Glenview Capital Management, LLC
Net buyer this quarter
$5.49B
42
+$211M
58.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GPN | $646M | 11.77% | 3.35% | +40.0% | Q3 2013 |
 CVS | $499M | 9.09% | 0.38% | -41.1% | Q3 2017 |
 THC | $418M | 7.62% | 2.60% | +46.6% | Q2 2013 |
 TMO | $314M | 5.73% | 0.17% | +150.4% | Q2 2013 |
 AMZN | $303M | 5.52% | 0.01% | +20.1% | Q4 2020 |
 A | $262M | 4.76% | 0.70% | Not reported | Q3 2015 |
 DHR | $218M | 3.97% | 0.16% | +633.3% | Q3 2014 |
 META | $201M | 3.66% | Not reported | +190.9% | Q1 2018 |
 AMD | $173M | 3.16% | 0.02% | -54.2% | Q4 2025 |
 TEVA | $172M | 3.13% | 0.44% | -23.7% | Q2 2015 |
 VTRS | $157M | 2.86% | 0.85% | +8.7% | Q4 2023 |
 UBER | $129M | 2.36% | 0.09% | +23.2% | Q2 2021 |
 CNC | $121M | 2.20% | 0.38% | -41.3% | Q3 2014 |
 BFLY | $121M | 2.20% | Not reported | Not reported | Q1 2021 |
 CI | $114M | 2.07% | 0.16% | -17.4% | Q2 2013 |
 HUM | $101M | 1.84% | 0.21% | -24.1% | Q2 2013 |
 XYZ | $91M | 1.66% | Not reported | -12.3% | Q3 2025 |
 DKS | $91M | 1.66% | 0.43% | +34.2% | Q2 2025 |
 GENI | $81.8M | 1.49% | 134.95% | +57.6% | Q4 2025 |
 ONTO | $77.9M | 1.42% | 0.42% | -31.3% | Q3 2025 |
 LLY | $69.3M | 1.26% | 0.01% | New | Q2 2026 |
 UAL | $67.3M | 1.23% | 0.15% | -0.4% | Q1 2025 |
 EYE | $59M | 1.07% | 3.87% | +98.0% | Q2 2025 |
 CSCO | $48.5M | 0.88% | 0.01% | +21.6% | Q1 2026 |
 ESI | $47.5M | 0.86% | 0.41% | -38.9% | Q1 2019 |
 AMAT | $47.1M | 0.86% | 0.01% | -66.9% | Q1 2014 |
 MKSI | $43.8M | 0.80% | 0.15% | Not reported | Q3 2023 |
 FUN | $43M | 0.78% | 1.97% | -9.2% | Q4 2025 |
 STM | $41.9M | 0.76% | 0.06% | New | Q2 2026 |
 ABBV | $37.5M | 0.68% | 0.01% | Not reported | Q1 2015 |
 AZN | $34.9M | 0.64% | Not reported | New | Q2 2026 |
 BLCO | $31.8M | 0.58% | 0.54% | +0.4% | Q3 2022 |
 BKR | $27.4M | 0.50% | 0.05% | +62.5% | Q1 2026 |
 ELV | $25.8M | 0.47% | 0.03% | Not reported | Q4 2014 |
 MCHP | $24.2M | 0.44% | 0.05% | New | Q2 2026 |
 BRKR | $15.2M | 0.28% | 0.17% | Not reported | Q3 2025 |
 NVS | $13.6M | 0.25% | 0.00% | New | Q2 2026 |
 DOCN | $13.3M | 0.24% | 0.08% | -66.1% | Q4 2025 |
 PRMB | $9.9M | 0.18% | 0.11% | -23.7% | Q1 2026 |
 BSX | $4.83M | 0.09% | 0.01% | Not reported | Q1 2020 |
 CAH | $4.28M | 0.08% | 0.01% | Not reported | Q4 2017 |
 TECH | $4.12M | 0.08% | 0.04% | -68.7% | Q3 2025 |
| Q1 2026 | |||||
| CVS | $589M | 14.78% | 0.64% | Not reported | Q3 2017 |
| GPN | $428M | 10.75% | 2.33% | +7.4% | Q3 2013 |
