Featured 13F manager
Glenview Capital Management, LLC
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.5B
- 42 Positions
- 2026 Q2
- +37.9% QoQ
- Top 5 39.7%
Portfolio
top 5 39.7% · top 10 58.4%
- GPN - Global Pmts 11.8%
- CVS - Cvs Health 9.1%
- THC - Tenet Healthcare 7.6%
- TMO - Thermo Fisher Scientific 5.7%
- AMZN - Amazon 5.5%
- A - Agilent Technologies 4.8%
- DHR - Danaher Del 4.0%
- META - Meta Platforms · CL A 3.7%
- AMD - Advanced Micro Devices 3.1%
- TEVA - Teva Pharmaceutical Inds 3.1%
- VTRS - Viatris 2.8%
- UBER - UBER Technologies 2.4%
- Other 36.4%
AUM over time
Latest book
| GPN - Global Pmts | 11.77% | Add +40.0% | 8,906,709 | $72.56 | $646M | +2,546,317 | +$218M |
| CVS - Cvs Health | 9.09% | Reduce −41.1% | 4,824,799 | $103.45 | $499M | −3,372,000 | −$90M |
| THC - Tenet Healthcare | 7.62% | Add +46.6% | 2,235,666 | $187.08 | $418M | +710,812 | +$130M |
| TMO - Thermo Fisher Scientific | 5.73% | 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 Del | 3.97% | Add +633.3% | 1,145,979 | $190.48 | $218M | +989,704 | +$189M |
| META - Meta Platforms · CL A | 3.66% | Add +190.9% | 356,841 | $563.29 | $201M | +234,179 | +$131M |
| AMD - Advanced Micro Devices | 3.16% | Reduce −54.1% | 298,410 | $580.91 | $173M | −352,382 | +$41M |
| TEVA - Teva Pharmaceutical Inds | 3.13% | 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 Technologies | 2.36% | Add +23.2% | 1,793,598 | $72.16 | $129M | +337,726 | +$25M |
| CNC - Centene Del | 2.20% | Reduce −41.3% | 1,886,055 | $64.19 | $121M | −1,327,591 | +$16M |
| BFLY - Butterfly Network · CL A | 2.20% | Hold | 14,335,055 | $8.42 | $121M | — | — |
| CI - The Cigna Group | 2.07% | 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 · CL A | 1.66% | Reduce −12.3% | 1,197,046 | $76.00 | $91M | −167,425 | +$9M |
| DKS - Dicks Sporting Goods | 1.66% | Add +34.2% | 401,067 | $226.81 | $91M | +102,156 | +$32M |
| GENI - Genius Sports · CL A | 1.49% | Add +57.6% | 13,495,287 | $6.06 | $82M | +4,934,399 | +$44M |
| ONTO - Onto Innovation | 1.42% | 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 Airls | 1.23% | Reduce −0.4% | 494,736 | $135.99 | $67M | −2,124 | +$22M |
| EYE - National Vision | 1.07% | Add +98.0% | 3,101,083 | $19.01 | $59M | +1,535,166 | +$18M |
| CSCO - Cisco Sys | 0.88% | Add +21.6% | 413,332 | $117.46 | $49M | +73,513 | +$22M |
| ESI - Element Solutions | 0.86% | Reduce −38.9% | 994,579 | $47.75 | $47M | −634,104 | −$8M |
| AMAT - Applied Matls | 0.86% | 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% | Reduce −9.2% | 2,017,821 | $21.30 | $43M | −205,328 | +$4M |
| 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 | +$1M |
| BKR - Baker Hughes · CL A | 0.50% | Add +62.5% | 493,519 | $55.50 | $27M | +189,844 | +$9M |
| ELV - Elevance | 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 AG | 0.25% | New | 86,909 | $156.72 | $14M | +86,909 | +$14M |
| DOCN - Digitalocean | 0.24% | Reduce −66.1% | 84,812 | $157.03 | $13M | −165,188 | −$8M |
| PRMB - Primo Brands · CLASS A | 0.18% | Reduce −23.7% | 404,971 | $24.44 | $10M | −126,080 | −$102K |
| BSX - Boston Scientific | 0.09% | New | 113,096 | $42.68 | $5M | +113,096 | +$5M |
| CAH - Cardinal Health | 0.08% | New | 18,018 | $237.56 | $4M | +18,018 | +$4M |
| TECH - Bio-Techne | 0.08% | Reduce −68.7% | 58,324 | $70.65 | $4M | −127,988 | −$6M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| 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 Group · CL C | 0.82% | Exit | 0 | $41.38 | $33M | −789,670 | −$33M |
| LAD - Lithia Mtrs | 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 Technologies | 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 |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 HOLDINGS | 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 Q3–2026 Q2