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 | 13.51% | Reduce −5.2% | 1,839,941 | $331.34 | $610M | −100,000 | +$71M |
| THC - Tenet Healthcare | 9.62% | Add +9.8% | 8,896,111 | $48.79 | $434M | +796,463 | +$16M |
| DXC - Dxc Technology | 5.70% | Add +0.6% | 9,704,553 | $26.50 | $257M | +57,096 | +$21M |
| FISV - Fiserv | 5.65% | Reduce −4.7% | 2,523,218 | $101.07 | $255M | −123,620 | +$7M |
| MCK - Mckesson | 5.41% | Reduce −0.3% | 650,643 | $375.12 | $244M | −2,156 | +$22M |
| GPN - Global Pmts | 5.26% | Add +10.6% | 2,391,312 | $99.32 | $238M | +229,302 | +$4M |
| USFD - US Foods | 2.90% | Reduce −16.9% | 3,844,102 | $34.02 | $131M | −780,760 | +$8M |
| UHS - Universal Hlth Svcs · CL B | 2.83% | New | 905,748 | $140.89 | $128M | +905,748 | +$128M |
| KO - The Coca Cola | 2.54% | Add +0.5% | 2,068,877 | $55.32 | $114M | +9,554 | +$27M |
| VVV - Valvoline | 2.53% | Add +2.9% | 3,493,686 | $32.65 | $114M | +100,000 | +$28M |
| HCA - Hca Healthcare | 2.34% | Add +38.9% | 439,985 | $239.96 | $106M | +123,156 | +$47M |
| BAX - Baxter Intl | 2.27% | Reduce −10.9% | 2,009,973 | $50.97 | $102M | −247,046 | −$19M |
| UBER - UBER Technologies | 2.19% | Reduce −2.1% | 4,005,006 | $24.73 | $99M | −87,337 | −$9M |
| FMC | 2.00% | Reduce −11.7% | 721,996 | $124.80 | $90M | −95,357 | +$4M |
| FLEX - Flextronics | 1.93% | Add +22.9% | 4,051,237 | $21.46 | $87M | +754,343 | +$32M |
| APTV - Aptiv | 1.90% | Reduce −59.5% | 921,271 | $93.13 | $86M | −1,353,731 | −$92M |
| CLVT - Clarivate | 1.86% | Add +122.7% | 10,077,581 | $8.34 | $84M | +5,553,397 | +$42M |
| DWDPEUR | 1.74% | Reduce −37.5% | 1,145,046 | $68.63 | $79M | −687,436 | −$14M |
| Activision Blizzard | 1.65% | Add +108.5% | 970,273 | $76.55 | $74M | +504,823 | +$40M |
| ALITEUR - Alight · CL A | 1.45% | Add +354.8% | 7,825,974 | $8.36 | $65M | +6,105,264 | +$53M |
| META - Meta Platforms · CL A | 1.40% | New | 526,142 | $120.34 | $63M | +526,142 | +$63M |
| ESI - Element Solutions | 1.25% | Reduce −19.6% | 3,099,385 | $18.19 | $56M | −757,298 | −$6M |
| NSC - Norfolk Southn | 1.24% | Reduce −9.1% | 227,578 | $246.42 | $56M | −22,901 | +$4M |
| GTM - Zoominfo Technologies | 1.17% | Add +133.3% | 1,746,519 | $30.11 | $53M | +997,809 | +$21M |
| MYGN - Myriad Genetics | 1.00% | Add +112.0% | 3,097,768 | $14.51 | $45M | +1,636,284 | +$17M |
| EXPE - Expedia Group | 0.98% | Add +111.6% | 504,546 | $87.60 | $44M | +266,146 | +$22M |
| LII - Lennox Intl | 0.93% | Add +18.2% | 176,396 | $239.23 | $42M | +27,188 | +$9M |
| CTVA - Corteva | 0.88% | Reduce −49.8% | 679,494 | $58.78 | $40M | −672,884 | −$37M |
| BKD - Brookdale Sr Living | 0.84% | Add +40.6% | 13,844,673 | $2.73 | $38M | +4,000,000 | −$4M |
| BKNG - Booking | 0.83% | Hold | 18,589 | $2,015 | $37M | — | — |
