← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
65
Total value
$11.87B
Top 10 concentration
40.7%
New positions
14
Exited positions· 10 vs. Q2 2013
- CLEARWIRE CORP NEW ($160.1M)
- NETAPP INC ($108.48M)
- ROVI CORP ($82.84M)
- LIBERTY GLOBAL PLC ($64.21M)
- CIT GROUP INC ($47.4M)
- CHARTER COMMUNICATIONS INC D ($37.16M)
- OWENS CORNING NEW ($27.62M)
- MUELLER WTR PRODS INC ($24.43M)
- B/E AEROSPACE INC ($21.55M)
- LIBERTY GLOBAL PLC ($6.91M)
Holdings · 65
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $744.91M | 6.28% | 8,083,661 | -5.0% |
| 2 | MCKESSON CORP MCK · 58155Q103 | COM | $591.84M | 4.99% | 4,612,936 | +8.2% |
| 3 | FLEXTRONICS INTL LTD Y2573F102 | ORD | $537.96M | 4.53% | 59,180,959 | +0.2% |
| 4 | HEALTH MGMT ASSOC INC NEW 421933102 | CL A | $483.3M | 4.07% | 37,757,583 | — |
| 5 | HCA HOLDINGS INC HCA · 40412C101 | COM | $442.11M | 3.72% | 10,341,713 | +5.1% |
| 6 | AMERICAN INTL GROUP INC AIG · 026874784 | COM NEW | $419.19M | 3.53% | 8,620,064 | -4.7% |
| 7 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $411.87M | 3.47% | 9,999,339 | +1.6% |
| 8 | CROWN CASTLE INTL CORP 228227104 | COM | $410.92M | 3.46% | 5,626,718 | +240.4% |
| 9 | WALGREEN CO 931422109 | COM | $400.43M | 3.37% | 7,442,926 | -1.8% |
| 10 | COMMUNITY HEALTH SYS INC NEW CYH · 203668108 | COM | $390.73M | 3.29% | 9,415,163 | — |
| 11 | HUMANA INC HUM · 444859102 | COM | $344.43M | 2.90% | 3,690,499 | -20.2% |
| 12 | COMPUTER SCIENCES CORP 205363104 | COM | $339.99M | 2.86% | 6,571,110 | -9.7% |
| 13 | LIFE TECHNOLOGIES CORP 53217V109 | COM | $318.11M | 2.68% | 4,251,124 | -58.4% |
| 14 | MICROSOFT CORP MSFT · 594918104 | COM | $287.84M | 2.43% | 8,649,165 | +202.2% |
| 15 | TIME WARNER CABLE INC 88732J207 | COM | $259.37M | 2.19% | 2,324,116 | +0.9% |
| 16 | XEROX CORP XRX · 984121103 | COM | $259.11M | 2.18% | 25,180,866 | -22.9% |
| 17 | PENTAIR LTD PNR · H6169Q108 | SHS | $258.67M | 2.18% | 3,983,150 | -5.9% |
| 18 | FIDELITY NATL INFORMATION SV FIS · 31620M106 | COM | $246.66M | 2.08% | 5,311,311 | -7.8% |
| 19 | CBS CORP NEW 124857202 | CL B | $245.44M | 2.07% | 4,449,502 | +4.7% |
| 20 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $224.72M | 1.89% | 2,717,938 | New |
| 21 | URS CORP NEW 903236107 | COM | $224.24M | 1.89% | 4,171,911 | -8.4% |
| 22 | CIGNA CORPORATION CI · 125509109 | COM | $213.64M | 1.80% | 2,779,610 | -15.7% |
| 23 | PVH CORP PVH · 693656100 | COM | $209.27M | 1.76% | 1,763,201 | +212.2% |
| 24 | GENERAL MTRS CO GM · 37045V100 | COM | $208.36M | 1.76% | 5,792,667 | -18.9% |
| 25 | ELECTRONIC ARTS INC EA · 285512109 | COM | $196.13M | 1.65% | 7,676,113 | -16.9% |
| 26 | BABCOCK & WILCOX CO NEW 05615F102 | COM | $186.39M | 1.57% | 5,527,708 | — |
| 27 | LIFEPOINT HOSPITALS INC 53219L109 | COM | $168.82M | 1.42% | 3,620,345 | — |
| 28 | AON PLC AON · G0408V102 | SHS CL A | $166.31M | 1.40% | 2,234,157 | -20.1% |
| 29 | APPLE INC AAPL · 037833100 | COM | $160.18M | 1.35% | 335,990 | +11.3% |
| 30 | CITIGROUP INC C · 172967424 | COM NEW | $152.52M | 1.28% | 3,143,995 | — |
