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Glenview Capital Management, LLC

New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $5.5B
  • 42 holdings
  • 2026 Q2
  • +37.9% QoQ
  • Top 5 39.7%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 42 holdings

Top 5 39.7%, top 10 58.4%

  1. GPN, Global Payments 11.8%
  2. CVS, CVS Health 9.1%
  3. THC, Tenet Healthcare 7.6%
  4. TMO, Thermo Fisher Scientific 5.7%
  5. AMZN, Amazon 5.5%
  6. A, Agilent Technologies 4.8%
  7. DHR, Danaher 4.0%
  8. META, Meta Platforms 3.7%
  9. AMD, Advanced Micro Devices 3.1%
  10. TEVA, Teva Pharmaceutical Industries 3.1%
  11. VTRS, Viatris 2.8%
  12. UBER, Uber 2.4%
  13. Other 36.4%

AUM over time

2026 Q2 $5.5B +37.9% QoQ
2021 Q3: $5.5B 2021 Q3: $5.5B
Q3 2021
2021 Q4: $4.7B, −14.1% QoQ 2021 Q4: $4.7B, −14.1% QoQ
Q4
2022 Q1: $4.9B, +5.3% QoQ 2022 Q1: $4.9B, +5.3% QoQ
Q1 2022
2022 Q2: $4B, −19.1% QoQ 2022 Q2: $4B, −19.1% QoQ
Q2
2022 Q3: $4B, +0.1% QoQ 2022 Q3: $4B, +0.1% QoQ
Q3
2022 Q4: $4.5B, +12.9% QoQ 2022 Q4: $4.5B, +12.9% QoQ
Q4
2023 Q1: $4.6B, +1.0% QoQ 2023 Q1: $4.6B, +1.0% QoQ
Q1 2023
2023 Q2: $4.4B, −2.7% QoQ 2023 Q2: $4.4B, −2.7% QoQ
Q2
2023 Q3: $4.4B, −0.5% QoQ 2023 Q3: $4.4B, −0.5% QoQ
Q3
2023 Q4: $4.7B, +5.9% QoQ 2023 Q4: $4.7B, +5.9% QoQ
Q4
2024 Q1: $5.7B, +22.3% QoQ 2024 Q1: $5.7B, +22.3% QoQ
Q1 2024
2024 Q2: $5.1B, −11.2% QoQ 2024 Q2: $5.1B, −11.2% QoQ
Q2
2024 Q3: $5.2B, +1.7% QoQ 2024 Q3: $5.2B, +1.7% QoQ
Q3
2024 Q4: $4B, −23.5% QoQ 2024 Q4: $4B, −23.5% QoQ
Q4
2025 Q1: $4.1B, +2.8% QoQ 2025 Q1: $4.1B, +2.8% QoQ
Q1 2025
2025 Q2: $3.6B, −12.2% QoQ 2025 Q2: $3.6B, −12.2% QoQ
Q2
2025 Q3: $4.5B, +25.8% QoQ 2025 Q3: $4.5B, +25.8% QoQ
Q3
2025 Q4: $4.9B, +9.4% QoQ 2025 Q4: $4.9B, +9.4% QoQ
Q4
2026 Q1: $4B, −18.9% QoQ 2026 Q1: $4B, −18.9% QoQ
Q1 2026
2026 Q2: $5.5B, +37.9% QoQ 2026 Q2: $5.5B, +37.9% QoQ
Q2

