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Glenview Capital Management, LLC

New York, NY 21 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $5.5B
  • 42 holdings
  • 2026 Q2
  • +37.9% QoQ
  • Top 5 39.7%

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 42 holdings

Top 5 39.7%, top 10 58.4%

  1. GPN, Global Payments 11.8%
  2. CVS, CVS Health 9.1%
  3. THC, Tenet Healthcare 7.6%
  4. TMO, Thermo Fisher Scientific 5.7%
  5. AMZN, Amazon 5.5%
  6. A, Agilent Technologies 4.8%
  7. DHR, Danaher 4.0%
  8. META, Meta Platforms 3.7%
  9. AMD, Advanced Micro Devices 3.1%
  10. TEVA, Teva Pharmaceutical Industries 3.1%
  11. VTRS, Viatris 2.8%
  12. UBER, Uber 2.4%
  13. Other 36.4%

AUM over time

2026 Q2 $5.5B +37.9% QoQ
2021 Q3: $5.5B 2021 Q3: $5.5B
Q3 2021
2021 Q4: $4.7B, −14.1% QoQ 2021 Q4: $4.7B, −14.1% QoQ
Q4
2022 Q1: $4.9B, +5.3% QoQ 2022 Q1: $4.9B, +5.3% QoQ
Q1 2022
2022 Q2: $4B, −19.1% QoQ 2022 Q2: $4B, −19.1% QoQ
Q2
2022 Q3: $4B, +0.1% QoQ 2022 Q3: $4B, +0.1% QoQ
Q3
2022 Q4: $4.5B, +12.9% QoQ 2022 Q4: $4.5B, +12.9% QoQ
Q4
2023 Q1: $4.6B, +1.0% QoQ 2023 Q1: $4.6B, +1.0% QoQ
Q1 2023
2023 Q2: $4.4B, −2.7% QoQ 2023 Q2: $4.4B, −2.7% QoQ
Q2
2023 Q3: $4.4B, −0.5% QoQ 2023 Q3: $4.4B, −0.5% QoQ
Q3
2023 Q4: $4.7B, +5.9% QoQ 2023 Q4: $4.7B, +5.9% QoQ
Q4
2024 Q1: $5.7B, +22.3% QoQ 2024 Q1: $5.7B, +22.3% QoQ
Q1 2024
2024 Q2: $5.1B, −11.2% QoQ 2024 Q2: $5.1B, −11.2% QoQ
Q2
2024 Q3: $5.2B, +1.7% QoQ 2024 Q3: $5.2B, +1.7% QoQ
Q3
2024 Q4: $4B, −23.5% QoQ 2024 Q4: $4B, −23.5% QoQ
Q4
2025 Q1: $4.1B, +2.8% QoQ 2025 Q1: $4.1B, +2.8% QoQ
Q1 2025
2025 Q2: $3.6B, −12.2% QoQ 2025 Q2: $3.6B, −12.2% QoQ
Q2
2025 Q3: $4.5B, +25.8% QoQ 2025 Q3: $4.5B, +25.8% QoQ
Q3
2025 Q4: $4.9B, +9.4% QoQ 2025 Q4: $4.9B, +9.4% QoQ
Q4
2026 Q1: $4B, −18.9% QoQ 2026 Q1: $4B, −18.9% QoQ
Q1 2026
2026 Q2: $5.5B, +37.9% QoQ 2026 Q2: $5.5B, +37.9% QoQ
Q2

Book

2025 Q2 2025 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity
CVS, CVS Health 15.84%, was 19.90% 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 Payments 9.68%, was 9.13% Add +13.8% 4,316,892 $80.04 $346M +523,209 −$26M
TEVA, Teva Pharmaceutical Industries 7.43%, was 5.58% Add +7.1% 15,824,223 $16.76 $265M +1,045,582 +$38M
GTM, Zoominfo Technologies 4.64%, was 3.14% Add +28.1% 16,381,399 $10.12 $166M +3,594,599 +$38M
ALIT, Alight 3.87%, was 4.77% Reduce −25.5% 24,382,328 $5.66 $138M −8,327,354 −$56M
AMZN, Amazon 3.46%, was 3.48% Reduce −24.2% 562,874 $219.39 $123M −180,088 −$18M
CI, Cigna 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%, was 2.92% Reduce −15.7% 5,866,547 $15.29 $90M −1,092,572 −$29M
EXPE, Expedia 2.40%, was 2.68% Reduce −21.6% 508,256 $168.68 $86M −139,705 −$23M
META, Meta Platforms 2.40%, was 0.64% 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 −$4.6M
VTRS, Viatris 2.06% Reduce −2.9% 8,247,584 $8.93 $74M −245,359 −$323K
UHS, Universal Health Services 1.98%, was 4.10% Reduce −56.1% 389,477 $181.15 $71M −497,893 −$96M
ESI, Element Solutions 1.79%, was 1.41% Add +11.2% 2,816,046 $22.65 $64M +284,109 +$6.5M
DKS, Dicks Sporting Goods 1.61% New 290,532 $197.81 $57M +290,532 +$57M
KNX, Knight Swift 1.45%, was 1.50% Reduce −16.7% 1,169,876 $44.23 $52M −234,178 −$9.3M
UAL, United Airlines 1.27%, was 0.55% 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 +$6.6M
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%, was 0.31% Add +97.4% 407,012 $77.40 $32M +200,852 +$19M
JBTM, JBT Marel 0.81%, was 0.56% Add +29.3% 241,387 $120.26 $29M +54,692 +$6.2M
W, Wayfair 0.76%, was 0.27% Add +56.1% 527,892 $51.14 $27M +189,714 +$16M
UBER, Uber 0.70%, was 0.79% Reduce −39.4% 266,671 $93.30 $25M −173,522 −$7.2M
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 −$2.7M
BLCO, Bausch Plus Lomb 0.57%, was 0.18% Add +210.8% 1,553,855 $13.01 $20M +1,053,855 +$13M
COO, Cooper Companies 0.56% New 280,688 $71.16 $20M +280,688 +$20M
BFLY, Butterfly Network 0.56% Hold 9,955,144 $2.00 $20M — —
MCK, McKesson 0.53%, was 1.35% 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 $9.9M +50,000 +$9.9M
ON, ON Semiconductor 0.26% New 174,191 $52.41 $9.1M +174,191 +$9.1M
DNA, Ginkgo Bioworks 0.05% Reduce −20.3% 149,379 $11.25 $1.7M −38,122 +$612K
SNDK, Sandisk 0.03%, was 0.31% Reduce −90.1% 26,030 $45.35 $1.2M −236,112 −$11M

Exits / last held

Gone since 2025 Q1, shown at their last reported size.

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 1.94% Exit 0 $60.71 $79M −1,301,660 −$79M
DIS, Disney 0.89% Exit 0 $98.70 $36M −367,712 −$36M
PINS, Pinterest 0.81% Exit 0 $31.00 $33M −1,063,523 −$33M
DKNG, Draftkings 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 0.26% Exit 0 $13.11 $10M −798,981 −$10M
BKD, Brookdale Sr Living 0.20% Exit 0 $6.26 $8.1M −1,300,000 −$8.1M
Sensient Technologies 0.12% Exit 0 $74.43 $5M −67,312 −$5M
DWDPEUR 0.06% Exit 0 $74.69 $2.5M −33,325 −$2.5M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 holds 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 to 2026 Q2

SEC filing name
GLENVIEW CAPITAL MANAGEMENT, LLC
Location
New York, NY
All SEC filings
View on sec.gov