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 | 19.90% | Hold | 11,946,799 | $67.75 | $809M | — | — |
| THC - Tenet Healthcare | 11.23% | Add +19.7% | 3,394,834 | $134.50 | $457M | +557,749 | +$98M |
| GPN - Global Pmts | 9.13% | Reduce −3.4% | 3,793,683 | $97.92 | $371M | −132,469 | −$68M |
| TEVA - Teva Pharmaceutical Inds | 5.58% | Add +74.8% | 14,778,641 | $15.37 | $227M | +6,322,317 | +$41M |
| ALITEUR - Alight · CL A | 4.77% | Add +2.5% | 32,709,682 | $5.93 | $194M | +798,649 | −$27M |
| UHS - Universal Hlth Svcs · CL B | 4.10% | Add +0.9% | 887,370 | $187.90 | $167M | +8,072 | +$9M |
| AMZN - Amazon | 3.48% | Add +122.9% | 742,962 | $190.26 | $141M | +409,637 | +$68M |
| GTM - Zoominfo Technologies | 3.14% | Add +28.0% | 12,786,800 | $10.00 | $128M | +2,800,000 | +$23M |
| CI - The Cigna Group | 3.03% | Reduce −40.9% | 374,057 | $329.00 | $123M | −258,351 | −$52M |
| DXC - Dxc Technology | 2.92% | Reduce −11.8% | 6,959,119 | $17.05 | $119M | −928,972 | −$39M |
| USFD - US Foods | 2.87% | Add +11.0% | 1,785,729 | $65.46 | $117M | +177,204 | +$8M |
| EXPE - Expedia Group | 2.68% | Reduce −26.2% | 647,961 | $168.10 | $109M | −230,619 | −$55M |
| CTVA - Corteva | 2.15% | Reduce −32.3% | 1,392,104 | $62.93 | $88M | −663,503 | −$29M |
| Dun & Bradstreet | 2.15% | Reduce −34.0% | 9,768,483 | $8.94 | $87M | −5,024,151 | −$97M |
| CAR - Avis Budget Group | 2.06% | Add +69.5% | 1,102,904 | $75.90 | $84M | +452,307 | +$31M |
| PYPL - Paypal | 1.95% | New | 1,216,652 | $65.25 | $79M | +1,216,652 | +$79M |
| CNC - Centene Del | 1.94% | Add +1.1% | 1,301,660 | $60.71 | $79M | +14,319 | +$1M |
| VTRS - Viatris | 1.82% | Reduce −8.9% | 8,492,943 | $8.71 | $74M | −830,376 | −$42M |
| KNX - Knight Swift · CL A | 1.50% | Add +16.6% | 1,404,054 | $43.49 | $61M | +200,000 | −$3M |
| ESI - Element Solutions | 1.41% | Add +3.3% | 2,531,937 | $22.61 | $57M | +81,356 | −$5M |
| MCK - Mckesson | 1.35% | Reduce −46.0% | 81,852 | $672.99 | $55M | −69,766 | −$31M |
| BC - Brunswick | 0.97% | Add +67.8% | 731,638 | $53.85 | $39M | +295,630 | +$11M |
| DIS - Disney Walt | 0.89% | New | 367,712 | $98.70 | $36M | +367,712 | +$36M |
| MYGN - Myriad Genetics | 0.85% | Reduce −6.2% | 3,899,550 | $8.87 | $35M | −257,774 | −$22M |
| PINS - Pinterest · CL A | 0.81% | Add +196.8% | 1,063,523 | $31.00 | $33M | +705,167 | +$23M |
| UBER - UBER Technologies | 0.79% | Reduce −68.3% | 440,193 | $72.86 | $32M | −950,401 | −$52M |
| WDC - Western Digital | 0.78% | Add +12.5% | 786,435 | $40.43 | $32M | +87,612 | −$10M |
| META - Meta Platforms · CL A | 0.64% | New | 45,104 | $576.36 | $26M | +45,104 | +$26M |
| CLVT - Clarivate | 0.57% | Reduce −68.3% | 5,885,056 | $3.93 | $23M | −12,682,867 | −$71M |
| JBTM - Jbt Marel | 0.56% | Hold | 186,695 | $122.20 | $23M | — | — |
| BFLY - Butterfly Network · CL A | 0.56% | Hold | 9,955,144 | $2.28 | $23M | — | — |
| UAL - United Airls | 0.55% | New | 321,216 | $69.05 | $22M | +321,216 | +$22M |
| DKNG - Draftkings · CL A | 0.38% | New | 470,283 | $33.21 | $16M | +470,283 | +$16M |
| XRAY - Dentsply Sirona | 0.31% | New | 855,342 | $14.94 | $13M | +855,342 | +$13M |
| MRVL - Marvell Technology | 0.31% | New | 206,160 | $61.57 | $13M | +206,160 | +$13M |
| SNDK - Sandisk | 0.31% | New | 262,142 | $47.61 | $12M | +262,142 | +$12M |
| W - Wayfair · CL A | 0.27% | New | 338,178 | $32.03 | $11M | +338,178 | +$11M |
| OSCR - Oscar Health · CL A | 0.26% | New | 798,981 | $13.11 | $10M | +798,981 | +$10M |
| BKD - Brookdale Sr Living | 0.20% | Reduce −13.3% | 1,300,000 | $6.26 | $8M | −200,000 | +$593K |
| BLCO - Bausch Plus Lomb | 0.18% | New | 500,000 | $14.50 | $7M | +500,000 | +$7M |
| Sensient Technologies | 0.12% | New | 67,312 | $74.43 | $5M | +67,312 | +$5M |
| DWDPEUR | 0.06% | New | 33,325 | $74.68 | $2M | +33,325 | +$2M |
| DNA - Ginkgo Bioworks · CL A | 0.03% | Hold | 187,501 | $5.70 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TFX - Teleflex | 1.48% | Exit | 0 | $177.98 | $59M | −329,976 | −$59M |
| MSFT - Microsoft | 1.10% | Exit | 0 | $421.50 | $44M | −103,649 | −$44M |
| HSIC - Henry Schein | 0.56% | Exit | 0 | $69.20 | $22M | −317,652 | −$22M |
| FMC | 0.19% | Exit | 0 | $48.61 | $7M | −153,365 | −$7M |
| Digimarc | 0.02% | Exit | 0 | $37.43 | $983K | −26,259 | −$983K |
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