← GLENVIEW CAPITAL MANAGEMENT, LLC
Positions
54
Total value
$4B
Top 10 concentration
61.2%
New positions
52
Holdings · 54
| # | Class | |||||
|---|---|---|---|---|---|---|
| 1 | CIGNA CORP NEW CI · 125523100 | COM | $538.28M | 13.46% | 1,939,941 | New |
| 2 | TENET HEALTHCARE CORP THC · 88033G407 | COM NEW | $417.78M | 10.45% | 8,099,648 | New |
| 3 | FISERV INC FISV · 337738108 | COM | $247.67M | 6.19% | 2,646,838 | New |
| 4 | DXC TECHNOLOGY CO DXC · 23355L106 | COM | $236.17M | 5.90% | 9,647,457 | New |
| 5 | GLOBAL PMTS INC GPN · 37940X102 | COM | $233.61M | 5.84% | 2,162,010 | New |
| 6 | MCKESSON CORP MCK · 58155Q103 | COM | $221.87M | 5.55% | 652,799 | New |
| 7 | APTIV PLC APTV · G6095L109 | SHS | $177.93M | 4.45% | 2,275,002 | New |
| 8 | AMAZON COM INC AMZN · 023135106 | COM | $130.23M | 3.26% | 1,152,511 | New |
| 9 | US FOODS HLDG CORP USFD · 912008109 | COM | $122.28M | 3.06% | 4,624,862 | New |
| 10 | BAXTER INTL INC BAX · 071813109 | COM | $121.56M | 3.04% | 2,257,019 | New |
| 11 | UBER TECHNOLOGIES INC UBER · 90353T100 | COM | $108.45M | 2.71% | 4,092,343 | New |
| 12 | DUPONT DE NEMOURS INC DD · 26614N102 | COM | $92.36M | 2.31% | 1,832,482 | New |
| 13 | COCA-COLA EUROPACIFIC PARTNE KO · G25839104 | SHS | $87.77M | 2.19% | 2,059,323 | New |
| 14 | FMC CORP FMC · 302491303 | COM NEW | $86.39M | 2.16% | 817,353 | New |
| 15 | VALVOLINE INC VVV · 92047W101 | COM | $86M | 2.15% | 3,393,686 | New |
| 16 | CORTEVA INC CTVA · 22052L104 | COM | $77.29M | 1.93% | 1,352,378 | New |
| 17 | WILLIS TOWERS WATSON PLC LTD WTW · G96629103 | SHS | $70.58M | 1.76% | 351,223 | New |
| 18 | ELEMENT SOLUTIONS INC ESI · 28618M106 | COM | $62.75M | 1.57% | 3,856,683 | New |
| 19 | HCA HEALTHCARE INC HCA · 40412C101 | COM | $58.23M | 1.46% | 316,829 | New |
| 20 | CIGNA CORP NEW 125523100 · Call | COM | $55.49M | 1.39% | 200,000 | New |
| 21 | FLEX LTD Y2573F102 | ORD | $54.93M | 1.37% | 3,296,894 | New |
| 22 | NORFOLK SOUTHN CORP NSC · 655844108 | COM | $52.51M | 1.31% | 250,479 | New |
| 23 | LONGVIEW ACQUISITION CORP II 54319Q204 | UNIT 99/99/9999 | $49.1M | 1.23% | 5,000,000 | New |
| 24 | UNITED RENTALS INC URI · 911363109 | COM | $48.84M | 1.22% | 180,812 | New |
| 25 | LAS VEGAS SANDS CORP LVS · 517834107 | COM | $42.87M | 1.07% | 1,142,709 | New |
| 26 | CLARIVATE PLC CLVT · G21810109 | ORD SHS | $42.48M | 1.06% | 4,524,184 | New |
| 27 | BROOKDALE SR LIVING INC BKD · 112463104 | COM | $42.04M | 1.05% | 9,844,673 | New |
