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 | 13.46% | Reduce −6.6% | 1,939,941 | $277.47 | $538M | −136,248 | −$9M |
| THC - Tenet Healthcare | 10.45% | Add +18.7% | 8,099,648 | $51.58 | $418M | +1,273,977 | +$59M |
| FISV - Fiserv | 6.19% | Add +23.5% | 2,646,838 | $93.57 | $248M | +504,037 | +$57M |
| DXC - Dxc Technology | 5.90% | Add +21.8% | 9,647,457 | $24.48 | $236M | +1,723,753 | −$4M |
| GPN - Global Pmts | 5.84% | Reduce −8.1% | 2,162,010 | $108.05 | $234M | −190,702 | −$27M |
| MCK - Mckesson | 5.55% | Reduce −10.1% | 652,799 | $339.87 | $222M | −73,040 | −$15M |
| APTV - Aptiv | 4.45% | Add +52.7% | 2,275,002 | $78.21 | $178M | +785,043 | +$45M |
| AMZN - Amazon | 3.26% | Add +61.2% | 1,152,511 | $113.00 | $130M | +437,347 | +$54M |
| USFD - US Foods | 3.06% | Hold | 4,624,862 | $26.44 | $122M | — | — |
| BAX - Baxter Intl | 3.04% | Add +3.9% | 2,257,019 | $53.86 | $122M | +84,000 | −$18M |
| UBER - UBER Technologies | 2.71% | Reduce −4.6% | 4,092,343 | $26.50 | $108M | −196,999 | +$21M |
| DWDPEUR | 2.31% | Add +21.9% | 1,832,482 | $50.40 | $92M | +328,979 | +$9M |
| KO - The Coca Cola | 2.19% | Reduce −35.9% | 2,059,323 | $42.62 | $88M | −1,150,863 | −$78M |
| FMC | 2.16% | Add +7.8% | 817,353 | $105.70 | $86M | +58,854 | +$5M |
| VVV - Valvoline | 2.15% | Add +70.0% | 3,393,686 | $25.34 | $86M | +1,397,147 | +$28M |
| CTVA - Corteva | 1.93% | Reduce −13.4% | 1,352,378 | $57.15 | $77M | −209,268 | −$7M |
| WTW - Willis Towers Watson | 1.76% | Add +175.0% | 351,223 | $200.94 | $71M | +223,502 | +$45M |
| ESI - Element Solutions | 1.57% | Reduce −7.4% | 3,856,683 | $16.27 | $63M | −310,221 | −$11M |
| HCA - Hca Healthcare | 1.46% | Hold | 316,829 | $183.79 | $58M | — | — |
| FLEX - Flextronics | 1.37% | Add +24876.5% | 3,296,894 | $16.66 | $55M | +3,283,694 | +$55M |
| NSC - Norfolk Southn | 1.31% | Hold | 250,479 | $209.65 | $53M | — | — |
| Holding | 1.23% | Hold | 5,000,000 | $9.82 | $49M | — | — |
| URI - United Rentals | 1.22% | Reduce −9.7% | 180,812 | $270.12 | $49M | −19,351 | +$219K |
| LVS - Las Vegas Sands | 1.07% | Add +51.5% | 1,142,709 | $37.52 | $43M | +388,605 | +$18M |
| CLVT - Clarivate | 1.06% | Add +89.2% | 4,524,184 | $9.39 | $42M | +2,133,332 | +$9M |
| BKD - Brookdale Sr Living | 1.05% | Hold | 9,844,673 | $4.27 | $42M | — | — |
| MSFT - Microsoft | 0.91% | Reduce −23.7% | 156,754 | $232.90 | $37M | −48,638 | −$16M |
| Activision Blizzard | 0.87% | Add +50.6% | 465,450 | $74.34 | $35M | +156,318 | +$11M |
| BABA - Alibaba Group | 0.84% | New | 419,428 | $79.99 | $34M | +419,428 | +$34M |
| LII - Lennox Intl | 0.83% | New | 149,208 | $222.67 | $33M | +149,208 | +$33M |
| GTM - Zoominfo Technologies | 0.78% | Add +143.0% | 748,710 | $41.66 | $31M | +440,556 | +$21M |
