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 - The Cigna Group | 10.38% | Add +0.6% | 1,850,633 | $255.53 | $473M | +10,692 | −$137M |
| THC - Tenet Healthcare | 9.47% | Reduce −18.3% | 7,267,569 | $59.42 | $432M | −1,628,542 | −$2M |
| FISV - Fiserv | 5.33% | Reduce −14.8% | 2,150,798 | $113.03 | $243M | −372,420 | −$12M |
| GPN - Global Pmts | 5.18% | Reduce −6.2% | 2,244,174 | $105.24 | $236M | −147,138 | −$1M |
| DXC - Dxc Technology | 5.02% | Reduce −7.7% | 8,957,137 | $25.56 | $229M | −747,416 | −$28M |
| MCK - Mckesson | 5.00% | Reduce −1.6% | 639,937 | $356.05 | $228M | −10,706 | −$16M |
| VVV - Valvoline | 2.92% | Add +8.9% | 3,802,949 | $34.94 | $133M | +309,263 | +$19M |
| USFD - US Foods | 2.91% | Reduce −6.6% | 3,591,813 | $36.94 | $133M | −252,289 | +$2M |
| ALITEUR - Alight · CL A | 2.86% | Add +80.7% | 14,144,591 | $9.21 | $130M | +6,318,617 | +$65M |
| HCA - Hca Healthcare | 2.62% | Add +2.8% | 452,227 | $263.68 | $119M | +12,242 | +$14M |
| UHS - Universal Hlth Svcs · CL B | 2.40% | Reduce −4.8% | 862,103 | $127.10 | $110M | −43,645 | −$18M |
| CLVT - Clarivate | 2.40% | Add +15.4% | 11,628,563 | $9.39 | $109M | +1,550,982 | +$25M |
| APTV - Aptiv | 2.30% | Add +1.3% | 932,941 | $112.19 | $105M | +11,670 | +$19M |
| CTVA - Corteva | 2.17% | Add +141.2% | 1,639,208 | $60.31 | $99M | +959,714 | +$59M |
| FMC | 2.15% | Add +11.2% | 802,666 | $122.13 | $98M | +80,670 | +$8M |
| MYGN - Myriad Genetics | 2.14% | Add +35.4% | 4,195,112 | $23.23 | $97M | +1,097,344 | +$53M |
| UBER - UBER Technologies | 2.07% | Reduce −25.7% | 2,977,665 | $31.70 | $94M | −1,027,341 | −$5M |
| DWDPEUR | 1.92% | Add +6.3% | 1,217,056 | $71.77 | $87M | +72,010 | +$9M |
| Activision Blizzard | 1.57% | Reduce −13.6% | 838,662 | $85.59 | $72M | −131,611 | −$2M |
| KO - The Coca Cola | 1.56% | Reduce −41.9% | 1,202,932 | $59.19 | $71M | −865,945 | −$43M |
| LII - Lennox Intl | 1.31% | Add +34.8% | 237,829 | $251.28 | $60M | +61,433 | +$18M |
| ESI - Element Solutions | 1.28% | Reduce −2.4% | 3,024,329 | $19.31 | $58M | −75,056 | +$2M |
| BKD - Brookdale Sr Living | 1.21% | Add +34.7% | 18,644,673 | $2.95 | $55M | +4,800,000 | +$17M |
| NSC - Norfolk Southn | 1.19% | Add +12.2% | 255,455 | $212.00 | $54M | +27,877 | −$2M |
| AMZN - Amazon | 1.03% | New | 454,718 | $103.29 | $47M | +454,718 | +$47M |
| COR - Amerisourcebergen | 0.98% | Add +6424.5% | 277,618 | $160.11 | $44M | +273,363 | +$44M |
| FLEX - Flextronics | 0.97% | Reduce −52.5% | 1,922,350 | $23.01 | $44M | −2,128,887 | −$43M |
| BABA - Alibaba Group | 0.90% | Add +17.2% | 403,063 | $102.18 | $41M | +59,166 | +$11M |
| AVTR - Avantor | 0.86% | New | 1,862,800 | $21.14 | $39M | +1,862,800 | +$39M |
| EXPE - Expedia Group | 0.82% | Reduce −24.1% | 383,038 | $97.03 | $37M | −121,508 | −$7M |
