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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%

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

Book

2021 Q3, filed 15 Nov, long equity only

Download CSV Download Excel
THC, Tenet Healthcare 10.53% Hold 8,652,741 $66.44 $575M
BHC, Bausch Health Companies 7.98% Hold 15,649,243 $27.85 $436M
MCK, McKesson 6.32% Hold 1,731,042 $199.38 $345M
CI, Cigna 4.85% Hold 1,322,827 $200.16 $265M
COR, Amerisourcebergen 4.13% Hold 1,886,005 $119.45 $225M
GPN, Global Payments 3.86% Hold 1,336,257 $157.58 $211M
WTW, Willis Towers Watson 3.55% Hold 832,798 $232.46 $194M
DXC, DXC Technology 3.45% Hold 5,601,965 $33.61 $188M
BAX, Baxter International 3.19% Hold 2,167,722 $80.43 $174M
GOOGL, Alphabet 2.46% Hold 50,262 $2,674 $134M
TAK, Takeda Pharmaceutical 2.43% Hold 8,102,119 $16.38 $133M
CNC, Centene 2.42% Hold 2,122,427 $62.31 $132M
HCA, HCA Healthcare 2.34% Hold 525,237 $242.72 $127M
APTV, Aptiv 2.25% Hold 823,467 $148.97 $123M
UHS, Universal Health Services 2.23% Hold 879,079 $138.37 $122M
KO, Coca-Cola 2.22% Hold 2,194,816 $55.29 $121M
UBER, Uber 2.00% Hold 2,432,683 $44.80 $109M
Viacomcbs 1.93% Hold 2,667,822 $39.51 $105M
DWDPEUR 1.90% Hold 1,522,425 $67.99 $104M
CTVA, Corteva 1.72% Hold 2,224,846 $42.08 $94M
MOH, Molina Healthcare 1.64% Hold 330,105 $271.31 $90M
BSX, Boston Scientific 1.64% Hold 2,063,297 $43.39 $90M
BKD, Brookdale Sr Living 1.55% Hold 13,454,840 $6.30 $85M
MYGN, Myriad Genetics 1.32% Hold 2,235,168 $32.29 $72M
FMC 1.29% Hold 772,099 $91.56 $71M
HUM, Humana 1.28% Hold 180,012 $389.15 $70M
META, Meta Platforms 1.28% Hold 205,401 $339.39 $70M
FISV, Fiserv 1.22% Hold 615,802 $108.50 $67M
NSC, Norfolk Southern 1.22% Hold 277,799 $239.25 $66M
UNP, Union Pacific 1.18% Hold 329,447 $196.01 $65M
ESI, Element Solutions 1.09% Hold 2,752,843 $21.68 $60M
NSP, Insperity 1.04% Hold 511,258 $110.74 $57M
DVA, DaVita 1.00% Hold 468,827 $116.26 $55M
BFLY, Butterfly Network 0.95% Hold 4,964,751 $10.44 $52M
HOLX, Hologic 0.95% Hold 700,005 $73.81 $52M
Holding 0.93% Hold 5,000,000 $10.14 $51M
Change Healthcare 0.88% Hold 2,283,022 $20.94 $48M
Ironsource 0.82% Hold 4,137,102 $10.87 $45M
SABR, Sabre 0.80% Hold 3,707,472 $11.84 $44M
ELV, Anthem 0.60% Hold 88,011 $372.81 $33M
EHC, Encompass Health 0.55% Hold 400,686 $75.04 $30M
V, Visa 0.55% Hold 134,630 $222.75 $30M
Meritor 0.51% Hold 1,309,166 $21.31 $28M
CCC 0.46% Hold 2,405,960 $10.51 $25M
OGN, Organon 0.45% Hold 753,127 $32.79 $25M
AMGN, Amgen 0.41% Hold 105,870 $212.65 $23M
Endo International 0.39% Hold 6,549,304 $3.24 $21M
FLEX, Flextronics 0.36% Hold 1,116,039 $17.68 $20M
BHVN, Biohaven 0.29% Hold 114,345 $138.91 $16M
Dun & Bradstreet 0.23% Hold 734,595 $16.81 $12M

Showing top 50 of 56 by value

* 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). Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top.

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