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Stock research / United States / Funds / Glenview Capital Management, LLC

Glenview Capital Management, LLC

CIK 1138995 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Glenview Capital Management, LLC reported 42 US-listed holdings worth $5.01 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Global Payments Inc. (12.9%), CVS Health Corp. (10.0%) and Tenet Healthcare Corp. (8.4%). Against the quarter before, it opened 12 positions, added to 14, trimmed 15 and sold out of 11.

Reported holdings$5.01B+35.5% on Q1 2026
Positions42+1 on Q1 2026
The largest ten64.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
GPN12.9%CVS10.0%THC8.4%TMO6.3%AMZN6.1%A5.2%DHR4.4%META4.0%AMD3.5%TEVA3.4%VTRS3.1%UBER2.6%CNC2.4%BFLY2.4%28 more25.4%

The 14 largest of its 42 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $4.74 billion in 43 positions$4.74BQ3 24Q4 2024: $3.96 billion in 36 positions$3.96BQ4 24Q1 2025: $4.05 billion in 44 positions$4.05BQ1 25Q2 2025: $3.52 billion in 42 positions$3.52BQ2 25Q3 2025: $4.11 billion in 53 positions$4.11BQ3 25Q4 2025: $4.69 billion in 54 positions$4.69BQ4 25Q1 2026: $3.69 billion in 41 positions$3.69BQ1 26Q2 2026: $5.01 billion in 42 positions$5.01BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 12Added 14Held 1Trimmed 15Sold out 11
Opened: 12Added: 14Held: 1Trimmed: 15Sold out: 11

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 12

  1. Agilent Technologies, Inc. A$261.6 million
  2. Eli Lilly & Co. LLY$69.3 million
  3. MKS Inc. MKSI$43.8 million
  4. STMicroelectronics N.V. STM$41.9 million
  5. AbbVie Inc. ABBV$37.5 million
  6. AstraZeneca PLC AZN$34.9 million
  7. Elevance Health, Inc. ELV$25.8 million
  8. Microchip Technology Inc. MCHP$24.2 million

and 4 more in the table below

Added to 14

  1. Thermo Fisher Scientific Inc. TMO+376,715 shares · +150%
  2. Danaher Corp. DHR+989,704 shares · +633%
  3. Global Payments Inc. GPN+2.5 million shares · +40%
  4. Tenet Healthcare Corp. THC+710,812 shares · +47%
  5. Meta Platforms, Inc. META+234,179 shares · +191%
  6. Amazon.com Inc. AMZN+212,417 shares · +20%
  7. Genius Sports Limited GENI+4.9 million shares · +58%
  8. National Vision Holdings, Inc. EYE+1.5 million shares · +98%

and 6 more in the table below

Trimmed 15

  1. CVS Health Corp. CVS-3.4 million shares · -41%
  2. Advanced Micro Devices Inc. AMD-352,382 shares · -54%
  3. Applied Materials Inc. AMAT-132,008 shares · -67%
  4. Centene Corp. CNC-1.3 million shares · -41%
  5. Teva Pharmaceutical Industries Ltd. TEVA-1.6 million shares · -24%
  6. Onto Innovation Inc. ONTO-93,930 shares · -31%
  7. Humana Inc. HUM-80,676 shares · -24%
  8. Element Solutions Inc. ESI-634,104 shares · -39%

and 7 more in the table below

Sold out of 11

  1. DXC Technology Co. DXC$111.8 million last quarter
  2. ZoomInfo Technologies Inc. GTM$95.1 million last quarter
  3. US Foods Holding Corp. USFD$35.4 million last quarter
  4. Zillow Group Inc. Z$32.7 million last quarter
  5. Lithia Motors Inc. LAD$31.9 million last quarter
  6. Lionsgate Studios Corp. LION$26.6 million last quarter
  7. Myriad Genetics Inc. MYGN$24.4 million last quarter
  8. Surgery Partners Inc. SGRY$21.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Global Payments Inc. GPN8,906,709$646.3 million12.91%+2,546,317
CVS Health Corp. CVS4,824,799$499.1 million9.97%-3,372,000
Tenet Healthcare Corp. THC2,235,666$418.2 million8.35%+710,812
Thermo Fisher Scientific Inc. TMO627,240$314.5 million6.28%+376,715
Amazon.com Inc. AMZN1,271,687$303.1 million6.05%+212,417
Agilent Technologies, Inc. A1,969,541$261.6 million5.23%new
Danaher Corp. DHR1,145,979$218.3 million4.36%+989,704
Meta Platforms, Inc. META356,841$201.0 million4.02%+234,179
Advanced Micro Devices Inc. AMD298,410$173.3 million3.46%-352,382
Teva Pharmaceutical Industries Ltd. TEVA5,081,091$172.1 million3.44%-1,579,129
Viatris Inc. VTRS9,877,409$156.9 million3.13%+790,165
Uber Technologies, Inc. UBER1,793,598$129.4 million2.59%+337,726
Centene Corp. CNC1,886,055$121.1 million2.42%-1,327,591
Butterfly Network Inc. BFLY14,335,055$120.7 million2.41%no change
Cigna Group CI412,223$113.6 million2.27%-86,618
Humana Inc. HUM254,216$101.0 million2.02%-80,676
Block, Inc. XYZ1,197,046$91.0 million1.82%-167,425
Dick'S Sporting Goods, Inc. DKS401,067$91.0 million1.82%+102,156
Genius Sports Limited GENI13,495,287$81.8 million1.63%+4,934,399
Onto Innovation Inc. ONTO205,791$77.9 million1.56%-93,930
Eli Lilly & Co. LLY57,771$69.3 million1.38%new
United Airlines Holdings, Inc. UAL494,736$67.3 million1.34%-2,124
National Vision Holdings, Inc. EYE3,101,083$59.0 million1.18%+1,535,166
Cisco Systems, Inc. CSCO413,332$48.5 million0.97%+73,513
Element Solutions Inc. ESI994,579$47.5 million0.95%-634,104
Applied Materials Inc. AMAT65,201$47.1 million0.94%-132,008
MKS Inc. MKSI98,532$43.8 million0.88%new
Six Flags Entertainment Corporation FUN2,017,821$43.0 million0.86%-205,328
STMicroelectronics N.V. STM560,060$41.9 million0.84%new
AbbVie Inc. ABBV148,913$37.5 million0.75%new
AstraZeneca PLC AZN184,279$34.9 million0.70%new
Bausch Plus Lomb Corp. BLCO1,918,148$31.8 million0.63%+7,652
Baker Hughes Co. BKR493,519$27.4 million0.55%+189,844
Elevance Health, Inc. ELV66,599$25.8 million0.51%new
Microchip Technology Inc. MCHP265,577$24.2 million0.48%new
Bruker Corp. BRKR252,169$15.2 million0.30%new
Novartis AG NVS86,909$13.6 million0.27%new
DigitalOcean Holdings, Inc. DOCN84,812$13.3 million0.27%-165,188
Primo Brands Corporation PRMB404,971$9.9 million0.20%-126,080
Boston Scientific Corp. BSX113,096$4.8 million0.10%new
Cardinal Health Inc. CAH18,018$4.3 million0.09%new
Bio-Techne Corp. TECH58,324$4.1 million0.08%-127,988
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 11 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
iShares Russell 2000 ETF IWMPuts918,200$275.9 million
SPDR S&P 500 SPYPuts260,000$194.2 million
Agilent Technologies, Inc. ACalls116,600$15.5 million

3 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.