Glenview Capital Management, LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Glenview Capital Management, LLC reported 42 stock positions worth $5.0 billion . Its top holding was Global Payments (GPN) at 12.9% of the portfolio, followed by CVS Health (CVS, 10.0% ) and Tenet Healthcare (THC, 8.4% ). Compared with Q1 2026, it opened 12 new positions, sold out of 11, added to 14 and reduced 15. The biggest buy was a new position in Agilent Technologies (A) and the biggest sale CVS Health (CVS, shares −41% ).
Location NEW YORK, NY
CIK 0001138995
Portfolio Value $5.0B (Q2 2026) Holdings 42 stocks · $5.0B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 GPN Global Payments Inc. 8,906,709 $646.3M Add +40.0% CVS CVS Health Corp. 4,824,799 $499.1M Reduce -41.1% THC Tenet Healthcare Corp. 2,235,666 $418.2M Add +46.6% TMO Thermo Fisher Scientific Inc. 627,240 $314.5M Add +150.4% AMZN Amazon.com Inc. 1,271,687 $303.1M Add +20.1% A Agilent Technologies Inc. 1,969,541 $261.6M New DHR Danaher Corp. 1,145,979 $218.3M Add +633.3% META Meta Platforms Inc. Class A 356,841 $201.0M Add +190.9% AMD Advanced Micro Devices 298,410 $173.3M Reduce -54.1% TEVA Teva Pharmaceutical-SP ADR 5,081,091 $172.1M Reduce -23.7% VTRS Viatris Inc. 9,877,409 $156.9M Add +8.7% UBER Uber Technologies Inc. 1,793,598 $129.4M Add +23.2% CNC Centene Corp. 1,886,055 $121.1M Reduce -41.3% BFLY Butterfly Network Inc. 14,335,055 $120.7M No change CI The Cigna Group 412,223 $113.6M Reduce -17.4% HUM Humana Inc. 254,216 $101.0M Reduce -24.1% XYZ Block Inc. 1,197,046 $91.0M Reduce -12.3% DKS Dick's Sporting Goods Inc. 401,067 $91.0M Add +34.2% GENI Genius Sports Ltd. 13,495,287 $81.8M Add +57.6% ONTO Onto Innovation Inc. 205,791 $77.9M Reduce -31.3% LLY Eli Lilly & Co. 57,771 $69.3M New UAL United Airlines Holdings Inc. 494,736 $67.3M Reduce -0.4% EYE National Vision Holdings Inc. 3,101,083 $59.0M Add +98.0% CSCO Cisco Systems Inc. 413,332 $48.5M Add +21.6% ESI Element Solutions Inc. 994,579 $47.5M Reduce -38.9% AMAT Applied Materials Inc. 65,201 $47.1M Reduce -66.9% MKSI MKS Inc. 98,532 $43.8M New FUN Six Flags Entertainment Corp. 2,017,821 $43.0M Reduce -9.2% STM Stmicroelectronics NV-NY SHS 560,060 $41.9M New ABBV Abbvie Inc. 148,913 $37.5M New AZN Astrazeneca PLC 184,279 $34.9M New BLCO Bausch + Lomb Corp. 1,918,148 $31.8M Add +0.4% BKR Baker Hughes Co. 493,519 $27.4M Add +62.5% ELV Elevance Health Inc. 66,599 $25.8M New MCHP Microchip Technology Inc. 265,577 $24.2M New BRKR Bruker Corp. 252,169 $15.2M New NVS Novartis AG-Sponsored ADR 86,909 $13.6M New DOCN Digitalocean Holdings Inc. 84,812 $13.3M Reduce -66.1% PRMB Primo Brands Corp. 404,971 $9.9M Reduce -23.7% BSX Boston Scientific Corp. 113,096 $4.8M New CAH Cardinal Health Inc. 18,018 $4.3M New TECH Bio-Techne Corp. 58,324 $4.1M Reduce -68.7%
