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 | 11.11% | Reduce −12.9% | 6,381,043 | $85.96 | $549M | −946,065 | −$50M |
| CI - Cigna | 7.74% | Add +43.8% | 1,595,997 | $239.61 | $382M | +486,463 | +$128M |
| GPN - Global Pmts | 6.53% | Add +12.9% | 2,356,312 | $136.84 | $322M | +268,655 | +$40M |
| MCK - Mckesson | 5.80% | Reduce −39.2% | 936,041 | $306.13 | $287M | −603,811 | −$96M |
| DXC - Dxc Technology | 4.99% | Add +51.2% | 7,549,011 | $32.63 | $246M | +2,555,053 | +$86M |
| FISV - Fiserv | 4.40% | Add +329.2% | 2,142,801 | $101.40 | $217M | +1,643,595 | +$165M |
| BHC - Bausch Health Cos | 4.28% | Reduce −26.0% | 9,256,661 | $22.85 | $212M | −3,245,486 | −$134M |
| BAX - Baxter Intl | 3.47% | Add +1.3% | 2,211,036 | $77.54 | $171M | +28,614 | −$16M |
| USFD - US Foods | 3.37% | Add +173.0% | 4,419,867 | $37.63 | $166M | +2,800,755 | +$110M |
| KO - The Coca Cola | 2.80% | Add +6.6% | 2,846,196 | $48.61 | $138M | +176,509 | −$11M |
| UBER - UBER Technologies | 2.77% | Add +51.6% | 3,836,585 | $35.68 | $137M | +1,306,415 | +$31M |
| AMZN - Amazon | 2.70% | Add +111.4% | 40,962 | $3,260 | $134M | +21,587 | +$69M |
| APTV - Aptiv | 2.67% | Add +104.0% | 1,100,186 | $119.71 | $132M | +560,869 | +$43M |
| Meritor | 2.55% | Add +30.0% | 3,544,333 | $35.57 | $126M | +816,991 | +$58M |
| COR - Amerisourcebergen | 2.36% | Reduce −27.1% | 752,648 | $154.71 | $116M | −279,640 | −$21M |
| DWDPEUR | 2.30% | Add +2.3% | 1,543,503 | $73.58 | $114M | +34,871 | −$8M |
| CNC - Centene Del | 1.86% | Reduce −19.4% | 1,093,420 | $84.19 | $92M | −263,316 | −$20M |
| EHC - Encompass Health | 1.85% | Add +72.8% | 1,285,534 | $71.11 | $91M | +541,736 | +$43M |
| UHS - Universal Hlth Svcs · CL B | 1.82% | Reduce −20.3% | 618,871 | $144.95 | $90M | −157,747 | −$11M |
| BKD - Brookdale Sr Living | 1.80% | Add +23.3% | 12,586,280 | $7.05 | $89M | +2,374,631 | +$36M |
| CTVA - Corteva | 1.78% | Reduce −32.9% | 1,529,180 | $57.48 | $88M | −751,382 | −$20M |
| HCA - Hca Healthcare | 1.61% | Reduce −33.9% | 316,829 | $250.62 | $79M | −162,451 | −$44M |
| ESI - Element Solutions | 1.36% | Add +30.9% | 3,066,904 | $21.90 | $67M | +723,303 | +$10M |
| BSX - Boston Scientific | 1.24% | Add +26.0% | 1,384,629 | $44.29 | $61M | +285,945 | +$15M |
| Change Healthcare | 1.14% | Add +15.9% | 2,584,815 | $21.80 | $56M | +354,004 | +$9M |
| VVV - Valvoline | 1.11% | New | 1,744,570 | $31.56 | $55M | +1,744,570 | +$55M |
| Holding | 1.00% | Hold | 5,000,000 | $9.84 | $49M | — | — |
| FMC | 0.95% | Reduce −53.8% | 356,521 | $131.57 | $47M | −415,390 | −$38M |
| NSC - Norfolk Southn | 0.93% | Reduce −6.5% | 161,878 | $285.22 | $46M | −11,325 | −$5M |
| FLEX - Flextronics | 0.93% | Add +146.8% | 2,468,394 | $18.55 | $46M | +1,468,394 | +$27M |
