← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
43
Total value
$3.57B
Top 10 concentration
68.3%
New positions
20
Exited positions· 25 vs. Q2 2024
- CORTEVA INC ($273.61M)
- ISHARES TR ($233.75M)
- SPDR S&P 500 ETF TR ($126.75M)
- CENTENE CORP DEL ($94.9M)
- HCA HEALTHCARE INC ($62.84M)
- WESCO INTL INC ($60.52M)
- AVIS BUDGET GROUP ($55.38M)
- ELEVANCE HEALTH INC ($53.42M)
- BROOKDALE SR LIVING INC ($47.86M)
- DUN & BRADSTREET HLDGS INC ($33.43M)
- EXACT SCIENCES CORP ($26.59M)
- TELEFLEX INCORPORATED ($25.76M)
Holdings · 43
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CVS HEALTH CORP CVS · 126650100 | COM | $565.42M | 15.84% | 8,196,799 | -10.5% |
| 2 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $515.68M | 14.45% | 2,930,005 | -37.2% |
| 3 | GLOBAL PMTS INC GPN · 37940X102 | COM | $345.52M | 9.68% | 4,316,892 | +38.4% |
| 4 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | SPONSORED ADS | $265.21M | 7.43% | 15,824,223 | +72.8% |
| 5 | ZOOMINFO TECHNOLOGIES INC GTM · 98980F104 | COMMON STOCK | $165.78M | 4.64% | 16,381,399 | +944.8% |
| 6 | ALIGHT INC ALIT · 01626W101 | COM CL A | $138M | 3.87% | 24,382,328 | -21.0% |
| 7 | AMAZON COM INC AMZN · 023135106 | COM | $123.49M | 3.46% | 562,874 | +60.6% |
| 8 | THE CIGNA GROUP CI · 125523100 | COM | $122.94M | 3.44% | 371,893 | -71.3% |
| 9 | US FOODS HLDG CORP USFD · 912008109 | COM | $106.19M | 2.97% | 1,378,881 | -44.7% |
| 10 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $89.7M | 2.51% | 5,866,547 | -32.6% |
| 11 | EXPEDIA GROUP INC EXPE · 30212P303 | COM NEW | $85.73M | 2.40% | 508,256 | -15.2% |
| 12 | META PLATFORMS INC META · 30303M102 | CL A | $85.57M | 2.40% | 115,934 | New |
| 13 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $74.78M | 2.09% | 1,006,144 | New |
| 14 | VIATRIS INC VTRS · 92556V106 | COM | $73.65M | 2.06% | 8,247,584 | +27.0% |
| 15 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $70.55M | 1.98% | 389,477 | -67.1% |
| 16 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $63.78M | 1.79% | 2,816,046 | -55.5% |
| 17 | DICKS SPORTING GOODS INC DKS · 253393102 | COM | $57.47M | 1.61% | 290,532 | New |
| 18 | KNIGHT-SWIFT TRANSN HLDGS IN KNX · 499049104 | CL A | $51.74M | 1.45% | 1,169,876 | -19.6% |
| 19 | AVIS BUDGET GROUP 053774105 · Call | COM | $45.64M | 1.28% | 270,000 | New |
| 20 | UNITED AIRLS HLDGS INC UAL · 910047109 | COM | $45.3M | 1.27% | 568,862 | New |
| 21 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $40.55M | 1.14% | 100,000 | New |
| 22 | WESTERN DIGITAL CORP WDC · 958102105 | COM | $38.43M | 1.08% | 600,570 | New |
| 23 | BRUNSWICK CORP BC · 117043109 | COM | $36.38M | 1.02% | 658,501 | +54.7% |
| 24 | SURGERY PARTNERS INC SGRY · 86881A100 | COM | $33.99M | 0.95% | 1,529,225 | New |
| 25 | MARVELL TECHNOLOGY INC MRVL · 573874104 | COM | $31.5M | 0.88% | 407,012 | -52.8% |
| 26 | JBT MAREL CORPORATION JBTM · 477839104 | COM | $29.03M | 0.81% | 241,387 | New |
| 27 | WAYFAIR INC W · 94419L101 | CL A | $27M | 0.76% | 527,892 | New |
| 28 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $24.88M | 0.70% | 266,671 | -77.7% |
| 29 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $24.36M | 0.68% | 4,587,407 | +22.4% |
| 30 | MKS INC. MKSI · 55306N104 | COM | $23.08M | 0.65% | 232,296 | New |
| 31 | CLARIVATE PLC CLVT · G21810109 | ORD SHS | $20.46M | 0.57% | 4,758,136 | -81.5% |
| 32 | BAUSCH PLUS LOMB CORP BLCO · 071705107 | COMMON SHARES | $20.22M | 0.57% | 1,553,855 | New |
| 33 | COOPER COS INC COO · 216648501 | COM | $19.97M | 0.56% | 280,688 | New |
| 34 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $19.91M | 0.56% | 9,955,144 | +23.9% |
| 35 | MCKESSON CORP MCK · 58155Q103 | COM | $18.75M | 0.53% | 25,584 | -90.4% |
| 36 | NATIONAL VISION HLDGS INC EYE · 63845R107 | COM | $18.7M | 0.52% | 812,534 | New |
| 37 | IQVIA HLDGS INC IQV · 46266C105 | COM | $15.76M | 0.44% | 100,000 | New |
| 38 | RH RH · 74967X103 | COM | $12.46M | 0.35% | 65,922 | New |
| 39 | DANAHER CORPORATION DHR · 235851102 | COM | $9.88M | 0.28% | 50,000 | New |
| 40 | ON SEMICONDUCTOR CORP ON · 682189105 | COM | $9.13M | 0.26% | 174,191 | New |
| 41 | GINKGO BIOWORKS HOLDINGS INC DNA · 37611X209 | CL A NEW | $1.68M | 0.05% | 149,379 | New |
| 42 | SANDISK CORP SNDK · 80004C200 | COM | $1.18M | 0.03% | 26,030 | New |
| 43 | BUTTERFLY NETWORK INC BFLY · 124155110 | *W EXP 02/12/202 | $103.31K | 0.00% | 1,713,333 | — |
Total filing value: $3.57B