← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
47
Total value
$14.14B
Top 10 concentration
58.6%
New positions
16
Exited positions· 50 vs. Q2 2015
- COMMUNITY HEALTH SYS INC NEW ($761.55M)
- ENDO INTL PLC ($703.92M)
- PVH CORP ($606.05M)
- ALLERGAN PLC ($601.67M)
- CADENCE DESIGN SYSTEM INC ($452.45M)
- APPLIED MATLS INC ($408.91M)
- PENTAIR PLC ($401.51M)
- SUNEDISON INC ($341.07M)
- PRICELINE GRP INC ($306.7M)
- DOLLAR GEN CORP NEW ($305.33M)
- CITIGROUP INC ($296.38M)
- ROCK-TENN CO ($296.38M)
Holdings · 47
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HUMANA INC HUM · 444859102 | COM | $1.56B | 11.02% | 8,668,249 | +32.0% |
| 2 | HCA HOLDINGS INC HCA · 40412C101 | COM | $1.12B | 7.94% | 14,586,992 | +181.7% |
| 3 | MONSANTO CO NEW 61166W101 | COM | $1.12B | 7.89% | 10,794,306 | -2.5% |
| 4 | CIGNA CORPORATION CI · 125509109 | COM | $781.52M | 5.53% | 6,106,123 | +116.4% |
| 5 | ABBVIE INC ABBV · 00287Y109 | COM | $771.06M | 5.45% | 12,454,488 | -30.3% |
| 6 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $710.83M | 5.03% | 5,456,575 | +37.0% |
| 7 | AETNA INC NEW 00817Y108 | COM | $632.6M | 4.47% | 5,179,716 | -7.0% |
| 8 | FLEXTRONICS INTL LTD Y2573F102 | ORD | $566.38M | 4.00% | 47,998,431 | -36.1% |
| 9 | ANTHEM INC ELV · 036752103 | COM | $520.03M | 3.68% | 3,959,416 | -14.3% |
| 10 | F M C CORP FMC · 302491303 | COM NEW | $505.5M | 3.57% | 10,915,525 | +126.9% |
| 11 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $494.49M | 3.50% | 17,890,230 | +20.9% |
| 12 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $422.33M | 2.99% | 2,858,240 | -69.1% |
| 13 | CBS CORP NEW 124857202 | CL B | $397.32M | 2.81% | 7,298,338 | -16.4% |
| 14 | HERTZ GLOBAL HOLDINGS INC HTZ · 42805T105 | COM | $365.46M | 2.58% | 33,013,876 | +87.4% |
| 15 | COMPUTER SCIENCES CORP 205363104 | COM | $341.56M | 2.41% | 6,879,290 | New |
| 16 | HEALTHSOUTH CORP 421924309 | COM NEW | $278.33M | 1.97% | 7,169,780 | +59.8% |
| 17 | DOW CHEM CO 260543103 | COM | $271.79M | 1.92% | 5,467,585 | -27.0% |
| 18 | AVIS BUDGET GROUP CAR · 053774105 | COM | $267.45M | 1.89% | 8,298,004 | -0.7% |
| 19 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $261.61M | 1.85% | 371,849 | New |
| 20 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $256.77M | 1.82% | 16,630,415 | +43.5% |
| 21 | CHARTER COMMUNICATIONS INC N CHTR · 16119P108 | CL A | $234.69M | 1.66% | 1,026,447 | New |
| 22 | MANPOWERGROUP INC MAN · 56418H100 | COM | $226.36M | 1.60% | 3,518,194 | -41.7% |
| 23 | REALOGY HLDGS CORP 75605Y106 | COM | $174.19M | 1.23% | 6,002,557 | -10.1% |
| 24 | IMS HEALTH HLDGS INC 44970B109 | COM | $171.41M | 1.21% | 6,759,068 | +170.4% |
| 25 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | ADR | $154.85M | 1.09% | 3,082,847 | +8.4% |
| 26 | VEREIT INC ARCPEUR · 92339V100 | COM | $154.82M | 1.09% | 15,268,212 | New |
| 27 | WILLIAMS COS INC DEL WMB · 969457100 | COM | $154.28M | 1.09% | 7,132,682 | New |
| 28 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $152.44M | 1.08% | 5,320,677 | +96.3% |
| 29 | QUINTILES TRANSNATIO HLDGS I 74876Y101 | COM | $125.39M | 0.89% | 1,919,555 | New |
| 30 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $120.49M | 0.85% | 4,146,340 | +24.3% |
| 31 | DU PONT E I DE NEMOURS & CO 263534109 | COM | $118.06M | 0.83% | 1,821,983 | New |
| 32 | VCA INC 918194101 | COM | $96.1M | 0.68% | 1,421,323 | -88.9% |
| 33 | AUTONATION INC AN · 05329W102 | COM | $88.6M | 0.63% | 1,885,833 | -7.1% |
| 34 | FIDELITY NATL INFORMATION SV FIS · 31620M106 | COM | $80.93M | 0.57% | 1,098,400 | New |
| 35 | FIRST DATA CORP NEW FDC · 32008D106 | COM CL A | $80.28M | 0.57% | 7,251,854 | New |
| 36 | PHH CORP 693320202 | COM NEW | $64.14M | 0.45% | 4,814,961 | -19.3% |
| 37 | MERITOR INC MTOR · 59001K100 | COM | $58.51M | 0.41% | 8,126,817 | +8.1% |
| 38 | ASBURY AUTOMOTIVE GROUP INC ABG · 043436104 | COM | $51.41M | 0.36% | 974,731 | -2.9% |
| 39 | SBA COMMUNICATIONS CORP SBAC · 78388J106 | COM | $50.71M | 0.36% | 469,781 | New |
| 40 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $40.59M | 0.29% | 4,259,025 | New |
| 41 | KINDRED HEALTHCARE INC 494580103 | COM | $22.58M | 0.16% | 1,999,713 | New |
| 42 | T MOBILE US INC TMUS · 872590104 | COM | $21.83M | 0.15% | 504,600 | -92.2% |
| 43 | LIBERTY GLOBAL PLC LBTYA · G5480U153 | LILAC SHS CL C | $21.57M | 0.15% | 663,844 | New |
| 44 | LIBERTY GLOBAL PLC LBTYA · G5480U138 | LILAC SHS CL A | $16.69M | 0.12% | 517,336 | New |
| 45 | SYNGENTA AG SYTUSD · 87160A100 | SPONSORED ADR | $13.65M | 0.10% | 177,762 | New |
| 46 | EXPRESS SCRIPTS HLDG CO 30219G108 | COM | $5.47M | 0.04% | 72,122 | New |
| 47 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $472K | 0.00% | 8,031,020 | -6.2% |
Total filing value: $14.14B