| THC | $288M | 7.22% | 1.75% | -23.1% | Q2 2013 |
| AMZN | $221M | 5.54% | 0.01% | +16.5% | Q4 2020 |
| TEVA | $201M | 5.04% | 0.57% | -60.2% | Q2 2015 |
| CI | $133M | 3.34% | 0.19% | +78.6% | Q2 2013 |
| AMD | $132M | 3.32% | 0.04% | +65.1% | Q4 2025 |
| TMO | $123M | 3.09% | 0.07% | +11.9% | Q2 2013 |
| VTRS | $123M | 3.08% | 0.79% | -18.0% | Q4 2023 |
 DXC | $112M | 2.81% | 5.24% | +7.0% | Q2 2017 |
| CNC | $105M | 2.64% | 0.65% | +73.2% | Q3 2014 |
| UBER | $105M | 2.63% | 0.07% | +105.7% | Q2 2021 |
 GTM | $95.1M | 2.39% | 5.37% | -20.5% | Q2 2022 |
| XYZ | $82.1M | 2.06% | Not reported | +60.2% | Q3 2025 |
| META | $70.2M | 1.76% | Not reported | +960.0% | Q1 2018 |
| AMAT | $67.4M | 1.69% | 0.02% | +52.1% | Q1 2014 |
| ONTO | $61.5M | 1.54% | 0.60% | -27.8% | Q3 2025 |
| DKS | $59.3M | 1.49% | 0.32% | +5.3% | Q2 2025 |
| HUM | $58.1M | 1.46% | 0.28% | Not reported | Q2 2013 |
| BFLY | $57.9M | 1.45% | Not reported | Not reported | Q1 2021 |
| ESI | $55.6M | 1.40% | 0.67% | -42.5% | Q1 2019 |
| UAL | $45.7M | 1.15% | 0.15% | -2.8% | Q1 2025 |
| EYE | $40.6M | 1.02% | 1.97% | +9.6% | Q2 2025 |
| FUN | $39.5M | 0.99% | 2.18% | +98.1% | Q4 2025 |
| GENI | $37.9M | 0.95% | 85.61% | +321.7% | Q4 2025 |
 USFD | $35.4M | 0.89% | 0.17% | -66.3% | Q4 2021 |
 Z | $32.7M | 0.82% | Not reported | -32.1% | Q3 2025 |
 LAD | $31.9M | 0.80% | 0.56% | Not reported | Q2 2014 |
| BLCO | $30.4M | 0.76% | 0.54% | +15.5% | Q3 2022 |
| DHR | $29.6M | 0.74% | 0.02% | -21.9% | Q3 2014 |
 LION | $26.6M | 0.67% | 0.96% | -63.0% | Q3 2025 |
| CSCO | $26.4M | 0.66% | 0.01% | New | Q1 2026 |
 MYGN | $24.4M | 0.61% | 5.73% | +18.0% | Q3 2019 |
 SGRY | $21.5M | 0.54% | 1.38% | -53.3% | Q2 2025 |
| DOCN | $21.4M | 0.54% | 0.24% | -87.5% | Q4 2025 |
| BKR | $18.5M | 0.47% | 0.03% | New | Q1 2026 |
 AKAM | $18M | 0.45% | 0.11% | New | Q1 2026 |
 INTC | $17.6M | 0.44% | 0.01% | Not reported | Q1 2017 |
 BIIB | $10.5M | 0.26% | 0.04% | -80.4% | Q4 2025 |
| PRMB | $10M | 0.25% | 0.15% | New | Q1 2026 |
| TECH | $9.74M | 0.24% | 0.12% | -70.0% | Q3 2025 |
| Q4 2025 | |||||
| CVS | $650M | 13.24% | 0.64% | Not reported | Q3 2017 |
| TEVA | $522M | 10.62% | 1.45% | +0.2% | Q2 2015 |
| GPN | $458M | 9.33% | 2.50% | +15.2% | Q3 2013 |
| THC | $394M | 8.02% | 2.26% | -14.6% | Q2 2013 |
| AMZN | $210M | 4.27% | 0.01% | +39.4% | Q4 2020 |
| GTM | $203M | 4.14% | 6.51% | +8.1% | Q2 2022 |
| VTRS | $138M | 2.81% | 0.96% | +34.4% | Q4 2023 |
| TMO | $130M | 2.64% | 0.06% | -20.9% | Q2 2013 |
