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 | 14.78% | Hold | 8,196,799 | $71.82 | $589M | — | — |
| GPN - Global Pmts | 10.75% | Add +7.4% | 6,360,392 | $67.30 | $428M | +439,273 | −$30M |
| THC - Tenet Healthcare | 7.22% | Reduce −23.1% | 1,524,854 | $188.71 | $288M | −458,899 | −$106M |
| AMZN - Amazon | 5.54% | Add +16.5% | 1,059,270 | $208.27 | $221M | +150,000 | +$11M |
| TEVA - Teva Pharmaceutical Inds | 5.04% | Reduce −60.2% | 6,660,220 | $30.12 | $201M | −10,059,989 | −$321M |
| CI - The Cigna Group | 3.34% | Add +78.6% | 498,841 | $266.75 | $133M | +219,474 | +$56M |
| AMD - Advanced Micro Devices | 3.32% | Add +65.1% | 650,792 | $203.43 | $132M | +256,604 | +$48M |
| TMO - Thermo Fisher Scientific | 3.09% | Add +11.9% | 250,525 | $491.53 | $123M | +26,578 | −$7M |
| VTRS - Viatris | 3.08% | Reduce −18.0% | 9,087,244 | $13.51 | $123M | −2,000,000 | −$15M |
| DXC - Dxc Technology | 2.81% | Add +7.0% | 8,895,875 | $12.57 | $112M | +579,528 | −$10M |
| CNC - Centene Del | 2.64% | Add +73.2% | 3,213,646 | $32.74 | $105M | +1,357,752 | +$29M |
| UBER - UBER Technologies | 2.63% | Add +105.7% | 1,455,872 | $71.93 | $105M | +748,171 | +$47M |
| GTM - Zoominfo Technologies | 2.39% | Reduce −20.5% | 15,905,242 | $5.98 | $95M | −4,100,000 | −$108M |
| XYZ - Block · CL A | 2.06% | Add +60.2% | 1,364,471 | $60.18 | $82M | +512,978 | +$27M |
| META - Meta Platforms · CL A | 1.76% | Add +960.0% | 122,662 | $572.13 | $70M | +111,090 | +$63M |
| AMAT - Applied Matls | 1.69% | Add +52.1% | 197,209 | $341.79 | $67M | +67,553 | +$34M |
| ONTO - Onto Innovation | 1.54% | Reduce −27.7% | 299,721 | $205.07 | $61M | −115,091 | −$4M |
| DKS - Dicks Sporting Goods | 1.49% | Add +5.3% | 298,911 | $198.29 | $59M | +15,000 | +$3M |
| HUM - Humana | 1.46% | New | 334,892 | $173.39 | $58M | +334,892 | +$58M |
| BFLY - Butterfly Network · CL A | 1.45% | Hold | 14,335,055 | $4.04 | $58M | — | — |
| ESI - Element Solutions | 1.40% | Reduce −42.5% | 1,628,683 | $34.14 | $56M | −1,205,204 | −$15M |
| UAL - United Airls | 1.15% | Reduce −2.8% | 496,860 | $92.07 | $46M | −14,421 | −$11M |
| EYE - National Vision | 1.02% | Add +9.6% | 1,565,917 | $25.90 | $41M | +136,584 | +$4M |
| FUN - Six Flags Entertainment | 0.99% | Add +98.1% | 2,223,149 | $17.75 | $39M | +1,100,775 | +$22M |
| GENI - Genius Sports · CL A | 0.95% | Add +321.7% | 8,560,888 | $4.43 | $38M | +6,530,679 | +$16M |
| USFD - US Foods | 0.89% | Reduce −66.2% | 384,007 | $92.21 | $35M | −753,756 | −$50M |
| Z - Zillow Group · CL C | 0.82% | Reduce −32.1% | 789,670 | $41.38 | $33M | −373,885 | −$47M |
| LAD - Lithia Mtrs | 0.80% | Hold | 127,605 | $249.72 | $32M | — | — |
