← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
56
Total value
$17.23B
Top 10 concentration
48.5%
New positions
25
Exited positions· 19 vs. Q3 2016
- HUMANA INC ($1.69B)
- COMPUTER SCIENCES CORP ($398.98M)
- DOW CHEM CO ($305.86M)
- HEALTHSOUTH CORP ($290.88M)
- IMS HEALTH HLDGS INC ($232.75M)
- MANPOWERGROUP INC ($207.39M)
- CHARTER COMMUNICATIONS INC N ($181.58M)
- DU PONT E I DE NEMOURS & CO ($122.02M)
- TEVA PHARMACEUTICAL INDS LTD ($100.12M)
- TIME WARNER INC ($100.08M)
- AUTONATION INC ($91.86M)
- HEWLETT PACKARD ENTERPRISE C ($68.56M)
Holdings · 56
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $1.21B | 7.00% | 15,155,942 | -5.2% |
| 2 | DOWDUPONT INC 26078J100 | COM | $1.12B | 6.52% | 16,238,778 | New |
| 3 | F M C CORP FMC · 302491303 | COM NEW | $1.05B | 6.07% | 11,721,194 | +12.5% |
| 4 | SHIRE PLC 82481R106 | SPONSORED ADR | $898.8M | 5.22% | 5,869,138 | New |
| 5 | QUINTILES IMS HOLDINGS INC 74876Y101 | COM | $848.15M | 4.92% | 8,921,356 | +163.8% |
| 6 | ANTHEM INC ELV · 036752103 | COM | $722.02M | 4.19% | 3,802,515 | -32.1% |
| 7 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $671.58M | 3.90% | 7,819,944 | New |
| 8 | FLEX LTD Y2573F102 | ORD | $653.4M | 3.79% | 39,432,751 | +1.2% |
| 9 | AETNA INC NEW 00817Y108 | COM | $603.36M | 3.50% | 3,794,484 | -26.7% |
| 10 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $592.13M | 3.44% | 608,110 | +63.5% |
| 11 | CIGNA CORPORATION CI · 125509109 | COM | $576.48M | 3.34% | 3,083,753 | -48.5% |
| 12 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $516.29M | 3.00% | 2,728,827 | +1.6% |
| 13 | ABBVIE INC ABBV · 00287Y109 | COM | $474.63M | 2.75% | 5,341,332 | -11.4% |
| 14 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $439.05M | 2.55% | 2,908,188 | -31.0% |
| 15 | MCKESSON CORP MCK · 58155Q103 | COM | $417.95M | 2.43% | 2,720,878 | New |
| 16 | EBAY INC EBAY · 278642103 | COM | $402.17M | 2.33% | 10,456,699 | New |
| 17 | APPLE INC AAPL · 037833100 | COM | $383.69M | 2.23% | 2,489,532 | +266.5% |
| 18 | CBS CORP NEW 124857202 | CL B | $380.94M | 2.21% | 6,567,902 | -51.4% |
| 19 | ZIMMER BIOMET HLDGS INC ZBH · 98956P102 | COM | $369.46M | 2.14% | 3,155,386 | New |
| 20 | LOWES COS INC LOW · 548661107 | COM | $335.09M | 1.94% | 4,191,810 | New |
| 21 | FIRST DATA CORP NEW FDC · 32008D106 | COM CL A | $306.13M | 1.78% | 16,969,432 | +47.1% |
| 22 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $293.94M | 1.71% | 17,890,230 | — |
| 23 | AVIS BUDGET GROUP CAR · 053774105 | COM | $289.18M | 1.68% | 7,598,004 | -8.4% |
| 24 | LIBERTY GLOBAL PLC LBTYA · G5480U104 | SHS CL A | $263.09M | 1.53% | 7,758,465 | +81.0% |
| 25 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $255.11M | 1.48% | 2,299,484 | +142.0% |
| 26 | DELPHI AUTOMOTIVE PLC G27823106 | SHS | $233.82M | 1.36% | 2,376,174 | New |
| 27 | WILLIAMS COS INC DEL WMB · 969457100 | COM | $225.89M | 1.31% | 7,527,089 | -10.8% |
| 28 | LIBERTY GLOBAL PLC LBTYA · G5480U120 | SHS CL C | $213.58M | 1.24% | 6,531,357 | +22.8% |
| 29 | VISA INC V · 92826C839 | COM CL A | $213.5M | 1.24% | 2,028,651 | New |
| 30 | DUN & BRADSTREET CORP DEL NE 26483E100 | COM | $210.81M | 1.22% | 1,810,906 | New |
| 31 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $166.96M | 0.97% | 15,750,718 | -5.3% |
| 32 | PLATFORM SPECIALTY PRODS COR 72766Q105 | COM | $159.76M | 0.93% | 14,328,633 | +39.2% |
| 33 | VEREIT INC ARCPEUR · 92339V100 | COM | $158.21M | 0.92% | 19,084,897 | +32.6% |
| 34 | MERITOR INC MTOR · 59001K100 | COM | $152.86M | 0.89% | 5,876,817 | -27.7% |
| 35 | COCA COLA EUROPEAN PARTNERS KO · G25839104 | SHS | $131.48M | 0.76% | 3,159,116 | +124.7% |
| 36 | REALOGY HLDGS CORP 75605Y106 | COM | $128.4M | 0.74% | 3,896,651 | -35.1% |
| 37 | PENTAIR PLC PNR · G7S00T104 | SHS | $120.37M | 0.70% | 1,771,167 | New |
| 38 | HERTZ GLOBAL HLDGS INC HTZ · 42806J106 | COM | $113.19M | 0.66% | 5,062,166 | -23.3% |
| 39 | CVS HEALTH CORP CVS · 126650100 | COM | $111.33M | 0.65% | 1,369,003 | New |
| 40 | NIKE INC NKE · 654106103 | CL B | $108.5M | 0.63% | 2,092,657 | New |
| 41 | MOHAWK INDS INC MHK · 608190104 | COM | $104.51M | 0.61% | 422,233 | New |
| 42 | ENDO INTL PLC G30401106 | SHS | $93.82M | 0.54% | 10,953,261 | +157.7% |
| 43 | COMCAST CORP NEW CMCSA · 20030N101 | CL A | $88.61M | 0.51% | 2,302,642 | New |
| 44 | TWITTER INC TWTRUSD · 90184L102 | COM | $83.97M | 0.49% | 4,977,679 | New |
| 45 | CONDUENT INC CNDT · 206787103 | COM | $62.68M | 0.36% | 4,000,000 | New |
| 46 | WYNDHAM WORLDWIDE CORP WYNEUR · 98310W108 | COM | $50.38M | 0.29% | 477,974 | New |
| 47 | MONSANTO CO NEW 61166W101 | COM | $42.63M | 0.25% | 355,764 | New |
| 48 | KINDER MORGAN INC DEL KMI · 49456B101 | COM | $34.9M | 0.20% | 1,819,630 | New |
| 49 | TAILORED BRANDS INC TLRDQ · 87403A107 | COM | $34.66M | 0.20% | 2,400,000 | — |
| 50 | MGM RESORTS INTERNATIONAL MGM · 552953101 | COM | $32.4M | 0.19% | 994,046 | New |
| 51 | FEDEX CORP FDX · 31428X106 | COM | $28.77M | 0.17% | 127,521 | New |
| 52 | KINDRED HEALTHCARE INC 494580103 | COM | $28.68M | 0.17% | 4,217,713 | +110.9% |
| 53 | PRAXAIR INC PXGBX · 74005P104 | COM | $13.97M | 0.08% | 100,000 | New |
| 54 | VANTIV INC 92210H105 | CL A | $11.55M | 0.07% | 163,901 | New |
| 55 | WALGREENS BOOTS ALLIANCE INC WBA · 931427108 | COM | $3.82M | 0.02% | 49,400 | New |
| 56 | CITIGROUP INC C · 172967226 | *W EXP 01/04/201 | $925K | 0.01% | 8,031,020 | — |
Total filing value: $17.23B