Glenview Captal Management
Latest statistics and disclosures from Glenview Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVS, THC, GPN, SPY, TEVA, and represent 49.68% of Glenview Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$378M), TMO (+$89M), Z (+$69M), GPN (+$69M), ICLR (+$65M), DHR (+$43M), ONTO (+$35M), LION (+$35M), DXC (+$34M), PINS (+$26M).
- Started 18 new stock positions in ONTO, SNPS, TECH, Z, LAD, BAX, ICLR, SPY, DD, RTO. CNC, XYZ, BRKR, OSCR, LION, EHC, PINS, ILMN.
- Reduced shares in these 10 stocks: THC (-$123M), META (-$77M), CI (-$53M), CAR (-$46M), WDC (-$38M), EXPE (-$32M), JBTM (-$29M), W (-$27M), USFD (-$24M), BC (-$22M).
- Sold out of its positions in CAR, COO, JBTM, ON, SNDK, W, WDC.
- Glenview Capital Management was a net buyer of stock by $703M.
- Glenview Capital Management has $4.5B in assets under management (AUM), dropping by 25.85%.
- Central Index Key (CIK): 0001138995
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Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 54 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| CVS Caremark Corporation (CVS) | 13.8 | $618M | 8.2M | 75.39 |
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| Tenet Healthcare Corp Com New (THC) | 10.5 | $472M | -20% | 2.3M | 203.04 |
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| Global Payments (GPN) | 9.5 | $427M | +19% | 5.1M | 83.08 |
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| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 8.4 | $378M | NEW | 567k | 666.18 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 7.5 | $337M | +5% | 17M | 20.20 |
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| Zoominfo Technologies Common Stock (GTM) | 4.5 | $202M | +12% | 19M | 10.91 |
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| Amazon (AMZN) | 3.2 | $143M | +15% | 652k | 219.57 |
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| Thermo Fisher Scientific (TMO) | 3.1 | $137M | +182% | 283k | 485.02 |
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| Dxc Technology (DXC) | 2.5 | $114M | +42% | 8.3M | 13.63 |
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| Universal Hlth Svcs CL B (UHS) | 2.2 | $99M | +23% | 482k | 204.44 |
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| Paypal Holdings (PYPL) | 2.0 | $89M | +32% | 1.3M | 67.06 |
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| Viatris (VTRS) | 1.8 | $82M | 8.2M | 9.90 |
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| Us Foods Hldg Corp call (USFD) | 1.8 | $82M | -22% | 1.1M | 76.62 |
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| Dick's Sporting Goods (DKS) | 1.7 | $78M | +21% | 352k | 222.22 |
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| Expedia Group Com New (EXPE) | 1.7 | $77M | -29% | 360k | 213.75 |
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| Zillow Group Cl C Cap Stk (Z) | 1.5 | $69M | NEW | 890k | 77.05 |
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| Alight Com Cl A (ALIT) | 1.5 | $66M | -16% | 20M | 3.26 |
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| Icon SHS (ICLR) | 1.4 | $65M | NEW | 371k | 175.00 |
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| Marvell Technology (MRVL) | 1.3 | $57M | +66% | 677k | 84.07 |
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| Hldgs (UAL) | 1.3 | $56M | +2% | 582k | 96.50 |
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| Element Solutions (ESI) | 1.2 | $56M | -21% | 2.2M | 25.17 |
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| Surgery Partners (SGRY) | 1.2 | $55M | +66% | 2.5M | 21.64 |
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| Cigna Corp (CI) | 1.2 | $54M | -49% | 188k | 288.25 |
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| Danaher Corporation (DHR) | 1.2 | $52M | +428% | 264k | 198.26 |
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| Uber Technologies (UBER) | 1.0 | $46M | +76% | 472k | 97.97 |
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| McKesson Corporation (MCK) | 1.0 | $44M | +120% | 57k | 772.54 |
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| National Vision Hldgs (EYE) | 0.9 | $40M | +69% | 1.4M | 29.19 |
