Manager activity

GLENVIEW CAPITAL MANAGEMENT, LLC

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 12

Add 14

Reduce 15

Exit 11

52 shown

ticker	action	Δ port	detail	period
A	New	+4.76 pp	opened 4.8%	Q1→Q2
LLY	New	+1.26 pp	opened 1.3%	Q1→Q2
MKSI	New	+0.80 pp	opened 0.80%	Q1→Q2
STM	New	+0.76 pp	opened 0.76%	Q1→Q2
ABBV	New	+0.68 pp	opened 0.68%	Q1→Q2
AZN	New	+0.64 pp	opened 0.64%	Q1→Q2
ELV	New	+0.47 pp	opened 0.47%	Q1→Q2
MCHP	New	+0.44 pp	opened 0.44%	Q1→Q2
BRKR	New	+0.28 pp	opened 0.28%	Q1→Q2
NVS	New	+0.25 pp	opened 0.25%	Q1→Q2
BSX	New	+0.09 pp	opened 0.09%	Q1→Q2
CAH	New	+0.08 pp	opened 0.08%	Q1→Q2
DXC	Exit	−2.81 pp	was 2.8%	Q1→Q2
GTM	Exit	−2.39 pp	was 2.4%	Q1→Q2
USFD	Exit	−0.89 pp	was 0.89%	Q1→Q2
Z	Exit	−0.82 pp	was 0.82%	Q1→Q2
LAD	Exit	−0.80 pp	was 0.80%	Q1→Q2
LION	Exit	−0.67 pp	was 0.67%	Q1→Q2
MYGN	Exit	−0.61 pp	was 0.61%	Q1→Q2
SGRY	Exit	−0.54 pp	was 0.54%	Q1→Q2
AKAM	Exit	−0.45 pp	was 0.45%	Q1→Q2
INTC	Exit	−0.44 pp	was 0.44%	Q1→Q2
BIIB	Exit	−0.26 pp	was 0.26%	Q1→Q2
DHR	Add	+3.23 pp	+633.3% sh	Q1→Q2
TMO	Add	+2.64 pp	+150.4% sh	Q1→Q2
META	Add	+1.90 pp	+190.9% sh	Q1→Q2
GPN	Add	+1.02 pp	+40.0% sh	Q1→Q2
GENI	Add	+0.54 pp	+57.6% sh	Q1→Q2
THC	Add	+0.39 pp	+46.6% sh	Q1→Q2
UBER	Add	−0.27 pp	+23.2% sh	Q1→Q2
VTRS	Add	−0.23 pp	+8.7% sh	Q1→Q2
CSCO	Add	+0.22 pp	+21.6% sh	Q1→Q2
BLCO	Add	−0.18 pp	+0.4% sh	Q1→Q2
DKS	Add	+0.17 pp	+34.2% sh	Q1→Q2
EYE	Add	+0.06 pp	+98.0% sh	Q1→Q2
BKR	Add	+0.03 pp	+62.5% sh	Q1→Q2
AMZN	Add	−0.02 pp	+20.1% sh	Q1→Q2
CVS	Reduce	−5.69 pp	−41.1% sh	Q1→Q2
TEVA	Reduce	−1.90 pp	−23.7% sh	Q1→Q2
CI	Reduce	−1.27 pp	−17.4% sh	Q1→Q2
AMAT	Reduce	−0.83 pp	−66.9% sh	Q1→Q2
ESI	Reduce	−0.53 pp	−38.9% sh	Q1→Q2
CNC	Reduce	−0.44 pp	−41.3% sh	Q1→Q2
XYZ	Reduce	−0.40 pp	−12.3% sh	Q1→Q2
HUM	Reduce	+0.38 pp	−24.1% sh	Q1→Q2
DOCN	Reduce	−0.30 pp	−66.1% sh	Q1→Q2
FUN	Reduce	−0.21 pp	−9.2% sh	Q1→Q2
AMD	Reduce	−0.17 pp	−54.1% sh	Q1→Q2
TECH	Reduce	−0.17 pp	−68.7% sh	Q1→Q2
ONTO	Reduce	−0.12 pp	−31.3% sh	Q1→Q2
UAL	Reduce	+0.08 pp	−0.4% sh	Q1→Q2
PRMB	Reduce	−0.07 pp	−23.7% sh	Q1→Q2