Holdings of GLENVIEW CAPITAL MANAGEMENT, LLC
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.3 % of the equity sleeve
Sector breakdown
- Health care 34.2 %
- Technology 6.8 %
- Consumer discretionary 6.1 %
- Industrials 4.2 %
- Materials 3.4 %
- Financials 2.3 %
- Communication 1.9 %
- Consumer staples 1.0 %
- Unattributed 40.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 37 | 3.4B $ | 94.43 % |
| 2 | IL | 1 | 200.6M $ | 5.57 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | CVS Health Corp | 8,196,799 | 588.7M $ | |
| 2 | Global Payments Inc | 6,360,392 | 428.1M $ | |
| 3 | Tenet Healthcare Corp | 1,524,854 | 287.8M $ | |
| 4 | Amazon.com Inc | 1,059,270 | 220.6M $ | |
| 5 | Teva Pharmaceutical Industries Ltd | 6,660,220 | 200.6M $ | |
| 6 | Cigna Group/The | 498,841 | 133.1M $ | |
| 7 | Advanced Micro Devices Inc | 650,792 | 132.4M $ | |
| 8 | Thermo Fisher Scientific Inc | 250,525 | 123.1M $ | |
| 9 | Viatris Inc | 9,087,244 | 122.8M $ | |
| 10 | DXC Technology Co | 8,895,875 | 111.8M $ | |
| 11 | Centene Corp | 3,213,646 | 105.2M $ | |
| 12 | Uber Technologies Inc | 1,455,872 | 104.7M $ | |
| 13 | ZoomInfo Technologies Inc | 15,905,242 | 95.1M $ | |
| 14 | Block Inc | 1,364,471 | 82.1M $ | |
| 15 | Meta Platforms Inc | 122,662 | 70.2M $ | |
| 16 | Applied Materials Inc | 197,209 | 67.4M $ | |
| 17 | Onto Innovation Inc | 299,721 | 61.5M $ | |
| 18 | Dick's Sporting Goods Inc | 298,911 | 59.3M $ | |
| 19 | Humana Inc | 334,892 | 58.1M $ | |
| 20 | Butterfly Network Inc | 14,335,055 | 57.9M $ | |
| 21 | Element Solutions Inc | 1,628,683 | 55.6M $ | |
| 22 | United Airlines Holdings Inc | 496,860 | 45.7M $ | |
| 23 | National Vision Holdings Inc | 1,565,917 | 40.6M $ | |
| 24 | Six Flags Entertainment Corp | 2,223,149 | 39.5M $ | |
| 25 | US Foods Holding Corp | 384,007 | 35.4M $ | |
| 26 | Zillow Group Inc | 789,670 | 32.7M $ | |
| 27 | Lithia Motors Inc | 127,605 | 31.9M $ | |
| 28 | Danaher Corp | 156,275 | 29.6M $ | |
| 29 | Cisco Systems, Inc. | 339,819 | 26.4M $ | |
| 30 | Myriad Genetics Inc | 5,411,978 | 24.4M $ | |
| 31 | Surgery Partners Inc | 1,800,000 | 21.5M $ | |
| 32 | DigitalOcean Holdings Inc | 250,000 | 21.4M $ | |
| 33 | Baker Hughes Co | 303,675 | 18.5M $ | |
| 34 | Akamai Technologies Inc | 156,453 | 18M $ | |
| 35 | Intel Corp | 399,506 | 17.6M $ | |
| 36 | Biogen Inc | 57,019 | 10.5M $ | |
| 37 | Primo Brands Corp | 531,051 | 10M $ | |
| 38 | Bio-Techne Corp | 186,312 | 9.7M $ | |