# GLENVIEW CAPITAL MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1138995. Source: https://holderbook.com/funds/1138995-glenview-capital-management-llc/

- Reported value: $5.5B
- Positions: 44
- Weight of the ten largest: 61.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| GLOBAL PMTS INC | [GPN](https://holderbook.com/stocks/GPN/) | $646.3M | 8,906,709 | 11.8% | 23 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $499.1M | 4,824,799 | 9.1% | 11 |
| TENET HEALTHCARE CORP | [THC](https://holderbook.com/stocks/THC/) | $418.2M | 2,235,666 | 7.6% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $314.5M | 627,240 | 5.7% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $303.1M | 1,271,687 | 5.5% | 14 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $277.1M | 1,969,541 | 5.0% | 1 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $275.9M | 0 | 5.0% | 2 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $218.3M | 1,145,979 | 4.0% | 5 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $201.0M | 356,841 | 3.7% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $194.2M | 0 | 3.5% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $173.3M | 298,410 | 3.2% | 3 |
| TEVA PHARMACEUTICAL INDS LTD | [TEVA](https://holderbook.com/stocks/TEVA/) | $172.1M | 5,081,091 | 3.1% | 11 |
| VIATRIS INC | [VTRS](https://holderbook.com/stocks/VTRS/) | $156.9M | 9,877,409 | 2.9% | 11 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $129.4M | 1,793,598 | 2.4% | 21 |
| CENTENE CORP DEL | [CNC](https://holderbook.com/stocks/CNC/) | $121.1M | 1,886,055 | 2.2% | 4 |
| BUTTERFLY NETWORK INC | [BFLY](https://holderbook.com/stocks/BFLY/) | $120.7M | 14,335,055 | 2.2% | 22 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $113.6M | 412,223 | 2.1% | 31 |
| HUMANA INC | [HUM](https://holderbook.com/stocks/HUM/) | $101.0M | 254,216 | 1.8% | 2 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $91.0M | 1,197,046 | 1.7% | 4 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $91.0M | 401,067 | 1.7% | 5 |
| GENIUS SPORTS LIMITED | [GENI](https://holderbook.com/stocks/GENI/) | $81.8M | 13,495,287 | 1.5% | 3 |
| ONTO INNOVATION INC | [ONTO](https://holderbook.com/stocks/ONTO/) | $77.9M | 205,791 | 1.4% | 4 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $69.3M | 57,771 | 1.3% | 1 |
| UNITED AIRLS HLDGS INC | [UAL](https://holderbook.com/stocks/UAL/) | $67.3M | 494,736 | 1.2% | 6 |
| NATIONAL VISION HLDGS INC | [EYE](https://holderbook.com/stocks/EYE/) | $59.0M | 3,101,083 | 1.1% | 5 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $48.5M | 413,332 | 0.9% | 2 |
| ELEMENT SOLUTIONS INC | [ESI](https://holderbook.com/stocks/ESI/) | $47.5M | 994,579 | 0.9% | 30 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $47.1M | 65,201 | 0.9% | 3 |
| MKS INC. | [MKSI](https://holderbook.com/stocks/MKSI/) | $43.8M | 98,532 | 0.8% | 1 |
| SIX FLAGS ENTERTAINMENT CORP | [FUN](https://holderbook.com/stocks/FUN/) | $43.0M | 2,017,821 | 0.8% | 3 |
| STMICROELECTRONICS N V | [STM](https://holderbook.com/stocks/STM/) | $41.9M | 560,060 | 0.8% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $37.5M | 148,913 | 0.7% | 1 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $34.9M | 184,279 | 0.6% | 1 |
| BAUSCH PLUS LOMB CORP | [BLCO](https://holderbook.com/stocks/BLCO/) | $31.8M | 1,918,148 | 0.6% | 6 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $27.4M | 493,519 | 0.5% | 2 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $25.8M | 66,599 | 0.5% | 1 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $24.2M | 265,577 | 0.4% | 1 |
| BRUKER CORP | [BRKR](https://holderbook.com/stocks/BRKR/) | $15.2M | 252,169 | 0.3% | 1 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $13.6M | 86,909 | 0.2% | 1 |
| DIGITALOCEAN HLDGS INC | [DOCN](https://holderbook.com/stocks/DOCN/) | $13.3M | 84,812 | 0.2% | 3 |
| PRIMO BRANDS CORPORATION | [PRMB](https://holderbook.com/stocks/PRMB/) | $9.9M | 404,971 | 0.2% | 2 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $4.8M | 113,096 | 0.1% | 1 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $4.3M | 18,018 | 0.1% | 1 |
| BIO-TECHNE CORP | [TECH](https://holderbook.com/stocks/TECH/) | $4.1M | 58,324 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +29.8% | +14.8% | +15.0% | 100% |
| Q1 2026 | -5.9% | -4.6% | -1.3% | 100% |
| Q4 2025 | +5.9% | +2.4% | +3.6% | 100% |
| Q3 2025 | +7.9% | +7.8% | +0.1% | 100% |
| Q2 2025 | +7.9% | +10.5% | -2.6% | 100% |
| Q1 2025 | -0.3% | -4.6% | +4.2% | 100% |
| Q4 2024 | -7.5% | +2.1% | -9.7% | 100% |
| Q3 2024 | +12.7% | +5.4% | +7.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.5B | 44 |
| Q1 2026 | $4.0B | 43 |
| Q4 2025 | $4.9B | 57 |
| Q3 2025 | $4.5B | 54 |
| Q2 2025 | $3.6B | 43 |
| Q1 2025 | $4.1B | 44 |
| Q4 2024 | $4.0B | 36 |
| Q3 2024 | $5.2B | 45 |
| Q2 2024 | $5.1B | 48 |
| Q1 2024 | $5.7B | 45 |
| Q4 2023 | $4.7B | 42 |
| Q3 2023 | $4.4B | 49 |