← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
63
Total value
$5.9B
Top 10 concentration
56.6%
New positions
30
Exited positions· 11 vs. Q1 2020
- UNITEDHEALTH GROUP INC ($70.25M)
- CENTENE CORP DEL ($55.93M)
- UNITED RENTALS INC ($40.71M)
- EBAY INC ($25.13M)
- NUANCE COMMUNICATIONS INC ($19.12M)
- PACIFIC BIOSCIENCES CALIF IN ($9.88M)
- INTUITIVE SURGICAL INC ($7.32M)
- COHERUS BIOSCIENCES INC ($6.92M)
- ABBOTT LABS ($3.69M)
- EDWARDS LIFESCIENCES CORP ($3.19M)
- LOWES COS INC ($2.55M)
Holdings · 63
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $713.72M | 12.09% | 13,725,320 | -30.5% |
| 2 | BAUSCH HEALTH COS INC BHC · 071734107 | COM | $495.56M | 8.40% | 15,613,090 | -6.0% |
| 3 | CIGNA CORP NEW CI · 125523100 | COM | $449.36M | 7.61% | 1,858,867 | +26.6% |
| 4 | MCKESSON CORP MCK · 58155Q103 | COM | $343.41M | 5.82% | 1,760,705 | +7.2% |
| 5 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $330.81M | 5.60% | 10,582,485 | -3.7% |
| 6 | TAKEDA PHARMACEUTICAL CO LTD TAK · 874060205 | SPONSORED ADS | $294.06M | 4.98% | 16,104,222 | -19.3% |
| 7 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $214.19M | 3.63% | 1,814,078 | +145.8% |
| 8 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $201.61M | 3.42% | 1,070,460 | -61.9% |
| 9 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $154.62M | 2.62% | 1,159,140 | +227.1% |
| 10 | FACEBOOK INC META · 30303M102 | CL A | $144.87M | 2.45% | 491,855 | New |
| 11 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $135.99M | 2.30% | 65,934 | +85.6% |
| 12 | NUANCE COMMUNICATIONS INC NUANEUR · 67020Y100 | COM | $134.86M | 2.28% | 3,090,291 | -49.4% |
| 13 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $123.6M | 2.09% | 3,197,966 | +33.9% |
| 14 | BAXTER INTL INC BAX · 071813109 | COM | $116.22M | 1.97% | 1,377,998 | +185.4% |
| 15 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $109.2M | 1.85% | 18,048,945 | +2.4% |
| 16 | FISERV INC FISV · 337738108 | COM | $104.45M | 1.77% | 877,447 | +4.6% |
| 17 | FMC CORP FMC · 302491303 | COM NEW | $95.09M | 1.61% | 859,688 | -55.7% |
| 18 | ANTHEM INC ELV · 036752103 | COM | $94.63M | 1.60% | 263,633 | New |
| 19 | HUMANA INC HUM · 444859102 | COM | $81.31M | 1.38% | 193,938 | -42.3% |
| 20 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $80.36M | 1.36% | 4,774,846 | New |
| 21 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $78.24M | 1.33% | 2,569,433 | +66.9% |
| 22 | COCA COLA EUROPEAN PARTNERS KO · G25839104 | SHS | $71.33M | 1.21% | 1,367,451 | New |
| 23 | MOLINA HEALTHCARE INC MOH · 60855R100 | COM | $71.07M | 1.20% | 304,023 | +9.1% |
| 24 | WALGREENS BOOTS ALLIANCE INC WBA · 931427108 | COM | $70.81M | 1.20% | 1,289,830 | New |
| 25 | UNION PAC CORP UNP · 907818108 | COM | $70.11M | 1.19% | 318,106 | New |
| 26 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $70M | 1.19% | 3,827,268 | -5.4% |
| 27 | CORTEVA INC CTVA · 22052L104 | COM | $65.79M | 1.11% | 1,411,261 | -0.4% |
| 28 | LABORATORY CORP AMER HLDGS 50540R409 | COM NEW | $56.26M | 0.95% | 220,595 | New |