| 28 | MICROSOFT CORP MSFT · 594918104 | COM | $36.51M | 0.91% | 156,754 | New |
| 29 | ACTIVISION BLIZZARD INC ATVIEUR · 00507V109 | COM | $34.6M | 0.87% | 465,450 | New |
| 30 | ALIBABA GROUP HLDG LTD BABA · 01609W102 | SPONSORED ADS | $33.55M | 0.84% | 419,428 | New |
| 31 | LENNOX INTL INC LII · 526107107 | COM | $33.22M | 0.83% | 149,208 | New |
| 32 | ZOOMINFO TECHNOLOGIES INC GTM · 98980F104 | COMMON STOCK | $31.19M | 0.78% | 748,710 | New |
| 33 | BOOKING HOLDINGS INC BKNG · 09857L108 | COM | $30.55M | 0.76% | 18,589 | New |
| 34 | MYRIAD GENETICS INC MYGN · 62855J104 | COM | $27.89M | 0.70% | 1,461,484 | New |
| 35 | BUTTERFLY NETWORK INC BFLY · 124155102 | COM CL A | $25.68M | 0.64% | 5,464,751 | New |
| 36 | BAUSCH PLUS LOMB CORP BLCO · 071705107 | COMMON SHARES | $23.27M | 0.58% | 1,516,684 | New |
| 37 | EXPEDIA GROUP INC EXPE · 30212P303 | COM NEW | $22.34M | 0.56% | 238,400 | New |
| 38 | SABRE CORP SABR · 78573M104 | COM | $16.07M | 0.40% | 3,120,869 | New |
| 39 | ENCOMPASS HEALTH CORP EHC · 29261A100 | COM | $15.82M | 0.40% | 349,830 | New |
| 40 | QUANTUM SI INC QSI · 74765K105 | COM CL A | $14.02M | 0.35% | 5,096,972 | -15.1% |
| 41 | EPAM SYS INC EPAM · 29414B104 | COM | $13.94M | 0.35% | 38,500 | New |
| 42 | ALIGHT INC ALIT · 01626W101 | COM CL A | $12.61M | 0.32% | 1,720,710 | New |
| 43 | SERVICENOW INC NOW · 81762P102 | COM | $10.38M | 0.26% | 27,500 | New |
| 44 | EVOLV TECHNOLOGIES HLDNGS IN EVLV · 30049H102 | COM CL A | $9.87M | 0.25% | 4,654,111 | +447.5% |
| 45 | NEW RELIC INC NEWREUR · 64829B100 | COM | $9.23M | 0.23% | 160,800 | New |
| 46 | DIGIMARC CORP NEW DMRC · 25381B101 | COM | $7.45M | 0.19% | 550,000 | New |
| 47 | BERKELEY LTS INC BLIUSD · 084310101 | COM | $6.65M | 0.17% | 2,325,567 | New |
| 48 | BOSTON SCIENTIFIC CORP BSX · 101137107 | COM | $6.48M | 0.16% | 167,213 | New |
| 49 | ORION ACQUISITION CORP 68626A207 | UNIT 02/19/2026 | $4.79M | 0.12% | 485,001 | New |
| 50 | DUN & BRADSTREET HLDGS INC DNB · 26484T106 | COM | $3.1M | 0.08% | 250,000 | New |
| 51 | RAPID MICRO BIOSYSTEMS INC RPID · 75340L104 | CLASS A COM | $2.42M | 0.06% | 750,000 | New |
| 52 | ENHABIT INC EHAB · 29332G102 | COM | $1.41M | 0.04% | 100,565 | New |
| 53 | AMERISOURCEBERGEN CORP COR · 03073E105 | COM | $657K | 0.02% | 4,855 | New |
| 54 | HYPERFINE INC HYPR · 44916K106 | COM CL A | $490K | 0.01% | 605,052 | New |
Total filing value: $4B