← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
64
Total value
$5.96B
Top 10 concentration
49.1%
New positions
37
Exited positions· 17 vs. Q2 2020
- NUANCE COMMUNICATIONS INC ($127.59M)
- LABORATORY CORP AMER HLDGS ($121.93M)
- QUEST DIAGNOSTICS INC ($62.23M)
- MARRIOTT INTL INC NEW ($61.89M)
- AVIS BUDGET GROUP ($52.08M)
- UNITED RENTALS INC ($48.19M)
- UNITEDHEALTH GROUP INC ($32.7M)
- THERMO FISHER SCIENTIFIC INC ($29.55M)
- EBAY INC. ($29.07M)
- MICHAELS COS INC ($24.75M)
- EXPEDIA GROUP INC ($20.97M)
- LYFT INC ($12.83M)
Holdings · 64
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $713.13M | 11.96% | 10,645,320 | -46.1% |
| 2 | BAUSCH HEALTH COS INC BHC · 071734107 | COM | $479.02M | 8.03% | 16,337,549 | +4.4% |
| 3 | CIGNA CORP NEW CI · 125523100 | COM | $304.48M | 5.11% | 1,284,353 | -1.3% |
| 4 | MCKESSON CORP MCK · 58155Q103 | COM | $283.43M | 4.75% | 1,482,070 | +21.6% |
| 5 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $280.89M | 4.71% | 7,213,329 | -39.8% |
| 6 | VIACOMCBS INC 0VVB · 92556H206 | CL B | $197.46M | 3.31% | 4,368,677 | -24.1% |
| 7 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $196.84M | 3.30% | 1,719,316 | +80.0% |
| 8 | GLOBAL PMTS INC GPN · 37940X102 | COM | $173.84M | 2.91% | 926,966 | New |
| 9 | TAKEDA PHARMACEUTICAL CO LTD TAK · 874060205 | SPONSORED ADS | $153.41M | 2.57% | 9,115,521 | -43.7% |
| 10 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $147.82M | 2.48% | 1,009,456 | +48.9% |
| 11 | CENTENE CORP DEL CNC · 15135B101 | COM | $147.39M | 2.47% | 2,020,967 | New |
| 12 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $137.88M | 2.31% | 666,935 | -69.1% |
| 13 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $136.12M | 2.28% | 55,744 | +1349.8% |
| 14 | COCA-COLA EUROPACIFIC PARTNE KO · G25839104 | SHS | $135.6M | 2.27% | 2,285,833 | New |
| 15 | WALGREENS BOOTS ALLIANCE INC WBA · 931427108 | COM | $120.87M | 2.03% | 2,297,540 | New |
| 16 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $116.19M | 1.95% | 14,707,256 | +10.3% |
| 17 | FACEBOOK INC META · 30303M102 | CL A | $102.27M | 1.71% | 294,114 | New |
| 18 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $99.33M | 1.67% | 2,323,016 | +9.9% |
| 19 | CORTEVA INC CTVA · 22052L104 | COM | $98.92M | 1.66% | 2,230,468 | -11.4% |
| 20 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $96.27M | 1.61% | 1,243,681 | New |
| 21 | FMC CORP FMC · 302491303 | COM NEW | $94.41M | 1.58% | 872,557 | -23.9% |
| 22 | BAXTER INTL INC BAX · 071813109 | COM | $94.14M | 1.58% | 1,169,387 | +1423.9% |
| 23 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $89.69M | 1.50% | 3,836,051 | +20.1% |
| 24 | FISERV INC FISV · 337738108 | COM | $83.75M | 1.40% | 783,500 | +365.8% |
| 25 | APTIV PLC APTV · G6095L109 | SHS | $81.89M | 1.37% | 520,513 | New |
| 26 | NORFOLK SOUTHN CORP NSC · 655844108 | COM | $76.32M | 1.28% | 287,571 | New |
| 27 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $75.72M | 1.27% | 2,476,080 | +36.7% |
| 28 | UNION PAC CORP UNP · 907818108 | COM | $75.56M | 1.27% | 343,540 | New |
