Investment fund · Form 13F
Glenview Capital
As of 30 Jun 2026 · filed 14 Aug 2026, 45 days later · GLENVIEW CAPITAL MANAGEMENT, LLC · SEC EDGAR ↗
Reported value$5.0BUS-listed shares, without options
Positions42spread like 17.9 equal ones
Largest ten64%of the reported value
Since 31 Mar 202612 · 13 · 14 · 11new · added to · reduced · no longer reported
By sector
Technology
31.1%
Health care
29.7%
Financials
12.9%
Consumer discretionary
10.4%
Consumer staples
10.2%
Industrials
4.5%
Materials
0.9%
Not classified
0.3%
Sectors come from each company's SEC industry code, grouped as on the sector pages. Companies not yet in this site's catalogue show as not classified.
Every reported position
Largest first, with its share of the reported value and how the number of shares compares with the quarter before. Share counts are adjusted for any split between the two dates.
| Company | Share of total | Value | Shares | Since 31 Mar 2026 |
|---|---|---|---|---|
| GPN Global Payments Inc | 12.9% | $646.3M | 8.9M | Added to |
| CVS CVS Health Corp | 10.0% | $499.1M | 4.8M | Reduced |
| THC Tenet Healthcare Corp COM NEW | 8.4% | $418.2M | 2.2M | Added to |
| TMO Thermo Fisher Scientific Inc. | 6.3% | $314.5M | 627,240 | Added to |
| AMZN Amazon Com Inc | 6.1% | $303.1M | 1.3M | Added to |
| A Agilent Technologies, Inc. | 5.2% | $261.6M | 2.0M | New |
| DHR Danaher Corp | 4.4% | $218.3M | 1.1M | Added to |
| META Meta Platforms, Inc. CL A | 4.0% | $201.0M | 356,841 | Added to |
| AMD Advanced Micro Devices Inc | 3.5% | $173.3M | 298,410 | Reduced |
| TEVA Teva Pharmaceutical Industries Ltd SPONSORED ADS | 3.4% | $172.1M | 5.1M | Reduced |
| VTRS Viatris Inc | 3.1% | $156.9M | 9.9M | Added to |
| UBER Uber Technologies, Inc | 2.6% | $129.4M | 1.8M | Added to |
| CNC Centene Corp | 2.4% | $121.1M | 1.9M | Reduced |
| BFLY Butterfly Network, Inc. COM CL A | 2.4% | $120.7M | 14.3M | Unchanged |
| CI Cigna Group | 2.3% | $113.6M | 412,223 | Reduced |
| HUM Humana Inc | 2.0% | $101.0M | 254,216 | Reduced |
| XYZ Block, Inc. CL A | 1.8% | $91.0M | 1.2M | Reduced |
| DKS DICK'S Sporting Goods, Inc. | 1.8% | $91.0M | 401,067 | Added to |
| GENI Genius Sports Ltd SHARES CL A | 1.6% | $81.8M | 13.5M | Added to |
| ONTO Onto Innovation Inc. | 1.6% | $77.9M | 205,791 | Reduced |
| LLY ELI Lilly & Co | 1.4% | $69.3M | 57,771 | New |
| UAL United Airlines Holdings, Inc. | 1.3% | $67.3M | 494,736 | Unchanged |
| EYE National Vision Holdings, Inc. | 1.2% | $59.0M | 3.1M | Added to |
| CSCO Cisco Systems, Inc. | 1.0% | $48.5M | 413,332 | Added to |
| ESI Element Solutions Inc | 0.9% | $47.5M | 994,579 | Reduced |
| AMAT Applied Materials Inc | 0.9% | $47.1M | 65,201 | Reduced |
| MKSI MKS Inc | 0.9% | $43.8M | 98,532 | New |
| FUN Six Flags Entertainment Corporation | 0.9% | $43.0M | 2.0M | Reduced |
| STM STMicroelectronics N.V. NY REGISTRY | 0.8% | $41.9M | 560,060 | New |
| ABBV AbbVie Inc. | 0.7% | $37.5M | 148,913 | New |
| AZN Astrazeneca plc | 0.7% | $34.9M | 184,279 | New |
| BLCO Bausch & Lomb Corp COMMON SHARES | 0.6% | $31.8M | 1.9M | Unchanged |
| BKR Baker Hughes Co CL A | 0.5% | $27.4M | 493,519 | Added to |
| ELV Elevance Health, Inc. | 0.5% | $25.8M | 66,599 | New |
| MCHP Microchip Technology Inc | 0.5% | $24.2M | 265,577 | New |
| BRKR Bruker Corp | 0.3% | $15.2M | 252,169 | New |
| NVS Novartis AG SPONSORED ADR | 0.3% | $13.6M | 86,909 | New |
| DOCN DigitalOcean Holdings, Inc. | 0.3% | $13.3M | 84,812 | Reduced |
| PRMB Primo Brands Corp CLASS A COM SHS | 0.2% | $9.9M | 404,971 | Reduced |
| BSX Boston Scientific Corp | 0.1% | $4.8M | 113,096 | New |
| CAH Cardinal Health Inc | 0.1% | $4.3M | 18,018 | New |
| TECH BIO-TECHNE Corp | 0.1% | $4.1M | 58,324 | Reduced |
The filing also lists 3 option positions (puts and calls), with an underlying value of $485.5M. They are left out of the table and of the weights: the value of an option line is that of the shares it refers to, not what the option cost.
No longer reported
In the 31 Mar 2026 filing and not in this one. The form does not say why: the position may have been sold, moved to another entity or fallen below the reporting threshold.
What a 13F leaves out. It is filed up to 45 days after the quarter ends, so it shows positions that may already have changed. It lists only long positions in US-listed shares and some options: no short positions, no cash, no bonds, no shares listed elsewhere, and nothing about when or why anything was bought or sold. It describes part of a fund at one date — not what the fund is doing, and not a reason to do anything.