| LVS - Las Vegas Sands | 0.82% | Reduce −33.0% | 765,576 | $48.07 | $37M | −377,133 | −$6M |
| WTW - Willis Towers Watson | 0.78% | Reduce −59.0% | 144,152 | $244.58 | $35M | −207,071 | −$35M |
| GOOGL - Alphabet · CL A | 0.69% | New | 354,036 | $88.23 | $31M | +354,036 | +$31M |
| BABA - Alibaba Group | 0.67% | Reduce −18.0% | 343,897 | $88.09 | $30M | −75,531 | −$3M |
| URI - United Rentals | 0.61% | Reduce −56.9% | 77,860 | $355.42 | $28M | −102,952 | −$21M |
| PYPL - Paypal | 0.39% | New | 250,000 | $71.22 | $18M | +250,000 | +$18M |
| EVLV · CL A | 0.34% | Add +28.5% | 5,979,111 | $2.59 | $15M | +1,325,000 | +$6M |
| SGI - Tempur Sealy Intl | 0.30% | New | 391,700 | $34.33 | $13M | +391,700 | +$13M |
| BFLY - Butterfly Network · CL A | 0.30% | Hold | 5,464,751 | $2.46 | $13M | — | — |
| Splunk | 0.28% | New | 146,220 | $86.09 | $13M | +146,220 | +$13M |
| Dun & Bradstreet | 0.24% | Add +250.9% | 877,311 | $12.26 | $11M | +627,311 | +$8M |
| BHC - Bausch Health Cos | 0.21% | New | 1,500,000 | $6.28 | $9M | +1,500,000 | +$9M |
| New Relic | 0.20% | Reduce −0.1% | 160,683 | $56.45 | $9M | −117 | −$156K |
| Digimarc | 0.18% | Reduce −20.0% | 440,000 | $18.49 | $8M | −110,000 | +$683K |
| QSI - Quantum Si · CL A | 0.17% | Reduce −16.6% | 4,249,956 | $1.83 | $8M | −847,016 | −$6M |
| SABR - Sabre | 0.16% | Reduce −63.6% | 1,136,718 | $6.18 | $7M | −1,984,151 | −$9M |
| Berkeley Lts | 0.16% | Add +12.3% | 2,610,677 | $2.68 | $7M | +285,110 | +$346K |
| Isoplexis | 0.07% | New | 1,970,000 | $1.55 | $3M | +1,970,000 | +$3M |
| Farfetch · CL A | 0.06% | New | 618,916 | $4.73 | $3M | +618,916 | +$3M |
| Rapid Micro Biosystems · CLASS A | 0.02% | Add +8.1% | 810,391 | $1.13 | $916K | +60,391 | −$2M |
| COR - Amerisourcebergen | 0.02% | Reduce −12.4% | 4,255 | $165.71 | $705K | −600 | +$48K |
Showing top 50 of 51 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AMZN - Amazon | 3.26% | Exit | 0 | $113.00 | $130M | −1,152,511 | −$130M |
| Holding | 1.23% | Exit | 0 | $9.82 | $49M | −5,000,000 | −$49M |
| MSFT - Microsoft | 0.91% | Exit | 0 | $232.90 | $37M | −156,754 | −$37M |
| BLCO - Bausch Plus Lomb | 0.58% | Exit | 0 | $15.34 | $23M | −1,516,684 | −$23M |
| EHC - Encompass Health | 0.40% | Exit | 0 | $45.23 | $16M | −349,830 | −$16M |
| EPAM - Epam Sys | 0.35% | Exit | 0 | $362.18 | $14M | −38,500 | −$14M |
| NOW - Servicenow | 0.26% | Exit | 0 | $377.60 | $10M | −27,500 | −$10M |
| BSX - Boston Scientific | 0.16% | Exit | 0 | $38.73 | $6M | −167,213 | −$6M |
| Orion Acquisition | 0.12% | Exit | 0 | $9.87 | $5M | −485,001 | −$5M |
| Enhabit | 0.04% | Exit | 0 | $14.04 | $1M | −100,565 | −$1M |
| Hyperfine · CL A | 0.01% | Exit | 0 | $0.8098 | $490K | −605,052 | −$490K |
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