Options reported separately and not counted above: IWM puts ($275.9M), SPY puts ($194.2M), A calls ($15.5M).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ CVS CVS Health Corp. Reduce -41.1% 9.97% −5.97 DXC DXC Technology Co. Sold out 0.00% −3.03 GTM Zoominfo Technologies Inc. Sold out 0.00% −2.57 TEVA Teva Pharmaceutical-SP ADR Reduce -23.7% 3.44% −1.99 CI The Cigna Group Reduce -17.4% 2.27% −1.33 USFD US Foods Holding Corp. Sold out 0.00% −0.96 Z Zillow Group Inc. Class C Sold out 0.00% −0.88 AMAT Applied Materials Inc. Reduce -66.9% 0.94% −0.88 LAD Lithia Motors Inc. Sold out 0.00% −0.86 LION Lionsgate Studios Corp. Sold out 0.00% −0.72 MYGN Myriad Genetics Inc. Sold out 0.00% −0.66 SGRY Surgery Partners Inc. Sold out 0.00% −0.58 ESI Element Solutions Inc. Reduce -38.9% 0.95% −0.56 AKAM Akamai Technologies Inc. Sold out 0.00% −0.49 INTC Intel Corp. Sold out 0.00% −0.48 CNC Centene Corp. Reduce -41.3% 2.42% −0.43 XYZ Block Inc. Reduce -12.3% 1.82% −0.41 DOCN Digitalocean Holdings Inc. Reduce -66.1% 0.27% −0.31 BIIB Biogen Inc. Sold out 0.00% −0.28 FUN Six Flags Entertainment Corp. Reduce -9.2% 0.86% −0.21 TECH Bio-Techne Corp. Reduce -68.7% 0.08% −0.18 AMD Advanced Micro Devices Reduce -54.1% 3.46% −0.12 ONTO Onto Innovation Inc. Reduce -31.3% 1.56% −0.11 PRMB Primo Brands Corp. Reduce -23.7% 0.20% −0.07 UAL United Airlines Holdings Inc. Reduce -0.4% 1.34% +0.11 HUM Humana Inc. Reduce -24.1% 2.02% +0.45
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ A Agilent Technologies Inc. New 5.23% +5.23 DHR Danaher Corp. Add +633.3% 4.36% +3.56 TMO Thermo Fisher Scientific Inc. Add +150.4% 6.28% +2.95 META Meta Platforms Inc. Class A Add +190.9% 4.02% +2.12 LLY Eli Lilly & Co. New 1.38% +1.38 GPN Global Payments Inc. Add +40.0% 12.91% +1.32 MKSI MKS Inc. New 0.88% +0.88 STM Stmicroelectronics NV-NY SHS New 0.84% +0.84 ABBV Abbvie Inc. New 0.75% +0.75 AZN Astrazeneca PLC New 0.70% +0.70 GENI Genius Sports Ltd. Add +57.6% 1.63% +0.61 THC Tenet Healthcare Corp. Add +46.6% 8.35% +0.57 ELV Elevance Health Inc. New 0.51% +0.51 MCHP Microchip Technology Inc. New 0.48% +0.48 BRKR Bruker Corp. New 0.30% +0.30 NVS Novartis AG-Sponsored ADR New 0.27% +0.27 CSCO Cisco Systems Inc. Add +21.6% 0.97% +0.26 DKS Dick's Sporting Goods Inc. Add +34.2% 1.82% +0.21 BSX Boston Scientific Corp. New 0.10% +0.10 CAH Cardinal Health Inc. New 0.09% +0.09 AMZN Amazon.com Inc. Add +20.1% 6.05% +0.08 EYE National Vision Holdings Inc. Add +98.0% 1.18% +0.08 BKR Baker Hughes Co. Add +62.5% 0.55% +0.05 BLCO Bausch + Lomb Corp. Add +0.4% 0.63% −0.19 VTRS Viatris Inc. Add +8.7% 3.13% −0.19 UBER Uber Technologies Inc. Add +23.2% 2.59% −0.25
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ IWM iShares Russell 2000 ETF put Add +144.8% 918,200 $275.9M SPY SS SPDR S&P 500 ETF Trust-US put New 260,000 $194.2M QQQ Invesco QQQ Trust Series 1 call Sold out 328,200 $189.4Mbefore exit A Agilent Technologies Inc. call New 116,600 $15.5M GPN Global Payments Inc. call Sold out 100,000 $6.7Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 42 $5.0B GPN, CVS, THC, TMO, AMZN Q1 2026 41 $3.7B CVS, GPN, THC, AMZN, TEVA Q4 2025 53 $4.7B CVS, TEVA, GPN, THC, AMZN Q3 2025 52 $4.1B CVS, THC, GPN, TEVA, GTM Q2 2025 41 $3.5B CVS, THC, GPN, TEVA, GTM Q1 2025 43 $4.0B CVS, THC, GPN, TEVA, ALIT Q4 2024 35 $4.0B CVS, GPN, THC, ALIT, TEVA Q3 2024 42 $4.7B CVS, THC, GPN, CI, CTVA Q2 2024 45 $4.7B THC, CVS, CI, GPN, CTVA Q1 2024 42 $5.1B THC, CI, CTVA, UHS, GPN