← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
81
Total value
$25.25B
Top 10 concentration
37.5%
New positions
36
Exited positions· 25 vs. Q2 2014
- CROWN CASTLE INTL CORP ($611.81M)
- WELLPOINT INC ($485.95M)
- TIME WARNER CABLE INC ($394.67M)
- WALGREEN CO ($265.23M)
- COMPUTER SCIENCES CORP ($227.26M)
- FIDELITY NATIONAL FINANCIAL ($201M)
- FAMILY DLR STORES INC ($199.82M)
- GLOBAL PMTS INC ($166.97M)
- ADVANCE AUTO PARTS INC ($131.61M)
- BABCOCK & WILCOX CO NEW ($114.93M)
- AON PLC ($104.54M)
- SEAWORLD ENTMT INC ($95.75M)
Holdings · 81
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HUMANA INC HUM · 444859102 | COM | $1.26B | 4.97% | 6,566,967 | +30.9% |
| 2 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $1.2B | 4.76% | 9,259,710 | -15.4% |
| 3 | ABBVIE INC ABBV · 00287Y109 | COM | $1.2B | 4.75% | 17,855,941 | New |
| 4 | MONSANTO CO NEW 61166W101 | COM | $1.18B | 4.67% | 11,073,137 | +31.7% |
| 5 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $856.18M | 3.39% | 14,792,313 | +7.1% |
| 6 | FLEXTRONICS INTL LTD Y2573F102 | ORD | $849.73M | 3.37% | 75,130,959 | +7.1% |
| 7 | COMMUNITY HEALTH SYS INC NEW CYH · 203668108 | COM | $761.55M | 3.02% | 12,093,795 | — |
| 8 | ANTHEM INC ELV · 036752103 | COM | $758.27M | 3.00% | 4,619,666 | New |
| 9 | AETNA INC NEW 00817Y108 | COM | $710.13M | 2.81% | 5,571,408 | +60.2% |
| 10 | ENDO INTL PLC G30401106 | SHS | $703.92M | 2.79% | 8,837,703 | +124.9% |
| 11 | VCA INC 918194101 | COM | $696.4M | 2.76% | 12,800,370 | +45.6% |
| 12 | PVH CORP PVH · 693656100 | COM | $606.05M | 2.40% | 5,260,874 | +48.5% |
| 13 | ALLERGAN PLC G0177J108 | SHS | $601.67M | 2.38% | 1,982,709 | New |
| 14 | MANPOWERGROUP INC MAN · 56418H100 | COM | $539.75M | 2.14% | 6,038,795 | New |
| 15 | CBS CORP NEW 124857202 | CL B | $484.61M | 1.92% | 8,731,715 | +64.0% |
| 16 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $482.89M | 1.91% | 3,983,595 | New |
| 17 | HCA HOLDINGS INC HCA · 40412C101 | COM | $469.8M | 1.86% | 5,178,578 | -56.3% |
| 18 | CIGNA CORPORATION CI · 125509109 | COM | $457.08M | 1.81% | 2,821,469 | +26.7% |
| 19 | CADENCE DESIGN SYSTEM INC CDNS · 127387108 | COM | $452.45M | 1.79% | 23,013,908 | +93.0% |
| 20 | APPLIED MATLS INC AMAT · 038222105 | COM | $408.91M | 1.62% | 21,275,054 | +40.0% |
| 21 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $402.22M | 1.59% | 11,591,430 | +189.8% |
| 22 | PENTAIR PLC PNR · G7S00T104 | SHS | $401.51M | 1.59% | 5,840,180 | +411.4% |
| 23 | DOW CHEM CO 260543103 | COM | $383.44M | 1.52% | 7,493,353 | New |
| 24 | AVIS BUDGET GROUP CAR · 053774105 | COM | $368.4M | 1.46% | 8,357,469 | +110.9% |
| 25 | SUNEDISON INC SUNEQUSD · 86732Y109 | COM | $341.07M | 1.35% | 11,403,277 | +105.6% |
| 26 | HERTZ GLOBAL HOLDINGS INC HTZ · 42805T105 | COM | $319.15M | 1.26% | 17,612,889 | -10.8% |
| 27 | REALOGY HLDGS CORP 75605Y106 | COM | $312.08M | 1.24% | 6,679,706 | New |
| 28 | PRICELINE GRP INC 741503403 | COM NEW | $306.7M | 1.21% | 266,379 | New |
| 29 | DOLLAR GEN CORP NEW DG · 256677105 | COM | $305.33M | 1.21% | 3,927,607 | -52.2% |
| 30 | CITIGROUP INC C · 172967424 | COM NEW | $296.38M | 1.17% | 5,365,300 | +17.0% |
| 31 | ROCK-TENN CO 772739207 | CL A | $296.38M | 1.17% | 4,923,208 | New |
| 32 | FIDELITY NATIONAL FINANCIAL FNF · 31620R303 | FNF GROUP COM | $293.14M | 1.16% | 7,924,750 | New |
| 33 | GOOGLE INC 38259P508 | CL A | $287.61M | 1.14% | 532,568 | New |
| 34 | MCDONALDS CORP MCD · 580135101 | COM | $275.79M | 1.09% | 2,900,900 | New |
| 35 | TERADYNE INC TER · 880770102 | COM | $256.02M | 1.01% | 13,272,322 | +324.5% |
| 36 | F M C CORP FMC · 302491303 | COM NEW | $252.79M | 1.00% | 4,810,367 | New |
| 37 | T MOBILE US INC TMUS · 872590104 | COM | $251.12M | 0.99% | 6,477,186 | -23.3% |
| 38 | COMCAST CORP NEW CMCSA · 20030N101 | CL A | $243.09M | 0.96% | 4,042,015 | New |
