Glenview Capital Management as of Sept. 30, 2023
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 49 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cigna Corp (CI) | 11.6 | $513M | 1.8M | 286.07 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 11.6 | $513M | 1.2M | 427.48 | |
| Tenet Healthcare Corp Com New (THC) | 10.2 | $452M | 6.9M | 65.89 | |
| Universal Hlth Svcs CL B (UHS) | 5.0 | $220M | 1.8M | 125.73 | |
| Global Payments (GPN) | 4.8 | $213M | 1.8M | 115.39 | |
| Dxc Technology (DXC) | 4.6 | $203M | 9.7M | 20.83 | |
| Activision Blizzard | 3.7 | $162M | 1.7M | 93.63 | |
| McKesson Corporation (MCK) | 3.5 | $156M | 358k | 434.85 | |
| Fiserv (FI) | 3.2 | $144M | 1.3M | 112.96 | |
| Clarivate Ord Shs (CLVT) | 3.1 | $135M | 20M | 6.71 | |
| Amazon (AMZN) | 2.7 | $121M | 954k | 127.12 | |
| Alight Com Cl A (ALIT) | 2.6 | $116M | 16M | 7.09 | |
| Corteva (CTVA) | 2.5 | $111M | 2.2M | 51.16 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 2.4 | $106M | 600k | 176.74 | |
| Uber Technologies (UBER) | 2.2 | $97M | 2.1M | 45.99 | |
| Us Foods Hldg Corp call (USFD) | 2.0 | $89M | 2.3M | 39.70 | |
| Expedia Group Com New (EXPE) | 1.9 | $83M | 807k | 103.07 | |
| Valvoline Inc Common (VVV) | 1.8 | $82M | 2.5M | 32.24 | |
| Hca Holdings (HCA) | 1.8 | $81M | 331k | 245.98 | |
| Aptiv SHS (APTV) | 1.8 | $81M | 824k | 98.59 | |
| Brookdale Senior Living (BKD) | 1.7 | $77M | 19M | 4.14 | |
| Charter Communications Inc N Cl A (CHTR) | 1.7 | $75M | 171k | 439.82 | |
| Teleflex Incorporated (TFX) | 1.7 | $75M | 381k | 196.41 | |
| Intel Corporation (INTC) | 1.7 | $74M | 2.1M | 35.55 | |
| Myriad Genetics (MYGN) | 1.4 | $61M | 3.8M | 16.04 | |
| Element Solutions (ESI) | 1.2 | $55M | 2.8M | 19.61 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.2 | $51M | 1.0M | 50.15 | |
| Dupont De Nemours (DD) | 0.7 | $32M | 433k | 74.59 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.5 | $22M | 4.6M | 4.86 | |
| Cardinal Health (CAH) | 0.5 | $22M | 257k | 86.82 | |
| Dun & Bradstreet Hldgs (DNB) | 0.5 | $22M | 2.2M | 9.99 | |
| Avantor (AVTR) | 0.5 | $22M | 1.0M | 21.08 | |
| Brunswick Corporation (BC) | 0.5 | $20M | 255k | 79.00 | |
| Brookdale Sr Living Note 2.000%10/1 (Principal) | 0.4 | $20M | 26M | 0.78 | |
| Masimo Corporation (MASI) | 0.4 | $18M | 209k | 87.68 | |
| Meta Platforms Cl A (META) | 0.4 | $17M | 55k | 300.21 | |
| Medtronic SHS (MDT) | 0.3 | $14M | 180k | 78.36 | |
| Digimarc Corporation (DMRC) | 0.3 | $13M | 406k | 32.49 | |
| Butterfly Network Com Cl A (BFLY) | 0.2 | $9.5M | 8.0M | 1.18 | |
| Microsoft Corporation (MSFT) | 0.2 | $9.4M | 30k | 315.75 | |
| Match Group (MTCH) | 0.2 | $8.5M | 218k | 39.17 | |
| Anthem (ELV) | 0.1 | $6.5M | 15k | 435.42 | |
| MKS Instruments (MKSI) | 0.1 | $4.9M | 56k | 86.54 | |
| Berkeley Lts | 0.1 | $3.8M | 3.8M | 1.00 | |
| Cibus Cl A Com Stk (CBUS) | 0.0 | $2.2M | 120k | 18.22 | |
| Rapid Micro Biosystems Class A Com (RPID) | 0.0 | $1.4M | 1.3M | 1.08 | |
| Cano Health Com Cl A | 0.0 | $254k | 1.0M | 0.25 | |
| Butterfly Network *w Exp 02/12/202 (BFLY.WS) | 0.0 | $113k | 1.7M | 0.07 | |
| Doma Holdings Com New (DOMA) | 0.0 | $102k | 20k | 5.08 |
