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
Book
| THC - Tenet Healthcare | 12.76% | Reduce −15.3% | 7,327,108 | $81.69 | $599M | −1,325,633 | +$24M |
| MCK - Mckesson | 8.16% | Reduce −11.0% | 1,539,852 | $248.57 | $383M | −191,190 | +$38M |
| BHC - Bausch Health Cos | 7.36% | Reduce −20.1% | 12,502,147 | $27.61 | $345M | −3,147,096 | −$91M |
| GPN - Global Pmts | 6.01% | Add +56.2% | 2,087,657 | $135.18 | $282M | +751,400 | +$72M |
| CI - Cigna | 5.43% | Reduce −16.1% | 1,109,534 | $229.63 | $255M | −213,293 | −$10M |
| BAX - Baxter Intl | 3.99% | Add +0.7% | 2,182,422 | $85.84 | $187M | +14,700 | +$13M |
| DXC - Dxc Technology | 3.43% | Reduce −10.9% | 4,993,958 | $32.19 | $161M | −608,007 | −$28M |
| KO - The Coca Cola | 3.18% | Add +21.6% | 2,669,687 | $55.93 | $149M | +474,871 | +$28M |
| COR - Amerisourcebergen | 2.92% | Reduce −45.3% | 1,032,288 | $132.89 | $137M | −853,717 | −$88M |
| HCA - Hca Healthcare | 2.62% | Reduce −8.7% | 479,280 | $256.92 | $123M | −45,957 | −$4M |
| DWDPEUR | 2.60% | Reduce −0.9% | 1,508,632 | $80.78 | $122M | −13,793 | +$18M |
| CNC - Centene Del | 2.38% | Reduce −36.1% | 1,356,736 | $82.40 | $112M | −765,691 | −$20M |
| CTVA - Corteva | 2.30% | Add +2.5% | 2,280,562 | $47.28 | $108M | +55,716 | +$14M |
| UBER - UBER Technologies | 2.26% | Add +4.0% | 2,530,170 | $41.93 | $106M | +97,487 | −$3M |
| UHS - Universal Hlth Svcs · CL B | 2.15% | Reduce −11.7% | 776,618 | $129.66 | $101M | −102,461 | −$21M |
| APTV - Aptiv | 1.90% | Reduce −34.5% | 539,317 | $164.95 | $89M | −284,150 | −$34M |
| WTW - Willis Towers Watson | 1.84% | Reduce −56.4% | 362,996 | $237.49 | $86M | −469,802 | −$107M |
| FMC | 1.81% | Reduce 0.0% | 771,911 | $109.89 | $85M | −188 | +$14M |
| Meritor | 1.44% | Add +108.3% | 2,727,342 | $24.78 | $68M | +1,418,176 | +$40M |
| AMZN - Amazon | 1.38% | New | 19,375 | $3,334 | $65M | +19,375 | +$65M |
| DVA - Davita | 1.29% | Add +13.6% | 532,638 | $113.76 | $61M | +63,811 | +$6M |
| ESI - Element Solutions | 1.21% | Reduce −14.9% | 2,343,601 | $24.28 | $57M | −409,242 | −$3M |
| USFD - US Foods | 1.20% | New | 1,619,112 | $34.83 | $56M | +1,619,112 | +$56M |
| BKD - Brookdale Sr Living | 1.12% | Reduce −24.1% | 10,211,649 | $5.16 | $53M | −3,243,191 | −$32M |
| FISV - Fiserv | 1.10% | Reduce −18.9% | 499,206 | $103.79 | $52M | −116,596 | −$15M |
| NSC - Norfolk Southn | 1.10% | Reduce −37.7% | 173,203 | $297.71 | $52M | −104,596 | −$15M |
| Holding | 1.07% | Hold | 5,000,000 | $10.01 | $50M | — | — |
| EHC - Encompass Health | 1.03% | Add +85.6% | 743,798 | $65.26 | $49M | +343,112 | +$18M |
| Change Healthcare | 1.02% | Reduce −2.3% | 2,230,811 | $21.38 | $48M | −52,211 | −$111K |
| QSI - Quantum Si · CL A | 1.01% | New | 6,000,000 | $7.87 | $47M | +6,000,000 | +$47M |
| BSX - Boston Scientific | 0.99% | Reduce −46.8% | 1,098,684 | $42.48 | $47M | −964,613 | −$43M |
