EdgeMarket › What Glenview Capital Management, Llc reported owning

What Glenview Capital Management, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

4.0B

Positions

44

Quarter

2026-03-31

Shown below

41
largest by value
holdingvalue% of booksharesprice1y
CVS
CVS HEALTH Corp
588.7M14.8%8.2M93.02+31.3%
GPN
GLOBAL PAYMENTS INC
428.1M10.7%6.4M93.49+9.0%
THC
TENET HEALTHCARE CORP
287.8M7.2%1.5M280.77+54.3%
AMZN
AMAZON COM INC
220.6M5.5%1.1M258.63+15.6%
TEVA
TEVA PHARMACEUTICAL INDUSTRIES LTD
200.6M5.0%6.7M37.34+112.0%
CI
Cigna Group
133.1M3.3%498.8K277.51-8.9%
AMD
ADVANCED MICRO DEVICES INC
132.4M3.3%650.8K473.25+186.5%
TMO
THERMO FISHER SCIENTIFIC INC.
123.1M3.1%250.5K629.27+27.2%
VTRS
Viatris Inc
122.8M3.1%9.1M16.32+53.2%
DXC
DXC Technology Co
111.8M2.8%8.9M10.80-21.2%
CNC
CENTENE CORP
105.2M2.6%3.2M65.02+121.2%
UBER
Uber Technologies, Inc
104.7M2.6%1.5M78.80-15.9%
GTM
ZoomInfo Technologies Inc.
95.1M2.4%15.9M3.97-60.7%
XYZ
Block, Inc.
82.1M2.1%1.4M82.16+10.8%
META
Meta Platforms, Inc.
70.2M1.8%122.7K549.90-26.5%
AMAT
APPLIED MATERIALS INC /DE
67.4M1.7%197.2K492.32+205.9%
ONTO
ONTO INNOVATION INC.
61.5M1.5%299.7K293.33+176.9%
DKS
DICK'S SPORTING GOODS, INC.
59.3M1.5%298.9K183.23-17.8%
HUM
HUMANA INC
58.1M1.5%334.9K378.88+30.6%
BFLY
Butterfly Network, Inc.
57.9M1.5%14.3M9.55+577.3%
ESI
Element Solutions Inc
55.6M1.4%1.6M35.31+41.0%
UAL
United Airlines Holdings, Inc.
45.7M1.1%496.9K113.17+13.4%
EYE
National Vision Holdings, Inc.
40.6M1.0%1.6M17.88-26.1%
FUN
Six Flags Entertainment Corporation/NEW
39.5M1.0%2.2M16.73-36.0%
GENI
Genius Sports Ltd
37.9M1.0%8.6M8.06-36.2%
USFD
US Foods Holding Corp.
35.4M0.9%384.0K109.62+39.1%
Z
ZILLOW GROUP, INC.
32.7M0.8%789.7K35.88-55.8%
LAD
LITHIA MOTORS INC
31.9M0.8%127.6K370.73+20.9%
BLCO
Bausch & Lomb Corp
30.4M0.8%1.9M17.24+18.6%
DHR
DANAHER CORP /DE/
29.6M0.7%156.3K218.85+3.5%
LION
Lionsgate Studios Corp.
26.6M0.7%2.8M11.51+85.3%
CSCO
CISCO SYSTEMS, INC.
26.4M0.7%339.8K111.04+65.5%
MYGN
MYRIAD GENETICS INC
24.4M0.6%5.4M3.20-42.1%
SGRY
Surgery Partners, Inc.
21.5M0.5%1.8M14.52-39.1%
DOCN
DigitalOcean Holdings, Inc.
21.4M0.5%250.0K115.64+282.8%
BKR
Baker Hughes Co
18.5M0.5%303.7K62.34+45.5%
AKAM
AKAMAI TECHNOLOGIES INC
18.0M0.5%156.5K110.42+45.2%
INTC
INTEL CORP
17.6M0.4%399.5K90.07+282.6%
BIIB
BIOGEN INC.
10.5M0.3%57.0K216.78+56.0%
PRMB
Primo Brands Corp
10.0M0.3%531.1K23.12-7.8%
TECH
BIO-TECHNE Corp
9.7M0.2%186.3K72.32+33.1%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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