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GLENVIEW CAPITAL MANAGEMENT, LLC

Q2 2026 13F filing

Updated 27 days ago

45 disclosed positions worth $5.5B

Portfolio value
$5.5B
Total holdings
45
New positions
12
Closed positions
11
Increased
14
Decreased
15
Turnover
51.1%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

G
1.GPN

GLOBAL PMTS INC

+8806.7%
Value
$646.3M
Shares
8.91M
% Port
11.77%
C
2.CVS

CVS HEALTH CORP

-41.1%
Value
$499.1M
Shares
4.82M
% Port
9.09%
T
3.THC

TENET HEALTHCARE CORP

+46.6%
Value
$418.2M
Shares
2.24M
% Port
7.62%
T
4.TMO

THERMO FISHER SCIENTIFIC INC

+150.4%
Value
$314.5M
Shares
627.2K
% Port
5.73%
A

AMAZON COM INC

+20.1%
Value
$303.1M
Shares
1.27M
% Port
5.52%
E

ISHARES TR

+144.8%
Value
$275.9M
Shares
918.2K
% Port
5.02%
A
7.A

AGILENT TECHNOLOGIES INC

Value
$261.6M
Shares
1.97M
% Port
4.76%
D
8.DHR

DANAHER CORP DEL

+633.3%
Value
$218.3M
Shares
1.15M
% Port
3.97%
M

META PLATFORMS INC

+190.9%
Value
$201M
Shares
356.8K
% Port
3.66%
S
10.SPY

STATE STR SPDR S&P 500 ETF T

Value
$194.2M
Shares
260.0K
% Port
3.54%
A
11.AMD

ADVANCED MICRO DEVICES INC

-54.1%
Value
$173.3M
Shares
298.4K
% Port
3.16%
T

TEVA PHARMACEUTICAL INDS LTD

-23.7%
Value
$172.1M
Shares
5.08M
% Port
3.13%
V
13.VTRS

VIATRIS INC

+8.7%
Value
$156.9M
Shares
9.88M
% Port
2.86%
U
14.UBER

UBER TECHNOLOGIES INC

+23.2%
Value
$129.4M
Shares
1.79M
% Port
2.36%
C
15.CNC

CENTENE CORP DEL

-41.3%
Value
$121.1M
Shares
1.89M
% Port
2.20%
B
16.BFLY

BUTTERFLY NETWORK INC

Unchanged
Value
$120.7M
Shares
14.34M
% Port
2.20%
C
17.CI

THE CIGNA GROUP

-17.4%
Value
$113.6M
Shares
412.2K
% Port
2.07%
H
18.HUM

HUMANA INC

-24.1%
Value
$101M
Shares
254.2K
% Port
1.84%
B

BLOCK INC

-12.3%
Value
$91M
Shares
1.20M
% Port
1.66%
D
20.DKS

DICKS SPORTING GOODS INC

+34.2%
Value
$91M
Shares
401.1K
% Port
1.66%
G
21.GENI

GENIUS SPORTS LIMITED

+57.6%
Value
$81.8M
Shares
13.50M
% Port
1.49%
O
22.ONTO

ONTO INNOVATION INC

-31.3%
Value
$77.9M
Shares
205.8K
% Port
1.42%
L
23.LLY

ELI LILLY & CO

Value
$69.3M
Shares
57.8K
% Port
1.26%
U
24.UAL

UNITED AIRLS HLDGS INC

-0.4%
Value
$67.3M
Shares
494.7K
% Port
1.23%
E
25.EYE

NATIONAL VISION HLDGS INC

+98.0%
Value
$59M
Shares
3.10M
% Port
1.07%
C
26.CSCO

CISCO SYS INC

+21.6%
Value
$48.5M
Shares
413.3K
% Port
0.88%
E
27.ESI

ELEMENT SOLUTIONS INC

-38.9%
Value
$47.5M
Shares
994.6K
% Port
0.86%
A
28.AMAT

APPLIED MATLS INC

-66.9%
Value
$47.1M
Shares
65.2K
% Port
0.86%
M
29.MKSI

MKS INC.

Value
$43.8M
Shares
98.5K
% Port
0.80%
F
30.FUN

SIX FLAGS ENTERTAINMENT CORP

-9.2%
Value
$43M
Shares
2.02M
% Port
0.78%
S

STMICROELECTRONICS N V

Value
$41.9M
Shares
560.1K
% Port
0.76%
A
32.ABBV

ABBVIE INC

Value
$37.5M
Shares
148.9K
% Port
0.68%
A
33.AZN

ASTRAZENECA PLC

Value
$34.9M
Shares
184.3K
% Port
0.64%
B
34.BLCO

BAUSCH PLUS LOMB CORP

+0.4%
Value
$31.8M
Shares
1.92M
% Port
0.58%
B
35.BKR

BAKER HUGHES COMPANY

+62.5%
Value
$27.4M
Shares
493.5K
% Port
0.50%
E
36.ELV

ELEVANCE HEALTH INC FORMERLY

Value
$25.8M
Shares
66.6K
% Port
0.47%
M

MICROCHIP TECHNOLOGY INC.

Value
$24.2M
Shares
265.6K
% Port
0.44%
A
38.A

AGILENT TECHNOLOGIES INC

Value
$15.5M
Shares
116.6K
% Port
0.28%
B

BRUKER CORP

Value
$15.2M
Shares
252.2K
% Port
0.28%
N

NOVARTIS AG

Value
$13.6M
Shares
86.9K
% Port
0.25%
D
41.DOCN

DIGITALOCEAN HLDGS INC

-66.1%
Value
$13.3M
Shares
84.8K
% Port
0.24%
P
42.PRMB

PRIMO BRANDS CORPORATION

-23.7%
Value
$9.9M
Shares
405.0K
% Port
0.18%
B
43.BSX

BOSTON SCIENTIFIC CORP

Value
$4.8M
Shares
113.1K
% Port
0.09%
C
44.CAH

CARDINAL HEALTH INC

Value
$4.3M
Shares
18.0K
% Port
0.08%
T
45.TECH

BIO-TECHNE CORP

-68.7%
Value
$4.1M
Shares
58.3K
% Port
0.07%