| MYGN - Myriad Genetics | 0.99% | Reduce −24.8% | 1,679,747 | $27.60 | $46M | −555,421 | −$26M |
| HOLX - Hologic | 0.95% | Reduce −16.4% | 585,321 | $76.56 | $45M | −114,684 | −$7M |
| UNP - Union Pac | 0.92% | Reduce −48.2% | 170,579 | $251.93 | $43M | −158,868 | −$22M |
| NSP - Insperity | 0.86% | Reduce −33.0% | 342,664 | $118.11 | $40M | −168,594 | −$16M |
| GOOGL - Alphabet · CL A | 0.75% | Reduce −75.8% | 12,165 | $2,897 | $35M | −38,097 | −$99M |
| SABR - Sabre | 0.72% | Add +6.0% | 3,929,064 | $8.59 | $34M | +221,592 | −$10M |
| BFLY - Butterfly Network · CL A | 0.71% | Hold | 4,964,751 | $6.69 | $33M | — | — |
| AMGN - Amgen | 0.65% | Add +27.2% | 134,645 | $224.97 | $30M | +28,775 | +$8M |
| HUM - Humana | 0.54% | Reduce −69.5% | 54,978 | $463.86 | $26M | −125,034 | −$45M |
| BHVN - Biohaven | 0.46% | Add +38.0% | 157,835 | $137.81 | $22M | +43,490 | +$6M |
| Activision Blizzard | 0.44% | New | 309,132 | $66.53 | $21M | +309,132 | +$21M |
| FLEX - Flextronics | 0.39% | Reduce −10.4% | 1,000,000 | $18.33 | $18M | −116,039 | −$1M |
| Ironsource · CL A | 0.32% | Reduce −52.4% | 1,967,668 | $7.74 | $15M | −2,169,434 | −$30M |
| Dun & Bradstreet | 0.32% | Hold | 734,595 | $20.49 | $15M | — | — |
| BABA - Alibaba Group | 0.21% | New | 82,789 | $118.80 | $10M | +82,789 | +$10M |
| Endo Intl | 0.17% | Reduce −66.7% | 2,181,239 | $3.76 | $8M | −4,368,065 | −$13M |
| Hyperfine · CL A | 0.15% | New | 1,000,000 | $7.25 | $7M | +1,000,000 | +$7M |
| Mirati Therapeutics | 0.14% | Hold | 45,800 | $146.68 | $7M | — | — |
| Ouster | 0.13% | Hold | 1,201,982 | $5.20 | $6M | — | — |
| Orion Acquisition | 0.10% | Reduce −3.0% | 485,001 | $9.85 | $5M | −14,999 | −$163K |
| EVLV · CL A | 0.07% | New | 749,461 | $4.46 | $3M | +749,461 | +$3M |
| Digimarc | 0.06% | New | 75,000 | $39.48 | $3M | +75,000 | +$3M |
| EOLS - Evolus | 0.05% | New | 393,827 | $6.51 | $3M | +393,827 | +$3M |
Showing top 50 of 54 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TAK - Takeda Pharmaceutical | 2.43% | Exit | 0 | $16.38 | $133M | −8,102,119 | −$133M |
| Viacomcbs · CL B | 1.93% | Exit | 0 | $39.51 | $105M | −2,667,822 | −$105M |
| MOH - Molina Healthcare | 1.64% | Exit | 0 | $271.31 | $90M | −330,105 | −$90M |
| META - Meta Platforms · CL A | 1.28% | Exit | 0 | $339.39 | $70M | −205,401 | −$70M |
| ELV - Anthem | 0.60% | Exit | 0 | $372.81 | $33M | −88,011 | −$33M |
| V - VISA · CL A | 0.55% | Exit | 0 | $222.75 | $30M | −134,630 | −$30M |
| CCC | 0.46% | Exit | 0 | $10.51 | $25M | −2,405,960 | −$25M |
| OGN - Organon & | 0.45% | Exit | 0 | $32.79 | $25M | −753,127 | −$25M |
| Fast Acquisition · CL A | 0.20% | Exit | 0 | $12.71 | $11M | −878,761 | −$11M |
| Bowx Acquisition · CL A | 0.14% | Exit | 0 | $10.00 | $8M | −757,294 | −$8M |
| ATI - Ati Physical Therapy · CL A | 0.02% | Exit | 0 | $3.80 | $947K | −249,145 | −$947K |
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