| FDX - Fedex | 0.82% | New | 162,583 | $228.49 | $37M | +162,583 | +$37M |
| GOOGL - Alphabet · CL A | 0.72% | Reduce −10.5% | 316,695 | $103.73 | $33M | −37,341 | +$2M |
| DVA - Davita | 0.49% | New | 276,175 | $81.11 | $22M | +276,175 | +$22M |
| KNX - Knight Swift · CL A | 0.47% | New | 376,450 | $56.58 | $21M | +376,450 | +$21M |
| EVLV · CL A | 0.43% | Add +5.6% | 6,316,874 | $3.12 | $20M | +337,763 | +$4M |
| MTCH - Match Group | 0.40% | New | 474,886 | $38.39 | $18M | +474,886 | +$18M |
| UNH - Unitedhealth Group | 0.38% | New | 36,716 | $472.59 | $17M | +36,716 | +$17M |
| BFLY - Butterfly Network · CL A | 0.33% | Add +47.0% | 8,033,501 | $1.88 | $15M | +2,568,750 | +$2M |
| UNP - Union Pac | 0.28% | New | 62,504 | $201.26 | $13M | +62,504 | +$13M |
| Laboratory Amer | 0.25% | New | 50,402 | $229.42 | $12M | +50,402 | +$12M |
| WTW - Willis Towers Watson | 0.24% | Reduce −67.7% | 46,541 | $232.38 | $11M | −97,611 | −$24M |
| CAH - Cardinal Health | 0.23% | New | 141,032 | $75.50 | $11M | +141,032 | +$11M |
| SABR - Sabre | 0.21% | Add +93.6% | 2,200,398 | $4.29 | $9M | +1,063,680 | +$2M |
| Digimarc | 0.19% | Reduce −1.3% | 434,497 | $19.65 | $9M | −5,503 | +$402K |
| QSI - Quantum Si · CL A | 0.16% | Reduce −0.8% | 4,215,990 | $1.76 | $7M | −33,966 | −$357K |
| ELV - Elevance Health | 0.12% | New | 11,867 | $459.81 | $5M | +11,867 | +$5M |
| Phenomex | 0.10% | Add +46.2% | 3,816,313 | $1.16 | $4M | +1,205,636 | −$3M |
| Dun & Bradstreet | 0.04% | Reduce −82.4% | 154,374 | $11.74 | $2M | −722,937 | −$9M |
| Rapid Micro Biosystems · CLASS A | 0.02% | Add +1.0% | 818,288 | $1.31 | $1M | +7,897 | +$156K |
| Cano Health · CL A | 0.02% | New | 950,127 | $0.9100 | $865K | +950,127 | +$865K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BAX - Baxter Intl | 2.27% | Exit | 0 | $50.97 | $102M | −2,009,973 | −$102M |
| META - Meta Platforms · CL A | 1.40% | Exit | 0 | $120.34 | $63M | −526,142 | −$63M |
| GTM - Zoominfo Technologies | 1.17% | Exit | 0 | $30.11 | $53M | −1,746,519 | −$53M |
| BKNG - Booking | 0.83% | Exit | 0 | $2,015 | $37M | −18,589 | −$37M |
| LVS - Las Vegas Sands | 0.82% | Exit | 0 | $48.07 | $37M | −765,576 | −$37M |
| URI - United Rentals | 0.61% | Exit | 0 | $355.42 | $28M | −77,860 | −$28M |
| PYPL - Paypal | 0.39% | Exit | 0 | $71.22 | $18M | −250,000 | −$18M |
| SGI - Tempur Sealy Intl | 0.30% | Exit | 0 | $34.33 | $13M | −391,700 | −$13M |
| Splunk | 0.28% | Exit | 0 | $86.09 | $13M | −146,220 | −$13M |
| BHC - Bausch Health Cos | 0.21% | Exit | 0 | $6.28 | $9M | −1,500,000 | −$9M |
| New Relic | 0.20% | Exit | 0 | $56.45 | $9M | −160,683 | −$9M |
| Isoplexis | 0.07% | Exit | 0 | $1.55 | $3M | −1,970,000 | −$3M |
| Farfetch · CL A | 0.06% | Exit | 0 | $4.73 | $3M | −618,916 | −$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