← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
50
Total value
$13.98B
Top 10 concentration
55.5%
New positions
12
Exited positions· 9 vs. Q2 2016
Holdings · 50
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HUMANA INC HUM · 444859102 | COM | $1.69B | 12.06% | 9,529,175 | +9.9% |
| 2 | HCA HOLDINGS INC HCA · 40412C101 | COM | $1.21B | 8.65% | 15,988,990 | +9.6% |
| 3 | CIGNA CORPORATION CI · 125509109 | COM | $780.8M | 5.58% | 5,991,396 | -1.9% |
| 4 | CBS CORP NEW 124857202 | CL B | $739.01M | 5.29% | 13,500,427 | +85.0% |
| 5 | ANTHEM INC ELV · 036752103 | COM | $701.39M | 5.02% | 5,597,242 | +41.4% |
| 6 | AETNA INC NEW 00817Y108 | COM | $598M | 4.28% | 5,179,716 | — |
| 7 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $579.07M | 4.14% | 4,212,026 | -22.8% |
| 8 | FLEX LTD Y2573F102 | ORD | $530.78M | 3.80% | 38,970,589 | -18.8% |
| 9 | F M C CORP FMC · 302491303 | COM NEW | $503.49M | 3.60% | 10,415,525 | -4.6% |
| 10 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $427.29M | 3.06% | 2,686,316 | -6.0% |
| 11 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $405.39M | 2.90% | 17,890,230 | — |
| 12 | COMPUTER SCIENCES CORP 205363104 | COM | $398.98M | 2.85% | 7,641,847 | +11.1% |
| 13 | ABBVIE INC ABBV · 00287Y109 | COM | $380.32M | 2.72% | 6,030,141 | -51.6% |
| 14 | DOW CHEM CO 260543103 | COM | $305.86M | 2.19% | 5,901,185 | +7.9% |
| 15 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $298.99M | 2.14% | 371,849 | — |
| 16 | HEALTHSOUTH CORP 421924309 | COM NEW | $290.88M | 2.08% | 7,169,780 | — |
| 17 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $290.2M | 2.08% | 16,630,415 | — |
| 18 | AVIS BUDGET GROUP CAR · 053774105 | COM | $283.88M | 2.03% | 8,298,004 | — |
| 19 | QUINTILES TRANSNATIO HLDGS I 74876Y101 | COM | $274.11M | 1.96% | 3,381,622 | +76.2% |
| 20 | HERTZ GLOBAL HLDGS INC HTZ · 42806J106 | COM | $265.17M | 1.90% | 6,602,768 | New |
| 21 | WILLIAMS COS INC DEL WMB · 969457100 | COM | $259.32M | 1.85% | 8,438,558 | +18.3% |
| 22 | IMS HEALTH HLDGS INC 44970B109 | COM | $232.75M | 1.66% | 7,426,648 | +9.9% |
| 23 | MANPOWERGROUP INC MAN · 56418H100 | COM | $207.39M | 1.48% | 2,870,015 | -18.4% |
| 24 | CHARTER COMMUNICATIONS INC N CHTR · 16119P108 | CL A | $181.58M | 1.30% | 672,597 | -34.5% |
| 25 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $175.8M | 1.26% | 5,320,677 | — |
| 26 | REALOGY HLDGS CORP 75605Y106 | COM | $155.23M | 1.11% | 6,002,557 | — |
| 27 | FIRST DATA CORP NEW FDC · 32008D106 | COM CL A | $151.84M | 1.09% | 11,537,629 | +59.1% |
| 28 | VEREIT INC ARCPEUR · 92339V100 | COM | $149.23M | 1.07% | 14,390,111 | -5.8% |
| 29 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $146.52M | 1.05% | 4,286,651 | +3.4% |
| 30 | DU PONT E I DE NEMOURS & CO 263534109 | COM | $122.02M | 0.87% | 1,821,983 | — |
| 31 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $117.11M | 0.84% | 950,390 | New |
| 32 | TEVA PHARMACEUTICAL INDS LTD TEVA · 881624209 | ADR | $100.12M | 0.72% | 2,176,144 | -29.4% |
| 33 | TIME WARNER INC TWXCHF · 887317303 | COM NEW | $100.08M | 0.72% | 1,257,086 | New |
| 34 | AUTONATION INC AN · 05329W102 | COM | $91.86M | 0.66% | 1,885,833 | — |
| 35 | MERITOR INC MTOR · 59001K100 | COM | $90.45M | 0.65% | 8,126,817 | — |
| 36 | ENDO INTL PLC G30401106 | SHS | $85.65M | 0.61% | 4,250,784 | New |
| 37 | PLATFORM SPECIALTY PRODS COR 72766Q105 | COM | $83.49M | 0.60% | 10,294,598 | New |
| 38 | APPLE INC AAPL · 037833100 | COM | $76.79M | 0.55% | 679,213 | New |
| 39 | HEWLETT PACKARD ENTERPRISE C HPE · 42824C109 | COM | $68.56M | 0.49% | 3,013,739 | New |
| 40 | PHH CORP 693320202 | COM NEW | $68.2M | 0.49% | 4,719,361 | -2.0% |
| 41 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $60.68M | 0.43% | 4,572,703 | +7.4% |
| 42 | COCA COLA EUROPEAN PARTNERS KO · G25839104 | SHS | $56.1M | 0.40% | 1,405,892 | New |
| 43 | ASBURY AUTOMOTIVE GROUP INC ABG · 043436104 | COM | $54.26M | 0.39% | 974,731 | — |
| 44 | EXPRESS SCRIPTS HLDG CO 30219G108 | COM | $45.21M | 0.32% | 640,960 | +788.7% |
| 45 | B/E AEROSPACE INC 073302101 | COM | $44.14M | 0.32% | 854,335 | New |
| 46 | TAILORED BRANDS INC TLRDQ · 87403A107 | COM | $37.68M | 0.27% | 2,400,000 | New |
| 47 | WILLIS TOWERS WATSON PUB LTD WTW · G96629103 | SHS | $35.58M | 0.25% | 267,951 | New |
| 48 | KINDRED HEALTHCARE INC 494580103 | COM | $20.44M | 0.15% | 1,999,713 | — |
| 49 | LIFEPOINT HEALTH INC 53219L109 | COM | $14.81M | 0.11% | 250,000 | New |
| 50 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $419K | 0.00% | 8,031,020 | — |
Total filing value: $13.98B