| BKNG - Booking | 0.76% | Add +209.0% | 18,589 | $1,643 | $31M | +12,573 | +$20M |
| MYGN - Myriad Genetics | 0.70% | Reduce −13.9% | 1,461,484 | $19.08 | $28M | −235,307 | −$3M |
| BFLY - Butterfly Network · CL A | 0.64% | Hold | 5,464,751 | $4.70 | $26M | — | — |
| BLCO - Bausch Plus Lomb | 0.58% | New | 1,516,684 | $15.34 | $23M | +1,516,684 | +$23M |
| EXPE - Expedia Group | 0.56% | New | 238,400 | $93.69 | $22M | +238,400 | +$22M |
| SABR - Sabre | 0.40% | Add +4.6% | 3,120,869 | $5.15 | $16M | +137,400 | −$1M |
| EHC - Encompass Health | 0.40% | Reduce −74.5% | 349,830 | $45.23 | $16M | −1,024,422 | −$61M |
| QSI - Quantum Si · CL A | 0.35% | Reduce −2.9% | 5,096,972 | $2.75 | $14M | −153,028 | +$2M |
| EPAM - Epam Sys | 0.35% | Hold | 38,500 | $362.18 | $14M | — | — |
| ALITEUR - Alight · CL A | 0.32% | New | 1,720,710 | $7.33 | $13M | +1,720,710 | +$13M |
| NOW - Servicenow | 0.26% | New | 27,500 | $377.60 | $10M | +27,500 | +$10M |
| EVLV · CL A | 0.25% | Add +55.2% | 4,654,111 | $2.12 | $10M | +1,654,650 | +$2M |
| New Relic | 0.23% | New | 160,800 | $57.38 | $9M | +160,800 | +$9M |
| Digimarc | 0.19% | Hold | 550,000 | $13.55 | $7M | — | — |
| Berkeley Lts | 0.17% | Hold | 2,325,567 | $2.86 | $7M | — | — |
| BSX - Boston Scientific | 0.16% | Reduce −81.3% | 167,213 | $38.73 | $6M | −728,183 | −$27M |
| Orion Acquisition | 0.12% | Hold | 485,001 | $9.87 | $5M | — | — |
| Dun & Bradstreet | 0.08% | New | 250,000 | $12.39 | $3M | +250,000 | +$3M |
| Rapid Micro Biosystems · CLASS A | 0.06% | Hold | 750,000 | $3.23 | $2M | — | — |
| Enhabit | 0.04% | New | 100,565 | $14.04 | $1M | +100,565 | +$1M |
| COR - Amerisourcebergen | 0.02% | New | 4,855 | $135.32 | $657K | +4,855 | +$657K |
| Hyperfine · CL A | 0.01% | Hold | 605,052 | $0.8098 | $490K | — | — |
Showing top 50 of 53 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Change Healthcare | 2.50% | Exit | 0 | $23.06 | $100M | −4,328,222 | −$100M |
| CNC - Centene Del | 2.27% | Exit | 0 | $84.61 | $91M | −1,073,420 | −$91M |
| HOLX - Hologic | 0.62% | Exit | 0 | $69.30 | $25M | −359,381 | −$25M |
| GOOGL - Alphabet · CL A | 0.59% | Exit | 0 | $2,179 | $24M | −10,835 | −$24M |
| KNX - Knight Swift · CL A | 0.57% | Exit | 0 | $46.29 | $23M | −495,100 | −$23M |
| META - Meta Platforms · CL A | 0.36% | Exit | 0 | $161.25 | $14M | −88,230 | −$14M |
| Mirati Therapeutics | 0.34% | Exit | 0 | $67.13 | $14M | −203,800 | −$14M |
| Ironsource · CL A | 0.21% | Exit | 0 | $2.38 | $8M | −3,510,748 | −$8M |
| CTKB - Cytek Biosciences | 0.13% | Exit | 0 | $10.73 | $5M | −500,000 | −$5M |
| Ouster | 0.05% | Exit | 0 | $1.62 | $2M | −1,128,982 | −$2M |
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