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
| CI - Cigna | 13.69% | Add +30.1% | 2,076,189 | $263.52 | $547M | +480,192 | +$165M |
| THC - Tenet Healthcare | 8.97% | Add +7.0% | 6,825,671 | $52.56 | $359M | +444,628 | −$190M |
| GPN - Global Pmts | 6.51% | Reduce −0.2% | 2,352,712 | $110.64 | $260M | −3,600 | −$62M |
| DXC - Dxc Technology | 6.01% | Add +5.0% | 7,923,704 | $30.31 | $240M | +374,693 | −$6M |
| MCK - Mckesson | 5.92% | Reduce −22.5% | 725,839 | $326.21 | $237M | −210,202 | −$50M |
| FISV - Fiserv | 4.77% | Hold | 2,142,801 | $88.97 | $191M | — | — |
| KO - The Coca Cola | 4.14% | Add +12.8% | 3,210,186 | $51.61 | $166M | +363,990 | +$27M |
| USFD - US Foods | 3.55% | Add +4.6% | 4,624,862 | $30.68 | $142M | +204,995 | −$24M |
| BAX - Baxter Intl | 3.49% | Reduce −1.7% | 2,173,019 | $64.23 | $140M | −38,017 | −$32M |
| APTV - Aptiv | 3.32% | Add +35.4% | 1,489,959 | $89.07 | $133M | +389,773 | +$1M |
| Change Healthcare | 2.50% | Add +67.4% | 4,328,222 | $23.06 | $100M | +1,743,407 | +$43M |
| CNC - Centene Del | 2.27% | Reduce −1.8% | 1,073,420 | $84.61 | $91M | −20,000 | −$1M |
| UBER - UBER Technologies | 2.20% | Add +11.8% | 4,289,342 | $20.46 | $88M | +452,757 | −$49M |
| CTVA - Corteva | 2.11% | Add +2.1% | 1,561,646 | $54.14 | $85M | +32,466 | −$3M |
| DWDPEUR | 2.09% | Reduce −2.6% | 1,503,503 | $55.58 | $84M | −40,000 | −$30M |
| FMC | 2.03% | Add +112.8% | 758,499 | $107.01 | $81M | +401,978 | +$34M |
| EHC - Encompass Health | 1.93% | Add +6.9% | 1,374,252 | $56.05 | $77M | +88,718 | −$14M |
| AMZN - Amazon | 1.90% | Add +1645.9% | 715,164 | $106.21 | $76M | +674,202 | −$58M |
| ESI - Element Solutions | 1.86% | Add +35.9% | 4,166,904 | $17.80 | $74M | +1,100,000 | +$7M |
| VVV - Valvoline | 1.44% | Add +14.4% | 1,996,539 | $28.83 | $58M | +251,969 | +$3M |
| NSC - Norfolk Southn | 1.42% | Add +54.7% | 250,479 | $227.29 | $57M | +88,601 | +$11M |
| HCA - Hca Healthcare | 1.33% | Hold | 316,829 | $168.06 | $53M | — | — |
| MSFT - Microsoft | 1.32% | New | 205,392 | $256.83 | $53M | +205,392 | +$53M |
| Holding | 1.23% | Hold | 5,000,000 | $9.80 | $49M | — | — |
| URI - United Rentals | 1.22% | Add +71.9% | 200,163 | $242.91 | $49M | +83,733 | +$7M |
| BKD - Brookdale Sr Living | 1.12% | Reduce −21.8% | 9,844,673 | $4.54 | $45M | −2,741,607 | −$44M |
| BSX - Boston Scientific | 0.83% | Reduce −35.3% | 895,396 | $37.27 | $33M | −489,233 | −$28M |
| CLVT - Clarivate | 0.83% | New | 2,390,852 | $13.86 | $33M | +2,390,852 | +$33M |
| MYGN - Myriad Genetics | 0.77% | Reduce −2.3% | 1,696,791 | $18.17 | $31M | −40,218 | −$13M |
| LVS - Las Vegas Sands | 0.63% | Reduce −26.2% | 754,104 | $33.59 | $25M | −267,426 | −$14M |
| WTW - Willis Towers Watson | 0.63% | New | 127,721 | $197.39 | $25M | +127,721 | +$25M |
