Glenview Capital Management as of March 31, 2023
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 54 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 10.8 | $491M | 1.2M | 409.39 | |
| Cigna Corp (CI) | 10.4 | $473M | 1.9M | 255.53 | |
| Tenet Healthcare Corp Com New (THC) | 9.5 | $432M | 7.3M | 59.42 | |
| Fiserv (FI) | 5.3 | $243M | 2.2M | 113.03 | |
| Global Payments (GPN) | 5.2 | $236M | 2.2M | 105.24 | |
| Dxc Technology (DXC) | 5.0 | $229M | 9.0M | 25.56 | |
| McKesson Corporation (MCK) | 5.0 | $228M | 640k | 356.05 | |
| Valvoline Inc Common (VVV) | 2.9 | $133M | 3.8M | 34.94 | |
| Us Foods Hldg Corp call (USFD) | 2.9 | $133M | 3.6M | 36.94 | |
| Alight Com Cl A (ALIT) | 2.9 | $130M | 14M | 9.21 | |
| Hca Holdings (HCA) | 2.6 | $119M | 452k | 263.68 | |
| Universal Hlth Svcs CL B (UHS) | 2.4 | $110M | 862k | 127.10 | |
| Clarivate Ord Shs (CLVT) | 2.4 | $109M | 12M | 9.39 | |
| Aptiv SHS (APTV) | 2.3 | $105M | 933k | 112.19 | |
| Corteva (CTVA) | 2.2 | $99M | 1.6M | 60.31 | |
| Fmc Corp Com New (FMC) | 2.2 | $98M | 803k | 122.13 | |
| Myriad Genetics (MYGN) | 2.1 | $98M | 4.2M | 23.23 | |
| Uber Technologies (UBER) | 2.1 | $94M | 3.0M | 31.70 | |
| Dupont De Nemours (DD) | 1.9 | $87M | 1.2M | 71.77 | |
| Activision Blizzard | 1.6 | $72M | 839k | 85.59 | |
| Coca-cola Europacific Partne SHS (CCEP) | 1.6 | $71M | 1.2M | 59.19 | |
| Lennox International (LII) | 1.3 | $60M | 238k | 251.28 | |
| Element Solutions (ESI) | 1.3 | $58M | 3.0M | 19.31 | |
| Brookdale Senior Living (BKD) | 1.2 | $55M | 19M | 2.95 | |
| Norfolk Southern (NSC) | 1.2 | $54M | 256k | 212.00 | |
| Amazon (AMZN) | 1.0 | $47M | 455k | 103.29 | |
| AmerisourceBergen (COR) | 1.0 | $44M | 278k | 160.11 | |
| Flex Ord (FLEX) | 1.0 | $44M | 1.9M | 23.01 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $41M | 403k | 102.18 | |
| Avantor (AVTR) | 0.9 | $39M | 1.9M | 21.14 | |
| Expedia Group Com New (EXPE) | 0.8 | $37M | 383k | 97.03 | |
| FedEx Corporation (FDX) | 0.8 | $37M | 163k | 228.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $33M | 317k | 103.73 | |
| DaVita (DVA) | 0.5 | $22M | 276k | 81.11 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.5 | $21M | 377k | 56.58 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.4 | $20M | 6.3M | 3.12 | |
| Match Group (MTCH) | 0.4 | $18M | 475k | 38.39 | |
| Brookdale Sr Living Note 2.000%10/1 (Principal) | 0.4 | $18M | 26M | 0.71 | |
| UnitedHealth (UNH) | 0.4 | $17M | 37k | 472.59 | |
| Butterfly Network Com Cl A (BFLY) | 0.3 | $15M | 8.0M | 1.88 | |
| Union Pacific Corporation (UNP) | 0.3 | $13M | 63k | 201.26 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $12M | 50k | 229.42 | |
| Willis Towers Watson SHS (WTW) | 0.2 | $11M | 47k | 232.38 | |
| Cardinal Health (CAH) | 0.2 | $11M | 141k | 75.50 | |
| Sabre (SABR) | 0.2 | $9.4M | 2.2M | 4.29 | |
| Digimarc Corporation (DMRC) | 0.2 | $8.5M | 435k | 19.65 | |
| Quantum Si Com Cl A (QSI) | 0.2 | $7.4M | 4.2M | 1.76 | |
| Anthem (ELV) | 0.1 | $5.5M | 12k | 459.81 | |
| Berkeley Lts | 0.1 | $4.4M | 3.8M | 1.16 | |
| Dun & Bradstreet Hldgs (DNB) | 0.0 | $1.8M | 154k | 11.74 | |
| Rapid Micro Biosystems Class A Com (RPID) | 0.0 | $1.1M | 818k | 1.31 | |
| Cano Health Com Cl A | 0.0 | $865k | 950k | 0.91 | |
| Butterfly Network *w Exp 02/12/202 (BFLY.WS) | 0.0 | $456k | 1.7M | 0.27 | |
| Doma Holdings Common Stock | 0.0 | $204k | 500k | 0.41 |
