Funds › Glenview Capital Management, LLC
Glenview Capital Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 42 positions worth $5.5B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GPN Global Payments Inc. | 8.91M | $646.3M | 11.8% | +40.0% | 13F ↗ |
| 2 | CVS CVS Health Corporation | 4.82M | $499.1M | 9.1% | -41.1% | 13F ↗ |
| 3 | THC Tenet Healthcare Corporation | 2.24M | $418.2M | 7.6% | +46.6% | 13F ↗ |
| 4 | TMO Thermo Fisher Scientific Inc | 627,240 | $314.5M | 5.7% | +150% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 1.27M | $303.1M | 5.5% | +20.1% | 13F ↗ |
| 6 | A Agilent Technologies, Inc. | 1.97M | $261.6M | 4.8% | New | 13F ↗ |
| 7 | DHR Danaher Corporation | 1.15M | $218.3M | 4.0% | +633% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 356,841 | $201.0M | 3.7% | +191% | 13F ↗ |
| 9 | AMD Advanced Micro Devices, Inc. | 298,410 | $173.3M | 3.2% | -54.1% | 13F ↗ |
| 10 | Teva Pharmaceutical Industries Ltd ADR | 5.08M | $172.1M | 3.1% | -23.7% | 13F ↗ |
| 11 | VTRS Viatris Inc. | 9.88M | $156.9M | 2.9% | +8.7% | 13F ↗ |
| 12 | UBER Uber Technologies, Inc. | 1.79M | $129.4M | 2.4% | +23.2% | 13F ↗ |
| 13 | CNC Centene Corporation | 1.89M | $121.1M | 2.2% | -41.3% | 13F ↗ |
| 14 | BFLY Butterfly Network, Inc. | 14.34M | $120.7M | 2.2% | Unchanged | 13F ↗ |
| 15 | CI The Cigna Group | 412,223 | $113.6M | 2.1% | -17.4% | 13F ↗ |
| 16 | HUM Humana Inc. | 254,216 | $101.0M | 1.8% | -24.1% | 13F ↗ |
| 17 | XYZ Block, Inc. | 1.20M | $91.0M | 1.7% | -12.3% | 13F ↗ |
| 18 | DKS Dick's Sporting Goods Inc | 401,067 | $91.0M | 1.7% | +34.2% | 13F ↗ |
| 19 | GENI Genius Sports Limited | 13.50M | $81.8M | 1.5% | +57.6% | 13F ↗ |
| 20 | ONTO Onto Innovation Inc. | 205,791 | $77.9M | 1.4% | -31.3% | 13F ↗ |
| 21 | LLY Eli Lilly and Company | 57,771 | $69.3M | 1.3% | New | 13F ↗ |
| 22 | UAL United Airlines Holdings, Inc. | 494,736 | $67.3M | 1.2% | -0.4% | 13F ↗ |
| 23 | EYE National Vision Holdings, Inc. | 3.10M | $59.0M | 1.1% | +98.0% | 13F ↗ |
| 24 | CSCO Cisco Systems, Inc. | 413,332 | $48.5M | 0.9% | +21.6% | 13F ↗ |
| 25 | ESI Element Solutions Inc. | 994,579 | $47.5M | 0.9% | -38.9% | 13F ↗ |
| 26 | AMAT Applied Materials, Inc. | 65,201 | $47.1M | 0.9% | -66.9% | 13F ↗ |
| 27 | MKSI MKS Inc. | 98,532 | $43.8M | 0.8% | New | 13F ↗ |
| 28 | FUN Six Flags Entertainment Corporation | 2.02M | $43.0M | 0.8% | -9.2% | 13F ↗ |
| 29 | STM STMicroelectronics N.V. | 560,060 | $41.9M | 0.8% | New | 13F ↗ |
| 30 | ABBV AbbVie Inc. | 148,913 | $37.5M | 0.7% | New | 13F ↗ |
| 31 | AZN AstraZeneca PLC | 184,279 | $34.9M | 0.6% | New | 13F ↗ |
| 32 | BLCO Bausch + Lomb Corporation | 1.92M | $31.8M | 0.6% | +0.4% | 13F ↗ |
| 33 | BKR Baker Hughes Company | 493,519 | $27.4M | 0.5% | +62.5% | 13F ↗ |
| 34 | ELV Elevance Health, Inc. | 66,599 | $25.8M | 0.5% | New | 13F ↗ |
| 35 | MCHP Microchip Technology Incorporated | 265,577 | $24.2M | 0.4% | New | 13F ↗ |
| 36 | BRKR Bruker Corporation | 252,169 | $15.2M | 0.3% | New | 13F ↗ |
| 37 | NVS Novartis AG · ADR | 86,909 | $13.6M | 0.2% | New | 13F ↗ |
| 38 | DOCN DigitalOcean Holdings, Inc. | 84,812 | $13.3M | 0.2% | -66.1% | 13F ↗ |
| 39 | PRMB Primo Brands Corporation · Common Stocks | 404,971 | $9.9M | 0.2% | -23.7% | 13F ↗ |
| 40 | BSX Boston Scientific Corporation | 113,096 | $4.8M | 0.1% | New | 13F ↗ |
| 41 | CAH Cardinal Health, Inc. | 18,018 | $4.3M | 0.1% | New | 13F ↗ |
| 42 | TECH Bio-Techne Corp | 58,324 | $4.1M | 0.1% | -68.7% | 13F ↗ |
Changes since Q1 2026
12 new, 14 added to, 15 trimmed, 11 exited, 1 unchanged. By estimated dollars.
