 Q1: $5.7B, +22.3% QoQ
Q1 2024
2024 Q2: $5.1B, −11.2% QoQ 2024 Q2: $5.1B, −11.2% QoQ
Q2
2024 Q3: $5.2B, +1.7% QoQ 2024 Q3: $5.2B, +1.7% QoQ
Q3
2024 Q4: $4B, −23.5% QoQ 2024 Q4: $4B, −23.5% QoQ
Q4
2025 Q1: $4.1B, +2.8% QoQ 2025 Q1: $4.1B, +2.8% QoQ
Q1 2025
2025 Q2: $3.6B, −12.2% QoQ 2025 Q2: $3.6B, −12.2% QoQ
Q2
2025 Q3: $4.5B, +25.8% QoQ 2025 Q3: $4.5B, +25.8% QoQ
Q3
2025 Q4: $4.9B, +9.4% QoQ 2025 Q4: $4.9B, +9.4% QoQ
Q4
2026 Q1: $4B, −18.9% QoQ 2026 Q1: $4B, −18.9% QoQ
Q1 2026
2026 Q2: $5.5B, +37.9% QoQ 2026 Q2: $5.5B, +37.9% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity
GPN, Global Payments 11.77%, was 10.75% Add +40.0% 8,906,709 $72.56 $646M +2,546,317 +$218M
CVS, CVS Health 9.09%, was 14.78% Reduce −41.1% 4,824,799 $103.45 $499M −3,372,000 −$90M
THC, Tenet Healthcare 7.62%, was 7.22% Add +46.6% 2,235,666 $187.08 $418M +710,812 +$130M
TMO, Thermo Fisher Scientific 5.73%, was 3.09% Add +150.4% 627,240 $501.36 $314M +376,715 +$191M
AMZN, Amazon 5.52% Add +20.1% 1,271,687 $238.34 $303M +212,417 +$82M
A, Agilent Technologies 4.76% New 1,969,541 $132.83 $262M +1,969,541 +$262M
DHR, Danaher 3.97%, was 0.74% Add +633.3% 1,145,979 $190.48 $218M +989,704 +$189M
META, Meta Platforms 3.66%, was 1.76% Add +190.9% 356,841 $563.29 $201M +234,179 +$131M
AMD, Advanced Micro Devices 3.16%, was 3.32% Reduce −54.1% 298,410 $580.91 $173M −352,382 +$41M
TEVA, Teva Pharmaceutical Industries 3.13%, was 5.04% Reduce −23.7% 5,081,091 $33.88 $172M −1,579,129 −$28M
VTRS, Viatris 2.86% Add +8.7% 9,877,409 $15.88 $157M +790,165 +$34M
UBER, Uber 2.36% Add +23.2% 1,793,598 $72.16 $129M +337,726 +$25M
CNC, Centene 2.20%, was 2.64% Reduce −41.3% 1,886,055 $64.19 $121M −1,327,591 +$16M
BFLY, Butterfly Network 2.20% Hold 14,335,055 $8.42 $121M — —
CI, Cigna 2.07%, was 3.34% Reduce −17.4% 412,223 $275.68 $114M −86,618 −$19M
HUM, Humana 1.84% Reduce −24.1% 254,216 $397.22 $101M −80,676 +$43M
XYZ, Block 1.66%, was 2.06% Reduce −12.3% 1,197,046 $76.00 $91M −167,425 +$8.9M
DKS, Dicks Sporting Goods 1.66%, was 1.49% Add +34.2% 401,067 $226.81 $91M +102,156 +$32M
GENI, Genius Sports 1.49%, was 0.95% Add +57.6% 13,495,287 $6.06 $82M +4,934,399 +$44M
ONTO, Onto Innovation 1.42%, was 1.54% Reduce −31.3% 205,791 $378.45 $78M −93,930 +$16M
LLY, Eli Lilly 1.26% New 57,771 $1,199 $69M +57,771 +$69M
UAL, United Airlines 1.23% Reduce −0.4% 494,736 $135.99 $67M −2,124 +$22M
EYE, National Vision 1.07%, was 1.02% Add +98.0% 3,101,083 $19.01 $59M +1,535,166 +$18M
CSCO, Cisco 0.88%, was 0.66% Add +21.6% 413,332 $117.46 $49M +73,513 +$22M
ESI, Element Solutions 0.86%, was 1.40% Reduce −38.9% 994,579 $47.75 $47M −634,104 −$8.1M
AMAT, Applied Materials 0.86%, was 1.69% Reduce −66.9% 65,201 $723.00 $47M −132,008 −$20M
MKSI, MKS 0.80% New 98,532 $444.80 $44M +98,532 +$44M
FUN, Six Flags Entertainment 0.78%, was 0.99% Reduce −9.2% 2,017,821 $21.30 $43M −205,328 +$3.5M
STM, Stmicroelectronics 0.76% New 560,060 $74.89 $42M +560,060 +$42M
ABBV, AbbVie 0.68% New 148,913 $251.64 $37M +148,913 +$37M
AZN, AstraZeneca 0.64% New 184,279 $189.62 $35M +184,279 +$35M
BLCO, Bausch Plus Lomb 0.58% Add +0.4% 1,918,148 $16.56 $32M +7,652 +$1.4M
BKR, Baker Hughes 0.50%, was 0.47% Add +62.5% 493,519 $55.50 $27M +189,844 +$8.9M
ELV, Elevance Health 0.47% New 66,599 $386.73 $26M +66,599 +$26M
MCHP, Microchip Technology 0.44% New 265,577 $91.20 $24M +265,577 +$24M
BRKR, Bruker 0.28% New 252,169 $60.18 $15M +252,169 +$15M
NVS, Novartis 0.25% New 86,909 $156.72 $14M +86,909 +$14M
DOCN, Digitalocean 0.24%, was 0.54% Reduce −66.1% 84,812 $157.03 $13M −165,188 −$8.1M
PRMB, Primo Brands 0.18%, was 0.25% Reduce −23.7% 404,971 $24.44 $9.9M −126,080 −$102K
BSX, Boston Scientific 0.09% New 113,096 $42.68 $4.8M +113,096 +$4.8M
CAH, Cardinal Health 0.08% New 18,018 $237.56 $4.3M +18,018 +$4.3M
TECH, Bio-Techne 0.08%, was 0.24% Reduce −68.7% 58,324 $70.65 $4.1M −127,988 −$5.6M

