← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
54
Total value
$4.49B
Top 10 concentration
65.1%
New positions
18
Exited positions· 7 vs. Q2 2025
Holdings · 54
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CVS HEALTH CORP CVS · 126650100 | COM | $617.96M | 13.76% | 8,196,799 | — |
| 2 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $471.8M | 10.50% | 2,323,679 | -20.7% |
| 3 | GLOBAL PMTS INC GPN · 37940X102 | COM | $427.19M | 9.51% | 5,141,892 | +19.1% |
| 4 | SPDR S&P 500 ETF TR 78462F103 · Put | TR UNIT | $377.52M | 8.40% | 566,700 | New |
| 5 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | SPONSORED ADS | $337.19M | 7.51% | 16,692,680 | +5.5% |
| 6 | ZOOMINFO TECHNOLOGIES INC GTM · 98980F104 | COMMON STOCK | $201.89M | 4.49% | 18,505,242 | +13.0% |
| 7 | AMAZON COM INC AMZN · 023135106 | COM | $143.19M | 3.19% | 652,138 | +15.9% |
| 8 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $137.23M | 3.05% | 282,941 | +182.9% |
| 9 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $113.67M | 2.53% | 8,339,897 | +42.2% |
| 10 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $98.57M | 2.19% | 482,169 | +23.8% |
| 11 | PAYPAL HLDGS INC PYPL · 70450Y103 | COM | $89.42M | 1.99% | 1,333,370 | +32.5% |
| 12 | VIATRIS INC VTRS · 92556V106 | COM | $81.65M | 1.82% | 8,247,584 | — |
| 13 | US FOODS HLDG CORP USFD · 912008109 | COM | $81.63M | 1.82% | 1,065,329 | -22.7% |
| 14 | DICKS SPORTING GOODS INC DKS · 253393102 | COM | $78.13M | 1.74% | 351,601 | +21.0% |
| 15 | EXPEDIA GROUP INC EXPE · 30212P303 | COM NEW | $76.91M | 1.71% | 359,793 | -29.2% |
| 16 | ZILLOW GROUP INC Z · 98954M200 | CL C CAP STK | $68.55M | 1.53% | 889,666 | New |
| 17 | ALIGHT INC ALIT · 01626W101 | COM CL A | $66.43M | 1.48% | 20,377,772 | -16.4% |
| 18 | ICON PLC ICLR · G4705A100 | SHS | $65M | 1.45% | 371,418 | New |
| 19 | MARVELL TECHNOLOGY INC MRVL · 573874104 | COM | $56.91M | 1.27% | 676,980 | +66.3% |
| 20 | UNITED AIRLS HLDGS INC UAL · 910047109 | COM | $56.16M | 1.25% | 582,009 | +2.3% |
| 21 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $55.55M | 1.24% | 2,207,167 | -21.6% |
| 22 | SURGERY PARTNERS INC SGRY · 86881A100 | COM | $55.11M | 1.23% | 2,546,735 | +66.5% |
| 23 | THE CIGNA GROUP CI · 125523100 | COM | $54.12M | 1.20% | 187,757 | -49.5% |
| 24 | DANAHER CORPORATION DHR · 235851102 | COM | $52.42M | 1.17% | 264,418 | +428.8% |
| 25 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $46.22M | 1.03% | 471,801 | +76.9% |
| 26 | MCKESSON CORP MCK · 58155Q103 | COM | $43.62M | 0.97% | 56,469 | +120.7% |
| 27 | NATIONAL VISION HLDGS INC EYE · 63845R107 | COM | $40.23M | 0.90% | 1,378,226 | +69.6% |
| 28 | ONTO INNOVATION INC ONTO · 683344105 | COM | $34.97M | 0.78% | 270,605 | New |
| 29 | LIONSGATE STUDIOS CORP LION · 53626N102 | COM | $34.5M | 0.77% | 5,000,000 | New |
| 30 | KNIGHT-SWIFT TRANSN HLDGS IN KNX · 499049104 | CL A | $33.97M | 0.76% | 859,820 | -26.5% |
| 31 | IQVIA HLDGS INC IQV · 46266C105 | COM | $33.19M | 0.74% | 174,727 | +74.7% |
| 32 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $33.17M | 0.74% | 4,587,407 | — |
| 33 | PINTEREST INC PINS · 72352L106 | CL A | $25.98M | 0.58% | 807,700 | New |
| 34 | LITHIA MTRS INC LAD · 536797103 | COM | $23.42M | 0.52% | 74,108 | New |
| 35 | BAUSCH PLUS LOMB CORP BLCO · 071705107 | COMMON SHARES | $23.42M | 0.52% | 1,553,855 | — |
| 36 | BLOCK INC XYZ · 852234103 | CL A | $23.29M | 0.52% | 322,319 | New |
| 37 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $21.29M | 0.47% | 167,637 | New |
| 38 | MKS INC. MKSI · 55306N104 | COM | $21.28M | 0.47% | 171,922 | -26.0% |
| 39 | BIO-TECHNE CORP TECH · 09073M104 | COM | $20.81M | 0.46% | 374,051 | New |
| 40 | BRUNSWICK CORP BC · 117043109 | COM | $19.79M | 0.44% | 312,921 | -52.5% |
| 41 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $19.21M | 0.43% | 9,955,144 | — |
| 42 | CLARIVATE PLC CLVT · G21810109 | ORD SHS | $19M | 0.42% | 4,960,255 | +4.2% |
| 43 | BAXTER INTL INC BAX · 071813109 | COM | $16.91M | 0.38% | 742,542 | New |
| 44 | RH RH · 74967X103 | COM | $16.32M | 0.36% | 80,341 | +21.9% |
| 45 | CENTENE CORP DEL CNC · 15135B101 | COM | $13.27M | 0.30% | 371,972 | New |
| 46 | SYNOPSYS INC SNPS · 871607107 | COM | $10.51M | 0.23% | 21,300 | New |
| 47 | BRUKER CORP BRKR · 116794108 | COM | $10.39M | 0.23% | 319,674 | New |
| 48 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $10.01M | 0.22% | 128,480 | New |
| 49 | ILLUMINA INC ILMN · 452327109 | COM | $9.66M | 0.22% | 101,720 | New |
| 50 | META PLATFORMS INC META · 30303M102 | CL A | $8.5M | 0.19% | 11,572 | -90.0% |
| 51 | OSCAR HEALTH INC OSCR · 687793109 | CL A | $7.73M | 0.17% | 408,221 | New |
| 52 | RENTOKIL INITIAL PLC RTO · 760125104 | SPONSORED ADR | $5.18M | 0.12% | 205,175 | New |
| 53 | GINKGO BIOWORKS HOLDINGS INC DNA · 37611X209 | CL A NEW | $2.18M | 0.05% | 149,379 | — |
| 54 | BUTTERFLY NETWORK INC BFLY · 124155110 | *W EXP 02/12/202 | $78.13K | 0.00% | 1,713,333 | — |
Total filing value: $4.49B