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 | 12.22% | Reduce −26.3% | 4,665,733 | $133.03 | $621M | −1,661,470 | −$44M |
| CVS - Cvs Health | 10.65% | Add +440.1% | 9,162,389 | $59.06 | $541M | +7,465,959 | +$406M |
| CI - The Cigna Group | 8.42% | Reduce −12.1% | 1,293,799 | $330.57 | $428M | −177,776 | −$107M |
| GPN - Global Pmts | 5.93% | Add +30.6% | 3,118,320 | $96.70 | $302M | +730,098 | −$18M |
| CTVA - Corteva | 5.39% | Reduce −25.3% | 5,072,456 | $53.94 | $274M | −1,713,817 | −$118M |
| ALITEUR - Alight · CL A | 4.48% | Add +8.9% | 30,855,773 | $7.38 | $228M | +2,530,900 | −$51M |
| UHS - Universal Hlth Svcs · CL B | 4.31% | Reduce −42.4% | 1,184,295 | $184.93 | $219M | −870,253 | −$156M |
| ESI - Element Solutions | 3.38% | Reduce −24.3% | 6,326,903 | $27.12 | $172M | −2,031,746 | −$37M |
| DXC - Dxc Technology | 3.27% | Reduce −31.9% | 8,706,739 | $19.09 | $166M | −4,076,295 | −$105M |
| MCK - Mckesson | 3.05% | Reduce −7.7% | 265,717 | $584.04 | $155M | −22,244 | +$597K |
| TEVA - Teva Pharmaceutical Inds | 2.93% | Add +22.1% | 9,157,641 | $16.25 | $149M | +1,656,357 | +$43M |
| CLVT - Clarivate | 2.87% | Add +4.1% | 25,651,317 | $5.69 | $146M | +1,000,000 | −$37M |
| USFD - US Foods | 2.60% | Reduce −1.2% | 2,494,887 | $52.98 | $132M | −29,281 | −$4M |
| CNC - Centene Del | 1.87% | New | 1,431,312 | $66.30 | $95M | +1,431,312 | +$95M |
| MYGN - Myriad Genetics | 1.80% | Reduce −24.2% | 3,748,432 | $24.46 | $92M | −1,195,163 | −$14M |
| UBER - UBER Technologies | 1.71% | Add +6.1% | 1,197,173 | $72.68 | $87M | +68,359 | +$103K |
| EXPE - Expedia Group | 1.49% | Reduce −2.4% | 599,438 | $125.99 | $76M | −15,000 | −$9M |
| KNX - Knight Swift · CL A | 1.43% | Add +9.8% | 1,454,647 | $49.92 | $73M | +129,586 | −$289K |
| VTRS - Viatris | 1.36% | Add +26.3% | 6,494,782 | $10.63 | $69M | +1,352,783 | +$8M |
| AMZN - Amazon | 1.33% | Reduce −13.0% | 350,429 | $193.25 | $68M | −52,513 | −$5M |
| HCA - Hca Healthcare | 1.24% | Hold | 195,585 | $321.28 | $63M | — | — |
| WCC - Wesco Intl | 1.19% | New | 381,766 | $158.52 | $61M | +381,766 | +$61M |
| MRVL - Marvell Technology | 1.19% | Reduce −37.1% | 862,675 | $69.90 | $60M | −507,929 | −$37M |
| CAR - Avis Budget Group | 1.09% | Add +192.8% | 529,826 | $104.52 | $55M | +348,847 | +$33M |
| ELV - Elevance Health | 1.05% | Reduce −43.4% | 98,578 | $541.86 | $53M | −75,651 | −$37M |
| BKD - Brookdale Sr Living | 0.94% | Reduce −51.5% | 7,006,929 | $6.83 | $48M | −7,437,744 | −$48M |
| Dun & Bradstreet | 0.66% | Hold | 3,609,884 | $9.26 | $33M | — | — |
| BC - Brunswick | 0.61% | Reduce −11.4% | 425,634 | $72.77 | $31M | −54,889 | −$15M |
| Exact Sciences | 0.52% | Add +176.6% | 629,455 | $42.25 | $27M | +401,890 | +$11M |
| TFX - Teleflex | 0.51% | New | 122,482 | $210.33 | $26M | +122,482 | +$26M |
| LYV - Live Nation | 0.43% | New | 233,896 | $93.74 | $22M | +233,896 | +$22M |
| VVV - Valvoline | 0.41% | Reduce −70.4% | 484,009 | $43.20 | $21M | −1,150,044 | −$52M |
| GTM - Zoominfo Technologies | 0.39% | New | 1,567,923 | $12.77 | $20M | +1,567,923 | +$20M |
| EVLV · CL A | 0.33% | Add +10.1% | 6,547,937 | $2.55 | $17M | +600,000 | −$10M |
| Orthofix Med | 0.29% | Add +25.1% | 1,105,053 | $13.26 | $15M | +221,928 | +$2M |
| CRS - Carpenter Technology | 0.28% | New | 130,000 | $109.58 | $14M | +130,000 | +$14M |
| LYFT · CL A | 0.23% | New | 816,451 | $14.10 | $12M | +816,451 | +$12M |
| MTCH - Match Group | 0.21% | New | 354,222 | $30.38 | $11M | +354,222 | +$11M |
| BHC - Bausch Health Cos | 0.18% | New | 1,307,068 | $6.97 | $9M | +1,307,068 | +$9M |
| Digimarc | 0.18% | Hold | 291,855 | $31.01 | $9M | — | — |
| Ginkgo Bioworks · CL A | 0.17% | Add +10.4% | 26,500,000 | $0.3343 | $9M | +2,500,000 | −$19M |
| FISV - Fiserv | 0.16% | Reduce −93.3% | 53,768 | $149.04 | $8M | −748,924 | −$120M |
| BFLY - Butterfly Network · CL A | 0.13% | Hold | 8,033,501 | $0.8408 | $7M | — | — |
| Rapid Micro Biosystems · CLASS A | 0.02% | Reduce −8.9% | 1,200,788 | $0.6600 | $793K | −117,500 | −$486K |
| DOMA | 0.00% | Hold | 15,994 | $6.07 | $97K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| META - Meta Platforms · CL A | 0.93% | Exit | 0 | $485.58 | $53M | −109,289 | −$53M |
| ARRY - Array Technologies | 0.57% | Exit | 0 | $14.91 | $33M | −2,204,685 | −$33M |
| AVGO - Broadcom | 0.46% | Exit | 0 | $1,325 | $27M | −20,027 | −$27M |
| W - Wayfair · CL A | 0.26% | Exit | 0 | $67.88 | $15M | −219,706 | −$15M |
| LBTYA - Liberty Global · CL A | 0.05% | Exit | 0 | $16.92 | $3M | −176,110 | −$3M |
| CBUS - Cibus · CL A | 0.05% | Exit | 0 | $22.46 | $3M | −116,465 | −$3M |
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