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 | 13.56% | Hold | 11,946,799 | $44.89 | $536M | — | — |
| GPN - Global Pmts | 11.12% | Reduce −5.2% | 3,926,152 | $112.06 | $440M | −215,008 | +$16M |
| THC - Tenet Healthcare | 9.05% | Add +6.7% | 2,837,085 | $126.23 | $358M | +178,294 | −$84M |
| ALITEUR - Alight · CL A | 5.58% | Add +80.2% | 31,911,033 | $6.92 | $221M | +14,199,370 | +$90M |
| TEVA - Teva Pharmaceutical Inds | 4.71% | Hold | 8,456,324 | $22.04 | $186M | — | — |
| Dun & Bradstreet | 4.66% | Add +54.8% | 14,792,634 | $12.46 | $184M | +5,235,544 | +$74M |
| CI - The Cigna Group | 4.42% | Reduce −39.9% | 632,408 | $276.14 | $175M | −419,255 | −$190M |
| EXPE - Expedia Group | 4.14% | Reduce −19.5% | 878,580 | $186.33 | $164M | −212,167 | +$2M |
| UHS - Universal Hlth Svcs · CL B | 3.99% | Add +19.9% | 879,298 | $179.42 | $158M | +146,038 | −$10M |
| DXC - Dxc Technology | 3.98% | Reduce −29.4% | 7,888,091 | $19.98 | $158M | −3,286,072 | −$74M |
| CTVA - Corteva | 2.96% | Reduce −60.8% | 2,055,607 | $56.96 | $117M | −3,187,473 | −$191M |
| VTRS - Viatris | 2.93% | Add +23.1% | 9,323,319 | $12.45 | $116M | +1,751,413 | +$28M |
| USFD - US Foods | 2.74% | Reduce −11.3% | 1,608,525 | $67.46 | $109M | −204,902 | −$3M |
| GTM - Zoominfo Technologies | 2.65% | Add +153.8% | 9,986,800 | $10.51 | $105M | +6,051,335 | +$64M |
| CLVT - Clarivate | 2.38% | Reduce −29.3% | 18,567,923 | $5.08 | $94M | −7,676,500 | −$92M |
| MCK - Mckesson | 2.18% | Reduce −43.2% | 151,618 | $569.91 | $86M | −115,327 | −$46M |
| UBER - UBER Technologies | 2.12% | Add +32.8% | 1,390,594 | $60.32 | $84M | +343,778 | +$5M |
| CNC - Centene Del | 1.97% | New | 1,287,341 | $60.58 | $78M | +1,287,341 | +$78M |
| AMZN - Amazon | 1.85% | Reduce −29.9% | 333,325 | $219.39 | $73M | −142,104 | −$15M |
| KNX - Knight Swift · CL A | 1.61% | Reduce −21.1% | 1,204,054 | $53.04 | $64M | −321,282 | −$18M |
| ESI - Element Solutions | 1.58% | Reduce −45.6% | 2,450,581 | $25.43 | $62M | −2,056,788 | −$60M |
| TFX - Teleflex | 1.48% | Add +99.8% | 329,976 | $177.98 | $59M | +164,841 | +$18M |
| MYGN - Myriad Genetics | 1.44% | Add +229.5% | 4,157,324 | $13.71 | $57M | +2,895,794 | +$22M |
| CAR - Avis Budget Group | 1.33% | Reduce −2.4% | 650,597 | $80.61 | $52M | −16,334 | −$6M |
| MSFT - Microsoft | 1.10% | New | 103,649 | $421.50 | $44M | +103,649 | +$44M |
| WDC - Western Digital | 1.05% | Add +60.9% | 698,823 | $59.63 | $42M | +264,547 | +$12M |
| BFLY - Butterfly Network · CL A | 0.79% | Hold | 9,955,144 | $3.12 | $31M | — | — |
| BC - Brunswick | 0.71% | Add +53.1% | 436,008 | $64.68 | $28M | +151,222 | +$4M |
| JBTM - John Bean Technologies | 0.60% | New | 186,695 | $127.10 | $24M | +186,695 | +$24M |
| HSIC - Henry Schein | 0.56% | Add +81.9% | 317,652 | $69.20 | $22M | +142,990 | +$9M |
| PINS - Pinterest · CL A | 0.26% | New | 358,356 | $29.00 | $10M | +358,356 | +$10M |
| BKD - Brookdale Sr Living | 0.19% | Reduce −40.0% | 1,500,000 | $5.03 | $8M | −1,000,000 | −$9M |
| FMC | 0.19% | New | 153,365 | $48.61 | $7M | +153,365 | +$7M |
| DNA - Ginkgo Bioworks · CL A | 0.05% | Reduce −60.5% | 187,501 | $9.82 | $2M | −287,497 | −$2M |
| Digimarc | 0.02% | Reduce −86.8% | 26,259 | $37.45 | $983K | −172,990 | −$4M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRVL - Marvell Technology | 1.63% | Exit | 0 | $72.12 | $84M | −1,165,121 | −$84M |
| WCC - Wesco Intl | 0.89% | Exit | 0 | $167.98 | $46M | −274,794 | −$46M |
| STX - Seagate | 0.85% | Exit | 0 | $109.53 | $44M | −402,771 | −$44M |
| MTCH - Match Group | 0.84% | Exit | 0 | $37.84 | $43M | −1,147,405 | −$43M |
| DWDPEUR | 0.47% | Exit | 0 | $89.11 | $25M | −275,491 | −$25M |
| Sealed Air | 0.47% | Exit | 0 | $36.30 | $24M | −674,656 | −$24M |
| EVLV · CL A | 0.38% | Exit | 0 | $4.05 | $20M | −4,892,358 | −$20M |
| LYV - Live Nation | 0.37% | Exit | 0 | $109.49 | $19M | −174,311 | −$19M |
| LYFT · CL A | 0.19% | Exit | 0 | $12.75 | $10M | −789,394 | −$10M |
| HTZ - Hertz Global | 0.03% | Exit | 0 | $3.30 | $1M | −439,246 | −$1M |
| Orthofix Med | 0.02% | Exit | 0 | $15.62 | $987K | −63,196 | −$987K |
| Rapid Micro Biosystems · CLASS A | 0.01% | Exit | 0 | $0.8905 | $488K | −547,990 | −$488K |
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