Glenview Capital Management, LLC In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Glenview Capital Management, LLC reported 45 stock positions worth $4.7 billion . Its top holding was Tenet Healthcare (THC) at 13.1% of the portfolio, followed by CVS Health (CVS, 11.5% ) and Cigna (CI, 9.1% ). Compared with Q1 2024, it opened 9 new positions, sold out of 6, added to 13 and reduced 18. The biggest buy was CVS Health (CVS, shares +440% ) and the biggest sale Universal Health Services-B (UHS, shares −42% ).
Location NEW YORK, NY
CIK 0001138995
Portfolio Value $4.7B (Q2 2024) Holdings 45 stocks · $4.7B 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 2024 THC Tenet Healthcare Corp. 4,665,733 $620.7M Reduce -26.3% CVS CVS Health Corp. 9,162,389 $541.1M Add +440.1% CI The Cigna Group 1,293,799 $427.7M Reduce -12.1% GPN Global Payments Inc. 3,118,320 $301.5M Add +30.6% CTVA Corteva Inc. 5,072,456 $273.6M Reduce -25.3% ALIT Alight Inc. Class A 30,855,773 $227.7M Add +8.9% UHS Universal Health Services-B 1,184,295 $219.0M Reduce -42.4% ESI Element Solutions Inc. 6,326,903 $171.6M Reduce -24.3% DXC DXC Technology Co. 8,706,739 $166.2M Reduce -31.9% MCK McKesson Corp. 265,717 $155.2M Reduce -7.7% TEVA Teva Pharmaceutical-SP ADR 9,157,641 $148.8M Add +22.1% CLVT Clarivate PLC 25,651,317 $146.0M Add +4.1% USFD US Foods Holding Corp. 2,494,887 $132.2M Reduce -1.2% CNC Centene Corp. 1,431,312 $94.9M New MYGN Myriad Genetics Inc. 3,748,432 $91.7M Reduce -24.2% UBER Uber Technologies Inc. 1,197,173 $87.0M Add +6.1% EXPE Expedia Group Inc. 599,438 $75.5M Reduce -2.4% KNX Knight-Swift Transportation 1,454,647 $72.6M Add +9.8% VTRS Viatris Inc. 6,494,782 $69.0M Add +26.3% AMZN Amazon.com Inc. 350,429 $67.7M Reduce -13.0% HCA HCA Healthcare Inc. 195,585 $62.8M No change WCC Wesco International Inc. 381,766 $60.5M New MRVL Marvell Technology Inc. 862,675 $60.3M Reduce -37.1% CAR Avis Budget Group Inc. 529,826 $55.4M Add +192.8% ELV Elevance Health Inc. 98,578 $53.4M Reduce -43.4% BKD Brookdale Senior Living Inc. 7,006,929 $47.9M Reduce -51.5% DNB Dun & Bradstreet Holdings Inc. 3,609,884 $33.4M No change BC Brunswick Corp. 425,634 $31.0M Reduce -11.4% EXAS Exact Sciences Corp. 629,455 $26.6M Add +176.6% TFX Teleflex Inc. 122,482 $25.8M New LYV Live Nation Entertainment Inc. 233,896 $21.9M New VVV Valvoline Inc. 484,009 $20.9M Reduce -70.4% GTM Zoominfo Technologies Inc. 1,567,923 $20.0M New EVLV Evolv Technologies Holdings 6,547,937 $16.7M Add +10.1% OFIX Orthofix Medical Inc. 1,105,053 $14.7M Add +25.1% CRS Carpenter Technology 130,000 $14.2M New LYFT LYFT Inc. Class A 816,451 $11.5M New MTCH Match Group Inc. 354,222 $10.8M New BHC Bausch Health Cos Inc. 1,307,068 $9.1M New DMRC Digimarc Corp. 291,855 $9.1M No change DNA Ginkgo Bioworks Holdings Inc. 26,500,000 $8.9M Add +10.4% FISV Fiserv Inc. 53,768 $8.0M Reduce -93.3% BFLY Butterfly Network Inc. 8,033,501 $6.8M No change RPID Rapid Micro Biosystems Inc. Class A 1,200,788 $793K Reduce -8.9% DOMA Doma Holdings Inc. 15,994 $97K No change
Options reported separately and not counted above: IWM puts ($233.7M), SPY puts ($126.7M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $40K (not counted above) Security Class Shares / Principal Value Change BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 1,713,333 $40K No change
Total filed on the 13F, all lines: $4.7B.
