Follow The Filings

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 Q4 2021 Q3, filed 14 Feb, long equity only

Download CSV Download Excel All activity
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 Companies 7.36%, was 7.98% Reduce −20.1% 12,502,147 $27.61 $345M −3,147,096 −$91M
GPN, Global Payments 6.01%, was 3.86% 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 International 3.99%, was 3.19% Add +0.7% 2,182,422 $85.84 $187M +14,700 +$13M
DXC, DXC Technology 3.43%, was 3.45% Reduce −10.9% 4,993,958 $32.19 $161M −608,007 −$28M
KO, Coca-Cola 3.18%, was 2.22% Add +21.6% 2,669,687 $55.93 $149M +474,871 +$28M
COR, Amerisourcebergen 2.92%, was 4.13% 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 −$4.3M
DWDPEUR 2.60% Reduce −0.9% 1,508,632 $80.78 $122M −13,793 +$18M
CNC, Centene 2.38%, was 2.42% Reduce −36.1% 1,356,736 $82.40 $112M −765,691 −$20M
CTVA, Corteva 2.30%, was 1.72% Add +2.5% 2,280,562 $47.28 $108M +55,716 +$14M
UBER, Uber 2.26%, was 2.00% Add +4.0% 2,530,170 $41.93 $106M +97,487 −$2.9M
UHS, Universal Health Services 2.15%, was 2.23% Reduce −11.7% 776,618 $129.66 $101M −102,461 −$21M
APTV, Aptiv 1.90%, was 2.25% Reduce −34.5% 539,317 $164.95 $89M −284,150 −$34M
WTW, Willis Towers Watson 1.84%, was 3.55% 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%, was 0.51% 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%, was 1.00% Add +13.6% 532,638 $113.76 $61M +63,811 +$6.1M
ESI, Element Solutions 1.21% Reduce −14.9% 2,343,601 $24.28 $57M −409,242 −$2.8M
USFD, US Foods 1.20% New 1,619,112 $34.83 $56M +1,619,112 +$56M
BKD, Brookdale Sr Living 1.12%, was 1.55% Reduce −24.1% 10,211,649 $5.16 $53M −3,243,191 −$32M
FISV, Fiserv 1.10%, was 1.22% Reduce −18.9% 499,206 $103.79 $52M −116,596 −$15M
NSC, Norfolk Southern 1.10%, was 1.22% 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%, was 0.55% 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 1.01% New 6,000,000 $7.87 $47M +6,000,000 +$47M
BSX, Boston Scientific 0.99%, was 1.64% Reduce −46.8% 1,098,684 $42.48 $47M −964,613 −$43M
MYGN, Myriad Genetics 0.99%, was 1.32% 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 −$6.9M
UNP, Union Pacific 0.92%, was 1.18% Reduce −48.2% 170,579 $251.93 $43M −158,868 −$22M
NSP, Insperity 0.86%, was 1.04% Reduce −33.0% 342,664 $118.11 $40M −168,594 −$16M
GOOGL, Alphabet 0.75%, was 2.46% 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 0.71% Hold 4,964,751 $6.69 $33M — —
AMGN, Amgen 0.65%, was 0.41% Add +27.2% 134,645 $224.97 $30M +28,775 +$7.8M
HUM, Humana 0.54%, was 1.28% Reduce −69.5% 54,978 $463.86 $26M −125,034 −$45M
BHVN, Biohaven 0.46%, was 0.29% Add +38.0% 157,835 $137.81 $22M +43,490 +$5.9M
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 −$1.4M
Ironsource 0.32%, was 0.82% 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 0.21% New 82,789 $118.80 $9.8M +82,789 +$9.8M
Endo International 0.17%, was 0.39% Reduce −66.7% 2,181,239 $3.76 $8.2M −4,368,065 −$13M
Hyperfine 0.15% New 1,000,000 $7.25 $7.3M +1,000,000 +$7.3M
Mirati Therapeutics 0.14% Hold 45,800 $146.68 $6.7M — —
Ouster 0.13% Hold 1,201,982 $5.20 $6.3M — —

Showing top 50 of 54 by value

Exits / last held

Gone since 2021 Q3, shown at their last reported size.

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 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 1.28% Exit 0 $339.39 $70M −205,401 −$70M
ELV, Anthem 0.60% Exit 0 $372.81 $33M −88,011 −$33M
V, Visa 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 0.20% Exit 0 $12.71 $11M −878,761 −$11M
Bowx Acquisition 0.14% Exit 0 $10.00 $7.6M −757,294 −$7.6M
ATI, ATI Physical Therapy 0.02% Exit 0 $3.80 $947K −249,145 −$947K

Weight bar: held both quarters added sold at this quarter’s reported price

* 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). Share change and $ change are vs 2021 Q3. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

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