| BLCO - Bausch Plus Lomb | 0.76% | Add +15.5% | 1,910,496 | $15.90 | $30M | +256,641 | +$2M |
| DHR - Danaher Del | 0.74% | Reduce −21.9% | 156,275 | $189.60 | $30M | −43,916 | −$16M |
| LION - Lionsgate Studios | 0.67% | Reduce −63.0% | 2,778,781 | $9.59 | $27M | −4,728,019 | −$42M |
| CSCO - Cisco Sys | 0.66% | New | 339,819 | $77.59 | $26M | +339,819 | +$26M |
| MYGN - Myriad Genetics | 0.61% | Add +18.0% | 5,411,978 | $4.50 | $24M | +824,571 | −$4M |
| SGRY - Surgery Partners | 0.54% | Reduce −53.3% | 1,800,000 | $11.92 | $21M | −2,058,088 | −$38M |
| DOCN - Digitalocean | 0.54% | Reduce −87.5% | 250,000 | $85.78 | $21M | −1,754,299 | −$75M |
| BKR - Baker Hughes · CL A | 0.47% | New | 303,675 | $61.05 | $19M | +303,675 | +$19M |
| AKAM - Akamai Technologies | 0.45% | New | 156,453 | $114.85 | $18M | +156,453 | +$18M |
| INTC - Intel | 0.44% | New | 399,506 | $44.13 | $18M | +399,506 | +$18M |
| BIIB - Biogen | 0.26% | Reduce −80.4% | 57,019 | $183.33 | $10M | −233,586 | −$41M |
| PRMB - Primo Brands · CLASS A | 0.25% | New | 531,051 | $18.83 | $10M | +531,051 | +$10M |
| TECH - Bio-Techne | 0.24% | Reduce −69.9% | 186,312 | $52.26 | $10M | −433,632 | −$27M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| EXPE - Expedia Group | 1.85% | Exit | 0 | $283.31 | $91M | −321,625 | −$91M |
| KNX - Knight Swift · CL A | 1.55% | Exit | 0 | $52.28 | $76M | −1,458,891 | −$76M |
| ACN - Accenture Ireland · CLASS A | 1.04% | Exit | 0 | $268.30 | $51M | −191,326 | −$51M |
| IQV - IQVIA | 0.92% | Exit | 0 | $225.41 | $45M | −199,726 | −$45M |
| Q - Qnity | 0.86% | Exit | 0 | $81.65 | $42M | −518,486 | −$42M |
| MCK - Mckesson | 0.72% | Exit | 0 | $820.30 | $35M | −42,994 | −$35M |
| SNPS - Synopsys | 0.46% | Exit | 0 | $469.72 | $22M | −47,671 | −$22M |
| RH | 0.41% | Exit | 0 | $179.15 | $20M | −111,338 | −$20M |
| TLN - Talen Energy | 0.33% | Exit | 0 | $374.83 | $16M | −43,761 | −$16M |
| SOLS - Solstice Advanced Matls | 0.33% | Exit | 0 | $48.58 | $16M | −337,266 | −$16M |
| MKSI - MKS | 0.24% | Exit | 0 | $159.80 | $12M | −74,200 | −$12M |
| CEG - Constellation Energy | 0.22% | Exit | 0 | $353.28 | $11M | −30,412 | −$11M |
| VST - Vistra | 0.22% | Exit | 0 | $161.33 | $11M | −66,074 | −$11M |
| AMBA - Ambarella | 0.14% | Exit | 0 | $70.84 | $7M | −100,000 | −$7M |
| Rentokil Initial | 0.12% | Exit | 0 | $29.46 | $6M | −205,175 | −$6M |
| Sensient Technologies | 0.10% | Exit | 0 | $93.96 | $5M | −50,000 | −$5M |
| METC - Ramaco Res · CL A | 0.07% | Exit | 0 | $18.00 | $4M | −200,000 | −$4M |
| DNA - Ginkgo Bioworks · CL A | 0.03% | Exit | 0 | $8.31 | $1M | −149,379 | −$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