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
| THC - Tenet Healthcare | 10.24% | Add +6.1% | 6,865,142 | $65.89 | $452M | +396,344 | −$74M |
| CI - The Cigna Group | 10.03% | Reduce −25.0% | 1,548,819 | $286.07 | $443M | −516,732 | −$137M |
| UHS - Universal Hlth Svcs · CL B | 4.99% | Add +24.2% | 1,751,416 | $125.73 | $220M | +340,891 | −$2M |
| GPN - Global Pmts | 4.83% | Reduce −17.7% | 1,847,135 | $115.39 | $213M | −397,039 | −$8M |
| DXC - Dxc Technology | 4.59% | Hold | 9,734,411 | $20.83 | $203M | — | — |
| MCK - Mckesson | 3.53% | Reduce −5.3% | 358,075 | $434.85 | $156M | −20,118 | −$6M |
| FISV - Fiserv | 3.25% | Add +44.1% | 1,269,933 | $112.96 | $143M | +388,865 | +$32M |
| CLVT - Clarivate | 3.07% | Add +16.5% | 20,178,745 | $6.71 | $135M | +2,863,300 | −$30M |
| AMZN - Amazon | 2.75% | Add +853.9% | 954,049 | $127.12 | $121M | +854,032 | +$108M |
| ALITEUR - Alight · CL A | 2.63% | Add +8.4% | 16,366,531 | $7.09 | $116M | +1,269,338 | −$23M |
| CTVA - Corteva | 2.51% | Add +3.6% | 2,169,186 | $51.16 | $111M | +75,926 | −$9M |
| Activision Blizzard | 2.51% | Add +72.8% | 1,181,744 | $93.63 | $111M | +497,895 | +$53M |
| UBER - UBER Technologies | 2.20% | Add +35.7% | 2,114,351 | $45.99 | $97M | +556,232 | +$30M |
| USFD - US Foods | 2.02% | Reduce −11.8% | 2,251,723 | $39.70 | $89M | −301,631 | −$23M |
| EXPE - Expedia Group | 1.88% | Add +110.7% | 807,135 | $103.07 | $83M | +424,097 | +$41M |
| VVV - Valvoline | 1.85% | Reduce −9.7% | 2,532,022 | $32.24 | $82M | −270,559 | −$23M |
| HCA - Hca Healthcare | 1.84% | Add +25.4% | 330,459 | $245.98 | $81M | +66,835 | +$1M |
| APTV - Aptiv | 1.84% | Reduce −0.5% | 823,537 | $98.59 | $81M | −4,400 | −$3M |
| BKD - Brookdale Sr Living | 1.75% | Hold | 18,644,673 | $4.14 | $77M | — | — |
| CHTR - Charter Communications · CL A | 1.70% | Add +445.5% | 171,087 | $439.82 | $75M | +139,721 | +$64M |
| TFX - Teleflex | 1.69% | New | 380,711 | $196.41 | $75M | +380,711 | +$75M |
| INTC - Intel | 1.68% | New | 2,088,592 | $35.55 | $74M | +2,088,592 | +$74M |
| MYGN - Myriad Genetics | 1.37% | Add +1.0% | 3,783,982 | $16.04 | $61M | +39,094 | −$26M |
| ESI - Element Solutions | 1.24% | Add +9.3% | 2,782,822 | $19.61 | $55M | +236,203 | +$6M |
| KNX - Knight Swift · CL A | 1.15% | Add +912.8% | 1,012,838 | $50.15 | $51M | +912,838 | +$45M |
| DWDPEUR | 0.73% | Reduce −58.5% | 432,580 | $74.59 | $32M | −609,620 | −$42M |
| EVLV · CL A | 0.51% | Reduce −4.8% | 4,599,039 | $4.86 | $22M | −230,156 | −$7M |
| CAH - Cardinal Health | 0.51% | Hold | 257,330 | $86.82 | $22M | — | — |
| Dun & Bradstreet | 0.50% | Add +1327.9% | 2,204,374 | $9.99 | $22M | +2,050,000 | +$20M |
| AVTR - Avantor | 0.49% | New | 1,019,890 | $21.08 | $21M | +1,019,890 | +$21M |
| BC - Brunswick | 0.46% | New | 255,350 | $79.00 | $20M | +255,350 | +$20M |
| Masimo | 0.41% | New | 208,848 | $87.68 | $18M | +208,848 | +$18M |
| META - Meta Platforms · CL A | 0.38% | New | 55,225 | $300.21 | $17M | +55,225 | +$17M |
| MDT - Medtronic | 0.32% | New | 179,928 | $78.36 | $14M | +179,928 | +$14M |
| Digimarc | 0.30% | Reduce −6.6% | 405,722 | $32.49 | $13M | −28,775 | +$390K |
| BFLY - Butterfly Network · CL A | 0.21% | Hold | 8,033,501 | $1.18 | $9M | — | — |
| MSFT - Microsoft | 0.21% | New | 29,915 | $315.75 | $9M | +29,915 | +$9M |
| MTCH - Match Group | 0.19% | Reduce −54.1% | 218,012 | $39.17 | $9M | −256,874 | −$11M |
| ELV - Elevance Health | 0.15% | New | 14,927 | $435.42 | $6M | +14,927 | +$6M |
| MKSI - Mks Instrs | 0.11% | New | 56,350 | $86.54 | $5M | +56,350 | +$5M |
| Phenomex | 0.09% | Hold | 3,816,313 | $0.9981 | $4M | — | — |
| CBUS - Cibus · CL A | 0.05% | Hold | 119,963 | $18.22 | $2M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.03% | Hold | 1,318,288 | $1.08 | $1M | — | — |
| Cano Health · CL A | 0.01% | Reduce −41.2% | 1,000,000 | $0.2536 | $254K | −700,127 | −$2M |
| DOMA | 0.00% | Hold | 19,994 | $5.08 | $102K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FMC | 2.00% | Exit | 0 | $104.34 | $89M | −852,243 | −$89M |
| FDX - Fedex | 0.53% | Exit | 0 | $247.90 | $24M | −95,628 | −$24M |
| HPE - Hewlett Packard Enterprise | 0.47% | Exit | 0 | $16.80 | $21M | −1,250,000 | −$21M |
| WBD - Warner Bros Discovery | 0.46% | Exit | 0 | $12.54 | $20M | −1,624,300 | −$20M |
| FLEX - Flextronics | 0.39% | Exit | 0 | $27.64 | $17M | −621,859 | −$17M |
| BHC - Bausch Health Cos | 0.32% | Exit | 0 | $8.00 | $14M | −1,766,395 | −$14M |
| UNP - Union Pac | 0.29% | Exit | 0 | $204.63 | $13M | −62,504 | −$13M |
| KO - The Coca Cola | 0.27% | Exit | 0 | $64.43 | $12M | −187,810 | −$12M |
| QSI - Quantum Si · CL A | 0.10% | Exit | 0 | $1.79 | $4M | −2,415,990 | −$4M |
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