← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
57
Total value
$4.69B
Top 10 concentration
55.9%
New positions
12
Exited positions· 19 vs. Q2 2021
- VIACOMCBS INC ($197.46M)
- TAKEDA PHARMACEUTICAL CO LTD ($153.41M)
- WALGREENS BOOTS ALLIANCE INC ($120.87M)
- FACEBOOK INC ($102.27M)
- MOLINA HEALTHCARE INC ($75.27M)
- ANTHEM INC ($65.94M)
- VISA INC ($49.76M)
- IQVIA HLDGS INC ($37.64M)
- MEDTRONIC PLC ($33.26M)
- ATI PHYSICAL THERAPY INC ($30.57M)
- DRAGONEER GROWTH OPPORTUN CO ($30.04M)
- NEWHOLD INVESTMENT CORP ($17.01M)
Holdings · 57
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $598.55M | 12.76% | 7,327,108 | -31.2% |
| 2 | MCKESSON CORP MCK · 58155Q103 | COM | $382.76M | 8.16% | 1,539,852 | +3.9% |
| 3 | BAUSCH HEALTH COS INC BHC · 071734107 | COM | $345.18M | 7.36% | 12,502,147 | -23.5% |
| 4 | GLOBAL PMTS INC GPN · 37940X102 | COM | $282.21M | 6.01% | 2,087,657 | +125.2% |
| 5 | CIGNA CORP NEW CI · 125523100 | COM | $254.78M | 5.43% | 1,109,534 | -13.6% |
| 6 | BAXTER INTL INC BAX · 071813109 | COM | $187.34M | 3.99% | 2,182,422 | +86.6% |
| 7 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $160.76M | 3.43% | 4,993,958 | -30.8% |
| 8 | COCA-COLA EUROPACIFIC PARTNE KO · G25839104 | SHS | $149.32M | 3.18% | 2,669,687 | +16.8% |
| 9 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $137.18M | 2.92% | 1,032,288 | -40.0% |
| 10 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $123.14M | 2.62% | 479,280 | -28.1% |
| 11 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $121.87M | 2.60% | 1,508,632 | +21.3% |
| 12 | CENTENE CORP DEL CNC · 15135B101 | COM | $111.8M | 2.38% | 1,356,736 | -32.9% |
| 13 | CORTEVA INC CTVA · 22052L104 | COM | $107.83M | 2.30% | 2,280,562 | +2.2% |
| 14 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $106.09M | 2.26% | 2,530,170 | +449.3% |
| 15 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $100.7M | 2.15% | 776,618 | -23.1% |
| 16 | APTIV PLC APTV · G6095L109 | SHS | $88.96M | 1.90% | 539,317 | +3.6% |
| 17 | WILLIS TOWERS WATSON PLC LTD WTW · G96629103 | SHS | $86.21M | 1.84% | 362,996 | New |
| 18 | FMC CORP FMC · 302491303 | COM NEW | $84.83M | 1.81% | 771,911 | -11.5% |
| 19 | MERITOR INC MTOR · 59001K100 | COM | $67.58M | 1.44% | 2,727,342 | +100.0% |
| 20 | AMAZON COM INC AMZN · 023135106 | COM | $64.6M | 1.38% | 19,375 | -6.2% |
| 21 | DAVITA INC DVA · 23918K108 | COM | $60.59M | 1.29% | 532,638 | -7.1% |
| 22 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $56.9M | 1.21% | 2,343,601 | -38.9% |
| 23 | US FOODS HLDG CORP USFD · 912008109 | COM | $56.39M | 1.20% | 1,619,112 | New |
| 24 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $52.69M | 1.12% | 10,211,649 | -30.6% |
| 25 | FISERV INC FISV · 337738108 | COM | $51.81M | 1.10% | 499,206 | -36.3% |
