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GLENVIEW CAPITAL MANAGEMENT, LLC
13F-HR/A

Q2 2021

Period Jun 30, 2021Filed Feb 18, 2022View on EDGAR ↗
Compare vsprevious quarter (Q2 2021)
Positions
65
Total value
$6.05B
Top 10 concentration
48.5%
New positions
1

Holdings · 65

#Class
1TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$713.13M11.80%10,645,320
2BAUSCH HEALTH COS INC
BHC · 071734107
COM$479.02M7.92%16,337,549
3CIGNA CORP NEW
CI · 125523100
COM$304.48M5.04%1,284,353
4MCKESSON CORP
MCK · 58155Q103
COM$283.43M4.69%1,482,070
5DXC TECHNOLOGY CO
DXC · 23355L106
COM$280.89M4.65%7,213,329
6VIACOMCBS INC
0VVB · 92556H206
CL B$197.46M3.27%4,368,677
7AMERISOURCEBERGEN CORP
COR · 03073E105
COM$196.84M3.26%1,719,316
8GLOBAL PMTS INC
GPN · 37940X102
COM$173.84M2.88%926,966
9TAKEDA PHARMACEUTICAL CO LTD
TAK · 874060205
SPONSORED ADS$153.41M2.54%9,115,521
10UNIVERSAL HLTH SVCS INC
UHS · 913903100
CL B$147.82M2.44%1,009,456
11CENTENE CORP DEL
CNC · 15135B101
COM$147.39M2.44%2,020,967
12HCA HEALTHCARE INC
HCA · 40412C101
COM$137.88M2.28%666,935
13ALPHABET INC
GOOGL · 02079K305
CAP STK CL A$136.12M2.25%55,744
14COCA-COLA EUROPACIFIC PARTNE
KO · G25839104
SHS$135.6M2.24%2,285,833
15WALGREENS BOOTS ALLIANCE INC
WBA · 931427108
COM$120.87M2.00%2,297,540
16BROOKDALE SR LIVING INC
BKD · 112463104
COM$116.19M1.92%14,707,256
17FACEBOOK INC
META · 30303M102
CL A$102.27M1.69%294,114
18BOSTON SCIENTIFIC CORP
BSX · 101137107
COM$99.33M1.64%2,323,016
19CORTEVA INC
CTVA · 22052L104
COM$98.92M1.64%2,230,468
20DUPONT DE NEMOURS INC
DD · 26614N102
COM$96.27M1.59%1,243,681
21FMC CORP
FMC · 302491303
COM NEW$94.41M1.56%872,557
22BAXTER INTL INC
BAX · 071813109
COM$94.14M1.56%1,169,387
23ELEMENT SOLUTIONS INC
ESI · 28618M106
COM$89.69M1.48%3,836,051
24QUANTUM SI INC
QSI · 74765K105
COM CL A$88.11M1.46%7,187,091+505.4%
25FISERV INC
FISV · 337738108
COM$83.75M1.39%783,500
26APTIV PLC
APTV · G6095L109
SHS$81.89M1.35%520,513
27NORFOLK SOUTHN CORP
NSC · 655844108
COM$76.32M1.26%287,571
28MYRIAD GENETICS INC
MYGN · 62855J104
COM$75.72M1.25%2,476,080
29UNION PAC CORP
UNP · 907818108
COM$75.56M1.25%343,540
30MOLINA HEALTHCARE INC
MOH · 60855R100
COM$75.27M1.24%297,419
31BUTTERFLY NETWORK INC
BFLY · 124155102
COM CL A$71.89M1.19%4,964,751
32AMAZON COM INC
AMZN · 023135106
COM$71.05M1.18%20,652
33DAVITA INC
DVA · 23918K108
COM$69.02M1.14%573,096
34HUMANA INC
HUM · 444859102
COM$67.5M1.12%152,461
35ANTHEM INC
ELV · 036752103
COM$65.94M1.09%172,713
36
IRONSOURCE LTD
M5R75Y101
CL A ORD SHS$53.73M0.89%5,116,826
37HOLOGIC INC
HO1 · 436440101
COM$52.63M0.87%788,788
38
LONGVIEW ACQUISITION CORP II
54319Q204
UNIT 99/99/9999$50.4M0.83%5,000,000
39VISA INC
V · 92826C839
COM CL A$49.76M0.82%212,791
40SABRE CORP
SABR · 78573M104
COM$48.31M0.80%3,870,698
41INSPERITY INC
NSP · 45778Q107
COM$47.84M0.79%529,372
42BIOHAVEN PHARMACTL HLDG CO L
BHVN · G11196105
COM$43.17M0.71%444,701
43IQVIA HLDGS INC
IQV · 46266C105
COM$37.64M0.62%155,329
44MEDTRONIC PLC
MDT · G5960L103
SHS$33.26M0.55%267,912
45MERITOR INC
MTOR · 59001K100
COM$31.94M0.53%1,363,967
46ALIBABA GROUP HLDG LTD
BABA · 01609W102
SPONSORED ADS$31.49M0.52%138,845
47
ATI PHYSICAL THERAPY INC
00216W109
COM CL A$30.57M0.51%3,204,086
48
DRAGONEER GROWTH OPPORTUN CO
G28302100
COM CL A$30.04M0.50%3,015,676
49
ENDO INTL PLC
G30401106
SHS$25.13M0.42%5,370,384
50UBER TECHNOLOGIES INC
UBER · 90353T100
COM$23.09M0.38%460,592
51AMGEN INC
AMGN · 031162100
COM$17.63M0.29%72,313
52NEWHOLD INVESTMENT CORP
NHIC · 651448102
COM CL A$17.01M0.28%1,695,664
53DUN & BRADSTREET HLDGS INC
DNB · 26484T106
COM$16.27M0.27%761,315
54CHANGE HEALTHCARE INC
CHNGUSD · 15912K100
COM$16.22M0.27%703,772
55OUSTER INC
OUST · 68989M103
COM$15.03M0.25%1,203,138
56
FLEX LTD
Y2573F102
ORD$13.2M0.22%738,407
57
FAST ACQUISITION CORP
311875108
COM CL A$11.75M0.19%995,000
58VELOCITY ACQUISITION CORP
VEL · 92259E203
UNIT 99/99/9999$10.95M0.18%1,100,000
59
GORES HOLDINGS VI INC
38286R105
COM CL A$9.96M0.16%614,517
60
BOWX ACQUISITION CORP
103085106
CL A$9.05M0.15%786,962
61BUTTERFLY NETWORK INC
BFLY · 124155110
*W EXP 02/12/202$8.28M0.14%1,713,333New
62
ORION ACQUISITION CORP
68626A207
UNIT 02/19/2026$4.96M0.08%500,000
63
LIFESCI ACQUISITION II CORP
53229E103
COM$3.16M0.05%315,666
64
MUDRICK CAPITAL ACQU CORP II
62477L107
COM CL A$1.11M0.02%89,029
65
ATI PHYSICAL THERAPY INC
00216W117
*W EXP 08/10/202$681K0.01%300,000
Total filing value: $6.05B