Glenview Capital Management, LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Glenview Capital Management, LLC reported 42 stock positions worth $5.1 billion . Its top holding was Tenet Healthcare (THC) at 13.0% of the portfolio, followed by Cigna (CI, 10.4% ) and Corteva (CTVA, 7.6% ). Compared with Q4 2023, it opened 6 new positions, sold out of 3, added to 15 and reduced 15. The biggest buy was Corteva (CTVA, shares +44% ) and the biggest sale Cigna (CI, shares −31% ).
Location NEW YORK, NY
CIK 0001138995
Portfolio Value $5.1B (Q1 2024) Holdings 42 stocks · $5.1B 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 Q4 2023 THC Tenet Healthcare Corp. 6,327,203 $665.1M Reduce -18.3% CI The Cigna Group 1,471,575 $534.5M Reduce -31.3% CTVA Corteva Inc. 6,786,273 $391.4M Add +44.4% UHS Universal Health Services-B 2,054,548 $374.9M Add +20.8% GPN Global Payments Inc. 2,388,222 $319.2M Add +22.6% ALIT Alight Inc. Class A 28,324,873 $279.0M Add +55.6% DXC DXC Technology Co. 12,783,034 $271.1M Reduce -1.7% ESI Element Solutions Inc. 8,358,649 $208.8M Add +122.2% CLVT Clarivate PLC 24,651,317 $183.2M Add +0.0% MCK McKesson Corp. 287,961 $154.6M Reduce -11.9% USFD US Foods Holding Corp. 2,524,168 $136.2M Add +43.9% CVS CVS Health Corp. 1,696,430 $135.3M Add +127.4% FISV Fiserv Inc. 802,692 $128.3M Reduce -14.9% TEVA Teva Pharmaceutical-SP ADR 7,501,284 $105.8M Add +367.5% MYGN Myriad Genetics Inc. 4,943,595 $105.4M Reduce -6.4% MRVL Marvell Technology Inc. 1,370,604 $97.1M Add +662.7% BKD Brookdale Senior Living Inc. 14,444,673 $95.5M Reduce -14.8% ELV Elevance Health Inc. 174,229 $90.3M Add +359.6% UBER Uber Technologies Inc. 1,128,814 $86.9M Reduce -42.5% EXPE Expedia Group Inc. 614,438 $84.6M Reduce -12.4% KNX Knight-Swift Transportation 1,325,061 $72.9M Add +54.9% VVV Valvoline Inc. 1,634,053 $72.8M Reduce -29.6% AMZN Amazon.com Inc. 402,942 $72.7M Reduce -42.0% HCA HCA Healthcare Inc. 195,585 $65.2M Reduce -22.2% VTRS Viatris Inc. 5,141,999 $61.4M Reduce -15.2% META Meta Platforms Inc. Class A 109,289 $53.1M Reduce -30.4% BC Brunswick Corp. 480,523 $46.4M Add +33.2% DNB Dun & Bradstreet Holdings Inc. 3,609,884 $36.2M Reduce -6.5% ARRY Array Technologies Inc. 2,204,685 $32.9M New DNA Ginkgo Bioworks Holdings Inc. 24,000,000 $27.8M New AVGO Broadcom Inc. 20,027 $26.5M New EVLV Evolv Technologies Holdings 5,947,937 $26.5M Add +6.2% CAR Avis Budget Group Inc. 180,979 $22.2M New EXAS Exact Sciences Corp. 227,565 $15.7M New W Wayfair Inc. Class A 219,706 $14.9M New OFIX Orthofix Medical Inc. 883,125 $12.8M Add +76.6% BFLY Butterfly Network Inc. 8,033,501 $8.7M No change DMRC Digimarc Corp. 291,855 $7.9M No change LBTYA Liberty Global Ltd. Class A 176,110 $3.0M No change CBUS Cibus Inc. 116,465 $2.6M No change RPID Rapid Micro Biosystems Inc. Class A 1,318,288 $1.3M No change DOMA Doma Holdings Inc. 15,994 $73K No change
Options reported separately and not counted above: SPY puts ($345.2M), IWM puts ($243.0M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $77K (not counted above) Security Class Shares / Principal Value Change BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 1,713,333 $77K No change
Total filed on the 13F, all lines: $5.1B.
Portfolio Sells Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▲ CI The Cigna Group Reduce -31.3% 10.42% −4.62 DXC DXC Technology Co. Reduce -1.7% 5.28% −1.69 UBER Uber Technologies Inc. Reduce -42.5% 1.69% −1.14 CHTR Charter Communications Inc. Class A Sold out 0.00% −1.06 AMZN Amazon.com Inc. Reduce -42.0% 1.42% −1.05 EXPE Expedia Group Inc. Reduce -12.4% 1.65% −0.84 THC Tenet Healthcare Corp. Reduce -18.3% 12.96% −0.75 VVV Valvoline Inc. Reduce -29.6% 1.42% −0.62 MCK McKesson Corp. Reduce -11.9% 3.01% −0.53 CAH Cardinal Health Inc. Sold out 0.00% −0.48 BKD Brookdale Senior Living Inc. Reduce -14.8% 1.86% −0.45 FISV Fiserv Inc. Reduce -14.9% 2.50% −0.44 INTC Intel Corp. Sold out 0.00% −0.41 DNB Dun & Bradstreet Holdings Inc. Reduce -6.5% 0.71% −0.35 VTRS Viatris Inc. Reduce -15.2% 1.20% −0.34 HCA HCA Healthcare Inc. Reduce -22.2% 1.27% −0.32 MYGN Myriad Genetics Inc. Reduce -6.4% 2.05% −0.32 META Meta Platforms Inc. Class A Reduce -30.4% 1.03% −0.27
Portfolio Buys Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▼ CTVA Corteva Inc. Add +44.4% 7.63% +2.35 ESI Element Solutions Inc. Add +122.2% 4.07% +2.03 ALIT Alight Inc. Class A Add +55.6% 5.44% +1.80 TEVA Teva Pharmaceutical-SP ADR Add +367.5% 2.06% +1.67 MRVL Marvell Technology Inc. Add +662.7% 1.89% +1.64 ELV Elevance Health Inc. Add +359.6% 1.76% +1.34 CVS CVS Health Corp. Add +127.4% 2.64% +1.26 UHS Universal Health Services-B Add +20.8% 7.31% +1.23 USFD US Foods Holding Corp. Add +43.9% 2.66% +0.79 ARRY Array Technologies Inc. New 0.64% +0.64 DNA Ginkgo Bioworks Holdings Inc. New 0.54% +0.54 AVGO Broadcom Inc. New 0.52% +0.52 CAR Avis Budget Group Inc. New 0.43% +0.43 GPN Global Payments Inc. Add +22.6% 6.22% +0.42 EXAS Exact Sciences Corp. New 0.31% +0.31 W Wayfair Inc. Class A New 0.29% +0.29 KNX Knight-Swift Transportation Add +54.9% 1.42% +0.27 OFIX Orthofix Medical Inc. Add +76.6% 0.25% +0.09 BC Brunswick Corp. Add +33.2% 0.90% +0.09 EVLV Evolv Technologies Holdings Add +6.2% 0.52% −0.10 CLVT Clarivate PLC Add +0.0% 3.57% −1.78
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put New 660,000 $345.2M IWM iShares Russell 2000 ETF put Reduce -27.2% 1,155,300 $243.0M CI The Cigna Group call Sold out 184,500 $55.2Mbefore exit USFD US Foods Holding Corp. call Sold out 250,000 $11.4Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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