Manager activity
GLENVIEW CAPITAL MANAGEMENT, LLC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · Full comparison · All filings
New · 9
Add · 17
Reduce · 15
Exit · 22
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | TEVA PHARMACEUTICAL INDS LTD | -10,059,989 | -60.2% | -5.58 pp | 5/15/2026 |
| New | INVESCO QQQ TR call | +328,200 | New | +4.76 pp | 5/15/2026 |
| Exit | ISHARES TR put | -1,772,900 | Exit | -2.91 pp | 5/15/2026 |
| Reduce | ZOOMINFO TECHNOLOGIES INC | -4,100,000 | -20.5% | -1.75 pp | 5/15/2026 |
| Reduce | TENET HEALTHCARE CORP | -458,899 | -23.1% | -0.80 pp | 5/15/2026 |
| New | ISHARES TR put | +375,000 | New | +2.33 pp | 5/15/2026 |
| Exit | EXPEDIA GROUP INC | -321,625 | Exit | -1.85 pp | 5/15/2026 |
| Exit | KNIGHT-SWIFT TRANSN HLDGS IN | -1,458,891 | Exit | -1.55 pp | 5/15/2026 |
| Reduce | DIGITALOCEAN HLDGS INC | -1,754,299 | -87.5% | -1.42 pp | 5/15/2026 |
| Add | META PLATFORMS INC | +111,090 | +960.0% | +1.61 pp | 5/15/2026 |
| New | HUMANA INC | +334,892 | New | +1.46 pp | 5/15/2026 |
| Add | THE CIGNA GROUP | +219,474 | +78.6% | +1.78 pp | 5/15/2026 |
| Exit | ISHARES TR put | -625,000 | Exit | -1.11 pp | 5/15/2026 |
| Exit | ACCENTURE PLC IRELAND | -191,326 | Exit | -1.04 pp | 5/15/2026 |
| Reduce | US FOODS HLDG CORP | -753,756 | -66.2% | -0.85 pp | 5/15/2026 |
| Add | ADVANCED MICRO DEVICES INC | +256,604 | +65.1% | +1.61 pp | 5/15/2026 |
| Add | UBER TECHNOLOGIES INC | +748,171 | +105.7% | +1.45 pp | 5/15/2026 |
| Reduce | ZILLOW GROUP INC | -373,885 | -32.1% | -0.79 pp | 5/15/2026 |
| Exit | IQVIA HLDGS INC | -199,726 | Exit | -0.92 pp | 5/15/2026 |
| Exit | QNITY ELECTRONICS INC | -518,486 | Exit | -0.86 pp | 5/15/2026 |
| Reduce | LIONSGATE STUDIOS CORP | -4,728,019 | -63.0% | -0.73 pp | 5/15/2026 |
| Reduce | BIOGEN INC | -233,586 | -80.4% | -0.78 pp | 5/15/2026 |
| Reduce | SURGERY PARTNERS INC | -2,058,088 | -53.3% | -0.67 pp | 5/15/2026 |
| Exit | MCKESSON CORP | -42,994 | Exit | -0.72 pp | 5/15/2026 |
| Add | APPLIED MATLS INC | +67,553 | +52.1% | +1.01 pp | 5/15/2026 |
| Add | GLOBAL PMTS INC | +439,273 | +7.4% | +1.42 pp | 5/15/2026 |
| Add | CENTENE CORP DEL | +1,357,752 | +73.2% | +1.09 pp | 5/15/2026 |
| Reduce | BIO-TECHNE CORP | -433,632 | -69.9% | -0.50 pp | 5/15/2026 |
| Add | BLOCK INC | +512,978 | +60.2% | +0.93 pp | 5/15/2026 |
| New | CISCO SYS INC | +339,819 | New | +0.66 pp | 5/15/2026 |
