← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
55
Total value
$17.76B
Top 10 concentration
50.9%
New positions
3
Exited positions· 26 vs. Q3 2015
- ENDO INTL PLC ($481.1M)
- ALLERGAN PLC ($414.13M)
- GOOGLE INC ($325.76M)
- TERADYNE INC ($231.87M)
- DOLLAR GEN CORP NEW ($173M)
- AGILENT TECHNOLOGIES INC ($157.41M)
- GAP INC DEL ($150.89M)
- COMCAST CORP NEW ($136.68M)
- KANSAS CITY SOUTHERN ($92.69M)
- NATIONAL OILWELL VARCO INC ($78.32M)
- GENERAL MTRS CO ($76.6M)
- APOLLO ED GROUP INC ($76.23M)
Holdings · 55
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HUMANA INC HUM · 444859102 | COM | $1.47B | 8.29% | 8,250,929 | +24.3% |
| 2 | MONSANTO CO NEW 61166W101 | COM | $1.39B | 7.81% | 14,078,428 | +4.3% |
| 3 | CIGNA CORPORATION CI · 125509109 | COM | $1.02B | 5.76% | 6,995,201 | +52.2% |
| 4 | HCA HOLDINGS INC HCA · 40412C101 | COM | $967.15M | 5.45% | 14,300,549 | +159.4% |
| 5 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $841.64M | 4.74% | 5,933,331 | -30.3% |
| 6 | ABBVIE INC ABBV · 00287Y109 | COM | $802.4M | 4.52% | 13,544,815 | -16.2% |
| 7 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $699.43M | 3.94% | 5,657,018 | +16.3% |
| 8 | AETNA INC NEW 00817Y108 | COM | $620.31M | 3.49% | 5,737,233 | +3.1% |
| 9 | FLEXTRONICS INTL LTD Y2573F102 | ORD | $618.02M | 3.48% | 55,130,959 | -26.6% |
| 10 | ANTHEM INC ELV · 036752103 | COM | $600.16M | 3.38% | 4,304,065 | +1.3% |
| 11 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $542.07M | 3.05% | 17,890,230 | +8.5% |
| 12 | DOW CHEM CO 260543103 | COM | $477.64M | 2.69% | 9,278,219 | +27.6% |
| 13 | F M C CORP FMC · 302491303 | COM NEW | $465.32M | 2.62% | 11,891,522 | +78.2% |
| 14 | MCKESSON CORP MCK · 58155Q103 | COM | $432.49M | 2.44% | 2,192,841 | +21.1% |
| 15 | CBS CORP NEW 124857202 | CL B | $408.05M | 2.30% | 8,657,912 | -20.1% |
| 16 | MANPOWERGROUP INC MAN · 56418H100 | COM | $404.54M | 2.28% | 4,799,409 | -20.5% |
| 17 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | ADR | $390.94M | 2.20% | 5,955,796 | +42.2% |
| 18 | VCA INC 918194101 | COM | $347.63M | 1.96% | 6,320,549 | -21.7% |
| 19 | AVIS BUDGET GROUP CAR · 053774105 | COM | $340.88M | 1.92% | 9,393,116 | -0.4% |
| 20 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $334.89M | 1.89% | 18,141,415 | +2.8% |
| 21 | HERTZ GLOBAL HOLDINGS INC HTZ · 42805T105 | COM | $330.19M | 1.86% | 23,203,449 | -8.1% |
| 22 | PRICELINE GRP INC 741503403 | COM NEW | $321.2M | 1.81% | 251,928 | +20.3% |
| 23 | COMMUNITY HEALTH SYS INC NEW CYH · 203668108 | COM | $307.58M | 1.73% | 11,593,795 | -4.1% |
| 24 | REALOGY HLDGS CORP 75605Y106 | COM | $249.07M | 1.40% | 6,792,206 | +7.3% |
| 25 | HEALTHSOUTH CORP 421924309 | COM NEW | $237.37M | 1.34% | 6,819,080 | — |
