Glenview Capital Management, LLC 13F holdings
Glenview Capital Management, LLC reported 42 positions with a total reported value of $5.0B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: GLOBAL PMTS INC (12.9%), CVS CVS HEALTH CORP (10.0%), THC TENET HEALTHCARE CORP (8.4%), TMO THERMO FISHER SCIENTIFIC INC (6.3%), AMZN AMAZON COM INC (6.1%). Against 2026-03-31 it opened 12 new positions and exited 11. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 42 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GLOBAL PMTS INC | 8,906,709 | $646.3M | 12.9% |
| CVS CVS HEALTH CORP | 4,824,799 | $499.1M | 10.0% |
| THC TENET HEALTHCARE CORP | 2,235,666 | $418.2M | 8.4% |
| TMO THERMO FISHER SCIENTIFIC INC | 627,240 | $314.5M | 6.3% |
| AMZN AMAZON COM INC | 1,271,687 | $303.1M | 6.1% |
| A AGILENT TECHNOLOGIES INC | 1,969,541 | $261.6M | 5.2% |
| DHR DANAHER CORP DEL | 1,145,979 | $218.3M | 4.4% |
| META META PLATFORMS INC | 356,841 | $201.0M | 4.0% |
| AMD ADVANCED MICRO DEVICES INC | 298,410 | $173.3M | 3.5% |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 5,081,091 | $172.1M | 3.4% |
| VTRS VIATRIS INC | 9,877,409 | $156.9M | 3.1% |
| UBER UBER TECHNOLOGIES INC | 1,793,598 | $129.4M | 2.6% |
| CNC CENTENE CORP DEL | 1,886,055 | $121.1M | 2.4% |
| BFLY BUTTERFLY NETWORK INC | 14,335,055 | $120.7M | 2.4% |
| CI THE CIGNA GROUP | 412,223 | $113.6M | 2.3% |
| HUM HUMANA INC | 254,216 | $101.0M | 2.0% |
| XYZ BLOCK INC | 1,197,046 | $91.0M | 1.8% |
| DKS DICKS SPORTING GOODS INC | 401,067 | $91.0M | 1.8% |
| GENI GENIUS SPORTS LIMITED | 13,495,287 | $81.8M | 1.6% |
| ONTO ONTO INNOVATION INC | 205,791 | $77.9M | 1.6% |
| LLY ELI LILLY & CO | 57,771 | $69.3M | 1.4% |
| UNITED AIRLS HLDGS INC | 494,736 | $67.3M | 1.3% |
| EYE NATIONAL VISION HLDGS INC | 3,101,083 | $59.0M | 1.2% |
| CSCO CISCO SYS INC | 413,332 | $48.5M | 1.0% |
| ESI ELEMENT SOLUTIONS INC | 994,579 | $47.5M | 0.9% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 12 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| A AGILENT TECHNOLOGIES INC | 1,969,541 | $261.6M | 5.2% |
| LLY ELI LILLY & CO | 57,771 | $69.3M | 1.4% |
| MKSI MKS INC. | 98,532 | $43.8M | 0.9% |
| STM STMICROELECTRONICS N V | 560,060 | $41.9M | 0.8% |
| ABBV ABBVIE INC | 148,913 | $37.5M | 0.7% |
| AZN ASTRAZENECA PLC | 184,279 | $34.9M | 0.7% |
| ELV ELEVANCE HEALTH INC FORMERLY | 66,599 | $25.8M | 0.5% |
| MCHP MICROCHIP TECHNOLOGY INC. | 265,577 | $24.2M | 0.5% |
| BRKR BRUKER CORP | 252,169 | $15.2M | 0.3% |
| NVS NOVARTIS AG | 86,909 | $13.6M | 0.3% |
| BSX BOSTON SCIENTIFIC CORP | 113,096 | $4.8M | <0.1% |
| CAH CARDINAL HEALTH INC | 18,018 | $4.3M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 11 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| DXC DXC TECHNOLOGY CO | 8,895,875 | $111.8M | 3.0% |
| GTM ZOOMINFO TECHNOLOGIES INC | 15,905,242 | $95.1M | 2.6% |
| USFD US FOODS HLDG CORP | 384,007 | $35.4M | 1.0% |
| ZG ZILLOW GROUP INC | 789,670 | $32.7M | 0.9% |
| LITHIA MTRS INC | 127,605 | $31.9M | 0.9% |
| LION LIONSGATE STUDIOS CORP | 2,778,781 | $26.6M | 0.7% |
| MYGN MYRIAD GENETICS INC | 5,411,978 | $24.4M | 0.7% |
| SGRY SURGERY PARTNERS INC | 1,800,000 | $21.5M | 0.6% |
| AKAM AKAMAI TECHNOLOGIES INC | 156,453 | $18.0M | 0.5% |
| INTC INTEL CORP | 399,506 | $17.6M | 0.5% |
| BIIB BIOGEN INC | 57,019 | $10.5M | 0.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TMO THERMO FISHER SCIENTIFIC INC | 250,525 | 627,240 | +150.4% | $314.5M |
| DHR DANAHER CORP DEL | 156,275 | 1,145,979 | +633.3% | $218.3M |
| GLOBAL PMTS INC | 6,360,392 | 8,906,709 | +40.0% | $646.3M |
| THC TENET HEALTHCARE CORP | 1,524,854 | 2,235,666 | +46.6% | $418.2M |
| META META PLATFORMS INC | 122,662 | 356,841 | +190.9% | $201.0M |
| AMZN AMAZON COM INC | 1,059,270 | 1,271,687 | +20.1% | $303.1M |
| GENI GENIUS SPORTS LIMITED | 8,560,888 | 13,495,287 | +57.6% | $81.8M |
| EYE NATIONAL VISION HLDGS INC | 1,565,917 | 3,101,083 | +98.0% | $59.0M |
| UBER UBER TECHNOLOGIES INC | 1,455,872 | 1,793,598 | +23.2% | $129.4M |
| DKS DICKS SPORTING GOODS INC | 298,911 | 401,067 | +34.2% | $91.0M |
| VTRS VIATRIS INC | 9,087,244 | 9,877,409 | +8.7% | $156.9M |
| BKR BAKER HUGHES COMPANY | 303,675 | 493,519 | +62.5% | $27.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVS CVS HEALTH CORP | 8,196,799 | 4,824,799 | -41.1% | $499.1M |
| AMD ADVANCED MICRO DEVICES INC | 650,792 | 298,410 | -54.1% | $173.3M |
| APPLIED MATLS INC | 197,209 | 65,201 | -66.9% | $47.1M |
| CNC CENTENE CORP DEL | 3,213,646 | 1,886,055 | -41.3% | $121.1M |
| TEVA TEVA PHARMACEUTICAL INDS LTD | 6,660,220 | 5,081,091 | -23.7% | $172.1M |
| ONTO ONTO INNOVATION INC | 299,721 | 205,791 | -31.3% | $77.9M |
| HUM HUMANA INC | 334,892 | 254,216 | -24.1% | $101.0M |
| ESI ELEMENT SOLUTIONS INC | 1,628,683 | 994,579 | -38.9% | $47.5M |
| DOCN DIGITALOCEAN HLDGS INC | 250,000 | 84,812 | -66.1% | $13.3M |
| CI THE CIGNA GROUP | 498,841 | 412,223 | -17.4% | $113.6M |
| XYZ BLOCK INC | 1,364,471 | 1,197,046 | -12.3% | $91.0M |
| TECH BIO-TECHNE CORP | 186,312 | 58,324 | -68.7% | $4.1M |
CIK 1138995 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