| Exit | SYNOPSYS INC | -47,671 | Exit | -0.46 pp | 5/15/2026 |
| Add | SIX FLAGS ENTERTAINMENT CORP | +1,100,775 | +98.1% | +0.64 pp | 5/15/2026 |
| Exit | SALESFORCE INC call | -83,800 | Exit | -0.45 pp | 5/15/2026 |
| Exit | RH | -111,338 | Exit | -0.41 pp | 5/15/2026 |
| New | BAKER HUGHES COMPANY | +303,675 | New | +0.47 pp | 5/15/2026 |
| New | AKAMAI TECHNOLOGIES INC | +156,453 | New | +0.45 pp | 5/15/2026 |
| New | INTEL CORP | +399,506 | New | +0.44 pp | 5/15/2026 |
| Exit | TALEN ENERGY CORP | -43,761 | Exit | -0.33 pp | 5/15/2026 |
| Exit | SOLSTICE ADVANCED MATLS INC | -337,266 | Exit | -0.33 pp | 5/15/2026 |
| Reduce | DANAHER CORP DEL | -43,916 | -21.9% | -0.19 pp | 5/15/2026 |
| Add | GENIUS SPORTS LIMITED | +6,530,679 | +321.7% | +0.50 pp | 5/15/2026 |
| Reduce | VIATRIS INC | -2,000,000 | -18.0% | +0.27 pp | 5/15/2026 |
| Reduce | ELEMENT SOLUTIONS INC | -1,205,204 | -42.5% | -0.05 pp | 5/15/2026 |
| Exit | MKS INC. | -74,200 | Exit | -0.24 pp | 5/15/2026 |
| Reduce | UNITED AIRLS HLDGS INC | -14,421 | -2.8% | -0.01 pp | 5/15/2026 |
| Exit | CONSTELLATION ENERGY CORP | -30,412 | Exit | -0.22 pp | 5/15/2026 |
| Add | AMAZON COM INC | +150,000 | +16.5% | +1.27 pp | 5/15/2026 |
| Exit | VISTRA CORP | -66,074 | Exit | -0.22 pp | 5/15/2026 |
| Add | DXC TECHNOLOGY CO | +579,528 | +7.0% | +0.33 pp | 5/15/2026 |
| New | PRIMO BRANDS CORPORATION | +531,051 | New | +0.25 pp | 5/15/2026 |
| Exit | AMBARELLA INC | -100,000 | Exit | -0.14 pp | 5/15/2026 |
| New | GLOBAL PMTS INC call | +100,000 | New | +0.17 pp | 5/15/2026 |
| Add | THERMO FISHER SCIENTIFIC INC | +26,578 | +11.9% | +0.45 pp | 5/15/2026 |
| Exit | RENTOKIL INITIAL PLC | -205,175 | Exit | -0.12 pp | 5/15/2026 |
| Exit | SENSIENT TECHNOLOGIES CORP | -50,000 | Exit | -0.10 pp | 5/15/2026 |
| Reduce | ONTO INNOVATION INC | -115,091 | -27.7% | +0.21 pp | 5/15/2026 |
| Add | MYRIAD GENETICS INC | +824,571 | +18.0% | +0.04 pp | 5/15/2026 |
| Add | NATIONAL VISION HLDGS INC | +136,584 | +9.6% | +0.27 pp | 5/15/2026 |
| Exit | RAMACO RES INC | -200,000 | Exit | -0.07 pp | 5/15/2026 |
| Add | DICKS SPORTING GOODS INC | +15,000 | +5.3% | +0.34 pp | 5/15/2026 |
| Add | BAUSCH PLUS LOMB CORP | +256,641 | +15.5% | +0.19 pp | 5/15/2026 |
| Exit | GINKGO BIOWORKS HOLDINGS INC | -149,379 | Exit | -0.03 pp | 5/15/2026 |
| Exit | BUTTERFLY NETWORK INC | -1,713,333 | Exit | 0.00 pp | 5/15/2026 |