New positions (12)
| A Agilent Technologies, Inc. | 1.97M | New | $261.6M |
| LLY Eli Lilly and Company | 57,771 | New | $69.3M |
| MKSI MKS Inc. | 98,532 | New | $43.8M |
| STM STMicroelectronics N.V. | 560,060 | New | $41.9M |
| ABBV AbbVie Inc. | 148,913 | New | $37.5M |
| AZN AstraZeneca PLC | 184,279 | New | $34.9M |
| ELV Elevance Health, Inc. | 66,599 | New | $25.8M |
| MCHP Microchip Technology Incorporated | 265,577 | New | $24.2M |
| BRKR Bruker Corporation | 252,169 | New | $15.2M |
| NVS Novartis AG · ADR | 86,909 | New | $13.6M |
Added to (14)
| TMO Thermo Fisher Scientific Inc | 627,240 | +150% | $188.9M |
| DHR Danaher Corporation | 1.15M | +633% | $188.5M |
| GPN Global Payments Inc. | 8.91M | +40.0% | $184.8M |
| THC Tenet Healthcare Corporation | 2.24M | +46.6% | $133.0M |
| META Meta Platforms, Inc. | 356,841 | +191% | $131.9M |
| AMZN Amazon.com, Inc. | 1.27M | +20.1% | $50.6M |
| GENI Genius Sports Limited | 13.50M | +57.6% | $29.9M |
| EYE National Vision Holdings, Inc. | 3.10M | +98.0% | $29.2M |
| UBER Uber Technologies, Inc. | 1.79M | +23.2% | $24.4M |
| DKS Dick's Sporting Goods Inc | 401,067 | +34.2% | $23.2M |
Trimmed (15)
| CVS CVS Health Corporation | 4.82M | -41.1% | -$348.8M |
| AMD Advanced Micro Devices, Inc. | 298,410 | -54.1% | -$204.7M |
| AMAT Applied Materials, Inc. | 65,201 | -66.9% | -$95.4M |
| CNC Centene Corporation | 1.89M | -41.3% | -$85.2M |
| Teva Pharmaceutical Industries Ltd ADR | 5.08M | -23.7% | -$53.5M |
| ONTO Onto Innovation Inc. | 205,791 | -31.3% | -$35.5M |
| HUM Humana Inc. | 254,216 | -24.1% | -$32.0M |
| ESI Element Solutions Inc. | 994,579 | -38.9% | -$30.3M |
| DOCN DigitalOcean Holdings, Inc. | 84,812 | -66.1% | -$25.9M |
| CI The Cigna Group | 412,223 | -17.4% | -$23.9M |
Exited (11)
| DXC DXC Technology Company | 8.90M | Exited | -$111.8M |
| GTM ZoomInfo Technologies Inc. | 15.91M | Exited | -$95.1M |
| USFD US Foods Holding Corp. | 384,007 | Exited | -$35.4M |
| Z Zillow Group, Inc. Class C | 789,670 | Exited | -$32.7M |
| LAD Lithia Motors, Inc. | 127,605 | Exited | -$31.9M |
| LION Lionsgate Studios Corp | 2.78M | Exited | -$26.6M |
| MYGN Myriad Genetics, Inc. | 5.41M | Exited | -$24.4M |
| SGRY Surgery Partners, Inc. | 1.80M | Exited | -$21.5M |
| AKAM Akamai Technologies, Inc. | 156,453 | Exited | -$18.0M |
| INTC Intel Corporation | 399,506 | Exited | -$17.6M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer