← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
52
Total value
$15.41B
Top 10 concentration
49.7%
New positions
6
Exited positions· 6 vs. Q1 2017
Holdings · 52
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $1.3B | 8.43% | 14,899,289 | +4.4% |
| 2 | F M C CORP FMC · 302491303 | COM NEW | $949.09M | 6.16% | 12,992,304 | +22.8% |
| 3 | DOW CHEM CO 260543103 | COM | $896.68M | 5.82% | 14,217,189 | +19.8% |
| 4 | QUINTILES IMS HOLDINGS INC 74876Y101 | COM | $798.46M | 5.18% | 8,921,356 | +29.3% |
| 5 | ANTHEM INC ELV · 036752103 | COM | $762.05M | 4.94% | 4,050,631 | -14.0% |
| 6 | CIGNA CORPORATION CI · 125509109 | COM | $626.57M | 4.07% | 3,743,184 | -23.7% |
| 7 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $625.89M | 4.06% | 8,158,165 | New |
| 8 | FLEX LTD Y2573F102 | ORD | $622.43M | 4.04% | 38,162,481 | +21.2% |
| 9 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $573.57M | 3.72% | 616,953 | -2.6% |
| 10 | LOWES COS INC LOW · 548661107 | COM | $513.37M | 3.33% | 6,621,609 | +21.4% |
| 11 | AETNA INC NEW 00817Y108 | COM | $502.63M | 3.26% | 3,310,469 | -34.2% |
| 12 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $481.53M | 3.12% | 2,759,965 | -7.1% |
| 13 | ABBVIE INC ABBV · 00287Y109 | COM | $443.05M | 2.87% | 6,110,170 | -16.3% |
| 14 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $410.78M | 2.67% | 2,664,988 | — |
| 15 | CBS CORP NEW 124857202 | CL B | $372.5M | 2.42% | 5,840,355 | +6.7% |
| 16 | APPLE INC AAPL · 037833100 | COM | $364.33M | 2.36% | 2,529,696 | -19.5% |
| 17 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $346M | 2.24% | 17,890,230 | — |
| 18 | EBAY INC EBAY · 278642103 | COM | $311M | 2.02% | 8,905,922 | +442.0% |
| 19 | SHIRE PLC 82481R106 | SPONSORED ADR | $284.76M | 1.85% | 1,722,977 | +69.7% |
| 20 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $252.26M | 1.64% | 7,853,565 | +0.9% |
| 21 | VISA INC V · 92826C839 | COM CL A | $248.99M | 1.62% | 2,654,993 | +25.7% |
| 22 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $240.93M | 1.56% | 1,973,545 | +15.1% |
| 23 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $224.34M | 1.46% | 15,250,718 | +3.5% |
| 24 | FIRST DATA CORP NEW FDC · 32008D106 | COM CL A | $222.39M | 1.44% | 12,219,432 | +14.0% |
| 25 | AVIS BUDGET GROUP CAR · 053774105 | COM | $212.65M | 1.38% | 7,798,004 | -6.0% |
| 26 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $208.33M | 1.35% | 6,681,357 | +14.7% |
| 27 | REALOGY HLDGS CORP 75605Y106 | COM | $204.48M | 1.33% | 6,301,426 | — |
| 28 | MCKESSON CORP MCK · 58155Q103 | COM | $195.45M | 1.27% | 1,187,828 | +29.4% |
| 29 | WILLIAMS COS INC DEL WMB · 969457100 | COM | $192.83M | 1.25% | 6,368,161 | -12.1% |
| 30 | HUMANA INC HUM · 444859102 | COM | $172.64M | 1.12% | 717,470 | -86.5% |
| 31 | PLATFORM SPECIALTY PRODS COR 72766Q105 | COM | $167.42M | 1.09% | 13,203,633 | +17.9% |
| 32 | DELPHI AUTOMOTIVE PLC G27823106 | SHS | $163.16M | 1.06% | 1,861,436 | New |
| 33 | COCA COLA EUROPEAN PARTNERS KO · G25839104 | SHS | $158.36M | 1.03% | 3,893,870 | -9.9% |
| 34 | VEREIT INC ARCPEUR · 92339V100 | COM | $146.08M | 0.95% | 17,946,243 | +5.9% |
| 35 | DU PONT E I DE NEMOURS & CO 263534109 | COM | $144.27M | 0.94% | 1,787,538 | +764.8% |
| 36 | WALGREENS BOOTS ALLIANCE INC WBA · 931427108 | COM | $136.88M | 0.89% | 1,747,858 | New |
| 37 | ENDO INTL PLC G30401106 | SHS | $115.93M | 0.75% | 10,378,390 | — |
| 38 | DUN & BRADSTREET CORP DEL NE 26483E100 | COM | $108.78M | 0.71% | 1,005,788 | New |
| 39 | MOHAWK INDS INC MHK · 608190104 | COM | $102.05M | 0.66% | 422,233 | +17.7% |
| 40 | MERITOR INC MTOR · 59001K100 | COM | $101.77M | 0.66% | 6,126,817 | -14.0% |
| 41 | ZIMMER BIOMET HLDGS INC ZBH · 98956P102 | COM | $99.05M | 0.64% | 771,410 | — |
| 42 | HERTZ GLOBAL HLDGS INC HTZ · 42806J106 | COM | $65.72M | 0.43% | 5,714,904 | +30.9% |
| 43 | PHH CORP 693320202 | COM NEW | $54.15M | 0.35% | 3,932,639 | -12.8% |
| 44 | WYNDHAM WORLDWIDE CORP WYNEUR · 98310W108 | COM | $47.99M | 0.31% | 477,974 | New |
| 45 | NIKE INC NKE · 654106103 | CL B | $46.81M | 0.30% | 793,319 | New |
| 46 | MONSANTO CO NEW 61166W101 | COM | $42.11M | 0.27% | 355,764 | — |
| 47 | HAIN CELESTIAL GROUP INC HAIN · 405217100 | COM | $38.82M | 0.25% | 1,000,000 | -63.6% |
| 48 | KINDER MORGAN INC DEL KMI · 49456B101 | COM | $34.86M | 0.23% | 1,819,630 | — |
| 49 | KINDRED HEALTHCARE INC 494580103 | COM | $27.67M | 0.18% | 2,374,713 | +18.8% |
| 50 | TAILORED BRANDS INC TLRDQ · 87403A107 | COM | $26.78M | 0.17% | 2,400,000 | — |
| 51 | MARVELL TECHNOLOGY GROUP LTD MRVL · G5876H105 | ORD | $23.5M | 0.15% | 1,422,703 | -46.1% |
| 52 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $1.21M | 0.01% | 8,031,020 | — |
Total filing value: $15.41B