← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
44
Total value
$3.63B
Top 10 concentration
59.5%
New positions
11
Exited positions· 11 vs. Q1 2020
Holdings · 44
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $357.88M | 9.87% | 19,761,353 | +0.1% |
| 2 | TAKEDA PHARMACEUTICAL CO LTD TAK · 874060205 | SPONSORED ADS | $290.38M | 8.01% | 16,195,310 | -18.8% |
| 3 | BAUSCH HEALTH COS INC BHC · 071734107 | COM | $286.13M | 7.89% | 15,644,128 | -5.9% |
| 4 | CIGNA CORP NEW CI · 125523100 | COM | $244.27M | 6.73% | 1,301,750 | -11.3% |
| 5 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $209.38M | 5.77% | 2,157,209 | -23.3% |
| 6 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $197.8M | 5.45% | 11,988,030 | +9.1% |
| 7 | MCKESSON CORP MCK · 58155Q103 | COM | $186.97M | 5.15% | 1,218,704 | -25.8% |
| 8 | VIACOMCBS INC 0VVB · 92556H206 | CL B | $134.25M | 3.70% | 5,756,784 | -38.0% |
| 9 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $127.59M | 3.52% | 5,042,131 | -17.5% |
| 10 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $121.93M | 3.36% | 734,044 | New |
| 11 | F M C CORP FMC · 302491303 | COM NEW | $114.28M | 3.15% | 1,147,119 | -41.0% |
| 12 | HOLOGIC INC HO1 · 436440101 | COM | $110.34M | 3.04% | 1,935,735 | -50.5% |
| 13 | MERITOR INC MTOR · 59001K100 | COM | $107.94M | 2.98% | 5,451,480 | -24.4% |
| 14 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $96.25M | 2.65% | 955,159 | +29.4% |
| 15 | IQVIA HLDGS INC IQV · 46266C105 | COM | $78.21M | 2.16% | 551,258 | -67.8% |
| 16 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $74.19M | 2.05% | 2,113,001 | -11.5% |
| 17 | CORTEVA INC CTVA · 22052L104 | COM | $67.45M | 1.86% | 2,517,740 | +77.7% |
| 18 | HUMANA INC HUM · 444859102 | COM | $66.43M | 1.83% | 171,332 | -49.0% |
| 19 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $62.99M | 1.74% | 678,152 | +91.4% |
| 20 | DAVITA INC DVA · 23918K108 | COM | $62.32M | 1.72% | 787,483 | New |
| 21 | QUEST DIAGNOSTICS INC DGX · 74834L100 | COM | $62.23M | 1.72% | 546,061 | New |
| 22 | MARRIOTT INTL INC NEW MAR · 571903202 | CL A | $61.89M | 1.71% | 721,889 | New |
| 23 | MOLINA HEALTHCARE INC MOH · 60855R100 | COM | $59.09M | 1.63% | 332,019 | +19.1% |
| 24 | AVIS BUDGET GROUP CAR · 053774105 | COM | $52.08M | 1.44% | 2,275,409 | -32.0% |
| 25 | UNITED RENTALS INC URI · 911363109 | COM | $48.19M | 1.33% | 323,316 | -18.3% |
| 26 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $39.34M | 1.08% | 13,336,554 | -24.4% |
| 27 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $34.65M | 0.96% | 3,193,768 | -21.1% |
| 28 | UNITEDHEALTH GROUP INC UNH · 91324P102 | COM | $32.7M | 0.90% | 110,866 | -60.6% |
| 29 | ENDO INTL PLC G30401106 | SHS | $32.4M | 0.89% | 9,446,971 | -2.4% |
| 30 | THERMO FISHER SCIENTIFIC INC TMO · 883556102 | COM | $29.55M | 0.81% | 81,555 | New |
| 31 | EBAY INC. EBAY · 278642103 | COM | $29.07M | 0.80% | 554,162 | -33.7% |
| 32 | MICHAELS COS INC MIKUSD · 59408Q106 | COM | $24.75M | 0.68% | 3,500,850 | +35.6% |
| 33 | EXPEDIA GROUP INC EXPE · 30212P303 | COM NEW | $20.97M | 0.58% | 255,049 | New |
| 34 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $20.53M | 0.57% | 1,810,727 | +17.6% |
| 35 | FISERV INC FISV · 337738108 | COM | $16.42M | 0.45% | 168,200 | -80.0% |
| 36 | LYFT INC LYFT · 55087P104 | CL A COM | $12.83M | 0.35% | 388,614 | New |
| 37 | AVIS BUDGET GROUP 053774105 · Call | COM | $11.45M | 0.32% | 500,000 | New |
| 38 | PACIFIC BIOSCIENCES CALIF IN PACB · 69404D108 | COM | $10.88M | 0.30% | 3,153,150 | -2.3% |
| 39 | BIOHAVEN PHARMACTL HLDG CO L BHVN · G11196105 | COM | $8.8M | 0.24% | 120,332 | New |
| 40 | HOST HOTELS & RESORTS INC HST · 44107P104 | COM | $8M | 0.22% | 741,628 | New |
| 41 | BAXTER INTL INC BAX · 071813109 | COM | $6.61M | 0.18% | 76,738 | -84.1% |
| 42 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $5.45M | 0.15% | 3,845 | -89.2% |
| 43 | PRA HEALTH SCIENCES INC PRAH · 69354M108 | COM | $2.2M | 0.06% | 22,579 | New |
| 44 | EDWARDS LIFESCIENCES CORP EW · 28176E108 | COM | $233K | 0.01% | 3,375 | -80.0% |
Total filing value: $3.63B