Glenview Capital Management as of Dec. 31, 2025
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 57 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CVS Caremark Corporation (CVS) | 13.2 | $651M | 8.2M | 79.36 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 10.6 | $522M | 17M | 31.21 | |
| Global Payments (GPN) | 9.3 | $458M | 5.9M | 77.40 | |
| Tenet Healthcare Corp Com New (THC) | 8.0 | $394M | 2.0M | 198.72 | |
| Amazon (AMZN) | 4.3 | $210M | 909k | 230.82 | |
| Zoominfo Technologies Common Stock (GTM) | 4.1 | $204M | 20M | 10.17 | |
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 2.9 | $143M | 1.8M | 80.63 | |
| Viatris (VTRS) | 2.8 | $138M | 11M | 12.45 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $130M | 224k | 579.45 | |
| Dxc Technology (DXC) | 2.5 | $122M | 8.3M | 14.65 | |
| Digitalocean Hldgs (DOCN) | 2.0 | $96M | 2.0M | 48.12 | |
| Expedia Group Com New (EXPE) | 1.9 | $91M | 322k | 283.31 | |
| Us Foods Hldg Corp call (USFD) | 1.7 | $86M | 1.1M | 75.32 | |
| Advanced Micro Devices (AMD) | 1.7 | $84M | 394k | 214.16 | |
| Zillow Group Cl C Cap Stk (Z) | 1.6 | $79M | 1.2M | 68.22 | |
| Cigna Corp (CI) | 1.6 | $77M | 279k | 275.23 | |
| Centene Corporation (CNC) | 1.6 | $76M | 1.9M | 41.15 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 1.6 | $76M | 1.5M | 52.28 | |
| Element Solutions (ESI) | 1.4 | $71M | 2.8M | 24.99 | |
| Lionsgate Studios Corp (LION) | 1.4 | $69M | 7.5M | 9.13 | |
| Onto Innovation (ONTO) | 1.3 | $66M | 415k | 157.86 | |
| Surgery Partners (SGRY) | 1.2 | $60M | 3.9M | 15.45 | |
| Uber Technologies (UBER) | 1.2 | $58M | 708k | 81.71 | |
| Hldgs (UAL) | 1.2 | $57M | 511k | 111.82 | |
| Dick's Sporting Goods (DKS) | 1.1 | $56M | 284k | 197.97 | |
| Block Cl A (XYZ) | 1.1 | $55M | 852k | 65.09 | |
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 1.1 | $55M | 625k | 87.16 | |
| Butterfly Network Com Cl A (BFLY) | 1.1 | $55M | 14M | 3.80 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $51M | 191k | 268.30 | |
| Biogen Idec (BIIB) | 1.0 | $51M | 291k | 175.99 | |
| Danaher Corporation (DHR) | 0.9 | $46M | 200k | 228.92 | |
| Iqvia Holdings (IQV) | 0.9 | $45M | 200k | 225.41 | |
| Lithia Motors (LAD) | 0.9 | $42M | 128k | 332.33 | |
| Qnity Electronics Common Stock (Q) | 0.9 | $42M | 519k | 81.65 | |
| National Vision Hldgs (EYE) | 0.8 | $37M | 1.4M | 25.82 | |
| Bio-techne Corporation (TECH) | 0.7 | $37M | 620k | 58.81 | |
| McKesson Corporation (MCK) | 0.7 | $35M | 43k | 820.29 | |
| Applied Materials (AMAT) | 0.7 | $33M | 130k | 256.99 | |
| Bausch Plus Lomb Corp Common Shares (BLCO) | 0.6 | $28M | 1.7M | 17.08 | |
| Myriad Genetics (MYGN) | 0.6 | $28M | 4.6M | 6.15 | |
| Synopsys (SNPS) | 0.5 | $22M | 48k | 469.72 | |
| Genius Sports Shares Cl A (GENI) | 0.5 | $22M | 2.0M | 11.02 | |
| salesforce Call Option (CRM) | 0.5 | $22M | 84k | 264.91 | |
| Rh (RH) | 0.4 | $20M | 111k | 179.15 | |
| Six Flags Entertainment Corp (FUN) | 0.4 | $17M | 1.1M | 15.34 | |
| Talen Energy Corp (TLN) | 0.3 | $16M | 44k | 374.84 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.3 | $16M | 337k | 48.58 | |
| MKS Instruments (MKSI) | 0.2 | $12M | 74k | 159.80 | |
| Constellation Energy (CEG) | 0.2 | $11M | 30k | 353.27 | |
| Vistra Energy (VST) | 0.2 | $11M | 66k | 161.33 | |
| Meta Platforms Cl A (META) | 0.2 | $7.6M | 12k | 660.09 | |
| Ambarella SHS (AMBA) | 0.1 | $7.1M | 100k | 70.84 | |
| Rentokil Initial Sponsored Adr (RTO) | 0.1 | $6.0M | 205k | 29.46 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $4.7M | 50k | 93.95 | |
| Ramaco Res Com Cl A (METC) | 0.1 | $3.6M | 200k | 18.00 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $1.2M | 149k | 8.31 | |
| Butterfly Network *w Exp 02/12/202 | 0.0 | $30k | 1.7M | 0.02 |
