StockDriftsStockDriftsTop 42 Glenview Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GPN | GLOBAL PMTS INC | 12.91% | 8.91M | $646.3M | +40.03%(+2.55M) | $99.77(-8.06%) | 2026-06-30 | |
| CVS | CVS HEALTH CORP | 9.97% | 4.82M | $499.1M | -41.14%(-3.37M) | $68.55(+41.75%) | 2026-06-30 | |
| THC | TENET HEALTHCARE CORP | 8.35% | 2.24M | $418.2M | +46.62%(+710.81K) | $102.25(+162.00%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 6.28% | 627.2K | $314.5M | +150.37%(+376.71K) | $477.33(+23.65%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.05% | 1.27M | $303.1M | +20.05%(+212.42K) | $202.48(+29.66%) | 2026-06-30 | |
| A | AGILENT TECHNOLOGIES INC | 5.23% | 1.97M | $261.6M | new | $122.42(+21.33%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 4.36% | 1.15M | $218.3M | +633.31%(+989.70K) | $188.74(+7.26%) | 2026-06-30 | |
| META | META PLATFORMS INC | 4.02% | 356.8K | $201.0M | +190.91%(+234.18K) | $568.99(+1.99%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.46% | 298.4K | $173.3M | -54.15%(-352.38K) | $196.18(+161.11%) | 2026-06-30 | |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 3.44% | 5.08M | $172.1M | -23.71%(-1.58M) | $15.37(+139.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.71% | +80.30% | +13.56% | +88.83% |
| Top 20 Holdings Unweighted | +25.51% | +97.71% | +16.04% | +110.40% |
Glenview Capital Management LLC reports $5.49B in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are GPN (12.9%), CVS (10.0%) and THC (8.3%). The top 20 holdings account for 85.74% of reported assets. Its disclosed equity book has returned +80.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Glenview Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1138995). View Glenview Capital Management LLC’s 13F filings on SEC