| 31 | PHILLIPS 66 PSX · 718546104 | COM | $140.65M | 1.18% | 2,432,481 | +20.7% |
| 32 | AMERICAN TOWER CORP NEW AMT · 03027X100 | COM | $132.15M | 1.11% | 1,782,711 | New |
| 33 | DOLLAR GEN CORP NEW DG · 256677105 | COM | $125.16M | 1.05% | 2,216,812 | New |
| 34 | HOSPIRA INC 441060100 | COM | $123.63M | 1.04% | 3,152,089 | -25.0% |
| 35 | PENNEY J C INC JCPCHF · 708160106 | COM | $108.92M | 0.92% | 12,370,487 | +46.7% |
| 36 | NXP SEMICONDUCTORS N V NXPI · N6596X109 | COM | $93.71M | 0.79% | 2,518,420 | New |
| 37 | CAPITAL ONE FINL CORP COF · 14040H105 | COM | $93.06M | 0.78% | 1,353,780 | +8.0% |
| 38 | CANADIAN PAC RY LTD 13645T100 | COM | $92.26M | 0.78% | 748,239 | +185.4% |
| 39 | T-MOBILE US INC TMUS · 872590104 | COM | $88.57M | 0.75% | 3,410,306 | +50.7% |
| 40 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $87.12M | 0.73% | 1,425,876 | -34.5% |
| 41 | CALPINE CORP 131347304 | COM NEW | $86.02M | 0.72% | 4,426,959 | -28.0% |
| 42 | FAMILY DLR STORES INC 307000109 | COM | $83.64M | 0.70% | 1,161,269 | New |
| 43 | THE ADT CORPORATION ADT · 00101J106 | COM | $82.31M | 0.69% | 2,024,452 | New |
| 44 | TAKE-TWO INTERACTIVE SOFTWAR TTWO · 874054109 | COM | $77.65M | 0.65% | 4,273,712 | -29.6% |
| 45 | GLOBAL PMTS INC GPN · 37940X102 | COM | $76.47M | 0.64% | 1,497,080 | New |
| 46 | FAMILY DLR STORES INC 307000109 · Call | COM | $72.02M | 0.61% | 1,000,000 | New |
| 47 | MERITOR INC MTOR · 59001K100 | COM | $71.01M | 0.60% | 9,034,914 | -6.8% |
| 48 | FIDELITY NATIONAL FINANCIAL FNF · 31620R105 | CL A | $70.44M | 0.59% | 2,648,000 | New |
| 49 | MONSANTO CO NEW 61166W101 | COM | $67.36M | 0.57% | 645,400 | New |
| 50 | BIG LOTS INC BIGGQ · 089302103 | COM | $61.91M | 0.52% | 1,669,136 | — |
| 51 | CARTER INC CRI · 146229109 | COM | $61.26M | 0.52% | 807,225 | +54.3% |
| 52 | LAMAR ADVERTISING CO LAMR · 512815101 | CL A | $58.5M | 0.49% | 1,243,831 | +77.9% |
| 53 | UNITED PARCEL SERVICE INC UPS · 911312106 | CL B | $55.88M | 0.47% | 611,600 | — |
| 54 | FOSSIL GROUP INC FOSL · 34988V106 | COM | $49.59M | 0.42% | 426,599 | -14.9% |
| 55 | EVERTEC INC EVTC · 30040P103 | COM | $46.88M | 0.39% | 2,110,863 | New |
| 56 | REALOGY HLDGS CORP 75605Y106 | COM | $40.38M | 0.34% | 938,700 | New |
| 57 | CENTERPOINT ENERGY INC CNP · 15189T107 | COM | $39.3M | 0.33% | 1,639,600 | New |
| 58 | CONSTELLATION BRANDS INC STZ · 21036P108 | CL A | $37.59M | 0.32% | 654,864 | -35.8% |
| 59 | ACI WORLDWIDE INC ACIW · 004498101 | COM | $36.61M | 0.31% | 677,129 | — |
| 60 | CHIMERA INVT CORP 16934Q109 | COM | $33.36M | 0.28% | 10,974,343 | +7.1% |
| 61 | E TRADE FINANCIAL CORP ETRA · 269246401 | COM NEW | $26.79M | 0.23% | 1,623,522 | -26.8% |
| 62 | SCORPIO TANKERS INC STNG · Y7542C106 | SHS | $21.99M | 0.19% | 2,252,800 | +52.4% |
| 63 | NRG ENERGY INC NRG · 629377508 | COM NEW | $14.34M | 0.12% | 524,839 | New |
| 64 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $6.4M | 0.05% | 8,561,020 | — |
| 65 | UNWIRED PLANET INC NEW 91531F103 | COM | $2.8M | 0.02% | 1,616,802 | +7.5% |
Total filing value: $11.87B