Glenview Capital Management as of Sept. 30, 2019
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 49 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Corp (CI) | 8.2 | $779M | 5.1M | 151.79 | |
| Hca Holdings (HCA) | 6.8 | $643M | 5.3M | 120.42 | |
| McKesson Corporation (MCK) | 5.8 | $547M | 4.0M | 136.66 | |
| Iqvia Holdings (IQV) | 5.7 | $540M | 3.6M | 149.38 | |
| Takeda Pharmaceutical (TAK) | 5.0 | $472M | 27M | 17.20 | |
| Tenet Healthcare Corporation (THC) | 4.5 | $431M | 20M | 22.12 | |
| Hologic (HOLX) | 4.4 | $415M | 8.2M | 50.49 | |
| Humana (HUM) | 4.3 | $409M | 1.6M | 255.67 | |
| FMC Corporation (FMC) | 4.0 | $376M | 4.3M | 87.68 | |
| Dxc Technology (DXC) | 3.7 | $348M | 12M | 29.50 | |
| Bausch Health Companies (BHC) | 3.2 | $302M | 14M | 21.85 | |
| Fiserv (FI) | 3.0 | $282M | 2.7M | 103.59 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $269M | 220k | 1221.14 | |
| Walt Disney Company (DIS) | 2.6 | $245M | 1.9M | 130.32 | |
| Anthem (ELV) | 2.2 | $208M | 868k | 240.10 | |
| Flextronics International Ltd Com Stk (FLEX) | 2.1 | $203M | 19M | 10.47 | |
| DaVita (DVA) | 1.9 | $185M | 3.2M | 57.07 | |
| Williams Companies (WMB) | 1.9 | $182M | 7.5M | 24.06 | |
| CBS Corporation | 1.8 | $167M | 4.1M | 40.37 | |
| UnitedHealth (UNH) | 1.7 | $158M | 727k | 217.32 | |
| Industries N shs - a - (LYB) | 1.7 | $158M | 1.8M | 89.47 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $137M | 470k | 291.27 | |
| Brookdale Senior Living (BKD) | 1.4 | $134M | 18M | 7.58 | |
| Meritor | 1.4 | $133M | 7.2M | 18.50 | |
| Nuance Communications | 1.4 | $129M | 7.9M | 16.31 | |
| Global Payments (GPN) | 1.3 | $126M | 790k | 159.00 | |
| Univar | 1.3 | $126M | 6.0M | 20.76 | |
| Avis Budget (CAR) | 1.3 | $122M | 4.3M | 28.26 | |
| Element Solutions (ESI) | 1.2 | $119M | 12M | 10.18 | |
| Nxp Semiconductors N V (NXPI) | 1.2 | $116M | 1.1M | 109.12 | |
| Metropcs Communications (TMUS) | 1.2 | $112M | 1.4M | 78.77 | |
| Universal Health Services (UHS) | 1.2 | $110M | 740k | 148.75 | |
| Myriad Genetics (MYGN) | 1.1 | $106M | 3.7M | 28.63 | |
| AmerisourceBergen (COR) | 1.1 | $104M | 1.3M | 82.33 | |
| Lowe's Companies (LOW) | 0.9 | $86M | 784k | 109.96 | |
| Fidelity National Information Services (FIS) | 0.8 | $77M | 583k | 132.76 | |
| Endo International (ENDPQ) | 0.7 | $68M | 21M | 3.21 | |
| Liberty Global Inc Com Ser A | 0.7 | $62M | 2.5M | 24.75 | |
| Centene Corporation (CNC) | 0.6 | $60M | 1.4M | 43.26 | |
| United Rentals (URI) | 0.6 | $52M | 418k | 124.64 | |
| WellCare Health Plans | 0.5 | $52M | 200k | 259.17 | |
| Newell Rubbermaid (NWL) | 0.5 | $45M | 2.4M | 18.72 | |
| Allergan | 0.3 | $26M | 154k | 168.29 | |
| Delphi Technologies | 0.2 | $20M | 1.5M | 13.40 | |
| Livent Corp | 0.2 | $20M | 3.0M | 6.69 | |
| Liberty Global Inc C | 0.2 | $19M | 788k | 23.79 | |
| Tapestry (TPR) | 0.2 | $17M | 651k | 26.05 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $13M | 256k | 51.57 | |
| Adt (ADT) | 0.0 | $949k | 151k | 6.27 |
