Glenview Capital Management as of Sept. 30, 2022
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 53 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Corp (CI) | 14.8 | $594M | 2.1M | 277.47 | |
| Tenet Healthcare Corp Com New (THC) | 10.4 | $418M | 8.1M | 51.58 | |
| Fiserv (FI) | 6.2 | $248M | 2.6M | 93.57 | |
| Dxc Technology (DXC) | 5.9 | $236M | 9.6M | 24.48 | |
| Global Payments (GPN) | 5.8 | $234M | 2.2M | 108.05 | |
| McKesson Corporation (MCK) | 5.5 | $222M | 653k | 339.87 | |
| Aptiv SHS (APTV) | 4.4 | $178M | 2.3M | 78.21 | |
| Amazon (AMZN) | 3.3 | $130M | 1.2M | 113.00 | |
| Us Foods Hldg Corp call (USFD) | 3.1 | $122M | 4.6M | 26.44 | |
| Baxter International (BAX) | 3.0 | $122M | 2.3M | 53.86 | |
| Uber Technologies (UBER) | 2.7 | $108M | 4.1M | 26.50 | |
| Dupont De Nemours (DD) | 2.3 | $92M | 1.8M | 50.40 | |
| Coca-cola Europacific Partne SHS (CCEP) | 2.2 | $88M | 2.1M | 42.62 | |
| Fmc Corp Com New (FMC) | 2.2 | $86M | 817k | 105.70 | |
| Valvoline Inc Common (VVV) | 2.2 | $86M | 3.4M | 25.34 | |
| Corteva (CTVA) | 1.9 | $77M | 1.4M | 57.15 | |
| Willis Towers Watson SHS (WTW) | 1.8 | $71M | 351k | 200.94 | |
| Element Solutions (ESI) | 1.6 | $63M | 3.9M | 16.27 | |
| Hca Holdings (HCA) | 1.5 | $58M | 317k | 183.79 | |
| Flex Ord (FLEX) | 1.4 | $55M | 3.3M | 16.66 | |
| Norfolk Southern (NSC) | 1.3 | $53M | 251k | 209.65 | |
| Longview Acquisition Corp Ii Unit 99/99/9999 | 1.2 | $49M | 5.0M | 9.82 | |
| United Rentals (URI) | 1.2 | $49M | 181k | 270.12 | |
| Las Vegas Sands (LVS) | 1.1 | $43M | 1.1M | 37.52 | |
| Clarivate Ord Shs (CLVT) | 1.1 | $43M | 4.5M | 9.39 | |
| Brookdale Senior Living (BKD) | 1.1 | $42M | 9.8M | 4.27 | |
| Microsoft Corporation (MSFT) | 0.9 | $37M | 157k | 232.90 | |
| Activision Blizzard | 0.9 | $35M | 466k | 74.34 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $34M | 419k | 79.99 | |
| Lennox International (LII) | 0.8 | $33M | 149k | 222.67 | |
| Zoominfo Technologies Common Stock (ZI) | 0.8 | $31M | 749k | 41.66 | |
| Booking Holdings (BKNG) | 0.8 | $31M | 19k | 1643.23 | |
| Myriad Genetics (MYGN) | 0.7 | $28M | 1.5M | 19.08 | |
| Butterfly Network Com Cl A (BFLY) | 0.6 | $26M | 5.5M | 4.70 | |
| Bausch Plus Lomb Corp Common Shares (BLCO) | 0.6 | $23M | 1.5M | 15.34 | |
| Expedia Group Com New (EXPE) | 0.6 | $22M | 238k | 93.69 | |
| Sabre (SABR) | 0.4 | $16M | 3.1M | 5.15 | |
| Encompass Health Corp (EHC) | 0.4 | $16M | 350k | 45.23 | |
| Quantum Si Com Cl A (QSI) | 0.4 | $14M | 5.1M | 2.75 | |
| Epam Systems (EPAM) | 0.3 | $14M | 39k | 362.18 | |
| Alight Com Cl A (ALIT) | 0.3 | $13M | 1.7M | 7.33 | |
| Servicenow (NOW) | 0.3 | $10M | 28k | 377.60 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.2 | $9.9M | 4.7M | 2.12 | |
| New Relic | 0.2 | $9.2M | 161k | 57.38 | |
| Digimarc Corporation (DMRC) | 0.2 | $7.5M | 550k | 13.55 | |
| Berkeley Lts | 0.2 | $6.7M | 2.3M | 2.86 | |
| Boston Scientific Corporation (BSX) | 0.2 | $6.5M | 167k | 38.73 | |
| Orion Acquisition Corp Unit 02/19/2026 | 0.1 | $4.8M | 485k | 9.87 | |
| Dun & Bradstreet Hldgs (DNB) | 0.1 | $3.1M | 250k | 12.39 | |
| Rapid Micro Biosystems Class A Com (RPID) | 0.1 | $2.4M | 750k | 3.23 | |
| Enhabit Ord (EHAB) | 0.0 | $1.4M | 101k | 14.04 | |
| AmerisourceBergen (COR) | 0.0 | $657k | 4.9k | 135.32 | |
| Hyperfine Com Cl A (HYPR) | 0.0 | $490k | 605k | 0.81 |
