Glenview Capital Management, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Glenview Capital Management, LLC reported 42 stock positions worth $4.7 billion. Its top holding was CVS Health (CVS) at 15.9% of the portfolio, followed by Tenet Healthcare (THC, 9.3%) and Global Payments (GPN, 9.0%). Compared with Q2 2024, it opened 6 new positions, sold out of 9, added to 17 and reduced 19. The biggest buy was CVS Health (CVS, shares +30%) and the biggest sale Tenet Healthcare (THC, shares −43%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001138995
Portfolio Value
$4.7B (Q3 2024)
SEC Filing
0000905148-24-003140 ↗ filed Nov 14, 2024

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $5.1B Q1 2024 Q2 2024: $4.7B Q2 2024 Q3 2024: $4.7B $4.7B Q3 2024 Q4 2024: $4.0B Q4 2024 Q1 2025: $4.0B Q1 2025 Q2 2025: $3.5B Q2 2025 Q3 2025: $4.1B Q3 2025 Q4 2025: $4.7B Q4 2025 Q1 2026: $3.7B Q1 2026 Q2 2026: $5.0B Q2 2026

Holdings 42 stocks · $4.7B
CVS CVS Health Corp. 15.86% 11,946,799 $751.2M Add +30.4%
THC Tenet Healthcare Corp. 9.33% 2,658,791 $441.9M Reduce -43.0%
GPN Global Payments Inc. 8.95% 4,141,160 $424.1M Add +32.8%
CI The Cigna Group 7.69% 1,051,663 $364.3M Reduce -18.7%
CTVA Corteva Inc. 6.51% 5,243,080 $308.2M Add +3.4%
DXC DXC Technology Co. 4.89% 11,174,163 $231.9M Add +28.3%
CLVT Clarivate PLC 3.93% 26,244,423 $186.3M Add +2.3%
UHS Universal Health Services-B 3.54% 733,260 $167.9M Reduce -38.1%
EXPE Expedia Group Inc. 3.41% 1,090,747 $161.5M Add +82.0%
TEVA Teva Pharmaceutical-SP ADR 3.22% 8,456,324 $152.4M Reduce -7.7%
MCK McKesson Corp. 2.79% 266,945 $132.0M Add +0.5%
ALIT Alight Inc. Class A 2.77% 17,711,663 $131.1M Reduce -42.6%
ESI Element Solutions Inc. 2.58% 4,507,369 $122.4M Reduce -28.8%
USFD US Foods Holding Corp. 2.35% 1,813,427 $111.5M Reduce -27.3%
DNB Dun & Bradstreet Holdings Inc. 2.32% 9,557,090 $110.0M Add +164.8%
AMZN Amazon.com Inc. 1.87% 475,429 $88.6M Add +35.7%
VTRS Viatris Inc. 1.86% 7,571,906 $87.9M Add +16.6%
MRVL Marvell Technology Inc. 1.77% 1,165,121 $84.0M Add +35.1%
KNX Knight-Swift Transportation 1.74% 1,525,336 $82.3M Add +4.9%
UBER Uber Technologies Inc. 1.66% 1,046,816 $78.7M Reduce -12.6%
CAR Avis Budget Group Inc. 1.23% 666,931 $58.4M Add +25.9%
WCC Wesco International Inc. 0.97% 274,794 $46.2M Reduce -28.0%
STX Seagate Technology Holdings 0.93% 402,771 $44.1M New
MTCH Match Group Inc. 0.92% 1,147,405 $43.4M Add +223.9%
TFX Teleflex Inc. 0.86% 165,135 $40.8M Add +34.8%
GTM Zoominfo Technologies Inc. 0.86% 3,935,465 $40.6M Add +151.0%
MYGN Myriad Genetics Inc. 0.73% 1,261,530 $34.6M Reduce -66.3%
WDC Western Digital Corp. 0.63% 434,276 $29.7M New
DD Dupont DE Nemours Inc. 0.52% 275,491 $24.5M New
SEE Sealed Air Corp. 0.52% 674,656 $24.5M New
BC Brunswick Corp. 0.50% 284,786 $23.9M Reduce -33.1%
EVLV Evolv Technologies Holdings 0.42% 4,892,358 $19.8M Reduce -25.3%
LYV Live Nation Entertainment Inc. 0.40% 174,311 $19.1M Reduce -25.5%
BFLY Butterfly Network Inc. 0.37% 9,955,144 $17.6M Add +23.9%
BKD Brookdale Senior Living Inc. 0.36% 2,500,000 $17.0M Reduce -64.3%
HSIC Henry Schein Inc. 0.27% 174,662 $12.7M New
LYFT LYFT Inc. Class A 0.21% 789,394 $10.1M Reduce -3.3%
DMRC Digimarc Corp. 0.11% 199,249 $5.4M Reduce -31.7%
DNA Ginkgo Bioworks Holdings Inc. 0.08% 474,998 $3.9M Reduce -28.3%
HTZ Hertz Global Hldgs Inc. 0.03% 439,246 $1.4M New
OFIX Orthofix Medical Inc. 0.02% 63,196 $987K Reduce -94.3%
RPID Rapid Micro Biosystems Inc. Class A 0.01% 547,990 $488K Reduce -54.4%

Options reported separately and not counted above: IWM puts ($295.6M), SPY puts ($133.6M), HTZ calls ($1.6M).

