Glenview Capital Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Glenview Capital Management, LLC reported 43 stock positions worth $4.0 billion. Its top holding was CVS Health (CVS) at 20.0% of the portfolio, followed by Tenet Healthcare (THC, 11.3%) and Global Payments (GPN, 9.2%). Compared with Q4 2024, it opened 12 new positions, sold out of 5, added to 15 and reduced 12. The biggest buy was Tenet Healthcare (THC, shares +20%) and the biggest sale Dun & Bradstreet (DNB, shares −34%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001138995
Portfolio Value
$4.0B (Q1 2025)
SEC Filing
0000905148-25-001735 ↗ filed May 15, 2025

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 Q3 2024 Q4 2024: $4.0B Q4 2024 Q1 2025: $4.0B $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 43 stocks · $4.0B
CVS CVS Health Corp. 19.99% 11,946,799 $809.4M No change
THC Tenet Healthcare Corp. 11.28% 3,394,834 $456.6M Add +19.7%
GPN Global Payments Inc. 9.17% 3,793,683 $371.5M Reduce -3.4%
TEVA Teva Pharmaceutical-SP ADR 5.61% 14,778,641 $227.1M Add +74.8%
ALIT Alight Inc. Class A 4.79% 32,709,682 $194.0M Add +2.5%
UHS Universal Health Services-B 4.12% 887,370 $166.7M Add +0.9%
AMZN Amazon.com Inc. 3.49% 742,962 $141.4M Add +122.9%
GTM Zoominfo Technologies Inc. 3.16% 12,786,800 $127.9M Add +28.0%
CI The Cigna Group 3.04% 374,057 $123.1M Reduce -40.9%
DXC DXC Technology Co. 2.93% 6,959,119 $118.7M Reduce -11.8%
USFD US Foods Holding Corp. 2.89% 1,785,729 $116.9M Add +11.0%
EXPE Expedia Group Inc. 2.69% 647,961 $108.9M Reduce -26.3%
CTVA Corteva Inc. 2.16% 1,392,104 $87.6M Reduce -32.3%
DNB Dun & Bradstreet Holdings Inc. 2.16% 9,768,483 $87.3M Reduce -34.0%
CAR Avis Budget Group Inc. 2.07% 1,102,904 $83.7M Add +69.5%
PYPL PayPal Holdings Inc. 1.96% 1,216,652 $79.4M New
CNC Centene Corp. 1.95% 1,301,660 $79.0M Add +1.1%
VTRS Viatris Inc. 1.83% 8,492,943 $74.0M Reduce -8.9%
KNX Knight-Swift Transportation 1.51% 1,404,054 $61.1M Add +16.6%
ESI Element Solutions Inc. 1.41% 2,531,937 $57.2M Add +3.3%
MCK McKesson Corp. 1.36% 81,852 $55.1M Reduce -46.0%
BC Brunswick Corp. 0.97% 731,638 $39.4M Add +67.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.90% 367,712 $36.3M New
MYGN Myriad Genetics Inc. 0.85% 3,899,550 $34.6M Reduce -6.2%
PINS Pinterest Inc. Class A 0.81% 1,063,523 $33.0M Add +196.8%
UBER Uber Technologies Inc. 0.79% 440,193 $32.1M Reduce -68.3%
WDC Western Digital Corp. 0.79% 786,435 $31.8M Add +12.5%
META Meta Platforms Inc. Class A 0.64% 45,104 $26.0M New
CLVT Clarivate PLC 0.57% 5,885,056 $23.1M Reduce -68.3%
JBTM JBT Marel Corp. 0.56% 186,695 $22.8M No change
BFLY Butterfly Network Inc. 0.56% 9,955,144 $22.7M No change
UAL United Airlines Holdings Inc. 0.55% 321,216 $22.2M New
DKNG Draftkings Inc. Class A 0.39% 470,283 $15.6M New
XRAY Dentsply Sirona Inc. 0.32% 855,342 $12.8M New
MRVL Marvell Technology Inc. 0.31% 206,160 $12.7M New
SNDK Sandisk Corp. 0.31% 262,142 $12.5M Add +12.7%
W Wayfair Inc. Class A 0.27% 338,178 $10.8M New
OSCR Oscar Health Inc. Class A 0.26% 798,981 $10.5M New
BKD Brookdale Senior Living Inc. 0.20% 1,300,000 $8.1M Reduce -13.3%
BLCO Bausch + Lomb Corp. 0.18% 500,000 $7.3M New
SXT Sensient Technologies Corp. 0.12% 67,312 $5.0M New
DD Dupont DE Nemours Inc. 0.06% 33,325 $2.5M New
DNA Ginkgo Bioworks Holdings Inc. 0.03% 187,501 $1.1M No change

Options reported separately and not counted above: CAR calls ($17.8M).

