Glenview Capital Management, LLC activity
Every position this manager opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
12
Add
14
Reduce
15
Exit
11
52 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| A | New | 0% to 4.8% | $262M | Q1→Q2 |
| LLY | New | 0% to 1.3% | $69M | Q1→Q2 |
| MKSI | New | 0% to 0.80% | $44M | Q1→Q2 |
| STM | New | 0% to 0.76% | $42M | Q1→Q2 |
| ABBV | New | 0% to 0.68% | $37M | Q1→Q2 |
| AZN | New | 0% to 0.64% | $35M | Q1→Q2 |
| ELV | New | 0% to 0.47% | $26M | Q1→Q2 |
| MCHP | New | 0% to 0.44% | $24M | Q1→Q2 |
| BRKR | New | 0% to 0.28% | $15M | Q1→Q2 |
| NVS | New | 0% to 0.25% | $14M | Q1→Q2 |
| BSX | New | 0% to 0.09% | $4.8M | Q1→Q2 |
| CAH | New | 0% to 0.08% | $4.3M | Q1→Q2 |
| DXC | Exit | 2.8% to 0% | $112M | Q1→Q2 |
| GTM | Exit | 2.4% to 0% | $95M | Q1→Q2 |
| USFD | Exit | 0.89% to 0% | $35M | Q1→Q2 |
| Z | Exit | 0.82% to 0% | $33M | Q1→Q2 |
| LAD | Exit | 0.80% to 0% | $32M | Q1→Q2 |
| LION | Exit | 0.67% to 0% | $27M | Q1→Q2 |
| MYGN | Exit | 0.61% to 0% | $24M | Q1→Q2 |
| SGRY | Exit | 0.54% to 0% | $21M | Q1→Q2 |
| AKAM | Exit | 0.45% to 0% | $18M | Q1→Q2 |
| INTC | Exit | 0.44% to 0% | $18M | Q1→Q2 |
| BIIB | Exit | 0.26% to 0% | $10M | Q1→Q2 |
| DHR | Add | 0.74% to 4.0% | +633.3% sh | Q1→Q2 |
| TMO | Add | 3.1% to 5.7% | +150.4% sh | Q1→Q2 |
| META | Add | 1.8% to 3.7% | +190.9% sh | Q1→Q2 |
| GPN | Add | 10.8% to 11.8% | +40.0% sh | Q1→Q2 |
| GENI | Add | 0.95% to 1.5% | +57.6% sh | Q1→Q2 |
| THC | Add | 7.2% to 7.6% | +46.6% sh | Q1→Q2 |
| UBER | Add | 2.6% to 2.4% | +23.2% sh | Q1→Q2 |
| VTRS | Add | 3.1% to 2.9% | +8.7% sh | Q1→Q2 |
| CSCO | Add | 0.66% to 0.88% | +21.6% sh | Q1→Q2 |
| BLCO | Add | 0.76% to 0.58% | +0.4% sh | Q1→Q2 |
| DKS | Add | 1.5% to 1.7% | +34.2% sh | Q1→Q2 |
| EYE | Add | 1.0% to 1.1% | +98.0% sh | Q1→Q2 |
| BKR | Add | 0.47% to 0.50% | +62.5% sh | Q1→Q2 |
| AMZN | Add | 5.5% to 5.5% | +20.1% sh | Q1→Q2 |
| CVS | Reduce | 14.8% to 9.1% | −41.1% sh | Q1→Q2 |
| TEVA | Reduce | 5.0% to 3.1% | −23.7% sh | Q1→Q2 |
| CI | Reduce | 3.3% to 2.1% | −17.4% sh | Q1→Q2 |
| AMAT | Reduce | 1.7% to 0.86% | −66.9% sh | Q1→Q2 |
| ESI | Reduce | 1.4% to 0.86% | −38.9% sh | Q1→Q2 |
| CNC | Reduce | 2.6% to 2.2% | −41.3% sh | Q1→Q2 |
| XYZ | Reduce | 2.1% to 1.7% | −12.3% sh | Q1→Q2 |
| HUM | Reduce | 1.5% to 1.8% | −24.1% sh | Q1→Q2 |
| DOCN | Reduce | 0.54% to 0.24% | −66.1% sh | Q1→Q2 |
| FUN | Reduce | 0.99% to 0.78% | −9.2% sh | Q1→Q2 |
| AMD | Reduce | 3.3% to 3.2% | −54.1% sh | Q1→Q2 |
| TECH | Reduce | 0.24% to 0.08% | −68.7% sh | Q1→Q2 |
| ONTO | Reduce | 1.5% to 1.4% | −31.3% sh | Q1→Q2 |
| UAL | Reduce | 1.2% to 1.2% | −0.4% sh | Q1→Q2 |
| PRMB | Reduce | 0.25% to 0.18% | −23.7% sh | Q1→Q2 |