← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
45
Total value
$13.68B
Top 10 concentration
56.6%
New positions
3
Exited positions· 13 vs. Q4 2015
- PRICELINE GRP INC ($321.2M)
- COMMUNITY HEALTH SYS INC NEW ($307.58M)
- PVH CORP ($179.75M)
- APPLIED MATLS INC ($153.78M)
- MANITOWOC INC ($147.58M)
- UNIVERSAL HLTH SVCS INC ($144.54M)
- GROUP 1 AUTOMOTIVE INC ($133.73M)
- AMERICAN INTL GROUP INC ($109.57M)
- JARDEN CORP ($83.87M)
- TRANSCANADA CORP ($47M)
- WESTROCK CO ($46.91M)
- LITHIA MTRS INC ($29.51M)
Holdings · 45
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HUMANA INC HUM · 444859102 | COM | $1.18B | 8.59% | 6,424,777 | -22.1% |
| 2 | HCA HOLDINGS INC HCA · 40412C101 | COM | $1.15B | 8.37% | 14,675,592 | +2.6% |
| 3 | MONSANTO CO NEW 61166W101 | COM | $973.15M | 7.11% | 11,091,300 | -21.2% |
| 4 | CIGNA CORPORATION CI · 125509109 | COM | $836.48M | 6.11% | 6,095,014 | -12.9% |
| 5 | ABBVIE INC ABBV · 00287Y109 | COM | $781.78M | 5.72% | 13,686,588 | +1.0% |
| 6 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $639.13M | 4.67% | 5,456,575 | -3.5% |
| 7 | AETNA INC NEW 00817Y108 | COM | $581.94M | 4.25% | 5,179,716 | -9.7% |
| 8 | FLEXTRONICS INTL LTD Y2573F102 | ORD | $578.86M | 4.23% | 47,998,431 | -12.9% |
| 9 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $517.56M | 3.78% | 17,890,230 | — |
| 10 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $511.22M | 3.74% | 3,610,552 | -39.1% |
| 11 | ANTHEM INC ELV · 036752103 | COM | $506.59M | 3.70% | 3,644,816 | -15.3% |
| 12 | F M C CORP FMC · 302491303 | COM NEW | $470.91M | 3.44% | 11,664,856 | -1.9% |
| 13 | CBS CORP NEW 124857202 | CL B | $430.97M | 3.15% | 7,823,056 | -9.6% |
| 14 | DOW CHEM CO 260543103 | COM | $368.31M | 2.69% | 7,241,698 | -21.9% |
| 15 | MANPOWERGROUP INC MAN · 56418H100 | COM | $298.94M | 2.19% | 3,671,624 | -23.5% |
| 16 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | ADR | $298.55M | 2.18% | 5,579,312 | -6.3% |
| 17 | HERTZ GLOBAL HOLDINGS INC HTZ · 42805T105 | COM | $291.72M | 2.13% | 27,703,449 | +19.4% |
| 18 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $283.68M | 2.07% | 371,849 | +62.5% |
| 19 | TIME WARNER CABLE INC 88732J207 | COM | $281.95M | 2.06% | 1,377,913 | +60.7% |
| 20 | VCA INC 918194101 | COM | $281.31M | 2.06% | 4,876,303 | -22.9% |
| 21 | HEALTHSOUTH CORP 421924309 | COM NEW | $269.8M | 1.97% | 7,169,780 | +5.1% |
| 22 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $264.09M | 1.93% | 16,630,415 | -8.3% |
| 23 | COMPUTER SCIENCES CORP 205363104 | COM | $236.58M | 1.73% | 6,879,290 | — |
| 24 | AVIS BUDGET GROUP CAR · 053774105 | COM | $227.03M | 1.66% | 8,298,004 | -11.7% |
| 25 | REALOGY HLDGS CORP 75605Y106 | COM | $216.75M | 1.58% | 6,002,557 | -11.6% |
| 26 | VEREIT INC ARCPEUR · 92339V100 | COM | $147.6M | 1.08% | 16,640,530 | -4.2% |
| 27 | MCKESSON CORP MCK · 58155Q103 | COM | $145.84M | 1.07% | 927,411 | -57.7% |
| 28 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $117.73M | 0.86% | 3,134,419 | +49.7% |
| 29 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $93.29M | 0.68% | 2,423,140 | +25.5% |
| 30 | ARAMARK ARMK · 03852U106 | COM | $85.14M | 0.62% | 2,570,494 | -52.4% |
| 31 | AUTONATION INC AN · 05329W102 | COM | $66.86M | 0.49% | 1,432,326 | — |
| 32 | MERITOR INC MTOR · 59001K100 | COM | $65.5M | 0.48% | 8,126,817 | +6.0% |
| 33 | FIDELITY NATL INFORMATION SV FIS · 31620M106 | COM | $64.16M | 0.47% | 1,013,400 | New |
| 34 | PHH CORP 693320202 | COM NEW | $60.38M | 0.44% | 4,814,961 | -8.9% |
| 35 | PENTAIR PLC PNR · G7S00T104 | SHS | $58.39M | 0.43% | 1,076,086 | -69.9% |
| 36 | CHARTER COMMUNICATIONS INC D 16117M305 | CL A NEW | $57.09M | 0.42% | 282,039 | -49.3% |
| 37 | ASBURY AUTOMOTIVE GROUP INC ABG · 043436104 | COM | $56.53M | 0.41% | 944,731 | — |
| 38 | CADENCE DESIGN SYSTEM INC CDNS · 127387108 | COM | $53.77M | 0.39% | 2,280,353 | -73.7% |
| 39 | FIDELITY NATIONAL FINANCIAL FNF · 31620R303 | FNF GROUP COM | $41.41M | 0.30% | 1,221,452 | -44.0% |
| 40 | ADVANCE AUTO PARTS INC AAP · 00751Y106 | COM | $35.11M | 0.26% | 218,985 | New |
| 41 | KINDRED HEALTHCARE INC 494580103 | COM | $24.7M | 0.18% | 1,999,713 | — |
| 42 | CITIZENS FINL GROUP INC CFG · 174610105 | COM | $18.98M | 0.14% | 906,128 | -69.3% |
| 43 | BANK NEW YORK MELLON CORP BK · 064058100 | COM | $14.07M | 0.10% | 382,107 | -75.5% |
| 44 | GLOBAL PMTS INC GPN · 37940X102 | COM | $3.82M | 0.03% | 58,471 | New |
| 45 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $803K | 0.01% | 8,031,020 | — |
Total filing value: $13.68B