Investor
GLENVIEW CAPITAL MANAGEMENT, LLC
CIK 0001138995 · filed 2026-05-15 · SEC filing
13F book
$3.98B
Positions
41
6 new · 19 sold
Largest name
14.8%
Cvs Health Corp · CVS
Est. mark
−$307.1M
Price effect on 35 names still held. Flow −$693.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cvs Health Corp | CVS | 8.2M | $588.7M | 14.8% | −$61.8M | Held |
| Global Pmts Inc | — | 6.36M | $428.1M | 10.7% | −$59.8M | Added−$30.2M |
| Tenet Healthcare Corp | THC | 1.52M | $287.8M | 7.2% | −$15.3M | Cut−$106.5M |
| Amazon Com Inc | AMZN | 1.06M | $220.6M | 5.5% | −$20.5M | Added$10.7M |
| Teva Pharmaceutical Inds Ltd | — | 6.66M | $200.6M | 5.0% | −$7.26M | Cut−$321.2M |
| Cigna Group | CI | 498.8K | $133.1M | 3.3% | −$2.37M | Added$56.2M |
| Advanced Micro Devices Inc | AMD | 650.8K | $132.4M | 3.3% | −$4.23M | Added$48M |
| Thermo Fisher Scientific Inc. | TMO | 250.5K | $123.1M | 3.1% | −$19.7M | Added−$6.63M |
| Viatris Inc | VTRS | 9.09M | $122.8M | 3.1% | $9.63M | Cut−$15.3M |
| Dxc Technology Co | DXC | 8.9M | $111.8M | 2.8% | −$17.3M | Added−$10M |
| Centene Corp Del | — | 3.21M | $105.2M | 2.6% | −$15.6M | Added$28.8M |
| Uber Technologies, Inc | UBER | 1.46M | $104.7M | 2.6% | −$6.92M | Added$46.9M |
| ZoomInfo Technologies Inc. | GTM | 15.9M | $95.1M | 2.4% | −$66.6M | Cut−$108.3M |
| Block Inc | — | 1.36M | $82.1M | 2.1% | −$4.18M | Added$26.7M |
| Meta Platforms, Inc. | META | 122.7K | $70.2M | 1.8% | −$1.02M | Added$62.5M |
| Applied Matls Inc | — | 197.2K | $67.4M | 1.7% | $11M | Added$34.1M |
| Onto Innovation Inc. | ONTO | 299.7K | $61.5M | 1.5% | $14.1M | Cut−$4.02M |
| Dicks Sporting Goods Inc | — | 298.9K | $59.3M | 1.5% | $90.9K | Added$3.07M |
| Humana Inc | HUM | 334.9K | $58.1M | 1.5% | — | New |
| Butterfly Network, Inc. | BFLY | 14.3M | $57.9M | 1.5% | $3.44M | Held |
| Element Solutions Inc | ESI | 1.63M | $55.6M | 1.4% | $14.9M | Cut−$15.2M |
| United Airls Hldgs Inc | — | 496.9K | $45.7M | 1.1% | −$9.81M | Cut−$11.4M |
| National Vision Hldgs Inc | — | 1.57M | $40.6M | 1.0% | $114.3K | Added$3.65M |
| Six Flags Entertainment Corp | — | 2.22M | $39.5M | 1.0% | $2.7M | Added$22.2M |
| Genius Sports Limited | — | 8.56M | $37.9M | 1.0% | −$13.4M | Added$15.6M |
| Us Foods Hldg Corp | — | 384K | $35.4M | 0.9% | $6.49M | Cut−$50.3M |
| Zillow Group Inc | — | 789.7K | $32.7M | 0.8% | −$21.2M | Cut−$46.7M |
| Lithia Mtrs Inc | — | 127.6K | $31.9M | 0.8% | −$10.5M | Held |
| Bausch Plus Lomb Corp | — | 1.91M | $30.4M | 0.8% | −$1.95M | Added$2.13M |
| Danaher Corporation | — | 156.3K | $29.6M | 0.7% | −$6.14M | Cut−$16.2M |
| Lionsgate Studios Corp. | LION | 2.78M | $26.6M | 0.7% | $1.28M | Cut−$41.9M |
| Cisco Sys Inc | — | 339.8K | $26.4M | 0.7% | — | New |
| Myriad Genetics Inc | MYGN | 5.41M | $24.4M | 0.6% | −$7.57M | Added−$3.86M |
| Surgery Partners, Inc. | SGRY | 1.8M | $21.5M | 0.5% | −$6.35M | Cut−$38.2M |
| Digitalocean Hldgs Inc | — | 250K | $21.4M | 0.5% | $9.41M | Cut−$75M |
| Baker Hughes Company | — | 303.7K | $18.5M | 0.5% | — | New |
| Akamai Technologies Inc | AKAM | 156.5K | $18M | 0.5% | — | New |
| Intel Corp | INTC | 399.5K | $17.6M | 0.4% | — | New |
| Biogen Inc. | BIIB | 57K | $10.5M | 0.3% | $418.5K | Cut−$40.7M |
| Primo Brands Corp | PRMB | 531.1K | $10M | 0.3% | — | New |
| Bio-Techne Corp | TECH | 186.3K | $9.74M | 0.2% | −$1.22M | Cut−$26.7M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.