← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
60
Total value
$4.94B
Top 10 concentration
54.5%
New positions
9
Exited positions· 6 vs. Q4 2021
Holdings · 60
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $548.51M | 11.11% | 6,381,043 | -12.9% |
| 2 | CIGNA CORP NEW CI · 125523100 | COM | $382.42M | 7.74% | 1,595,997 | +43.8% |
| 3 | GLOBAL PMTS INC GPN · 37940X102 | COM | $322.44M | 6.53% | 2,356,312 | +12.9% |
| 4 | MCKESSON CORP MCK · 58155Q103 | COM | $286.55M | 5.80% | 936,041 | -39.2% |
| 5 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $246.32M | 4.99% | 7,549,011 | +51.2% |
| 6 | FISERV INC FISV · 337738108 | COM | $217.28M | 4.40% | 2,142,801 | +329.2% |
| 7 | BAUSCH HEALTH COS INC BHC · 071734107 | COM | $211.52M | 4.28% | 9,256,661 | -26.0% |
| 8 | BAXTER INTL INC BAX · 071813109 | COM | $171.44M | 3.47% | 2,211,036 | +1.3% |
| 9 | US FOODS HLDG CORP USFD · 912008109 | COM | $166.32M | 3.37% | 4,419,867 | +173.0% |
| 10 | COCA-COLA EUROPACIFIC PARTNE KO · G25839104 | SHS | $138.35M | 2.80% | 2,846,196 | +6.6% |
| 11 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $136.89M | 2.77% | 3,836,585 | +51.6% |
| 12 | AMAZON COM INC AMZN · 023135106 | COM | $133.53M | 2.70% | 40,962 | +111.4% |
| 13 | APTIV PLC APTV · G6095L109 | SHS | $131.7M | 2.67% | 1,100,186 | +104.0% |
| 14 | MERITOR INC MTOR · 59001K100 | COM | $126.07M | 2.55% | 3,544,333 | +30.0% |
| 15 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $116.44M | 2.36% | 752,648 | -27.1% |
| 16 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $113.57M | 2.30% | 1,543,503 | +2.3% |
| 17 | CENTENE CORP DEL CNC · 15135B101 | COM | $92.06M | 1.86% | 1,093,420 | -19.4% |
| 18 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $91.41M | 1.85% | 1,285,534 | +72.8% |
| 19 | UNIVERSAL HLTH SVCS INC UHS · 913903100 | CL B | $89.71M | 1.82% | 618,871 | -20.3% |
| 20 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $88.73M | 1.80% | 12,586,280 | +23.3% |
| 21 | CORTEVA INC CTVA · 22052L104 | COM | $87.9M | 1.78% | 1,529,180 | -32.9% |
| 22 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $79.4M | 1.61% | 316,829 | -33.9% |
| 23 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $67.17M | 1.36% | 3,066,904 | +30.9% |
| 24 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $61.33M | 1.24% | 1,384,629 | +26.0% |
| 25 | CHANGE HEALTHCARE INC CHNGUSD · 15912K100 | COM | $56.35M | 1.14% | 2,584,815 | +15.9% |
| 26 | VALVOLINE INC VVV · 92047W101 | COM | $55.06M | 1.11% | 1,744,570 | New |
| 27 | LONGVIEW ACQUISITION CORP II 54319Q204 | UNIT 99/99/9999 | $49.2M | 1.00% | 5,000,000 | — |
| 28 | FMC CORP FMC · 302491303 | COM NEW | $46.91M | 0.95% | 356,521 | -53.8% |
| 29 | NORFOLK SOUTHN CORP NSC · 655844108 | COM | $46.17M | 0.93% | 161,878 | -6.5% |
| 30 | FLEX LTD Y2573F102 | ORD | $45.79M | 0.93% | 2,468,394 | +146.8% |
| 31 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $43.77M | 0.89% | 1,737,009 | +3.4% |
| 32 | UNITED RENTALS INC URI · 911363109 | COM | $41.36M | 0.84% | 116,430 | New |
| 33 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $39.71M | 0.80% | 1,021,530 | New |
| 34 | INSPERITY INC NSP · 45778Q107 | COM | $38.35M | 0.78% | 381,875 | +11.4% |
| 35 | SABRE CORP SABR · 78573M104 | COM | $35.82M | 0.73% | 3,134,069 | -20.2% |
| 36 | IRONSOURCE LTD M5R75Y101 | CL A ORD SHS | $33.65M | 0.68% | 7,010,415 | +256.3% |
| 37 | HOLOGIC INC HO1 · 436440101 | COM | $27.61M | 0.56% | 359,381 | -38.6% |
| 38 | QUANTUM SI INC QSI · 74765K105 | COM CL A | $27.04M | 0.55% | 5,778,299 | -3.7% |
| 39 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $26.01M | 0.53% | 5,464,751 | +10.1% |
| 40 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $24.77M | 0.50% | 309,132 | — |
| 41 | CIGNA CORP NEW 125523100 · Call | COM | $23.96M | 0.49% | 100,000 | New |
| 42 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $23.72M | 0.48% | 8,528 | -29.9% |
| 43 | BIOHAVEN PHARMACTL HLDG CO L BHVN · G11196105 | COM | $18.77M | 0.38% | 158,301 | +0.3% |
| 44 | META PLATFORMS INC META · 30303M102 | CL A | $17.46M | 0.35% | 78,540 | New |
| 45 | DAVITA INC DVA · 23918K108 | COM | $14.6M | 0.30% | 129,100 | -75.8% |
| 46 | BOOKING HOLDINGS INC BKNG · 09857L108 | COM | $14.47M | 0.29% | 6,163 | New |
| 47 | UNION PAC CORP UNP · 907818108 | COM | $12.62M | 0.26% | 46,185 | -72.9% |
| 48 | CHANGE HEALTHCARE INC 15912K100 · Call | COM | $10.9M | 0.22% | 500,000 | — |
| 49 | MIRATI THERAPEUTICS INC MRTXEUR · 60468T105 | COM | $9.55M | 0.19% | 116,110 | +153.5% |
| 50 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $8.57M | 0.17% | 78,789 | -4.8% |
| 51 | BERKELEY LTS INC BLIUSD · 084310101 | COM | $8.49M | 0.17% | 1,193,332 | New |
| 52 | OUSTER INC OUST · 68989M103 | COM | $5.08M | 0.10% | 1,128,982 | -6.1% |
| 53 | ORION ACQUISITION CORP 68626A207 | UNIT 02/19/2026 | $4.76M | 0.10% | 485,001 | — |
| 54 | RAPID MICRO BIOSYSTEMS INC RPID · 75340L104 | CLASS A COM | $4.52M | 0.09% | 665,807 | New |
| 55 | EVOLUS INC EOLS · 30052C107 | COM | $4.43M | 0.09% | 394,810 | +0.2% |
| 56 | EVOLV TECHNOLOGIES HLDNGS IN EVLV · 30049H102 | COM CL A | $3.97M | 0.08% | 1,499,461 | +100.1% |
| 57 | HYPERFINE INC HYPR · 44916K106 | COM CL A | $3.46M | 0.07% | 977,000 | -2.3% |
| 58 | ENDO INTL PLC G30401106 | SHS | $2.6M | 0.05% | 1,126,435 | -48.4% |
| 59 | DIGIMARC CORP NEW DMRC · 25381B101 | COM | $1.98M | 0.04% | 75,000 | — |
| 60 | CYTEK BIOSCIENCES INC CTKB · 23285D109 | COM | $597K | 0.01% | 55,413 | New |
Total filing value: $4.94B