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| Onto Innovation (ONTO) | 0.8 | $35M | NEW | 271k | 129.22 |
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| Lionsgate Studios Corp (LION) | 0.8 | $35M | NEW | 5.0M | 6.90 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.8 | $34M | -26% | 860k | 39.51 |
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| Iqvia Holdings (IQV) | 0.7 | $33M | +74% | 175k | 189.94 |
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| Myriad Genetics (MYGN) | 0.7 | $33M | 4.6M | 7.23 |
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| Pinterest Cl A (PINS) | 0.6 | $26M | NEW | 808k | 32.17 |
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| Lithia Motors (LAD) | 0.5 | $23M | NEW | 74k | 316.00 |
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| Bausch Plus Lomb Corp Common Shares (BLCO) | 0.5 | $23M | 1.6M | 15.07 |
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| Block Cl A (XYZ) | 0.5 | $23M | NEW | 322k | 72.27 |
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| Encompass Health Corp (EHC) | 0.5 | $21M | NEW | 168k | 127.02 |
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| MKS Instruments (MKSI) | 0.5 | $21M | -25% | 172k | 123.77 |
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| Bio-techne Corporation (TECH) | 0.5 | $21M | NEW | 374k | 55.63 |
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| Brunswick Corporation (BC) | 0.4 | $20M | -52% | 313k | 63.24 |
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| Butterfly Network Com Cl A (BFLY) | 0.4 | $19M | 10M | 1.93 |
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| Clarivate Ord Shs (CLVT) | 0.4 | $19M | +4% | 5.0M | 3.83 |
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| Baxter International (BAX) | 0.4 | $17M | NEW | 743k | 22.77 |
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| Rh (RH) | 0.4 | $16M | +21% | 80k | 203.16 |
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| Centene Corporation (CNC) | 0.3 | $13M | NEW | 372k | 35.68 |
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| Synopsys (SNPS) | 0.2 | $11M | NEW | 21k | 493.39 |
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| Bruker Corporation (BRKR) | 0.2 | $10M | NEW | 320k | 32.49 |
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| Dupont De Nemours (DD) | 0.2 | $10M | NEW | 129k | 77.90 |
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| Illumina (ILMN) | 0.2 | $9.7M | NEW | 102k | 94.97 |
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| Meta Platforms Cl A (META) | 0.2 | $8.5M | -90% | 12k | 734.38 |
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| Oscar Health Cl A (OSCR) | 0.2 | $7.7M | NEW | 408k | 18.93 |
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| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $5.2M | NEW | 205k | 25.25 |
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| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $2.2M | 149k | 14.58 |
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| Butterfly Network *w Exp 02/12/202 (BFLY.WS) | 0.0 | $78k | 1.7M | 0.05 |
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Past Filings by Glenview Capital Management
SEC 13F filings are viewable for Glenview Capital Management going back to 2010
- Glenview Capital Management 2025 Q3 filed Nov. 14, 2025
- Glenview Capital Management 2025 Q2 filed Aug. 14, 2025
- Glenview Capital Management 2025 Q1 filed May 15, 2025
- Glenview Capital Management 2024 Q4 filed Feb. 14, 2025
- Glenview Capital Management 2024 Q3 filed Nov. 14, 2024
- Glenview Capital Management 2024 Q2 filed Aug. 14, 2024
- Glenview Capital Management 2024 Q1 filed May 15, 2024
- Glenview Capital Management 2023 Q4 filed Feb. 14, 2024
- Glenview Capital Management 2023 Q3 filed Nov. 14, 2023
- Glenview Capital Management 2023 Q2 filed Aug. 14, 2023
- Glenview Capital Management 2023 Q1 filed May 15, 2023
- Glenview Capital Management 2022 Q4 filed Feb. 14, 2023
- Glenview Capital Management 2022 Q3 filed Nov. 14, 2022
- Glenview Capital Management 2022 Q2 filed Aug. 11, 2022
- Glenview Capital Management 2022 Q1 filed May 16, 2022
- Glenview Capital Management 2021 Q2 restated filed Feb. 18, 2022