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 | 11.63% | Reduce −18.3% | 6,327,203 | $105.11 | $665M | −1,415,119 | +$80M |
| CI - The Cigna Group | 9.35% | Reduce −31.3% | 1,471,575 | $363.19 | $534M | −670,951 | −$107M |
| CTVA - Corteva | 6.84% | Add +44.4% | 6,786,273 | $57.67 | $391M | +2,087,548 | +$166M |
| UHS - Universal Hlth Svcs · CL B | 6.55% | Add +20.8% | 2,054,548 | $182.46 | $375M | +353,132 | +$116M |
| GPN - Global Pmts | 5.58% | Add +22.6% | 2,388,222 | $133.66 | $319M | +440,094 | +$72M |
| ALITEUR - Alight · CL A | 4.88% | Add +55.6% | 28,324,873 | $9.85 | $279M | +10,122,861 | +$124M |
| DXC - Dxc Technology | 4.74% | Reduce −1.7% | 12,783,034 | $21.21 | $271M | −223,589 | −$26M |
| ESI - Element Solutions | 3.65% | Add +122.1% | 8,358,649 | $24.98 | $209M | +4,596,029 | +$122M |
| CLVT - Clarivate | 3.20% | Add 0.0% | 24,651,317 | $7.43 | $183M | +270 | −$45M |
| MCK - Mckesson | 2.70% | Reduce −11.9% | 287,961 | $536.85 | $155M | −38,935 | +$3M |
| USFD - US Foods | 2.38% | Add +43.9% | 2,524,168 | $53.97 | $136M | +770,439 | +$57M |
| CVS - Cvs Health | 2.37% | Add +127.4% | 1,696,430 | $79.76 | $135M | +950,286 | +$76M |
| FISV - Fiserv | 2.24% | Reduce −14.9% | 802,692 | $159.82 | $128M | −140,585 | +$3M |
| TEVA - Teva Pharmaceutical Inds | 1.85% | Add +367.5% | 7,501,284 | $14.11 | $106M | +5,896,651 | +$89M |
| MYGN - Myriad Genetics | 1.84% | Reduce −6.4% | 4,943,595 | $21.32 | $105M | −340,387 | +$4M |
| MRVL - Marvell Technology | 1.70% | Add +662.7% | 1,370,604 | $70.88 | $97M | +1,190,895 | +$86M |
| BKD - Brookdale Sr Living | 1.67% | Reduce −14.8% | 14,444,673 | $6.61 | $95M | −2,500,000 | −$3M |
| ELV - Elevance Health | 1.58% | Add +359.6% | 174,229 | $518.54 | $90M | +136,320 | +$72M |
| UBER - UBER Technologies | 1.52% | Reduce −42.5% | 1,128,814 | $76.99 | $87M | −835,537 | −$34M |
| EXPE - Expedia Group | 1.48% | Reduce −12.4% | 614,438 | $137.75 | $85M | −86,823 | −$22M |
| KNX - Knight Swift · CL A | 1.27% | Add +54.9% | 1,325,061 | $55.02 | $73M | +469,484 | +$24M |
| VVV - Valvoline | 1.27% | Reduce −29.6% | 1,634,053 | $44.57 | $73M | −686,120 | −$14M |
| AMZN - Amazon | 1.27% | Reduce −41.9% | 402,942 | $180.38 | $73M | −291,135 | −$33M |
| HCA - Hca Healthcare | 1.14% | Reduce −22.2% | 195,585 | $333.53 | $65M | −55,931 | −$3M |
| VTRS - Viatris | 1.07% | Reduce −15.2% | 5,141,999 | $11.94 | $61M | −923,048 | −$4M |
| META - Meta Platforms · CL A | 0.93% | Reduce −30.5% | 109,289 | $485.58 | $53M | −47,851 | −$3M |
| BC - Brunswick | 0.81% | Add +33.2% | 480,523 | $96.52 | $46M | +119,846 | +$11M |
| Dun & Bradstreet | 0.63% | Reduce −6.5% | 3,609,884 | $10.04 | $36M | −250,000 | −$9M |
| ARRY - Array Technologies | 0.57% | New | 2,204,685 | $14.91 | $33M | +2,204,685 | +$33M |
| Ginkgo Bioworks · CL A | 0.49% | New | 24,000,000 | $1.16 | $28M | +24,000,000 | +$28M |
| AVGO - Broadcom | 0.46% | New | 20,027 | $1,325 | $27M | +20,027 | +$27M |
| EVLV · CL A | 0.46% | Add +6.2% | 5,947,937 | $4.45 | $26M | +348,898 | +$41K |
| CAR - Avis Budget Group | 0.39% | New | 180,979 | $122.46 | $22M | +180,979 | +$22M |
| Exact Sciences | 0.27% | New | 227,565 | $69.06 | $16M | +227,565 | +$16M |
| W - Wayfair · CL A | 0.26% | New | 219,706 | $67.88 | $15M | +219,706 | +$15M |
| Orthofix Med | 0.22% | Add +76.6% | 883,125 | $14.52 | $13M | +383,125 | +$6M |
| BFLY - Butterfly Network · CL A | 0.15% | Hold | 8,033,501 | $1.08 | $9M | — | — |
| Digimarc | 0.14% | Hold | 291,855 | $27.18 | $8M | — | — |
| LBTYA - Liberty Global · CL A | 0.05% | Hold | 176,110 | $16.92 | $3M | — | — |
| CBUS - Cibus · CL A | 0.05% | Hold | 116,465 | $22.46 | $3M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.02% | Hold | 1,318,288 | $0.9700 | $1M | — | — |
| DOMA | 0.00% | Hold | 15,994 | $4.54 | $73K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CHTR - Charter Communications · CL A | 0.97% | Exit | 0 | $388.68 | $45M | −116,933 | −$45M |
| CAH - Cardinal Health | 0.44% | Exit | 0 | $100.80 | $20M | −203,254 | −$20M |
| INTC - Intel | 0.37% | Exit | 0 | $50.25 | $17M | −344,263 | −$17M |
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