Glenview Capital Management as of Sept. 30, 2018
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 57 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 5.2 | $817M | 8.6M | 95.01 | |
| FMC Corporation (FMC) | 4.7 | $743M | 8.5M | 87.18 | |
| Aetna | 4.7 | $732M | 3.6M | 202.85 | |
| Iqvia Holdings (IQV) | 4.4 | $687M | 5.3M | 129.74 | |
| McKesson Corporation (MCK) | 4.1 | $646M | 4.9M | 132.65 | |
| Dowdupont | 4.1 | $645M | 10M | 64.31 | |
| Hca Holdings (HCA) | 3.8 | $603M | 4.3M | 139.12 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $539M | 2.2M | 244.08 | |
| First Data | 3.4 | $539M | 22M | 24.47 | |
| Shire | 3.4 | $532M | 2.9M | 181.27 | |
| CVS Caremark Corporation (CVS) | 3.3 | $521M | 6.6M | 78.72 | |
| Tenet Healthcare Corporation (THC) | 3.2 | $509M | 18M | 28.46 | |
| Dxc Technology (DXC) | 2.8 | $448M | 4.8M | 93.52 | |
| Newell Rubbermaid (NWL) | 2.5 | $394M | 19M | 20.30 | |
| eBay (EBAY) | 2.4 | $382M | 12M | 33.02 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $378M | 313k | 1207.08 | |
| Aramark Hldgs (ARMK) | 2.3 | $359M | 8.4M | 43.02 | |
| Universal Health Services (UHS) | 2.3 | $357M | 2.8M | 127.84 | |
| Anthem (ELV) | 2.2 | $353M | 1.3M | 274.05 | |
| Hologic (HOLX) | 2.2 | $342M | 8.3M | 40.98 | |
| FedEx Corporation (FDX) | 2.2 | $340M | 1.4M | 240.79 | |
| Allergan | 2.0 | $317M | 1.7M | 190.48 | |
| Walgreen Boots Alliance (WBA) | 1.8 | $283M | 3.9M | 72.90 | |
| CIGNA Corporation | 1.6 | $256M | 1.2M | 208.25 | |
| CBS Corporation | 1.6 | $245M | 4.3M | 57.45 | |
| Williams Companies (WMB) | 1.5 | $233M | 8.6M | 27.19 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.5 | $231M | 18M | 13.12 | |
| Endo International (ENDPQ) | 1.4 | $219M | 13M | 16.83 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.3 | $204M | 626k | 325.88 | |
| Nxp Semiconductors N V (NXPI) | 1.1 | $174M | 2.0M | 85.50 | |
| Nuance Communications | 1.1 | $172M | 9.9M | 17.32 | |
| Nvent Electric Plc Voting equities (NVT) | 1.1 | $167M | 6.2M | 27.16 | |
| Liberty Global Inc Com Ser A | 1.1 | $165M | 5.7M | 28.93 | |
| Meritor | 1.0 | $163M | 8.4M | 19.36 | |
| Microsoft Corporation (MSFT) | 1.0 | $160M | 1.4M | 114.37 | |
| Platform Specialty Prods Cor | 1.0 | $156M | 13M | 12.47 | |
| Liberty Global Inc C | 0.9 | $143M | 5.1M | 28.16 | |
| Avis Budget (CAR) | 0.9 | $139M | 4.3M | 32.14 | |
| Lowe's Companies (LOW) | 0.9 | $137M | 1.2M | 114.82 | |
| Symantec Corporation | 0.8 | $134M | 6.3M | 21.28 | |
| Fortune Brands (FBIN) | 0.8 | $128M | 2.4M | 52.36 | |
| Delphi Automotive Inc international (APTV) | 0.8 | $122M | 1.5M | 83.90 | |
| Brookdale Senior Living (BKD) | 0.7 | $103M | 11M | 9.83 | |
| Dollar Tree (DLTR) | 0.6 | $98M | 1.2M | 81.55 | |
| Worldpay Ord | 0.6 | $94M | 925k | 101.27 | |
| Bausch Health Companies (BHC) | 0.6 | $91M | 3.5M | 25.67 | |
| AmerisourceBergen (COR) | 0.5 | $85M | 924k | 92.22 | |
| Hertz Global Holdings | 0.5 | $79M | 4.8M | 16.33 | |
| Delphi Technologies | 0.5 | $73M | 2.3M | 31.36 | |
| Vareit, Inc reits | 0.4 | $64M | 8.8M | 7.26 | |
| Mohawk Industries (MHK) | 0.3 | $54M | 305k | 175.35 | |
| Michaels Cos Inc/the | 0.3 | $54M | 3.3M | 16.23 | |
| Industries N shs - a - (LYB) | 0.3 | $47M | 460k | 102.51 | |
| Conduent Incorporate (CNDT) | 0.3 | $45M | 2.0M | 22.52 | |
| Albemarle Corporation (ALB) | 0.2 | $34M | 344k | 99.78 | |
| Laboratory Corp. of America Holdings (LH) | 0.1 | $13M | 77k | 173.68 | |
| Citigroup Inc Com Us cmn | 0.0 | $0 | 8.0M | 0.00 |
