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 | 13.76% | Hold | 8,196,799 | $75.39 | $618M | — | — |
| THC - Tenet Healthcare | 10.50% | Reduce −20.7% | 2,323,679 | $203.04 | $472M | −606,326 | −$44M |
| GPN - Global Pmts | 9.51% | Add +19.1% | 5,141,892 | $83.08 | $427M | +825,000 | +$82M |
| TEVA - Teva Pharmaceutical Inds | 7.51% | Add +5.5% | 16,692,680 | $20.20 | $337M | +868,457 | +$72M |
| GTM - Zoominfo Technologies | 4.49% | Add +13.0% | 18,505,242 | $10.91 | $202M | +2,123,843 | +$36M |
| AMZN - Amazon | 3.19% | Add +15.9% | 652,138 | $219.57 | $143M | +89,264 | +$20M |
| TMO - Thermo Fisher Scientific | 3.05% | Add +182.9% | 282,941 | $485.02 | $137M | +182,941 | +$97M |
| DXC - Dxc Technology | 2.53% | Add +42.2% | 8,339,897 | $13.63 | $114M | +2,473,350 | +$24M |
| UHS - Universal Hlth Svcs · CL B | 2.19% | Add +23.8% | 482,169 | $204.44 | $99M | +92,692 | +$28M |
| PYPL - Paypal | 1.99% | Add +32.5% | 1,333,370 | $67.06 | $89M | +327,226 | +$15M |
| VTRS - Viatris | 1.82% | Hold | 8,247,584 | $9.90 | $82M | — | — |
| USFD - US Foods | 1.82% | Reduce −22.7% | 1,065,329 | $76.62 | $82M | −313,552 | −$25M |
| DKS - Dicks Sporting Goods | 1.74% | Add +21.0% | 351,601 | $222.22 | $78M | +61,069 | +$21M |
| EXPE - Expedia Group | 1.71% | Reduce −29.2% | 359,793 | $213.75 | $77M | −148,463 | −$9M |
| Z - Zillow Group · CL C | 1.53% | New | 889,666 | $77.05 | $69M | +889,666 | +$69M |
| ALITEUR - Alight · CL A | 1.48% | Reduce −16.4% | 20,377,772 | $3.26 | $66M | −4,004,556 | −$72M |
| ICLR - ICON | 1.45% | New | 371,418 | $175.00 | $65M | +371,418 | +$65M |
| MRVL - Marvell Technology | 1.27% | Add +66.3% | 676,980 | $84.07 | $57M | +269,968 | +$25M |
| UAL - United Airls | 1.25% | Add +2.3% | 582,009 | $96.50 | $56M | +13,147 | +$11M |
| ESI - Element Solutions | 1.24% | Reduce −21.6% | 2,207,167 | $25.17 | $56M | −608,879 | −$8M |
| SGRY - Surgery Partners | 1.23% | Add +66.5% | 2,546,735 | $21.64 | $55M | +1,017,510 | +$21M |
| CI - The Cigna Group | 1.20% | Reduce −49.5% | 187,757 | $288.25 | $54M | −184,136 | −$69M |
| DHR - Danaher | 1.17% | Add +428.8% | 264,418 | $198.26 | $52M | +214,418 | +$43M |
| UBER - UBER Technologies | 1.03% | Add +76.9% | 471,801 | $97.97 | $46M | +205,130 | +$21M |
| MCK - Mckesson | 0.97% | Add +120.7% | 56,469 | $772.54 | $44M | +30,885 | +$25M |
| EYE - National Vision | 0.90% | Add +69.6% | 1,378,226 | $29.19 | $40M | +565,692 | +$22M |
| ONTO - Onto Innovation | 0.78% | New | 270,605 | $129.22 | $35M | +270,605 | +$35M |
| LION - Lionsgate Studios | 0.77% | New | 5,000,000 | $6.90 | $34M | +5,000,000 | +$34M |
| KNX - Knight Swift · CL A | 0.76% | Reduce −26.5% | 859,820 | $39.51 | $34M | −310,056 | −$18M |
| IQV - IQVIA | 0.74% | Add +74.7% | 174,727 | $189.94 | $33M | +74,727 | +$17M |
| MYGN - Myriad Genetics | 0.74% | Hold | 4,587,407 | $7.23 | $33M | — | — |
| PINS - Pinterest · CL A | 0.58% | New | 807,700 | $32.17 | $26M | +807,700 | +$26M |
| LAD - Lithia Mtrs | 0.52% | New | 74,108 | $316.00 | $23M | +74,108 | +$23M |
| BLCO - Bausch Plus Lomb | 0.52% | Hold | 1,553,855 | $15.07 | $23M | — | — |
| XYZ - Block · CL A | 0.52% | New | 322,319 | $72.27 | $23M | +322,319 | +$23M |
| EHC - Encompass Health | 0.47% | New | 167,637 | $127.02 | $21M | +167,637 | +$21M |
| MKSI - MKS | 0.47% | Reduce −26.0% | 171,922 | $123.77 | $21M | −60,374 | −$2M |
| TECH - Bio-Techne | 0.46% | New | 374,051 | $55.63 | $21M | +374,051 | +$21M |
| BC - Brunswick | 0.44% | Reduce −52.5% | 312,921 | $63.24 | $20M | −345,580 | −$17M |
| BFLY - Butterfly Network · CL A | 0.43% | Hold | 9,955,144 | $1.93 | $19M | — | — |
| CLVT - Clarivate | 0.42% | Add +4.2% | 4,960,255 | $3.83 | $19M | +202,119 | −$1M |
| BAX - Baxter Intl | 0.38% | New | 742,542 | $22.77 | $17M | +742,542 | +$17M |
| RH | 0.36% | Add +21.9% | 80,341 | $203.16 | $16M | +14,419 | +$4M |
| CNC - Centene Del | 0.30% | New | 371,972 | $35.68 | $13M | +371,972 | +$13M |
| SNPS - Synopsys | 0.23% | New | 21,300 | $493.39 | $11M | +21,300 | +$11M |
| BRKR - Bruker | 0.23% | New | 319,674 | $32.49 | $10M | +319,674 | +$10M |
| DWDPEUR | 0.22% | New | 128,480 | $77.90 | $10M | +128,480 | +$10M |
| ILMN - Illumina | 0.22% | New | 101,720 | $94.97 | $10M | +101,720 | +$10M |
| META - Meta Platforms · CL A | 0.19% | Reduce −90.0% | 11,572 | $734.38 | $8M | −104,362 | −$77M |
| OSCR - Oscar Health · CL A | 0.17% | New | 408,221 | $18.93 | $8M | +408,221 | +$8M |
| Rentokil Initial | 0.12% | New | 205,175 | $25.25 | $5M | +205,175 | +$5M |
| DNA - Ginkgo Bioworks · CL A | 0.05% | Hold | 149,379 | $14.58 | $2M | — | — |
Showing top 50 of 52 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WDC - Western Digital | 1.08% | Exit | 0 | $63.99 | $38M | −600,570 | −$38M |
| JBTM - Jbt Marel | 0.81% | Exit | 0 | $120.26 | $29M | −241,387 | −$29M |
| W - Wayfair · CL A | 0.76% | Exit | 0 | $51.14 | $27M | −527,892 | −$27M |
| COO - Cooper Cos | 0.56% | Exit | 0 | $71.16 | $20M | −280,688 | −$20M |
| ON - On Semiconductor | 0.26% | Exit | 0 | $52.41 | $9M | −174,191 | −$9M |
| SNDK - Sandisk | 0.03% | Exit | 0 | $45.33 | $1M | −26,030 | −$1M |
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