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 | 15.84% | Reduce −31.4% | 8,196,799 | $68.98 | $565M | −3,750,000 | −$244M |
| THC - Tenet Healthcare | 14.45% | Reduce −13.7% | 2,930,005 | $176.00 | $516M | −464,829 | +$59M |
| GPN - Global Pmts | 9.68% | Add +13.8% | 4,316,892 | $80.04 | $346M | +523,209 | −$26M |
| TEVA - Teva Pharmaceutical Inds | 7.43% | Add +7.1% | 15,824,223 | $16.76 | $265M | +1,045,582 | +$38M |
| GTM - Zoominfo Technologies | 4.64% | Add +28.1% | 16,381,399 | $10.12 | $166M | +3,594,599 | +$38M |
| ALITEUR - Alight · CL A | 3.87% | Reduce −25.5% | 24,382,328 | $5.66 | $138M | −8,327,354 | −$56M |
| AMZN - Amazon | 3.46% | Reduce −24.2% | 562,874 | $219.39 | $123M | −180,088 | −$18M |
| CI - The Cigna Group | 3.44% | Reduce −0.6% | 371,893 | $330.58 | $123M | −2,164 | −$124K |
| USFD - US Foods | 2.97% | Reduce −22.8% | 1,378,881 | $77.01 | $106M | −406,848 | −$11M |
| DXC - Dxc Technology | 2.51% | Reduce −15.7% | 5,866,547 | $15.29 | $90M | −1,092,572 | −$29M |
| EXPE - Expedia Group | 2.40% | Reduce −21.6% | 508,256 | $168.68 | $86M | −139,705 | −$23M |
| META - Meta Platforms · CL A | 2.40% | Add +157.0% | 115,934 | $738.09 | $86M | +70,830 | +$60M |
| PYPL - Paypal | 2.09% | Reduce −17.3% | 1,006,144 | $74.32 | $75M | −210,508 | −$5M |
| VTRS - Viatris | 2.06% | Reduce −2.9% | 8,247,584 | $8.93 | $74M | −245,359 | −$323K |
| UHS - Universal Hlth Svcs · CL B | 1.98% | Reduce −56.1% | 389,477 | $181.15 | $71M | −497,893 | −$96M |
| ESI - Element Solutions | 1.79% | Add +11.2% | 2,816,046 | $22.65 | $64M | +284,109 | +$7M |
| DKS - Dicks Sporting Goods | 1.61% | New | 290,532 | $197.81 | $57M | +290,532 | +$57M |
| KNX - Knight Swift · CL A | 1.45% | Reduce −16.7% | 1,169,876 | $44.23 | $52M | −234,178 | −$9M |
| UAL - United Airls | 1.27% | Add +77.1% | 568,862 | $79.63 | $45M | +247,646 | +$23M |
| TMO - Thermo Fisher Scientific | 1.14% | New | 100,000 | $405.46 | $41M | +100,000 | +$41M |
| WDC - Western Digital | 1.08% | Reduce −23.6% | 600,570 | $63.99 | $38M | −185,865 | +$7M |
| BC - Brunswick | 1.02% | Reduce −10.0% | 658,501 | $55.24 | $36M | −73,137 | −$3M |
| SGRY - Surgery Partners | 0.95% | New | 1,529,225 | $22.23 | $34M | +1,529,225 | +$34M |
| MRVL - Marvell Technology | 0.88% | Add +97.4% | 407,012 | $77.40 | $32M | +200,852 | +$19M |
| JBTM - Jbt Marel | 0.81% | Add +29.3% | 241,387 | $120.26 | $29M | +54,692 | +$6M |
| W - Wayfair · CL A | 0.76% | Add +56.1% | 527,892 | $51.14 | $27M | +189,714 | +$16M |
| UBER - UBER Technologies | 0.70% | Reduce −39.4% | 266,671 | $93.30 | $25M | −173,522 | −$7M |
| MYGN - Myriad Genetics | 0.68% | Add +17.6% | 4,587,407 | $5.31 | $24M | +687,857 | −$10M |
| MKSI - MKS | 0.65% | New | 232,296 | $99.36 | $23M | +232,296 | +$23M |
| CLVT - Clarivate | 0.57% | Reduce −19.1% | 4,758,136 | $4.30 | $20M | −1,126,920 | −$3M |
| BLCO - Bausch Plus Lomb | 0.57% | Add +210.8% | 1,553,855 | $13.01 | $20M | +1,053,855 | +$13M |
| COO - Cooper Cos | 0.56% | New | 280,688 | $71.16 | $20M | +280,688 | +$20M |
| BFLY - Butterfly Network · CL A | 0.56% | Hold | 9,955,144 | $2.00 | $20M | — | — |
| MCK - Mckesson | 0.53% | Reduce −68.7% | 25,584 | $732.78 | $19M | −56,268 | −$36M |
| EYE - National Vision | 0.52% | New | 812,534 | $23.01 | $19M | +812,534 | +$19M |
| IQV - IQVIA | 0.44% | New | 100,000 | $157.59 | $16M | +100,000 | +$16M |
| RH | 0.35% | New | 65,922 | $189.01 | $12M | +65,922 | +$12M |
| DHR - Danaher | 0.28% | New | 50,000 | $197.54 | $10M | +50,000 | +$10M |
| ON - On Semiconductor | 0.26% | New | 174,191 | $52.41 | $9M | +174,191 | +$9M |
| DNA - Ginkgo Bioworks · CL A | 0.05% | Reduce −20.3% | 149,379 | $11.25 | $2M | −38,122 | +$612K |
| SNDK - Sandisk | 0.03% | Reduce −90.1% | 26,030 | $45.35 | $1M | −236,112 | −$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CTVA - Corteva | 2.15% | Exit | 0 | $62.93 | $88M | −1,392,104 | −$88M |
| Dun & Bradstreet | 2.15% | Exit | 0 | $8.94 | $87M | −9,768,483 | −$87M |
| CAR - Avis Budget Group | 2.06% | Exit | 0 | $75.90 | $84M | −1,102,904 | −$84M |
| CNC - Centene Del | 1.94% | Exit | 0 | $60.71 | $79M | −1,301,660 | −$79M |
| DIS - Disney Walt | 0.89% | Exit | 0 | $98.70 | $36M | −367,712 | −$36M |
| PINS - Pinterest · CL A | 0.81% | Exit | 0 | $31.00 | $33M | −1,063,523 | −$33M |
| DKNG - Draftkings · CL A | 0.38% | Exit | 0 | $33.21 | $16M | −470,283 | −$16M |
| XRAY - Dentsply Sirona | 0.31% | Exit | 0 | $14.94 | $13M | −855,342 | −$13M |
| OSCR - Oscar Health · CL A | 0.26% | Exit | 0 | $13.11 | $10M | −798,981 | −$10M |
| BKD - Brookdale Sr Living | 0.20% | Exit | 0 | $6.26 | $8M | −1,300,000 | −$8M |
| Sensient Technologies | 0.12% | Exit | 0 | $74.43 | $5M | −67,312 | −$5M |
| DWDPEUR | 0.06% | Exit | 0 | $74.69 | $2M | −33,325 | −$2M |
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