| DXC | $122M | 2.48% | 4.78% | -0.3% | Q2 2017 |
| DOCN | $96.4M | 1.96% | 2.18% | New | Q4 2025 |
 EXPE | $91.1M | 1.85% | 0.28% | -10.6% | Q2 2020 |
| USFD | $85.7M | 1.74% | 0.52% | +6.8% | Q4 2021 |
| AMD | $84.4M | 1.72% | 0.02% | New | Q4 2025 |
| Z | $79.4M | 1.62% | Not reported | +30.8% | Q3 2025 |
| CI | $76.9M | 1.56% | 0.11% | +48.8% | Q2 2013 |
| CNC | $76.4M | 1.55% | 0.38% | +398.9% | Q3 2014 |
 KNX | $76.3M | 1.55% | 0.90% | +69.7% | Q2 2022 |
| ESI | $70.8M | 1.44% | 1.17% | +28.4% | Q1 2019 |
| LION | $68.5M | 1.39% | 2.59% | +50.1% | Q3 2025 |
| ONTO | $65.5M | 1.33% | 0.85% | +53.3% | Q3 2025 |
| SGRY | $59.6M | 1.21% | 2.98% | +51.5% | Q2 2025 |
| UBER | $57.8M | 1.18% | 0.03% | +50.0% | Q2 2021 |
| UAL | $57.2M | 1.16% | 0.16% | -12.2% | Q1 2025 |
| DKS | $56.2M | 1.14% | 0.30% | -19.3% | Q2 2025 |
| XYZ | $55.4M | 1.13% | Not reported | +164.2% | Q3 2025 |
| BFLY | $54.5M | 1.11% | Not reported | +44.0% | Q1 2021 |
 ACN | $51.3M | 1.04% | 0.03% | New | Q4 2025 |
| BIIB | $51.1M | 1.04% | 0.20% | New | Q4 2025 |
| DHR | $45.8M | 0.93% | 0.03% | -24.3% | Q3 2014 |
 IQV | $45M | 0.92% | 0.12% | +14.3% | Q4 2017 |
| LAD | $42.4M | 0.86% | 0.54% | +72.2% | Q2 2014 |
 Q | $42.3M | 0.86% | 0.25% | +707.1% | Q4 2025 |
| EYE | $36.9M | 0.75% | 1.80% | +3.7% | Q2 2025 |
| TECH | $36.5M | 0.74% | 0.40% | +65.7% | Q3 2025 |
 MCK | $35.3M | 0.72% | 0.03% | -23.9% | Q2 2013 |
| AMAT | $33.3M | 0.68% | 0.02% | Not reported | Q1 2014 |
| BLCO | $28.2M | 0.57% | 0.47% | +6.4% | Q3 2022 |
| MYGN | $28.2M | 0.57% | 4.91% | Not reported | Q3 2019 |
 SNPS | $22.4M | 0.46% | 0.02% | +123.8% | Q3 2025 |
| GENI | $22.4M | 0.46% | 20.30% | New | Q4 2025 |
 RH | $19.9M | 0.41% | 0.59% | +38.6% | Q2 2025 |
| FUN | $17.2M | 0.35% | 1.10% | New | Q4 2025 |
 TLN | $16.4M | 0.33% | 0.10% | New | Q4 2025 |
 SOLS | $16.4M | 0.33% | 0.21% | New | Q4 2025 |
| MKSI | $11.9M | 0.24% | 0.11% | -56.8% | Q3 2023 |
 CEG | $10.7M | 0.22% | 0.01% | New | Q4 2025 |
 VST | $10.7M | 0.22% | 0.02% | New | Q4 2025 |
| META | $7.64M | 0.16% | Not reported | Not reported | Q1 2018 |
 AMBA | $7.08M | 0.14% | 0.23% | New | Q4 2025 |
 RTO | $6.04M | 0.12% | 0.01% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| CVS | $618M | 13.76% | 0.65% | Not reported | Q3 2017 |
| THC | $472M | 10.50% | 2.63% | -20.7% | Q2 2013 |
| GPN | $427M | 9.51% | 2.17% | +19.1% | Q3 2013 |
| TEVA | $337M | 7.51% | 1.46% | +5.5% | Q2 2015 |
