Institutions / Glenview Capital Management, LLC
Glenview Capital Management, LLC
CIK 1138995 · Institution · as of Mar 31, 2026
Portfolio value
$3.69B
Positions
41
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$3.69B-21.3%Positions
41-24.1%Top holdings
Mar 31, 2026View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| CVS HEALTH Corp | $588.69M | 15.9% |
| Global Payments Inc | $428.05M | 11.6% |
| Tenet Healthcare Corp | $287.76M | 7.8% |
| Amazon.com Inc | $220.61M | 6.0% |
| Teva Pharmaceutical Industries LtdTEVA | $200.61M | 5.4% |
| Cigna Group | $133.07M | 3.6% |
| Advanced Micro Devices Inc | $132.39M | 3.6% |
| Thermo Fisher Scientific Inc. | $123.14M | 3.3% |
| Viatris Inc | $122.77M | 3.3% |
| DXC Technology Company | $111.82M | 3.0% |
| Centene Corp | $105.21M | 2.8% |
| Uber Technologies, Inc | $104.72M | 2.8% |
| ZoomInfo Technologies Inc. | $95.11M | 2.6% |
| Block, Inc. | $82.11M | 2.2% |
| Meta Platforms Inc | $70.18M | 1.9% |
| Applied Materials Inc /De | $67.40M | 1.8% |
| Onto Innovation Inc. | $61.46M | 1.7% |
| Dick's Sporting Goods Inc | $59.27M | 1.6% |
| Humana Inc | $58.07M | 1.6% |
| Butterfly Network, Inc. | $57.91M | 1.6% |
| Element Solutions Inc | $55.60M | 1.5% |
| United Airlines Holdings Inc | $45.75M | 1.2% |
| National Vision Holdings, Inc. | $40.56M | 1.1% |
| Six Flags Entertainment Corporation/NEW | $39.46M | 1.1% |
| Genius Sports Ltd | $37.92M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | TEVA Teva Pharmaceutical Industries Ltd ADR | $-303.01M | -10.1M -60.17% | 6,660,220 5.43% of portfolio | high |
| Q1 2026 as of | Trim | DigitalOcean Holdings, Inc. | $-150.48M | -1.8M -87.53% | 250,000 0.58% of portfolio | high |
| Q1 2026 as of | Exit | Expedia Group Inc | $-91.12M | -322K -100.00% | — | high |
| Q1 2026 as of | Trim | Tenet Healthcare Corp | $-86.60M | -459K -23.13% | 1,524,854 7.79% of portfolio | high |
| Q1 2026 as of | Exit | Knight-Swift Transportation Holdings Inc. | $-76.27M | -1.5M -100.00% | — | high |
| Q1 2026 as of | Trim | US Foods Holding Corp. | $-69.50M | -754K -66.25% | 384,007 0.96% of portfolio | high |
| Q1 2026 as of | Add | Meta Platforms Inc | $63.56M | +111K +959.99% | 122,662 1.90% of portfolio | high |
| Q1 2026 as of | Add | Cigna Group | $58.54M | +219K +78.56% | 498,841 3.60% of portfolio | high |
| Q1 2026 as of | New | Humana Inc | $58.07M | +335K | 334,892 1.57% of portfolio | high |
| Q1 2026 as of | Add | Uber Technologies, Inc | $53.82M | +748K +105.72% | 1,455,872 2.83% of portfolio | high |