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 | 13.72% | Add +38.3% | 2,142,526 | $299.45 | $642M | +593,707 | +$199M |
| THC - Tenet Healthcare | 12.51% | Add +12.8% | 7,742,322 | $75.57 | $585M | +877,180 | +$133M |
| DXC - Dxc Technology | 6.36% | Add +33.6% | 13,006,623 | $22.87 | $297M | +3,272,212 | +$95M |
| UHS - Universal Hlth Svcs · CL B | 5.55% | Reduce −2.9% | 1,701,416 | $152.44 | $259M | −50,000 | +$39M |
| GPN - Global Pmts | 5.29% | Add +5.5% | 1,948,128 | $127.00 | $247M | +100,993 | +$34M |
| CLVT - Clarivate | 4.88% | Add +22.2% | 24,651,047 | $9.26 | $228M | +4,472,302 | +$93M |
| CTVA - Corteva | 4.81% | Add +116.6% | 4,698,725 | $47.92 | $225M | +2,529,539 | +$114M |
| ALITEUR - Alight · CL A | 3.32% | Add +11.2% | 18,202,012 | $8.53 | $155M | +1,835,481 | +$39M |
| MCK - Mckesson | 3.24% | Reduce −8.7% | 326,896 | $462.98 | $151M | −31,179 | −$4M |
| FISV - Fiserv | 2.68% | Reduce −25.7% | 943,277 | $132.84 | $125M | −326,656 | −$18M |
| UBER - UBER Technologies | 2.59% | Reduce −7.1% | 1,964,351 | $61.57 | $121M | −150,000 | +$24M |
| EXPE - Expedia Group | 2.28% | Reduce −13.1% | 701,261 | $151.79 | $106M | −105,874 | +$23M |
| AMZN - Amazon | 2.25% | Reduce −27.2% | 694,077 | $151.94 | $105M | −259,972 | −$16M |
| MYGN - Myriad Genetics | 2.16% | Add +39.6% | 5,283,982 | $19.14 | $101M | +1,500,000 | +$40M |
| BKD - Brookdale Sr Living | 2.11% | Reduce −9.1% | 16,944,673 | $5.82 | $99M | −1,700,000 | +$21M |
| VVV - Valvoline | 1.86% | Reduce −8.4% | 2,320,173 | $37.58 | $87M | −211,849 | +$6M |
| ESI - Element Solutions | 1.86% | Add +35.2% | 3,762,620 | $23.14 | $87M | +979,798 | +$32M |
| USFD - US Foods | 1.70% | Reduce −22.1% | 1,753,729 | $45.41 | $80M | −497,994 | −$10M |
| HCA - Hca Healthcare | 1.46% | Reduce −23.9% | 251,516 | $270.68 | $68M | −78,943 | −$13M |
| VTRS - Viatris | 1.40% | New | 6,065,047 | $10.83 | $66M | +6,065,047 | +$66M |
| CVS - Cvs Health | 1.26% | New | 746,144 | $78.96 | $59M | +746,144 | +$59M |
| META - Meta Platforms · CL A | 1.19% | Add +184.5% | 157,140 | $353.96 | $56M | +101,915 | +$39M |
| KNX - Knight Swift · CL A | 1.05% | Reduce −15.5% | 855,577 | $57.65 | $49M | −157,261 | −$1M |
| CHTR - Charter Communications · CL A | 0.97% | Reduce −31.7% | 116,933 | $388.68 | $45M | −54,154 | −$30M |
| Dun & Bradstreet | 0.97% | Add +75.1% | 3,859,884 | $11.70 | $45M | +1,655,510 | +$23M |
| BC - Brunswick | 0.75% | Add +41.2% | 360,677 | $96.75 | $35M | +105,327 | +$15M |
| EVLV · CL A | 0.57% | Add +21.7% | 5,599,039 | $4.72 | $26M | +1,000,000 | +$4M |
| CAH - Cardinal Health | 0.44% | Reduce −21.0% | 203,254 | $100.80 | $20M | −54,076 | −$2M |
| ELV - Elevance Health | 0.38% | Add +154.0% | 37,909 | $471.56 | $18M | +22,982 | +$11M |
| INTC - Intel | 0.37% | Reduce −83.5% | 344,263 | $50.25 | $17M | −1,744,329 | −$57M |
| TEVA - Teva Pharmaceutical Inds | 0.36% | New | 1,604,633 | $10.44 | $17M | +1,604,633 | +$17M |
| MRVL - Marvell Technology | 0.23% | New | 179,709 | $60.31 | $11M | +179,709 | +$11M |
| Digimarc | 0.23% | Reduce −28.1% | 291,855 | $36.12 | $11M | −113,867 | −$3M |
| BFLY - Butterfly Network · CL A | 0.19% | Hold | 8,033,501 | $1.08 | $9M | — | — |
| Orthofix Med | 0.14% | New | 500,000 | $13.48 | $7M | +500,000 | +$7M |
| LBTYA - Liberty Global · CL A | 0.07% | New | 176,110 | $17.77 | $3M | +176,110 | +$3M |
| CBUS - Cibus · CL A | 0.05% | Reduce −2.9% | 116,465 | $19.64 | $2M | −3,498 | +$102K |
| Rapid Micro Biosystems · CLASS A | 0.02% | Hold | 1,318,288 | $0.7400 | $976K | — | — |
| DOMA | 0.00% | Reduce −20.0% | 15,994 | $4.63 | $74K | −4,000 | −$28K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Activision Blizzard | 2.51% | Exit | 0 | $93.63 | $111M | −1,181,744 | −$111M |
| APTV - Aptiv | 1.84% | Exit | 0 | $98.59 | $81M | −823,537 | −$81M |
| TFX - Teleflex | 1.69% | Exit | 0 | $196.41 | $75M | −380,711 | −$75M |
| DWDPEUR | 0.73% | Exit | 0 | $74.59 | $32M | −432,580 | −$32M |
| AVTR - Avantor | 0.49% | Exit | 0 | $21.08 | $21M | −1,019,890 | −$21M |
| Masimo | 0.41% | Exit | 0 | $87.68 | $18M | −208,848 | −$18M |
| MDT - Medtronic | 0.32% | Exit | 0 | $78.36 | $14M | −179,928 | −$14M |
| MSFT - Microsoft | 0.21% | Exit | 0 | $315.76 | $9M | −29,915 | −$9M |
| MTCH - Match Group | 0.19% | Exit | 0 | $39.18 | $9M | −218,012 | −$9M |
| MKSI - Mks Instrs | 0.11% | Exit | 0 | $86.55 | $5M | −56,350 | −$5M |
| Phenomex | 0.09% | Exit | 0 | $0.9981 | $4M | −3,816,313 | −$4M |
| Cano Health · CL A | 0.01% | Exit | 0 | $0.2540 | $254K | −1,000,000 | −$254K |
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