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 | 13.07% | Add +11.6% | 2,065,551 | $280.60 | $580M | +214,918 | +$107M |
| THC - Tenet Healthcare | 11.87% | Reduce −11.0% | 6,468,798 | $81.38 | $526M | −798,771 | +$95M |
| DXC - Dxc Technology | 5.86% | Add +8.7% | 9,734,411 | $26.72 | $260M | +777,274 | +$31M |
| UHS - Universal Hlth Svcs · CL B | 5.02% | Add +63.6% | 1,410,525 | $157.77 | $223M | +548,422 | +$113M |
| GPN - Global Pmts | 4.98% | Hold | 2,244,174 | $98.52 | $221M | — | — |
| CLVT - Clarivate | 3.72% | Add +48.9% | 17,315,445 | $9.53 | $165M | +5,686,882 | +$56M |
| MCK - Mckesson | 3.64% | Reduce −40.9% | 378,193 | $427.31 | $162M | −261,744 | −$66M |
| ALITEUR - Alight · CL A | 3.14% | Add +6.7% | 15,097,193 | $9.24 | $139M | +952,602 | +$9M |
| CTVA - Corteva | 2.70% | Add +27.7% | 2,093,260 | $57.30 | $120M | +454,052 | +$21M |
| USFD - US Foods | 2.53% | Reduce −28.9% | 2,553,354 | $44.00 | $112M | −1,038,459 | −$20M |
| FISV - Fiserv | 2.51% | Reduce −59.0% | 881,068 | $126.15 | $111M | −1,269,730 | −$132M |
| VVV - Valvoline | 2.37% | Reduce −26.3% | 2,802,581 | $37.51 | $105M | −1,000,368 | −$28M |
| FMC | 2.00% | Add +6.2% | 852,243 | $104.34 | $89M | +49,577 | −$9M |
| MYGN - Myriad Genetics | 1.96% | Reduce −10.7% | 3,744,888 | $23.18 | $87M | −450,224 | −$11M |
| APTV - Aptiv | 1.91% | Reduce −11.3% | 827,937 | $102.09 | $85M | −105,004 | −$20M |
| HCA - Hca Healthcare | 1.80% | Reduce −41.7% | 263,624 | $303.48 | $80M | −188,603 | −$39M |
| BKD - Brookdale Sr Living | 1.77% | Hold | 18,644,673 | $4.22 | $79M | — | — |
| DWDPEUR | 1.68% | Reduce −14.4% | 1,042,200 | $71.44 | $74M | −174,856 | −$13M |
| UBER - UBER Technologies | 1.52% | Reduce −47.7% | 1,558,119 | $43.17 | $67M | −1,419,546 | −$27M |
| Activision Blizzard | 1.30% | Reduce −18.5% | 683,849 | $84.30 | $58M | −154,813 | −$14M |
| ESI - Element Solutions | 1.10% | Reduce −15.8% | 2,546,619 | $19.20 | $49M | −477,710 | −$10M |
| EXPE - Expedia Group | 0.94% | Hold | 383,038 | $109.39 | $42M | — | — |
| EVLV · CL A | 0.65% | Reduce −23.6% | 4,829,195 | $6.00 | $29M | −1,487,679 | +$9M |
| CAH - Cardinal Health | 0.55% | Add +82.5% | 257,330 | $94.57 | $24M | +116,298 | +$14M |
| FDX - Fedex | 0.53% | Reduce −41.2% | 95,628 | $247.90 | $24M | −66,955 | −$13M |
| HPE - Hewlett Packard Enterprise | 0.47% | New | 1,250,000 | $16.80 | $21M | +1,250,000 | +$21M |
| WBD - Warner Bros Discovery | 0.46% | New | 1,624,300 | $12.54 | $20M | +1,624,300 | +$20M |
| MTCH - Match Group | 0.45% | Hold | 474,886 | $41.85 | $20M | — | — |
| BFLY - Butterfly Network · CL A | 0.42% | Hold | 8,033,501 | $2.30 | $18M | — | — |
| FLEX - Flextronics | 0.39% | Reduce −67.7% | 621,859 | $27.64 | $17M | −1,300,491 | −$27M |
| BHC - Bausch Health Cos | 0.32% | New | 1,766,395 | $8.00 | $14M | +1,766,395 | +$14M |
| AMZN - Amazon | 0.29% | Reduce −78.0% | 100,017 | $130.36 | $13M | −354,701 | −$34M |
| Digimarc | 0.29% | Hold | 434,497 | $29.44 | $13M | — | — |
| UNP - Union Pac | 0.29% | Hold | 62,504 | $204.62 | $13M | — | — |
| KO - The Coca Cola | 0.27% | Reduce −84.4% | 187,810 | $64.43 | $12M | −1,015,122 | −$59M |
| CHTR - Charter Communications · CL A | 0.26% | New | 31,366 | $367.37 | $12M | +31,366 | +$12M |
| KNX - Knight Swift · CL A | 0.13% | Reduce −73.4% | 100,000 | $55.56 | $6M | −276,450 | −$16M |
| QSI - Quantum Si · CL A | 0.10% | Reduce −42.7% | 2,415,990 | $1.79 | $4M | −1,800,000 | −$3M |
| Cano Health · CL A | 0.05% | Add +78.9% | 1,700,127 | $1.39 | $2M | +750,000 | +$1M |
| Phenomex | 0.04% | Hold | 3,816,313 | $0.4900 | $2M | — | — |
| Dun & Bradstreet | 0.04% | Hold | 154,374 | $11.57 | $2M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.03% | Add +61.1% | 1,318,288 | $1.00 | $1M | +500,000 | +$246K |
| CBUS - Cibus · CL A | 0.03% | New | 119,963 | $10.50 | $1M | +119,963 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LII - Lennox Intl | 1.31% | Exit | 0 | $251.28 | $60M | −237,829 | −$60M |
| NSC - Norfolk Southn | 1.19% | Exit | 0 | $212.00 | $54M | −255,455 | −$54M |
| COR - Amerisourcebergen | 0.98% | Exit | 0 | $160.11 | $44M | −277,618 | −$44M |
| BABA - Alibaba Group | 0.90% | Exit | 0 | $102.18 | $41M | −403,063 | −$41M |
| AVTR - Avantor | 0.86% | Exit | 0 | $21.14 | $39M | −1,862,800 | −$39M |
| GOOGL - Alphabet · CL A | 0.72% | Exit | 0 | $103.73 | $33M | −316,695 | −$33M |
| DVA - Davita | 0.49% | Exit | 0 | $81.11 | $22M | −276,175 | −$22M |
| UNH - Unitedhealth Group | 0.38% | Exit | 0 | $472.60 | $17M | −36,716 | −$17M |
| Laboratory Amer | 0.25% | Exit | 0 | $229.42 | $12M | −50,402 | −$12M |
| WTW - Willis Towers Watson | 0.24% | Exit | 0 | $232.38 | $11M | −46,541 | −$11M |
| SABR - Sabre | 0.21% | Exit | 0 | $4.29 | $9M | −2,200,398 | −$9M |
| ELV - Elevance Health | 0.12% | Exit | 0 | $459.85 | $5M | −11,867 | −$5M |
| DOMA | — | Exit | 0 | $0.4080 | $204K | −500,000 | −$204K |
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