| MYGN - Myriad Genetics | 0.89% | Add +3.4% | 1,737,009 | $25.20 | $44M | +57,262 | −$3M |
| URI - United Rentals | 0.84% | New | 116,430 | $355.21 | $41M | +116,430 | +$41M |
| LVS - Las Vegas Sands | 0.80% | New | 1,021,530 | $38.87 | $40M | +1,021,530 | +$40M |
| NSP - Insperity | 0.78% | Add +11.4% | 381,875 | $100.42 | $38M | +39,211 | −$2M |
| SABR - Sabre | 0.73% | Reduce −20.2% | 3,134,069 | $11.43 | $36M | −794,995 | +$2M |
| Ironsource · CL A | 0.68% | Add +256.3% | 7,010,415 | $4.80 | $34M | +5,042,747 | +$18M |
| HOLX - Hologic | 0.56% | Reduce −38.6% | 359,381 | $76.82 | $28M | −225,940 | −$17M |
| QSI - Quantum Si · CL A | 0.55% | Reduce −3.7% | 5,778,299 | $4.68 | $27M | −221,701 | −$20M |
| BFLY - Butterfly Network · CL A | 0.53% | Add +10.1% | 5,464,751 | $4.76 | $26M | +500,000 | −$7M |
| Activision Blizzard | 0.50% | Hold | 309,132 | $80.11 | $25M | — | — |
| GOOGL - Alphabet · CL A | 0.48% | Reduce −29.9% | 8,528 | $2,781 | $24M | −3,637 | −$12M |
| BHVN - Biohaven | 0.38% | Add +0.3% | 158,301 | $118.57 | $19M | +466 | −$3M |
| META - Meta Platforms · CL A | 0.35% | New | 78,540 | $222.36 | $17M | +78,540 | +$17M |
| DVA - Davita | 0.30% | Reduce −75.8% | 129,100 | $113.11 | $15M | −403,538 | −$46M |
| BKNG - Booking | 0.29% | New | 6,163 | $2,348 | $14M | +6,163 | +$14M |
| UNP - Union Pac | 0.26% | Reduce −72.9% | 46,185 | $273.21 | $13M | −124,394 | −$30M |
| Mirati Therapeutics | 0.19% | Add +153.5% | 116,110 | $82.22 | $10M | +70,310 | +$3M |
| BABA - Alibaba Group | 0.17% | Reduce −4.8% | 78,789 | $108.80 | $9M | −4,000 | −$1M |
| Berkeley Lts | 0.17% | New | 1,193,332 | $7.11 | $8M | +1,193,332 | +$8M |
| Ouster | 0.10% | Reduce −6.1% | 1,128,982 | $4.50 | $5M | −73,000 | −$1M |
| Orion Acquisition | 0.10% | Hold | 485,001 | $9.82 | $5M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.09% | New | 665,807 | $6.79 | $5M | +665,807 | +$5M |
| EOLS - Evolus | 0.09% | Add +0.2% | 394,810 | $11.22 | $4M | +983 | +$2M |
| EVLV · CL A | 0.08% | Add +100.1% | 1,499,461 | $2.65 | $4M | +750,000 | +$631K |
| Hyperfine · CL A | 0.07% | Reduce −2.3% | 977,000 | $3.54 | $3M | −23,000 | −$4M |
| Endo Intl | 0.05% | Reduce −48.4% | 1,126,435 | $2.31 | $3M | −1,054,804 | −$6M |
| Digimarc | 0.04% | Hold | 75,000 | $26.37 | $2M | — | — |
| CTKB - Cytek Biosciences | 0.01% | New | 55,413 | $10.77 | $597K | +55,413 | +$597K |
Showing top 50 of 58 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WTW - Willis Towers Watson | 1.84% | Exit | 0 | $237.49 | $86M | −362,996 | −$86M |
| AMGN - Amgen | 0.65% | Exit | 0 | $224.97 | $30M | −134,645 | −$30M |
| HUM - Humana | 0.54% | Exit | 0 | $463.86 | $26M | −54,978 | −$26M |
| Dun & Bradstreet | 0.32% | Exit | 0 | $20.49 | $15M | −734,595 | −$15M |
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