Glenview Capital Management, LLC In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Glenview Capital Management, LLC reported 35 stock positions worth $4.0 billion . Its top holding was CVS Health (CVS) at 13.6% of the portfolio, followed by Global Payments (GPN, 11.1% ) and Tenet Healthcare (THC, 9.1% ). Compared with Q3 2024, it opened 5 new positions, sold out of 12, added to 12 and reduced 15. The biggest buy was Alight Class A (ALIT, shares +80% ) and the biggest sale Corteva (CTVA, shares −61% ).
Location NEW YORK, NY
CIK 0001138995
Portfolio Value $4.0B (Q4 2024) Holdings 35 stocks · $4.0B 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 Q3 2024 CVS CVS Health Corp. 11,946,799 $536.3M No change GPN Global Payments Inc. 3,926,152 $440.0M Reduce -5.2% THC Tenet Healthcare Corp. 2,837,085 $358.1M Add +6.7% ALIT Alight Inc. Class A 31,911,033 $220.8M Add +80.2% TEVA Teva Pharmaceutical-SP ADR 8,456,324 $186.4M No change DNB Dun & Bradstreet Holdings Inc. 14,792,634 $184.3M Add +54.8% CI The Cigna Group 632,408 $174.6M Reduce -39.9% EXPE Expedia Group Inc. 878,580 $163.7M Reduce -19.4% UHS Universal Health Services-B 879,298 $157.8M Add +19.9% DXC DXC Technology Co. 7,888,091 $157.6M Reduce -29.4% CTVA Corteva Inc. 2,055,607 $117.1M Reduce -60.8% VTRS Viatris Inc. 9,323,319 $116.1M Add +23.1% USFD US Foods Holding Corp. 1,608,525 $108.5M Reduce -11.3% GTM Zoominfo Technologies Inc. 9,986,800 $105.0M Add +153.8% CLVT Clarivate PLC 18,567,923 $94.3M Reduce -29.3% MCK McKesson Corp. 151,618 $86.4M Reduce -43.2% UBER Uber Technologies Inc. 1,390,594 $83.9M Add +32.8% CNC Centene Corp. 1,287,341 $78.0M New AMZN Amazon.com Inc. 333,325 $73.1M Reduce -29.9% KNX Knight-Swift Transportation 1,204,054 $63.9M Reduce -21.1% ESI Element Solutions Inc. 2,450,581 $62.3M Reduce -45.6% TFX Teleflex Inc. 329,976 $58.7M Add +99.8% MYGN Myriad Genetics Inc. 4,157,324 $57.0M Add +229.6% CAR Avis Budget Group Inc. 650,597 $52.4M Reduce -2.5% MSFT Microsoft Corp. 103,649 $43.7M New WDC Western Digital Corp. 698,823 $41.7M Add +60.9% BFLY Butterfly Network Inc. 9,955,144 $31.1M No change BC Brunswick Corp. 436,008 $28.2M Add +53.1% JBTM JBT Marel Corp. filed as JOHN BEAN TECHNOLOGIES CORP 186,695 $23.7M New HSIC Henry Schein Inc. 317,652 $22.0M Add +81.9% PINS Pinterest Inc. Class A 358,356 $10.4M New BKD Brookdale Senior Living Inc. 1,500,000 $7.5M Reduce -40.0% FMC FMC Corp. 153,365 $7.5M New DNA Ginkgo Bioworks Holdings Inc. 187,501 $1.8M Reduce -60.5% DMRC Digimarc Corp. 26,259 $983K Reduce -86.8%
Other holdings (1): bonds, preferreds, convertibles and warrants · $218K (not counted above) Security Class Shares / Principal Value Change BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 1,713,333 $218K No change
Total filed on the 13F, all lines: $4.0B.
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ CTVA Corteva Inc. Reduce -60.8% 2.96% −3.55 CI The Cigna Group Reduce -39.9% 4.42% −3.27 MRVL Marvell Technology Inc. Sold out 0.00% −1.77 CLVT Clarivate PLC Reduce -29.3% 2.38% −1.55 ESI Element Solutions Inc. Reduce -45.6% 1.58% −1.01 WCC Wesco International Inc. Sold out 0.00% −0.97 STX Seagate Technology Holdings Sold out 0.00% −0.93 MTCH Match Group Inc. Sold out 0.00% −0.92 DXC DXC Technology Co. Reduce -29.4% 3.99% −0.91 MCK McKesson Corp. Reduce -43.2% 2.18% −0.60 DD Dupont DE Nemours Inc. Sold out 0.00% −0.52 SEE Sealed Air Corp. Sold out 0.00% −0.52 EVLV Evolv Technologies Holdings Sold out 0.00% −0.42 LYV Live Nation Entertainment Inc. Sold out 0.00% −0.40 LYFT LYFT Inc. Class A Sold out 0.00% −0.21 BKD Brookdale Senior Living Inc. Reduce -40.0% 0.19% −0.17 KNX Knight-Swift Transportation Reduce -21.1% 1.61% −0.12 DMRC Digimarc Corp. Reduce -86.8% 0.02% −0.09 DNA Ginkgo Bioworks Holdings Inc. Reduce -60.5% 0.05% −0.04 HTZ Hertz Global Hldgs Inc. Sold out 0.00% −0.03 AMZN Amazon.com Inc. Reduce -29.9% 1.85% −0.02 OFIX Orthofix Medical Inc. Sold out 0.00% −0.02 RPID Rapid Micro Biosystems Inc. Class A Sold out 0.00% −0.01 CAR Avis Budget Group Inc. Reduce -2.5% 1.33% +0.09 USFD US Foods Holding Corp. Reduce -11.3% 2.74% +0.39 EXPE Expedia Group Inc. Reduce -19.4% 4.14% +0.73 GPN Global Payments Inc. Reduce -5.2% 11.12% +2.17
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ ALIT Alight Inc. Class A Add +80.2% 5.58% +2.82 DNB Dun & Bradstreet Holdings Inc. Add +54.8% 4.66% +2.34 CNC Centene Corp. New 1.97% +1.97 GTM Zoominfo Technologies Inc. Add +153.8% 2.65% +1.80 MSFT Microsoft Corp. New 1.10% +1.10 VTRS Viatris Inc. Add +23.1% 2.94% +1.08 MYGN Myriad Genetics Inc. Add +229.6% 1.44% +0.71 TFX Teleflex Inc. Add +99.8% 1.49% +0.62 JBTM JBT Marel Corp. New 0.60% +0.60 UBER Uber Technologies Inc. Add +32.8% 2.12% +0.46 UHS Universal Health Services-B Add +19.9% 3.99% +0.44 WDC Western Digital Corp. Add +60.9% 1.05% +0.43 HSIC Henry Schein Inc. Add +81.9% 0.56% +0.29 PINS Pinterest Inc. Class A New 0.26% +0.26 BC Brunswick Corp. Add +53.1% 0.71% +0.21 FMC FMC Corp. New 0.19% +0.19 THC Tenet Healthcare Corp. Add +6.7% 9.06% −0.27
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ IWM iShares Russell 2000 ETF put Sold out 1,338,400 $295.6Mbefore exit SPY SS SPDR S&P 500 ETF Trust-US put Sold out 232,900 $133.6Mbefore exit HTZ Hertz Global Hldgs Inc. call Sold out 500,000 $1.6Mbefore 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