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ UHS Universal Health Services-B Reduce -42.4% 4.64% −2.67 FISV Fiserv Inc. Reduce -93.3% 0.17% −2.33 CTVA Corteva Inc. Reduce -25.3% 5.80% −1.83 DXC DXC Technology Co. Reduce -31.9% 3.52% −1.76 CI The Cigna Group Reduce -12.1% 9.06% −1.36 META Meta Platforms Inc. Class A Sold out 0.00% −1.03 VVV Valvoline Inc. Reduce -70.4% 0.44% −0.98 BKD Brookdale Senior Living Inc. Reduce -51.5% 1.01% −0.85 ARRY Array Technologies Inc. Sold out 0.00% −0.64 ELV Elevance Health Inc. Reduce -43.4% 1.13% −0.63 MRVL Marvell Technology Inc. Reduce -37.1% 1.28% −0.62 AVGO Broadcom Inc. Sold out 0.00% −0.52 ESI Element Solutions Inc. Reduce -24.3% 3.64% −0.43 W Wayfair Inc. Class A Sold out 0.00% −0.29 BC Brunswick Corp. Reduce -11.4% 0.66% −0.25 MYGN Myriad Genetics Inc. Reduce -24.2% 1.94% −0.11 LBTYA Liberty Global Ltd. Class A Sold out 0.00% −0.06 CBUS Cibus Inc. Sold out 0.00% −0.05 EXPE Expedia Group Inc. Reduce -2.4% 1.60% −0.05 RPID Rapid Micro Biosystems Inc. Class A Reduce -8.9% 0.02% −0.01 AMZN Amazon.com Inc. Reduce -13.0% 1.43% +0.02 USFD US Foods Holding Corp. Reduce -1.2% 2.80% +0.15 THC Tenet Healthcare Corp. Reduce -26.3% 13.15% +0.19 MCK McKesson Corp. Reduce -7.7% 3.29% +0.27
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ CVS CVS Health Corp. Add +440.1% 11.46% +8.83 CNC Centene Corp. New 2.01% +2.01 WCC Wesco International Inc. New 1.28% +1.28 TEVA Teva Pharmaceutical-SP ADR Add +22.1% 3.15% +1.09 CAR Avis Budget Group Inc. Add +192.8% 1.17% +0.74 TFX Teleflex Inc. New 0.55% +0.55 LYV Live Nation Entertainment Inc. New 0.46% +0.46 GTM Zoominfo Technologies Inc. New 0.42% +0.42 CRS Carpenter Technology New 0.30% +0.30 VTRS Viatris Inc. Add +26.3% 1.46% +0.27 EXAS Exact Sciences Corp. Add +176.6% 0.56% +0.26 LYFT LYFT Inc. Class A New 0.24% +0.24 MTCH Match Group Inc. New 0.23% +0.23 BHC Bausch Health Cos Inc. New 0.19% +0.19 GPN Global Payments Inc. Add +30.6% 6.39% +0.17 UBER Uber Technologies Inc. Add +6.1% 1.84% +0.15 KNX Knight-Swift Transportation Add +9.8% 1.54% +0.12 OFIX Orthofix Medical Inc. Add +25.1% 0.31% +0.06 EVLV Evolv Technologies Holdings Add +10.1% 0.35% −0.16 DNA Ginkgo Bioworks Holdings Inc. Add +10.4% 0.19% −0.35 CLVT Clarivate PLC Add +4.1% 3.09% −0.48 ALIT Alight Inc. Class A Add +8.9% 4.82% −0.61
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ IWM iShares Russell 2000 ETF put Reduce -0.3% 1,152,100 $233.7M SPY SS SPDR S&P 500 ETF Trust-US put Reduce -64.7% 232,900 $126.7M
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