| 39 | MCKESSON CORP MCK · 58155Q103 | COM | $230.6M | 0.91% | 1,025,749 | -63.9% |
| 40 | GAP INC DEL GAP · 364760108 | COM | $228.81M | 0.91% | 5,994,495 | New |
| 41 | JARDEN CORP JAHEUR · 471109108 | COM | $209.06M | 0.83% | 4,039,757 | New |
| 42 | HEALTHSOUTH CORP 421924309 | COM NEW | $206.71M | 0.82% | 4,487,905 | New |
| 43 | EBAY INC EBAY · 278642103 | COM | $201.39M | 0.80% | 3,343,074 | -32.1% |
| 44 | MANITOWOC INC MTW · 563571108 | COM | $188.44M | 0.75% | 9,614,197 | New |
| 45 | TRANSCANADA CORP TCPA · 89353D107 | COM | $183.37M | 0.73% | 4,513,954 | New |
| 46 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $180.43M | 0.71% | 3,336,886 | +125.6% |
| 47 | GENERAL MTRS CO GM · 37045V100 | COM | $169.57M | 0.67% | 5,087,467 | -6.7% |
| 48 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | ADR | $168.1M | 0.67% | 2,844,400 | New |
| 49 | GROUP 1 AUTOMOTIVE INC GPI · 398905109 | COM | $165.44M | 0.66% | 1,821,389 | +144.2% |
| 50 | DANAHER CORP DEL DHR · 235851102 | COM | $160.94M | 0.64% | 1,880,329 | New |
| 51 | PHH CORP 693320202 | COM NEW | $155.24M | 0.61% | 5,963,961 | +108.6% |
| 52 | AMERICAN RLTY CAP PPTYS INC AIG · 02917T104 | COM | $151.44M | 0.60% | 18,626,638 | New |
| 53 | PHILLIPS 66 PSX · 718546104 | COM | $147.45M | 0.58% | 1,830,295 | -24.8% |
| 54 | BANK NEW YORK MELLON CORP BK · 064058100 | COM | $147.11M | 0.58% | 3,505,051 | New |
| 55 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $138.09M | 0.55% | 971,787 | +678.1% |
| 56 | AMERICAN INTL GROUP INC AIG · 026874784 | COM NEW | $137.46M | 0.54% | 2,223,500 | -77.4% |
| 57 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $137.24M | 0.54% | 2,710,577 | +126.0% |
| 58 | VOYA FINL INC VOYA · 929089100 | COM | $129.13M | 0.51% | 2,778,835 | New |
| 59 | AUTONATION INC AN · 05329W102 | COM | $127.79M | 0.51% | 2,028,976 | +226.9% |
| 60 | MYLAN N V N59465109 | SHS EURO | $123.23M | 0.49% | 1,815,874 | New |
| 61 | KANSAS CITY SOUTHERN KSUEUR · 485170302 | COM NEW | $110.16M | 0.44% | 1,207,923 | New |
| 62 | RITE AID CORP 767754104 | COM | $104.78M | 0.41% | 12,548,751 | New |
| 63 | LITHIA MTRS INC LAD · 536797103 | CL A | $99.56M | 0.39% | 879,848 | +3.6% |
| 64 | NATIONAL OILWELL VARCO INC NOVEUR · 637071101 | COM | $99.56M | 0.39% | 2,062,131 | -61.0% |
| 65 | MERITOR INC MTOR · 59001K100 | COM | $98.62M | 0.39% | 7,516,803 | -11.7% |
| 66 | APOLLO ED GROUP INC 037604105 | CL A | $97.64M | 0.39% | 7,580,932 | New |
| 67 | ASBURY AUTOMOTIVE GROUP INC ABG · 043436104 | COM | $91.02M | 0.36% | 1,004,358 | +9.1% |
| 68 | IMS HEALTH HLDGS INC 44970B109 | COM | $76.63M | 0.30% | 2,500,000 | New |
| 69 | MOHAWK INDS INC MHK · 608190104 | COM | $70.88M | 0.28% | 371,277 | New |
| 70 | SINCLAIR BROADCAST GROUP INC 2362120D · 829226109 | CL A | $67.99M | 0.27% | 2,436,167 | +25.4% |
| 71 | CHENIERE ENERGY INC LNG · 16411R208 | COM NEW | $63.81M | 0.25% | 921,333 | New |
| 72 | FOSSIL GROUP INC FOSL · 34988V106 | COM | $61.39M | 0.24% | 885,071 | -66.9% |
| 73 | ARAMARK ARMK · 03852U106 | COM | $51.02M | 0.20% | 1,647,400 | New |
| 74 | TERRAFORM PWR INC 88104R100 | CL A COM | $48.28M | 0.19% | 1,271,149 | New |
| 75 | CARTER INC CRI · 146229109 | COM | $36.67M | 0.15% | 344,918 | -87.1% |
| 76 | CITIZENS FINL GROUP INC CFG · 174610105 | COM | $31.77M | 0.13% | 1,163,410 | New |
| 77 | SPRINT CORP 85207U105 | COM SER 1 | $25.06M | 0.10% | 5,495,435 | -55.0% |
| 78 | SCORPIO TANKERS INC STNG · Y7542C106 | SHS | $22.73M | 0.09% | 2,252,800 | — |
| 79 | BLACK KNIGHT FINL SVCS INC 09214X100 | CL A | $15.74M | 0.06% | 510,000 | New |
| 80 | FIDELITY NATIONAL FINANCIAL FNF · 31620R402 | FNFV GROUP COM | $14.21M | 0.06% | 923,743 | New |
| 81 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $6.34M | 0.03% | 8,561,020 | — |
Total filing value: $25.25B