Institutions / Glenview Capital Management, LLC / Activity
Activity — Glenview Capital Management, LLC
57 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | 124155110 Common stock | $-30.2K | -1.7M -100.00% | 0 | low |
| Q1 2026 as of | Exit | Ginkgo Bioworks Holdings, Inc. Common stock | $-1.24M | -149K -100.00% | 0 | low |
| Q1 2026 as of | Trim | United Airlines Holdings Inc Common stock | $-1.33M | -14K -2.82% | 496,860 1.24% of portfolio | low |
| Q1 2026 as of | Add | Dick's Sporting Goods Inc Common stock | $2.97M | +15K +5.28% | 298,911 1.60% of portfolio | low |
| Q1 2026 as of | Add | National Vision Holdings, Inc. Common stock | $3.54M | +137K +9.56% | 1,565,917 1.10% of portfolio | low |
| Q1 2026 as of | Exit | METC Ramaco Resources, Inc. Common Stock | $-3.60M | -200K -100.00% | 0 | low |
| Q1 2026 as of | Add | Myriad Genetics Inc Common stock | $3.71M | +825K +17.97% | 5,411,978 0.66% of portfolio | low |
| Q1 2026 as of | Add | BLCO Bausch & Lomb Corp Common Stock | $4.08M | +257K +15.52% | 1,910,496 0.82% of portfolio | low |
| Q1 2026 as of | Exit | Sensient Technologies Corp Common stock | $-4.70M | -50K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 760125104 Common stock | $-6.04M | -205K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Ambarella Inc Common stock | $-7.08M | -100K -100.00% | 0 | medium |
| Q1 2026 as of | Add | DXC Technology Company Common stock | $7.28M | +580K +6.97% | 8,895,875 3.03% of portfolio | medium |
| Q1 2026 as of | Trim | Danaher Corp /De Common stock | $-8.33M | -44K -21.94% | 156,275 0.80% of portfolio | medium |
| Q1 2026 as of | New | Primo Brands Corp Common stock | $10.00M | +531K | 531,051 0.27% of portfolio | medium |
| Q1 2026 as of | Exit | Vistra Corp. Common stock | $-10.66M | -66K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Constellation Energy Corp Common stock | $-10.74M | -30K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | MKS Inc Common stock | $-11.86M | -74K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Thermo Fisher Scientific Inc. Common stock | $13.06M | +27K +11.87% | 250,525 3.33% of portfolio | medium |
| Q1 2026 as of | Trim | Zillow Group, Inc. Common stock | $-15.47M | -374K -32.13% | 789,670 0.88% of portfolio | medium |
| Q1 2026 as of | Exit | Solstice Advanced Materials Inc. Common stock | $-16.38M | -337K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Talen Energy Corp Common stock | $-16.40M | -44K -100.00% | 0 | medium |
| Q1 2026 as of | New | Intel Corp Common stock | $17.63M | +400K | 399,506 0.48% of portfolio | medium |
| Q1 2026 as of | New | Akamai Technologies Inc Common stock | $17.97M | +156K | 156,453 0.49% of portfolio | medium |
| Q1 2026 as of | New | Baker Hughes Co Common stock | $18.54M | +304K | 303,675 0.50% of portfolio | medium |
| Q1 2026 as of | Add | Six Flags Entertainment Corporation/NEW Common stock | $19.54M | +1.1M +98.08% | 2,223,149 1.07% of portfolio | medium |
| Q1 2026 as of | Exit | Rh Common stock | $-19.95M | -111K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Synopsys Inc Common stock | $-22.39M | -48K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | BIO-TECHNE Corp Common stock | $-22.66M | -434K -69.95% | 186,312 0.26% of portfolio | medium |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $23.09M | +68K +52.10% | 197,209 1.82% of portfolio | medium |
| Q1 2026 as of | Trim | Onto Innovation Inc. Common stock | $-23.60M | -115K -27.75% | 299,721 1.66% of portfolio | medium |
| Q1 2026 as of | Trim | ZoomInfo Technologies Inc. Common stock | $-24.52M | -4.1M -20.49% | 15,905,242 2.57% of portfolio | medium |
| Q1 2026 as of | Trim | Surgery Partners, Inc. Common stock | $-24.53M | -2.1M -53.34% | 1,800,000 0.58% of portfolio | medium |
| Q1 2026 as of | New | Cisco Systems, Inc. Common stock | $26.37M | +340K | 339,819 0.71% of portfolio | medium |
| Q1 2026 as of | Trim | Viatris Inc Common stock | $-27.02M | -2.0M -18.04% | 9,087,244 3.32% of portfolio | medium |
| Q1 2026 as of | Add | Genius Sports Ltd Common stock | $28.93M | +6.5M +321.68% | 8,560,888 1.03% of portfolio | medium |
| Q1 2026 as of | Add | Global Payments Inc Common stock | $29.56M | +439K +7.42% | 6,360,392 11.59% of portfolio | medium |
| Q1 2026 as of | Add | Block, Inc. Common stock | $30.87M | +513K +60.24% | 1,364,471 2.22% of portfolio | medium |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $31.24M | +150K +16.50% | 1,059,270 5.97% of portfolio | medium |
| Q1 2026 as of | Exit | McKesson Corp Common stock | $-35.27M | -43K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Element Solutions Inc Common stock | $-41.15M | -1.2M -42.53% | 1,628,683 1.51% of portfolio | medium |
| Q1 2026 as of | Exit | Qnity Electronics, Inc. Common stock | $-42.33M | -518K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Biogen Inc. Common stock | $-42.82M | -234K -80.38% | 57,019 0.28% of portfolio | medium |
| Q1 2026 as of | Add | Centene Corp Common stock | $44.45M | +1.4M +73.16% | 3,213,646 2.85% of portfolio | medium |
| Q1 2026 as of | Exit | Iqvia Holdings Inc. Common stock | $-45.02M | -200K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Lionsgate Studios Corp. Common stock | $-45.34M | -4.7M -62.98% | 2,778,781 0.72% of portfolio | medium |
| Q1 2026 as of | Exit | Accenture plc Common stock | $-51.33M | -191K -100.00% | 0 | high |
| Q1 2026 as of | Add | Advanced Micro Devices Inc Common stock | $52.20M | +257K +65.10% | 650,792 3.58% of portfolio | high |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $53.82M | +748K +105.72% | 1,455,872 2.83% of portfolio | high |
| Q1 2026 as of | New | Humana Inc Common stock | $58.07M | +335K | 334,892 1.57% of portfolio | high |
| Q1 2026 as of | Add | Cigna Group Common stock | $58.54M | +219K +78.56% | 498,841 3.60% of portfolio | high |