Glenview Capital Management as of Sept. 30, 2025
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 | |
| Tenet Healthcare Corp Com New (THC) | 10.5 | $472M | 2.3M | 203.04 | |
| Global Payments (GPN) | 9.5 | $427M | 5.1M | 83.08 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 8.4 | $378M | 567k | 666.18 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 7.5 | $337M | 17M | 20.20 | |
| Zoominfo Technologies Common Stock (GTM) | 4.5 | $202M | 19M | 10.91 | |
| Amazon (AMZN) | 3.2 | $143M | 652k | 219.57 | |
| Thermo Fisher Scientific (TMO) | 3.1 | $137M | 283k | 485.02 | |
| Dxc Technology (DXC) | 2.5 | $114M | 8.3M | 13.63 | |
| Universal Hlth Svcs CL B (UHS) | 2.2 | $99M | 482k | 204.44 | |
| Paypal Holdings (PYPL) | 2.0 | $89M | 1.3M | 67.06 | |
| Viatris (VTRS) | 1.8 | $82M | 8.2M | 9.90 | |
| Us Foods Hldg Corp call (USFD) | 1.8 | $82M | 1.1M | 76.62 | |
| Dick's Sporting Goods (DKS) | 1.7 | $78M | 352k | 222.22 | |
| Expedia Group Com New (EXPE) | 1.7 | $77M | 360k | 213.75 | |
| Zillow Group Cl C Cap Stk (Z) | 1.5 | $69M | 890k | 77.05 | |
| Alight Com Cl A (ALIT) | 1.5 | $66M | 20M | 3.26 | |
| Icon SHS (ICLR) | 1.4 | $65M | 371k | 175.00 | |
| Marvell Technology (MRVL) | 1.3 | $57M | 677k | 84.07 | |
| Hldgs (UAL) | 1.3 | $56M | 582k | 96.50 | |
| Element Solutions (ESI) | 1.2 | $56M | 2.2M | 25.17 | |
| Surgery Partners (SGRY) | 1.2 | $55M | 2.5M | 21.64 | |
| Cigna Corp (CI) | 1.2 | $54M | 188k | 288.25 | |
| Danaher Corporation (DHR) | 1.2 | $52M | 264k | 198.26 | |
| Uber Technologies (UBER) | 1.0 | $46M | 472k | 97.97 | |
| McKesson Corporation (MCK) | 1.0 | $44M | 57k | 772.54 | |
| National Vision Hldgs (EYE) | 0.9 | $40M | 1.4M | 29.19 | |
| Onto Innovation (ONTO) | 0.8 | $35M | 271k | 129.22 | |
| Lionsgate Studios Corp (LION) | 0.8 | $35M | 5.0M | 6.90 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.8 | $34M | 860k | 39.51 | |
| Iqvia Holdings (IQV) | 0.7 | $33M | 175k | 189.94 | |
| Myriad Genetics (MYGN) | 0.7 | $33M | 4.6M | 7.23 | |
| Pinterest Cl A (PINS) | 0.6 | $26M | 808k | 32.17 | |
| Lithia Motors (LAD) | 0.5 | $23M | 74k | 316.00 | |
| Bausch Plus Lomb Corp Common Shares (BLCO) | 0.5 | $23M | 1.6M | 15.07 | |
| Block Cl A (XYZ) | 0.5 | $23M | 322k | 72.27 | |
| Encompass Health Corp (EHC) | 0.5 | $21M | 168k | 127.02 | |
| MKS Instruments (MKSI) | 0.5 | $21M | 172k | 123.77 | |
| Bio-techne Corporation (TECH) | 0.5 | $21M | 374k | 55.63 | |
| Brunswick Corporation (BC) | 0.4 | $20M | 313k | 63.24 | |
| Butterfly Network Com Cl A (BFLY) | 0.4 | $19M | 10M | 1.93 | |
| Clarivate Ord Shs (CLVT) | 0.4 | $19M | 5.0M | 3.83 | |
| Baxter International (BAX) | 0.4 | $17M | 743k | 22.77 | |
| Rh (RH) | 0.4 | $16M | 80k | 203.16 | |
| Centene Corporation (CNC) | 0.3 | $13M | 372k | 35.68 | |
| Synopsys (SNPS) | 0.2 | $11M | 21k | 493.39 | |
| Bruker Corporation (BRKR) | 0.2 | $10M | 320k | 32.49 | |
| Dupont De Nemours (DD) | 0.2 | $10M | 129k | 77.90 | |
| Illumina (ILMN) | 0.2 | $9.7M | 102k | 94.97 | |
| Meta Platforms Cl A (META) | 0.2 | $8.5M | 12k | 734.38 | |
| Oscar Health Cl A (OSCR) | 0.2 | $7.7M | 408k | 18.93 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $5.2M | 205k | 25.25 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $2.2M | 149k | 14.58 | |
| Butterfly Network *w Exp 02/12/202 (BFLY.WS) | 0.0 | $78k | 1.7M | 0.05 |