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
DXC, DXC Technology 2.81% Exit 0 $12.57 $112M −8,895,875 −$112M
GTM, Zoominfo Technologies 2.39% Exit 0 $5.98 $95M −15,905,242 −$95M
USFD, US Foods 0.89% Exit 0 $92.21 $35M −384,007 −$35M
Z, Zillow 0.82% Exit 0 $41.38 $33M −789,670 −$33M
LAD, Lithia Motors 0.80% Exit 0 $249.72 $32M −127,605 −$32M
LION, Lionsgate Studios 0.67% Exit 0 $9.59 $27M −2,778,781 −$27M
MYGN, Myriad Genetics 0.61% Exit 0 $4.50 $24M −5,411,978 −$24M
SGRY, Surgery Partners 0.54% Exit 0 $11.92 $21M −1,800,000 −$21M
AKAM, Akamai 0.45% Exit 0 $114.85 $18M −156,453 −$18M
INTC, Intel 0.44% Exit 0 $44.13 $18M −399,506 −$18M
BIIB, Biogen 0.26% Exit 0 $183.32 $10M −57,019 −$10M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 45 $5.5B +37.9% 13F-HR 8/14/2026 000090514826003712
2026 Q1 44 $4B −18.9% 13F-HR 5/15/2026 000090514826002354
2025 Q4 57 $4.9B +9.4% 13F-HR 2/17/2026 000090514826000846
2025 Q3 54 $4.5B +25.8% 13F-HR 11/14/2025 000090514825004016
2025 Q2 43 $3.6B −12.2% 13F-HR 8/14/2025 000090514825002959
2025 Q1 45 $4.1B +2.8% 13F-HR 5/15/2025 000090514825001735
2024 Q4 36 $4B −23.5% 13F-HR 2/14/2025 000090514825000645
2024 Q3 46 $5.2B +1.7% 13F-HR 11/14/2024 000090514824003140
2024 Q2 48 $5.1B −11.2% 13F-HR 8/14/2024 000090514824002216
2024 Q1 45 $5.7B +22.3% 13F-HR 5/15/2024 000090514824001435
2023 Q4 44 $4.7B +5.9% 13F-HR 2/14/2024 000090514824000708
2023 Q3 52 $4.4B −0.5% 13F-HR 11/14/2023 000090514823001439
2023 Q2 49 $4.4B −2.7% 13F-HR 8/14/2023 000090514823000724
2023 Q1 54 $4.6B +1.0% 13F-HR 5/15/2023 000090514823000429
2022 Q4 53 $4.5B +12.9% 13F-HR 2/14/2023 000090514823000237
2022 Q3 54 $4B +0.1% 13F-HR 11/14/2022 000156761922020011
2022 Q2 55 $4B −19.1% 13F-HR 8/11/2022 000156761922015586
2022 Q1 60 $4.9B +5.3% 13F-HR 5/16/2022 000156761922011005
2021 Q4 57 $4.7B −14.1% 13F-HR 2/14/2022 000156761922004451
2021 Q3 2 $55M — new holds 2/18/2022 000156761922005142
2021 Q3 59 $5.5B — 13F-HR 11/15/2021 000156761921020478

About

Glenview Capital Management, LLC

21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

SEC filing name
GLENVIEW CAPITAL MANAGEMENT, LLC
Location
New York, NY
All SEC filings
View on sec.gov