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Glenview Capital Management LLC

Portfolio Manager
Glenview Capital Management LLC
Performance
-5.63% (2026 Q1)
AUM (13F)
$3.98B
# of Holdings
41
Performance Rank
Allocation (Top 20)
84.17%

Glenview Capital Management LLC Holdings Map

Top 41 Glenview Capital Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CVS
CVS HEALTH CORP
15.94%8.20M$588.7M
+0.00%(+0)
2025-Q1: 11.95M shares2025-Q2: 8.20M shares2025-Q3: 8.20M shares2025-Q4: 8.20M shares2026-Q1: 8.20M shares
$68.55(+52.77%)
2026-03-31
GPN
GLOBAL PMTS INC
11.59%6.36M$428.1M
+7.42%(+439.27K)
2025-Q1: 3.79M shares2025-Q2: 4.32M shares2025-Q3: 5.14M shares2025-Q4: 5.92M shares2026-Q1: 6.36M shares
$111.91(-29.74%)
2026-03-31
THC
TENET HEALTHCARE CORP
7.79%1.52M$287.8M
-23.13%(-458.90K)
2025-Q1: 3.39M shares2025-Q2: 2.93M shares2025-Q3: 2.32M shares2025-Q4: 1.98M shares2026-Q1: 1.52M shares
$62.50(+225.97%)
2026-03-31
AMZN
AMAZON COM INC
5.97%1.06M$220.6M
+16.50%(+150.00K)
2025-Q1: 743.0K shares2025-Q2: 562.9K shares2025-Q3: 652.1K shares2025-Q4: 909.3K shares2026-Q1: 1.06M shares
$199.04(+21.92%)
2026-03-31
TEVA
TEVA PHARMACEUTICAL INDS LTD
5.43%6.66M$200.6M
-60.17%(-10.06M)
2025-Q1: 14.78M shares2025-Q2: 15.82M shares2025-Q3: 16.69M shares2025-Q4: 16.72M shares2026-Q1: 6.66M shares
$15.37(+125.36%)
2026-03-31
CI
THE CIGNA GROUP
3.6%498.8K$133.1M
+78.56%(+219.47K)
2025-Q1: 374.1K shares2025-Q2: 371.9K shares2025-Q3: 187.8K shares2025-Q4: 279.4K shares2026-Q1: 498.8K shares
$261.56(+10.02%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
3.58%650.8K$132.4M
+65.10%(+256.60K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 394.2K shares2026-Q1: 650.8K shares
$196.18(+163.95%)
2026-03-31
TMO
THERMO FISHER SCIENTIFIC INC
3.33%250.5K$123.1M
+11.87%(+26.58K)
2025-Q1: 0 shares2025-Q2: 100.0K shares2025-Q3: 282.9K shares2025-Q4: 223.9K shares2026-Q1: 250.5K shares
$457.21(+14.49%)
2026-03-31
VTRS
VIATRIS INC
3.32%9.09M$122.8M
-18.04%(-2.00M)
2025-Q1: 8.49M shares2025-Q2: 8.25M shares2025-Q3: 8.25M shares2025-Q4: 11.09M shares2026-Q1: 9.09M shares
$10.96(+52.36%)
2026-03-31
DXC
DXC TECHNOLOGY CO
3.03%8.90M$111.8M
+6.97%(+579.53K)
2025-Q1: 6.96M shares2025-Q2: 5.87M shares2025-Q3: 8.34M shares2025-Q4: 8.32M shares2026-Q1: 8.90M shares
$27.52(-63.99%)
2026-03-31

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