Book

2023 Q4 2023 Q3, filed 14 Feb, long equity only

Download CSV Download Excel All activity
CI, Cigna 13.72%, was 10.03% Add +38.3% 2,142,526 $299.45 $642M +593,707 +$199M
THC, Tenet Healthcare 12.51%, was 10.24% Add +12.8% 7,742,322 $75.57 $585M +877,180 +$133M
DXC, DXC Technology 6.36%, was 4.59% Add +33.6% 13,006,623 $22.87 $297M +3,272,212 +$95M
UHS, Universal Health Services 5.55% Reduce −2.9% 1,701,416 $152.44 $259M −50,000 +$39M
GPN, Global Payments 5.29%, was 4.83% Add +5.5% 1,948,128 $127.00 $247M +100,993 +$34M
CLVT, Clarivate 4.88%, was 3.07% Add +22.2% 24,651,047 $9.26 $228M +4,472,302 +$93M
CTVA, Corteva 4.81%, was 2.51% Add +116.6% 4,698,725 $47.92 $225M +2,529,539 +$114M
ALIT, Alight 3.32%, was 2.63% Add +11.2% 18,202,012 $8.53 $155M +1,835,481 +$39M
MCK, McKesson 3.24%, was 3.53% Reduce −8.7% 326,896 $462.98 $151M −31,179 −$4.4M
FISV, Fiserv 2.68%, was 3.25% Reduce −25.7% 943,277 $132.84 $125M −326,656 −$18M
UBER, Uber 2.59% Reduce −7.1% 1,964,351 $61.57 $121M −150,000 +$24M
EXPE, Expedia 2.28% Reduce −13.1% 701,261 $151.79 $106M −105,874 +$23M
AMZN, Amazon 2.25%, was 2.75% Reduce −27.2% 694,077 $151.94 $105M −259,972 −$16M
MYGN, Myriad Genetics 2.16%, was 1.37% 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 +$5.6M
ESI, Element Solutions 1.86%, was 1.24% Add +35.2% 3,762,620 $23.14 $87M +979,798 +$32M
USFD, US Foods 1.70%, was 2.02% Reduce −22.1% 1,753,729 $45.41 $80M −497,994 −$9.8M
HCA, HCA Healthcare 1.46%, was 1.84% 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 1.19%, was 0.38% Add +184.5% 157,140 $353.96 $56M +101,915 +$39M
KNX, Knight Swift 1.05%, was 1.15% Reduce −15.5% 855,577 $57.65 $49M −157,261 −$1.5M
CHTR, Charter Communications 0.97%, was 1.70% Reduce −31.7% 116,933 $388.68 $45M −54,154 −$30M
Dun & Bradstreet 0.97%, was 0.50% Add +75.1% 3,859,884 $11.70 $45M +1,655,510 +$23M
BC, Brunswick 0.75%, was 0.46% Add +41.2% 360,677 $96.75 $35M +105,327 +$15M
EVLV 0.57%, was 0.51% Add +21.7% 5,599,039 $4.72 $26M +1,000,000 +$4.1M
CAH, Cardinal Health 0.44%, was 0.51% Reduce −21.0% 203,254 $100.80 $20M −54,076 −$1.9M
ELV, Elevance Health 0.38%, was 0.15% Add +154.0% 37,909 $471.56 $18M +22,982 +$11M
INTC, Intel 0.37%, was 1.68% Reduce −83.5% 344,263 $50.25 $17M −1,744,329 −$57M
TEVA, Teva Pharmaceutical Industries 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%, was 0.30% Reduce −28.1% 291,855 $36.12 $11M −113,867 −$2.6M
BFLY, Butterfly Network 0.19% Hold 8,033,501 $1.08 $8.7M — —
Orthofix Medical 0.14% New 500,000 $13.48 $6.7M +500,000 +$6.7M
LBTYA, Liberty Global 0.07% New 176,110 $17.77 $3.1M +176,110 +$3.1M
CBUS, Cibus 0.05% Reduce −2.9% 116,465 $19.64 $2.3M −3,498 +$102K
Rapid Micro Biosystems 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

Gone since 2023 Q3, shown at their last reported size.

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 $9.4M −29,915 −$9.4M
MTCH, Match Group 0.19% Exit 0 $39.18 $8.5M −218,012 −$8.5M
MKSI, MKS Instruments 0.11% Exit 0 $86.55 $4.9M −56,350 −$4.9M
Phenomex 0.09% Exit 0 $0.9981 $3.8M −3,816,313 −$3.8M
Cano Health 0.01% Exit 0 $0.2540 $254K −1,000,000 −$254K

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2023 Q3. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 holds 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 to 2026 Q2

SEC filing name
GLENVIEW CAPITAL MANAGEMENT, LLC
Location
New York, NY
All SEC filings
View on sec.gov