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
| CVS - Cvs Health | 14.53% | Add +30.4% | 11,946,799 | $62.88 | $751M | +2,784,410 | +$210M |
| THC - Tenet Healthcare | 8.55% | Reduce −43.0% | 2,658,791 | $166.20 | $442M | −2,006,942 | −$179M |
| GPN - Global Pmts | 8.21% | Add +32.8% | 4,141,160 | $102.42 | $424M | +1,022,840 | +$123M |
| CI - The Cigna Group | 7.05% | Reduce −18.7% | 1,051,663 | $346.44 | $364M | −242,136 | −$63M |
| CTVA - Corteva | 5.96% | Add +3.4% | 5,243,080 | $58.79 | $308M | +170,624 | +$35M |
| DXC - Dxc Technology | 4.49% | Add +28.3% | 11,174,163 | $20.75 | $232M | +2,467,424 | +$66M |
| CLVT - Clarivate | 3.61% | Add +2.3% | 26,244,423 | $7.10 | $186M | +593,106 | +$40M |
| UHS - Universal Hlth Svcs · CL B | 3.25% | Reduce −38.1% | 733,260 | $229.01 | $168M | −451,035 | −$51M |
| EXPE - Expedia Group | 3.12% | Add +82.0% | 1,090,747 | $148.02 | $161M | +491,309 | +$86M |
| TEVA - Teva Pharmaceutical Inds | 2.95% | Reduce −7.7% | 8,456,324 | $18.02 | $152M | −701,317 | +$4M |
| MCK - Mckesson | 2.55% | Add +0.5% | 266,945 | $494.42 | $132M | +1,228 | −$23M |
| ALITEUR - Alight · CL A | 2.54% | Reduce −42.6% | 17,711,663 | $7.40 | $131M | −13,144,110 | −$97M |
| ESI - Element Solutions | 2.37% | Reduce −28.8% | 4,507,369 | $27.16 | $122M | −1,819,534 | −$49M |
| USFD - US Foods | 2.16% | Reduce −27.3% | 1,813,427 | $61.50 | $112M | −681,460 | −$21M |
| Dun & Bradstreet | 2.13% | Add +164.7% | 9,557,090 | $11.51 | $110M | +5,947,206 | +$77M |
| AMZN - Amazon | 1.71% | Add +35.7% | 475,429 | $186.33 | $89M | +125,000 | +$21M |
| VTRS - Viatris | 1.70% | Add +16.6% | 7,571,906 | $11.61 | $88M | +1,077,124 | +$19M |
| MRVL - Marvell Technology | 1.63% | Add +35.1% | 1,165,121 | $72.12 | $84M | +302,446 | +$24M |
| KNX - Knight Swift · CL A | 1.59% | Add +4.9% | 1,525,336 | $53.95 | $82M | +70,689 | +$10M |
| UBER - UBER Technologies | 1.52% | Reduce −12.6% | 1,046,816 | $75.16 | $79M | −150,357 | −$8M |
| CAR - Avis Budget Group | 1.13% | Add +25.9% | 666,931 | $87.59 | $58M | +137,105 | +$3M |
| WCC - Wesco Intl | 0.89% | Reduce −28.0% | 274,794 | $167.98 | $46M | −106,972 | −$14M |
| STX - Seagate | 0.85% | New | 402,771 | $109.53 | $44M | +402,771 | +$44M |
| MTCH - Match Group | 0.84% | Add +223.9% | 1,147,405 | $37.84 | $43M | +793,183 | +$33M |
| TFX - Teleflex | 0.79% | Add +34.8% | 165,135 | $247.32 | $41M | +42,653 | +$15M |
| GTM - Zoominfo Technologies | 0.79% | Add +151.0% | 3,935,465 | $10.32 | $41M | +2,367,542 | +$21M |
| MYGN - Myriad Genetics | 0.67% | Reduce −66.3% | 1,261,530 | $27.39 | $35M | −2,486,902 | −$57M |
| WDC - Western Digital | 0.57% | New | 434,276 | $68.29 | $30M | +434,276 | +$30M |
| DWDPEUR | 0.47% | New | 275,491 | $89.11 | $25M | +275,491 | +$25M |
| Sealed Air | 0.47% | New | 674,656 | $36.30 | $24M | +674,656 | +$24M |
| BC - Brunswick | 0.46% | Reduce −33.1% | 284,786 | $83.82 | $24M | −140,848 | −$7M |
| EVLV · CL A | 0.38% | Reduce −25.3% | 4,892,358 | $4.05 | $20M | −1,655,579 | +$3M |
| LYV - Live Nation | 0.37% | Reduce −25.5% | 174,311 | $109.49 | $19M | −59,585 | −$3M |
| BFLY - Butterfly Network · CL A | 0.34% | Add +23.9% | 9,955,144 | $1.77 | $18M | +1,921,643 | +$11M |
| BKD - Brookdale Sr Living | 0.33% | Reduce −64.3% | 2,500,000 | $6.79 | $17M | −4,506,929 | −$31M |
| HSIC - Henry Schein | 0.25% | New | 174,662 | $72.90 | $13M | +174,662 | +$13M |
| LYFT · CL A | 0.19% | Reduce −3.3% | 789,394 | $12.75 | $10M | −27,057 | −$1M |
| Digimarc | 0.10% | Reduce −31.7% | 199,249 | $26.88 | $5M | −92,606 | −$4M |
| DNA - Ginkgo Bioworks · CL A | 0.07% | New | 474,998 | $8.15 | $4M | +474,998 | +$4M |
| HTZ - Hertz Global | 0.03% | New | 439,246 | $3.30 | $1M | +439,246 | +$1M |
| Orthofix Med | 0.02% | Reduce −94.3% | 63,196 | $15.62 | $987K | −1,041,857 | −$14M |
| Rapid Micro Biosystems · CLASS A | 0.01% | Reduce −54.4% | 547,990 | $0.8900 | $488K | −652,798 | −$305K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CNC - Centene Del | 1.87% | Exit | 0 | $66.30 | $95M | −1,431,312 | −$95M |
| HCA - Hca Healthcare | 1.24% | Exit | 0 | $321.28 | $63M | −195,585 | −$63M |
| ELV - Elevance Health | 1.05% | Exit | 0 | $541.86 | $53M | −98,578 | −$53M |
| Exact Sciences | 0.52% | Exit | 0 | $42.25 | $27M | −629,455 | −$27M |
| VVV - Valvoline | 0.41% | Exit | 0 | $43.20 | $21M | −484,009 | −$21M |
| CRS - Carpenter Technology | 0.28% | Exit | 0 | $109.58 | $14M | −130,000 | −$14M |
| BHC - Bausch Health Cos | 0.18% | Exit | 0 | $6.97 | $9M | −1,307,068 | −$9M |
| Ginkgo Bioworks · CL A | 0.17% | Exit | 0 | $0.3343 | $9M | −26,500,000 | −$9M |
| FISV - Fiserv | 0.16% | Exit | 0 | $149.05 | $8M | −53,768 | −$8M |
| DOMA | — | Exit | 0 | $6.06 | $97K | −15,994 | −$97K |
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