| 29 | VISA INC V · 92826C839 | COM CL A | $53.4M | 0.90% | 252,187 | New |
| 30 | NORFOLK SOUTHN CORP NSC · 655844108 | COM | $53.37M | 0.90% | 198,757 | New |
| 31 | GLOBAL PMTS INC GPN · 37940X102 | COM | $51.78M | 0.88% | 256,866 | +0.8% |
| 32 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $50.53M | 0.86% | 653,888 | New |
| 33 | LONGVIEW ACQUISITION CORP II 54319Q204 | UNIT 99/99/9999 | $50.2M | 0.85% | 5,000,000 | New |
| 34 | SABRE CORP SABR · 78573M104 | COM | $47.18M | 0.80% | 3,185,704 | New |
| 35 | DAVITA INC DVA · 23918K108 | COM | $45.94M | 0.78% | 426,257 | New |
| 36 | MICROSOFT CORP MSFT · 594918104 | COM | $42.34M | 0.72% | 179,573 | -14.3% |
| 37 | IQVIA HLDGS INC IQV · 46266C105 | COM | $39.99M | 0.68% | 207,047 | -87.9% |
| 38 | AVIS BUDGET GROUP CAR · 053774105 | COM | $36.39M | 0.62% | 501,601 | -85.0% |
| 39 | ENDO INTL PLC G30401106 | SHS | $36.09M | 0.61% | 4,870,384 | -49.7% |
| 40 | THOMA BRAVO ADVANTAGE G88272102 | COM CL A | $34.38M | 0.58% | 3,289,715 | New |
| 41 | FORTRESS VALUE ACQUISITION I 349642108 | COM CL A | $31.93M | 0.54% | 3,202,953 | New |
| 42 | HOLOGIC INC HO1 · 436440101 | COM | $31.79M | 0.54% | 427,445 | -89.1% |
| 43 | MERITOR INC MTOR · 59001K100 | COM | $31.61M | 0.54% | 1,074,567 | -85.1% |
| 44 | INSPERITY INC NSP · 45778Q107 | COM | $31.54M | 0.53% | 376,606 | -14.6% |
| 45 | BIOHAVEN PHARMACTL HLDG CO L BHVN · G11196105 | COM | $31.35M | 0.53% | 458,600 | New |
| 46 | LYFT INC LYFT · 55087P104 | CL A COM | $29.43M | 0.50% | 465,761 | New |
| 47 | DUN & BRADSTREET HLDGS INC DNB · 26484T106 | COM | $29.4M | 0.50% | 1,234,730 | New |
| 48 | APTIV PLC APTV · G6095L109 | SHS | $29.36M | 0.50% | 212,906 | New |
| 49 | VIACOMCBS INC 0VVB · 92556H206 | CL B | $22.55M | 0.38% | 500,000 | -94.6% |
| 50 | MARRIOTT INTL INC NEW MAR · 571903202 | CL A | $17.18M | 0.29% | 116,000 | New |
| 51 | VELOCITY ACQUISITION CORP VEL · 92259E203 | UNIT 99/99/9999 | $14.79M | 0.25% | 1,500,000 | New |
| 52 | FLEX LTD Y2573F102 | ORD | $14.5M | 0.25% | 792,012 | -93.3% |
| 53 | MEDTRONIC PLC MDT · G5960L103 | SHS | $13.6M | 0.23% | 115,116 | +190.2% |
| 54 | FAST ACQUISITION CORP 311875108 | COM CL A | $12.46M | 0.21% | 995,000 | New |
| 55 | HIGHCAPE CAP ACQUISITION COR 42984L105 | COM CL A | $12.36M | 0.21% | 1,037,091 | New |
| 56 | GORES HOLDINGS VI INC 38286R105 | COM CL A | $8.42M | 0.14% | 614,517 | New |
| 57 | PPD INC 69355F102 | COM | $8.27M | 0.14% | 218,446 | New |
| 58 | NEWHOLD INVESTMENT CORP NHIC · 651448102 | COM CL A | $5.51M | 0.09% | 550,000 | New |
| 59 | ORION ACQUISITION CORP 68626A207 | UNIT 02/19/2026 | $5M | 0.08% | 500,000 | New |
| 60 | FAST ACQUISITION CORP II 311874200 | UNIT 03/16/2026 | $4.97M | 0.08% | 500,000 | New |
| 61 | MICHAELS COS INC MIKUSD · 59408Q106 | COM | $2.05M | 0.03% | 93,363 | -96.4% |
| 62 | NEUBASE THERAPEUTICS INC 64132K102 | COM | $739K | 0.01% | 100,000 | New |
| 63 | FORTRESS VALUE ACQUISITION I 349642116 | *W EXP 08/10/202 | $474K | 0.01% | 300,000 | New |
Total filing value: $5.9B