Other holdings (1): bonds, preferreds, convertibles and warrants · $140K (not counted above)
SecurityClassShares / PrincipalValueChange
BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 1,713,333$140KNo change

Total filed on the 13F, all lines: $4.7B.

Portfolio Sells Q2 2024 → Q3 2024
THC Tenet Healthcare Corp. Reduce -43.0% 9.33% −3.82
ALIT Alight Inc. Class A Reduce -42.6% 2.77% −2.06
CNC Centene Corp. Sold out 0.00% −2.01
CI The Cigna Group Reduce -18.7% 7.69% −1.37
HCA HCA Healthcare Inc. Sold out 0.00% −1.33
MYGN Myriad Genetics Inc. Reduce -66.3% 0.73% −1.21
ELV Elevance Health Inc. Sold out 0.00% −1.13
UHS Universal Health Services-B Reduce -38.1% 3.54% −1.10
ESI Element Solutions Inc. Reduce -28.8% 2.58% −1.05
BKD Brookdale Senior Living Inc. Reduce -64.3% 0.36% −0.66
EXAS Exact Sciences Corp. Sold out 0.00% −0.56
USFD US Foods Holding Corp. Reduce -27.3% 2.35% −0.45
VVV Valvoline Inc. Sold out 0.00% −0.44
WCC Wesco International Inc. Reduce -28.0% 0.97% −0.31
CRS Carpenter Technology Sold out 0.00% −0.30
OFIX Orthofix Medical Inc. Reduce -94.3% 0.02% −0.29
BHC Bausch Health Cos Inc. Sold out 0.00% −0.19
UBER Uber Technologies Inc. Reduce -12.6% 1.66% −0.18
FISV Fiserv Inc. Sold out 0.00% −0.17
BC Brunswick Corp. Reduce -33.1% 0.50% −0.15
DNA Ginkgo Bioworks Holdings Inc. Reduce -28.3% 0.08% −0.11
DMRC Digimarc Corp. Reduce -31.7% 0.11% −0.08
LYV Live Nation Entertainment Inc. Reduce -25.5% 0.40% −0.06
LYFT LYFT Inc. Class A Reduce -3.3% 0.21% −0.03
RPID Rapid Micro Biosystems Inc. Class A Reduce -54.4% 0.01% −0.01
DOMA Doma Holdings Inc. Sold out 0.00% −0.00
TEVA Teva Pharmaceutical-SP ADR Reduce -7.7% 3.22% +0.06
EVLV Evolv Technologies Holdings Reduce -25.3% 0.42% +0.06

Portfolio Buys Q2 2024 → Q3 2024
CVS CVS Health Corp. Add +30.4% 15.86% +4.39
GPN Global Payments Inc. Add +32.8% 8.95% +2.56
EXPE Expedia Group Inc. Add +82.0% 3.41% +1.81
DNB Dun & Bradstreet Holdings Inc. Add +164.8% 2.32% +1.61
DXC DXC Technology Co. Add +28.3% 4.89% +1.37
STX Seagate Technology Holdings New 0.93% +0.93
CLVT Clarivate PLC Add +2.3% 3.93% +0.84
CTVA Corteva Inc. Add +3.4% 6.51% +0.71
MTCH Match Group Inc. Add +223.9% 0.92% +0.69
WDC Western Digital Corp. New 0.63% +0.63
DD Dupont DE Nemours Inc. New 0.52% +0.52
SEE Sealed Air Corp. New 0.52% +0.52
MRVL Marvell Technology Inc. Add +35.1% 1.77% +0.50
AMZN Amazon.com Inc. Add +35.7% 1.87% +0.44
GTM Zoominfo Technologies Inc. Add +151.0% 0.86% +0.43
VTRS Viatris Inc. Add +16.6% 1.86% +0.39
TFX Teleflex Inc. Add +34.8% 0.86% +0.32
HSIC Henry Schein Inc. New 0.27% +0.27
BFLY Butterfly Network Inc. Add +23.9% 0.37% +0.23
KNX Knight-Swift Transportation Add +4.9% 1.74% +0.20
CAR Avis Budget Group Inc. Add +25.9% 1.23% +0.06
HTZ Hertz Global Hldgs Inc. New 0.03% +0.03
MCK McKesson Corp. Add +0.5% 2.79% −0.50

Options Activity Q2 2024 → Q3 2024
IWM iShares Russell 2000 ETF put Add +16.2% 1,338,400 $295.6M
HTZ Hertz Global Hldgs Inc. call New 500,000 $1.6M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 42$5.0BGPN, CVS, THC, TMO, AMZN
Q1 2026 41$3.7BCVS, GPN, THC, AMZN, TEVA
Q4 2025 53$4.7BCVS, TEVA, GPN, THC, AMZN
Q3 2025 52$4.1BCVS, THC, GPN, TEVA, GTM
Q2 2025 41$3.5BCVS, THC, GPN, TEVA, GTM
Q1 2025 43$4.0BCVS, THC, GPN, TEVA, ALIT
Q4 2024 35$4.0BCVS, GPN, THC, ALIT, TEVA
Q3 2024 42$4.7BCVS, THC, GPN, CI, CTVA
Q2 2024 45$4.7BTHC, CVS, CI, GPN, CTVA
Q1 2024 42$5.1BTHC, CI, CTVA, UHS, GPN