| 26 | COMPUTER SCIENCES CORP 205363104 | COM | $224.82M | 1.27% | 6,879,290 | New |
| 27 | CADENCE DESIGN SYSTEM INC CDNS · 127387108 | COM | $180.37M | 1.02% | 8,667,395 | -62.3% |
| 28 | PVH CORP PVH · 693656100 | COM | $179.75M | 1.01% | 2,440,609 | -44.0% |
| 29 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $178.02M | 1.00% | 228,811 | New |
| 30 | PENTAIR PLC PNR · G7S00T104 | SHS | $177.06M | 1.00% | 3,574,813 | -35.2% |
| 31 | ARAMARK ARMK · 03852U106 | COM | $174.31M | 0.98% | 5,405,094 | +113.2% |
| 32 | TIME WARNER CABLE INC 88732J207 | COM | $159.14M | 0.90% | 857,495 | New |
| 33 | APPLIED MATLS INC AMAT · 038222105 | COM | $153.78M | 0.87% | 8,236,668 | -57.1% |
| 34 | MANITOWOC INC MTW · 563571108 | COM | $147.58M | 0.83% | 9,614,197 | — |
| 35 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $144.54M | 0.81% | 1,209,602 | +25.4% |
| 36 | VEREIT INC ARCPEUR · 92339V100 | COM | $137.55M | 0.77% | 17,367,082 | -22.4% |
| 37 | GROUP 1 AUTOMOTIVE INC GPI · 398905109 | COM | $133.73M | 0.75% | 1,766,629 | -2.5% |
| 38 | AMERICAN INTL GROUP INC AIG · 026874784 | COM NEW | $109.57M | 0.62% | 1,768,100 | +36.7% |
| 39 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $101.76M | 0.57% | 555,748 | +175.0% |
| 40 | PHH CORP 693320202 | COM NEW | $85.6M | 0.48% | 5,283,961 | -11.4% |
| 41 | AUTONATION INC AN · 05329W102 | COM | $85.45M | 0.48% | 1,432,326 | -18.2% |
| 42 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $85.37M | 0.48% | 2,093,921 | -22.7% |
| 43 | JARDEN CORP JAHEUR · 471109108 | COM | $83.87M | 0.47% | 1,468,228 | -63.6% |
| 44 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $81.8M | 0.46% | 1,930,940 | -37.4% |
| 45 | CITIZENS FINL GROUP INC CFG · 174610105 | COM | $77.39M | 0.44% | 2,955,050 | -2.4% |
| 46 | FIDELITY NATIONAL FINANCIAL FNF · 31620R303 | FNF GROUP COM | $75.66M | 0.43% | 2,182,284 | -7.4% |
| 47 | BANK NEW YORK MELLON CORP BK · 064058100 | COM | $64.39M | 0.36% | 1,562,107 | -26.8% |
| 48 | MERITOR INC MTOR · 59001K100 | COM | $64.04M | 0.36% | 7,669,883 | — |
| 49 | ASBURY AUTOMOTIVE GROUP INC ABG · 043436104 | COM | $63.71M | 0.36% | 944,731 | +56.3% |
| 50 | TRANSCANADA CORP TCPA · 89353D107 | COM | $47M | 0.26% | 1,439,200 | -56.4% |
| 51 | WESTROCK CO WRKUSD · 96145D105 | COM | $46.91M | 0.26% | 1,028,374 | -76.6% |
| 52 | LITHIA MTRS INC LAD · 536797103 | CL A | $29.51M | 0.17% | 276,686 | -63.3% |
| 53 | KINDRED HEALTHCARE INC 494580103 | COM | $23.82M | 0.13% | 1,999,713 | +16.8% |
| 54 | TERRAFORM GLOBAL INC 88104M101 | CL A | $19.61M | 0.11% | 3,508,770 | — |
| 55 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $1.45M | 0.01% | 8,031,020 | -6.2% |
Total filing value: $17.76B