Other holdings (1): bonds, preferreds, convertibles and warrants · $154K (not counted above)
SecurityClassShares / PrincipalValueChange
BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 1,713,333$154KNo change

Total filed on the 13F, all lines: $4.0B.

Portfolio Sells Q4 2024 → Q1 2025
DNB Dun & Bradstreet Holdings Inc. Reduce -34.0% 2.16% −2.50
GPN Global Payments Inc. Reduce -3.4% 9.17% −1.95
CLVT Clarivate PLC Reduce -68.3% 0.57% −1.81
TFX Teleflex Inc. Sold out 0.00% −1.49
EXPE Expedia Group Inc. Reduce -26.3% 2.69% −1.45
CI The Cigna Group Reduce -40.9% 3.04% −1.38
UBER Uber Technologies Inc. Reduce -68.3% 0.79% −1.33
VTRS Viatris Inc. Reduce -8.9% 1.83% −1.11
MSFT Microsoft Corp. Sold out 0.00% −1.10
DXC DXC Technology Co. Reduce -11.8% 2.93% −1.05
MCK McKesson Corp. Reduce -46.0% 1.36% −0.82
CTVA Corteva Inc. Reduce -32.3% 2.16% −0.80
MYGN Myriad Genetics Inc. Reduce -6.2% 0.85% −0.59
HSIC Henry Schein Inc. Sold out 0.00% −0.56
FMC FMC Corp. Sold out 0.00% −0.19
DMRC Digimarc Corp. Sold out 0.00% −0.02
BKD Brookdale Senior Living Inc. Reduce -13.3% 0.20% +0.01

Portfolio Buys Q4 2024 → Q1 2025
THC Tenet Healthcare Corp. Add +19.7% 11.28% +2.22
PYPL PayPal Holdings Inc. New 1.96% +1.96
AMZN Amazon.com Inc. Add +122.9% 3.49% +1.64
TEVA Teva Pharmaceutical-SP ADR Add +74.8% 5.61% +0.90
DIS The Walt Disney Co. New 0.90% +0.90
CAR Avis Budget Group Inc. Add +69.5% 2.07% +0.74
META Meta Platforms Inc. Class A New 0.64% +0.64
PINS Pinterest Inc. Class A Add +196.8% 0.81% +0.55
UAL United Airlines Holdings Inc. New 0.55% +0.55
GTM Zoominfo Technologies Inc. Add +28.0% 3.16% +0.50
DKNG Draftkings Inc. Class A New 0.39% +0.39
XRAY Dentsply Sirona Inc. New 0.32% +0.32
MRVL Marvell Technology Inc. New 0.31% +0.31
W Wayfair Inc. Class A New 0.27% +0.27
BC Brunswick Corp. Add +67.8% 0.97% +0.26
OSCR Oscar Health Inc. Class A New 0.26% +0.26
BLCO Bausch + Lomb Corp. New 0.18% +0.18
USFD US Foods Holding Corp. Add +11.0% 2.89% +0.14
UHS Universal Health Services-B Add +0.9% 4.12% +0.13
SXT Sensient Technologies Corp. New 0.12% +0.12
DD Dupont DE Nemours Inc. New 0.06% +0.06
SNDK Sandisk Corp. Add +12.7% 0.31% +0.03
CNC Centene Corp. Add +1.1% 1.95% −0.02
KNX Knight-Swift Transportation Add +16.6% 1.51% −0.11
ESI Element Solutions Inc. Add +3.3% 1.41% −0.16
WDC Western Digital Corp. Add +12.5% 0.79% −0.27
ALIT Alight Inc. Class A Add +2.5% 4.79% −0.79

Options Activity Q4 2024 → Q1 2025
CAR Avis Budget Group Inc. call New 235,000 $17.8M

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