| 29 | MOLINA HEALTHCARE INC MOH · 60855R100 | COM | $75.27M | 1.26% | 297,419 | -10.4% |
| 30 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $71.89M | 1.21% | 4,964,751 | New |
| 31 | AMAZON COM INC AMZN · 023135106 | COM | $71.05M | 1.19% | 20,652 | New |
| 32 | DAVITA INC DVA · 23918K108 | COM | $69.02M | 1.16% | 573,096 | -27.2% |
| 33 | HUMANA INC HUM · 444859102 | COM | $67.5M | 1.13% | 152,461 | -11.0% |
| 34 | ANTHEM INC ELV · 036752103 | COM | $65.94M | 1.11% | 172,713 | New |
| 35 | IRONSOURCE LTD M5R75Y101 | CL A ORD SHS | $53.73M | 0.90% | 5,116,826 | New |
| 36 | HOLOGIC INC HO1 · 436440101 | COM | $52.63M | 0.88% | 788,788 | -59.3% |
| 37 | LONGVIEW ACQUISITION CORP II 54319Q204 | UNIT 99/99/9999 | $50.4M | 0.85% | 5,000,000 | New |
| 38 | VISA INC V · 92826C839 | COM CL A | $49.76M | 0.83% | 212,791 | New |
| 39 | SABRE CORP SABR · 78573M104 | COM | $48.31M | 0.81% | 3,870,698 | New |
| 40 | INSPERITY INC NSP · 45778Q107 | COM | $47.84M | 0.80% | 529,372 | New |
| 41 | BIOHAVEN PHARMACTL HLDG CO L BHVN · G11196105 | COM | $43.17M | 0.72% | 444,701 | +269.6% |
| 42 | IQVIA HLDGS INC IQV · 46266C105 | COM | $37.64M | 0.63% | 155,329 | -71.8% |
| 43 | MEDTRONIC PLC MDT · G5960L103 | SHS | $33.26M | 0.56% | 267,912 | New |
| 44 | MERITOR INC MTOR · 59001K100 | COM | $31.94M | 0.54% | 1,363,967 | -75.0% |
| 45 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $31.49M | 0.53% | 138,845 | New |
| 46 | ATI PHYSICAL THERAPY INC 00216W109 | COM CL A | $30.57M | 0.51% | 3,204,086 | New |
| 47 | DRAGONEER GROWTH OPPORTUN CO G28302100 | COM CL A | $30.04M | 0.50% | 3,015,676 | New |
| 48 | ENDO INTL PLC G30401106 | SHS | $25.13M | 0.42% | 5,370,384 | -43.2% |
| 49 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $23.09M | 0.39% | 460,592 | New |
| 50 | AMGEN INC AMGN · 031162100 | COM | $17.63M | 0.30% | 72,313 | New |
| 51 | NEWHOLD INVESTMENT CORP NHIC · 651448102 | COM CL A | $17.01M | 0.29% | 1,695,664 | New |
| 52 | DUN & BRADSTREET HLDGS INC DNB · 26484T106 | COM | $16.27M | 0.27% | 761,315 | New |
| 53 | CHANGE HEALTHCARE INC CHNGUSD · 15912K100 | COM | $16.22M | 0.27% | 703,772 | New |
| 54 | OUSTER INC OUST · 68989M103 | COM | $15.03M | 0.25% | 1,203,138 | New |
| 55 | QUANTUM SI INC QSI · 74765K105 | COM CL A | $14.55M | 0.24% | 1,187,091 | New |
| 56 | FLEX LTD Y2573F102 | ORD | $13.2M | 0.22% | 738,407 | New |
| 57 | FAST ACQUISITION CORP 311875108 | COM CL A | $11.75M | 0.20% | 995,000 | New |
| 58 | VELOCITY ACQUISITION CORP VEL · 92259E203 | UNIT 99/99/9999 | $10.95M | 0.18% | 1,100,000 | New |
| 59 | GORES HOLDINGS VI INC 38286R105 | COM CL A | $9.96M | 0.17% | 614,517 | New |
| 60 | BOWX ACQUISITION CORP 103085106 | CL A | $9.05M | 0.15% | 786,962 | New |
| 61 | ORION ACQUISITION CORP 68626A207 | UNIT 02/19/2026 | $4.96M | 0.08% | 500,000 | New |
| 62 | LIFESCI ACQUISITION II CORP 53229E103 | COM | $3.16M | 0.05% | 315,666 | New |
| 63 | MUDRICK CAPITAL ACQU CORP II 62477L107 | COM CL A | $1.11M | 0.02% | 89,029 | New |
| 64 | ATI PHYSICAL THERAPY INC 00216W117 | *W EXP 08/10/202 | $681K | 0.01% | 300,000 | New |
Total filing value: $5.96B