← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
55
Total value
$4B
Top 10 concentration
60.4%
New positions
6
Exited positions· 11 vs. Q1 2022
Holdings · 55
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CIGNA CORP NEW CI · 125523100 | COM | $547.12M | 13.69% | 2,076,189 | +30.1% |
| 2 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $358.76M | 8.97% | 6,825,671 | +7.0% |
| 3 | GLOBAL PMTS INC GPN · 37940X102 | COM | $260.3M | 6.51% | 2,352,712 | -0.2% |
| 4 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $240.17M | 6.01% | 7,923,704 | +5.0% |
| 5 | MCKESSON CORP MCK · 58155Q103 | COM | $236.78M | 5.92% | 725,839 | -22.5% |
| 6 | FISERV INC FISV · 337738108 | COM | $190.65M | 4.77% | 2,142,801 | — |
| 7 | COCA-COLA EUROPACIFIC PARTNE KO · G25839104 | SHS | $165.68M | 4.14% | 3,210,186 | +12.8% |
| 8 | US FOODS HLDG CORP USFD · 912008109 | COM | $141.89M | 3.55% | 4,624,862 | +4.6% |
| 9 | BAXTER INTL INC BAX · 071813109 | COM | $139.57M | 3.49% | 2,173,019 | -1.7% |
| 10 | APTIV PLC APTV · G6095L109 | SHS | $132.71M | 3.32% | 1,489,959 | +35.4% |
| 11 | CHANGE HEALTHCARE INC CHNGUSD · 15912K100 | COM | $99.81M | 2.50% | 4,328,222 | +67.4% |
| 12 | CENTENE CORP DEL CNC · 15135B101 | COM | $90.82M | 2.27% | 1,073,420 | -1.8% |
| 13 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $87.76M | 2.20% | 4,289,342 | +11.8% |
| 14 | CORTEVA INC CTVA · 22052L104 | COM | $84.55M | 2.11% | 1,561,646 | +2.1% |
| 15 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $83.57M | 2.09% | 1,503,503 | -2.6% |
| 16 | FMC CORP FMC · 302491303 | COM NEW | $81.17M | 2.03% | 758,499 | +112.8% |
| 17 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $77.03M | 1.93% | 1,374,252 | +6.9% |
| 18 | AMAZON COM INC AMZN · 023135106 | COM | $75.96M | 1.90% | 715,164 | +1645.9% |
| 19 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $74.17M | 1.86% | 4,166,904 | +35.9% |
| 20 | VALVOLINE INC VVV · 92047W101 | COM | $57.56M | 1.44% | 1,996,539 | +14.4% |
| 21 | NORFOLK SOUTHN CORP NSC · 655844108 | COM | $56.93M | 1.42% | 250,479 | +54.7% |
| 22 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $53.25M | 1.33% | 316,829 | — |
| 23 | MICROSOFT CORP MSFT · 594918104 | COM | $52.75M | 1.32% | 205,392 | New |
| 24 | CIGNA CORP NEW 125523100 · Call | COM | $52.7M | 1.32% | 200,000 | +100.0% |
| 25 | LONGVIEW ACQUISITION CORP II 54319Q204 | UNIT 99/99/9999 | $49M | 1.23% | 5,000,000 | — |
| 26 | UNITED RENTALS INC URI · 911363109 | COM | $48.62M | 1.22% | 200,163 | +71.9% |
| 27 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $44.7M | 1.12% | 9,844,673 | -21.8% |
| 28 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $33.37M | 0.83% | 895,396 | -35.3% |
| 29 | CLARIVATE PLC CLVT · G21810109 | ORD SHS | $33.14M | 0.83% | 2,390,852 | New |
| 30 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $30.83M | 0.77% | 1,696,791 | -2.3% |
| 31 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $25.33M | 0.63% | 754,104 | -26.2% |
| 32 | WILLIS TOWERS WATSON PLC LTD WTW · G96629103 | SHS | $25.21M | 0.63% | 127,721 | New |
| 33 | HOLOGIC INC HO1 · 436440101 | COM | $24.91M | 0.62% | 359,381 | — |
| 34 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $24.07M | 0.60% | 309,132 | — |
| 35 | ALPHABET INC GOOGL · 02079K305 | CAP STK CL A | $23.61M | 0.59% | 10,835 | +27.1% |
| 36 | KNIGHT-SWIFT TRANSN HLDGS IN KNX · 499049104 | CL A | $22.92M | 0.57% | 495,100 | New |
| 37 | SABRE CORP SABR · 78573M104 | COM | $17.39M | 0.44% | 2,983,469 | -4.8% |
| 38 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $16.78M | 0.42% | 5,464,751 | — |
| 39 | META PLATFORMS INC META · 30303M102 | CL A | $14.23M | 0.36% | 88,230 | +12.3% |
| 40 | MIRATI THERAPEUTICS INC MRTXEUR · 60468T105 | COM | $13.68M | 0.34% | 203,800 | +75.5% |
| 41 | QUANTUM SI INC QSI · 74765K105 | COM CL A | $12.18M | 0.30% | 5,250,000 | -9.1% |
| 42 | BERKELEY LTS INC BLIUSD · 084310101 | COM | $11.56M | 0.29% | 2,325,567 | +94.9% |
| 43 | CHANGE HEALTHCARE INC 15912K100 · Call | COM | $11.53M | 0.29% | 500,000 | — |
| 44 | EPAM SYS INC EPAM · 29414B104 | COM | $11.35M | 0.28% | 38,500 | New |
| 45 | BOOKING HOLDINGS INC BKNG · 09857L108 | COM | $10.52M | 0.26% | 6,016 | -2.4% |
| 46 | ZOOMINFO TECHNOLOGIES INC GTM · 98980F104 | COMMON STOCK | $10.24M | 0.26% | 308,154 | New |
| 47 | IRONSOURCE LTD M5R75Y101 | CL A ORD SHS | $8.36M | 0.21% | 3,510,748 | -49.9% |
| 48 | EVOLV TECHNOLOGIES HLDNGS IN EVLV · 30049H102 | COM CL A | $7.98M | 0.20% | 2,999,461 | +100.0% |
| 49 | DIGIMARC CORP NEW DMRC · 25381B101 | COM | $7.78M | 0.19% | 550,000 | +633.3% |
| 50 | CYTEK BIOSCIENCES INC CTKB · 23285D109 | COM | $5.37M | 0.13% | 500,000 | +802.3% |
| 51 | ORION ACQUISITION CORP 68626A207 | UNIT 02/19/2026 | $4.76M | 0.12% | 485,001 | — |
| 52 | RAPID MICRO BIOSYSTEMS INC RPID · 75340L104 | CLASS A COM | $3.23M | 0.08% | 750,000 | +12.6% |
| 53 | OUSTER INC OUST · 68989M103 | COM | $1.83M | 0.05% | 1,128,982 | — |
| 54 | HYPERFINE INC HYPR · 44916K106 | COM CL A | $1.35M | 0.03% | 605,052 | -38.1% |
| 55 | FLEX LTD Y2573F102 | ORD | $191K | 0.00% | 13,200 | -99.5% |
Total filing value: $4B