| HOLX - Hologic | 0.62% | Hold | 359,381 | $69.30 | $25M | — | — |
| Activision Blizzard | 0.60% | Hold | 309,132 | $77.86 | $24M | — | — |
| GOOGL - Alphabet · CL A | 0.59% | Add +27.1% | 10,835 | $2,179 | $24M | +2,307 | −$107K |
| KNX - Knight Swift · CL A | 0.57% | New | 495,100 | $46.29 | $23M | +495,100 | +$23M |
| SABR - Sabre | 0.44% | Reduce −4.8% | 2,983,469 | $5.83 | $17M | −150,600 | −$18M |
| BFLY - Butterfly Network · CL A | 0.42% | Hold | 5,464,751 | $3.07 | $17M | — | — |
| META - Meta Platforms · CL A | 0.36% | Add +12.3% | 88,230 | $161.25 | $14M | +9,690 | −$3M |
| Mirati Therapeutics | 0.34% | Add +75.5% | 203,800 | $67.13 | $14M | +87,690 | +$4M |
| QSI - Quantum Si · CL A | 0.30% | Reduce −9.1% | 5,250,000 | $2.32 | $12M | −528,299 | −$15M |
| Berkeley Lts | 0.29% | Add +94.9% | 2,325,567 | $4.97 | $12M | +1,132,235 | +$3M |
| EPAM - Epam Sys | 0.28% | New | 38,500 | $294.78 | $11M | +38,500 | +$11M |
| BKNG - Booking | 0.26% | Reduce −2.4% | 6,016 | $1,749 | $11M | −147 | −$4M |
| GTM - Zoominfo Technologies | 0.26% | New | 308,154 | $33.24 | $10M | +308,154 | +$10M |
| Ironsource · CL A | 0.21% | Reduce −49.9% | 3,510,748 | $2.38 | $8M | −3,499,667 | −$25M |
| EVLV · CL A | 0.20% | Add +100.0% | 2,999,461 | $2.66 | $8M | +1,500,000 | +$4M |
| Digimarc | 0.19% | Add +633.3% | 550,000 | $14.14 | $8M | +475,000 | +$6M |
| CTKB - Cytek Biosciences | 0.13% | Add +802.3% | 500,000 | $10.73 | $5M | +444,587 | +$5M |
| Orion Acquisition | 0.12% | Hold | 485,001 | $9.81 | $5M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.08% | Add +12.6% | 750,000 | $4.30 | $3M | +84,193 | −$1M |
| Ouster | 0.05% | Hold | 1,128,982 | $1.62 | $2M | — | — |
| Hyperfine · CL A | 0.03% | Reduce −38.1% | 605,052 | $2.23 | $1M | −371,948 | −$2M |
| FLEX - Flextronics | 0.00% | Reduce −99.5% | 13,200 | $14.47 | $191K | −2,455,194 | −$46M |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BHC - Bausch Health Cos | 4.28% | Exit | 0 | $22.85 | $212M | −9,256,661 | −$212M |
| Meritor | 2.55% | Exit | 0 | $35.57 | $126M | −3,544,333 | −$126M |
| COR - Amerisourcebergen | 2.36% | Exit | 0 | $154.71 | $116M | −752,648 | −$116M |
| UHS - Universal Hlth Svcs · CL B | 1.82% | Exit | 0 | $144.95 | $90M | −618,871 | −$90M |
| NSP - Insperity | 0.78% | Exit | 0 | $100.42 | $38M | −381,875 | −$38M |
| BHVN - Biohaven | 0.38% | Exit | 0 | $118.57 | $19M | −158,301 | −$19M |
| DVA - Davita | 0.30% | Exit | 0 | $113.11 | $15M | −129,100 | −$15M |
| UNP - Union Pac | 0.26% | Exit | 0 | $273.21 | $13M | −46,185 | −$13M |
| BABA - Alibaba Group | 0.17% | Exit | 0 | $108.80 | $9M | −78,789 | −$9M |
| EOLS - Evolus | 0.09% | Exit | 0 | $11.22 | $4M | −394,810 | −$4M |
| Endo Intl | 0.05% | Exit | 0 | $2.31 | $3M | −1,126,435 | −$3M |
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