| 26 | NORFOLK SOUTHN CORP NSC · 655844108 | COM | $51.56M | 1.10% | 173,203 | -39.8% |
| 27 | LONGVIEW ACQUISITION CORP II 54319Q204 | UNIT 99/99/9999 | $50.05M | 1.07% | 5,000,000 | — |
| 28 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $48.54M | 1.03% | 743,798 | New |
| 29 | CHANGE HEALTHCARE INC CHNGUSD · 15912K100 | COM | $47.7M | 1.02% | 2,230,811 | +217.0% |
| 30 | QUANTUM SI INC QSI · 74765K105 | COM CL A | $47.22M | 1.01% | 6,000,000 | +405.4% |
| 31 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $46.67M | 0.99% | 1,098,684 | -52.7% |
| 32 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $46.36M | 0.99% | 1,679,747 | -32.2% |
| 33 | HOLOGIC INC HO1 · 436440101 | COM | $44.81M | 0.95% | 585,321 | -25.8% |
| 34 | UNION PAC CORP UNP · 907818108 | COM | $42.97M | 0.92% | 170,579 | -50.3% |
| 35 | INSPERITY INC NSP · 45778Q107 | COM | $40.47M | 0.86% | 342,664 | -35.3% |
| 36 | MCKESSON CORP 58155Q103 · Call | COM | $39.77M | 0.85% | 160,000 | New |
| 37 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $35.24M | 0.75% | 12,165 | -78.2% |
| 38 | ALPHABET INC 02079K305 · Put | CAP STK CL A | $34.76M | 0.74% | 12,000 | New |
| 39 | SABRE CORP SABR · 78573M104 | COM | $33.75M | 0.72% | 3,929,064 | +1.5% |
| 40 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $33.21M | 0.71% | 4,964,751 | — |
| 41 | AMGEN INC AMGN · 031162100 | COM | $30.29M | 0.65% | 134,645 | +86.2% |
| 42 | HUMANA INC HUM · 444859102 | COM | $25.5M | 0.54% | 54,978 | -63.9% |
| 43 | BIOHAVEN PHARMACTL HLDG CO L BHVN · G11196105 | COM | $21.75M | 0.46% | 157,835 | -64.5% |
| 44 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $20.57M | 0.44% | 309,132 | New |
| 45 | FLEX LTD Y2573F102 | ORD | $18.33M | 0.39% | 1,000,000 | +35.4% |
| 46 | IRONSOURCE LTD M5R75Y101 | CL A ORD SHS | $15.23M | 0.32% | 1,967,668 | -61.5% |
| 47 | DUN & BRADSTREET HLDGS INC DNB · 26484T106 | COM | $15.05M | 0.32% | 734,595 | -3.5% |
| 48 | CHANGE HEALTHCARE INC 15912K100 · Call | COM | $10.69M | 0.23% | 500,000 | New |
| 49 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $9.84M | 0.21% | 82,789 | -40.4% |
| 50 | ENDO INTL PLC G30401106 | SHS | $8.2M | 0.17% | 2,181,239 | -59.4% |
| 51 | HYPERFINE INC HYPR · 44916K106 | COM CL A | $7.25M | 0.15% | 1,000,000 | New |
| 52 | MIRATI THERAPEUTICS INC MRTXEUR · 60468T105 | COM | $6.72M | 0.14% | 45,800 | New |
| 53 | OUSTER INC OUST · 68989M103 | COM | $6.25M | 0.13% | 1,201,982 | -0.1% |
| 54 | ORION ACQUISITION CORP 68626A207 | UNIT 02/19/2026 | $4.78M | 0.10% | 485,001 | -3.0% |
| 55 | EVOLV TECHNOLOGIES HLDNGS IN EVLV · 30049H102 | COM CL A | $3.34M | 0.07% | 749,461 | New |
| 56 | DIGIMARC CORP NEW DMRC · 25381B101 | COM | $2.96M | 0.06% | 75,000 | New |
| 57 | EVOLUS INC EOLS · 30052C107 | COM | $2.56M | 0.05% | 393,827 | New |
Total filing value: $4.69B