| GTM | $202M | 4.49% | 5.90% | +13.0% | Q2 2022 |
| AMZN | $143M | 3.19% | 0.01% | +15.9% | Q4 2020 |
| TMO | $137M | 3.05% | 0.08% | +182.9% | Q2 2013 |
| DXC | $114M | 2.53% | 4.66% | +42.2% | Q2 2017 |
 UHS | $98.6M | 2.19% | Not reported | +23.8% | Q2 2014 |
 PYPL | $89.4M | 1.99% | 0.14% | +32.5% | Q3 2015 |
| VTRS | $81.7M | 1.82% | 0.71% | Not reported | Q4 2023 |
| USFD | $81.6M | 1.82% | 0.47% | -22.7% | Q4 2021 |
| DKS | $78.1M | 1.74% | 0.38% | +21.0% | Q2 2025 |
| EXPE | $76.9M | 1.71% | 0.31% | -29.2% | Q2 2020 |
| Z | $68.5M | 1.53% | Not reported | New | Q3 2025 |
 ALIT | $66.4M | 1.48% | 4.56% | -16.4% | Q3 2022 |
 ICLR | $65M | 1.45% | 0.49% | New | Q3 2025 |
 MRVL | $56.9M | 1.27% | 0.08% | +66.3% | Q2 2016 |
| UAL | $56.2M | 1.25% | 0.18% | +2.3% | Q1 2025 |
| ESI | $55.6M | 1.24% | 0.91% | -21.6% | Q1 2019 |
| SGRY | $55.1M | 1.23% | 1.97% | +66.5% | Q2 2025 |
| CI | $54.1M | 1.20% | 0.07% | -49.5% | Q2 2013 |
| DHR | $52.4M | 1.17% | 0.04% | +428.8% | Q3 2014 |
| UBER | $46.2M | 1.03% | 0.02% | +76.9% | Q2 2021 |
| MCK | $43.6M | 0.97% | 0.05% | +120.7% | Q2 2013 |
| EYE | $40.2M | 0.90% | 1.74% | +69.6% | Q2 2025 |
| ONTO | $35M | 0.78% | 0.55% | New | Q3 2025 |
| LION | $34.5M | 0.77% | 1.73% | New | Q3 2025 |
| KNX | $34M | 0.76% | 0.53% | -26.5% | Q2 2022 |
| IQV | $33.2M | 0.74% | 0.10% | +74.7% | Q4 2017 |
| MYGN | $33.2M | 0.74% | 4.93% | Not reported | Q3 2019 |
 PINS | $26M | 0.58% | 0.63% | Not reported | Q4 2024 |
| LAD | $23.4M | 0.52% | 0.30% | Not reported | Q2 2014 |
| BLCO | $23.4M | 0.52% | 0.44% | Not reported | Q3 2022 |
| XYZ | $23.3M | 0.52% | Not reported | New | Q3 2025 |
 EHC | $21.3M | 0.47% | 0.17% | Not reported | Q3 2021 |
| MKSI | $21.3M | 0.47% | 0.26% | -26.0% | Q3 2023 |
| TECH | $20.8M | 0.46% | 0.24% | New | Q3 2025 |
 BC | $19.8M | 0.44% | 0.48% | -52.5% | Q3 2023 |
| BFLY | $19.2M | 0.43% | Not reported | Not reported | Q1 2021 |
 CLVT | $19M | 0.42% | 0.75% | +4.3% | Q2 2022 |
 BAX | $16.9M | 0.38% | 0.14% | Not reported | Q4 2018 |
| RH | $16.3M | 0.36% | 0.43% | +21.9% | Q2 2025 |
| CNC | $13.3M | 0.30% | 0.08% | Not reported | Q3 2014 |
| SNPS | $10.5M | 0.23% | 0.01% | New | Q3 2025 |
| BRKR | $10.4M | 0.23% | 0.21% | New | Q3 2025 |
 DD | $10M | 0.22% | 0.03% | Not reported | Q4 2020 |
 ILMN | $9.66M | 0.22% | 0.07% | New | Q3 2025 |
| META | $8.5M | 0.19% | Not reported | -90.0% | Q1 2018 |
 OSCR | $7.73M | 0.17% | Not reported | Not reported | Q1 2025 |