Glenview Capital Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Glenview Capital Management, LLC reported 41 stock positions worth $3.5 billion. Its top holding was CVS Health (CVS) at 16.0% of the portfolio, followed by Tenet Healthcare (THC, 14.6%) and Global Payments (GPN, 9.8%). Compared with Q1 2025, it opened 10 new positions, sold out of 12, added to 11 and reduced 19. The biggest buy was Teva Pharmaceutical-SP ADR (TEVA, shares +7%) and the biggest sale CVS Health (CVS, shares −31%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001138995
Portfolio Value
$3.5B (Q2 2025)
SEC Filing
0000905148-25-002959 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $3.5B $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 41 stocks · $3.5B
CVS CVS Health Corp. 16.05% 8,196,799 $565.4M Reduce -31.4%
THC Tenet Healthcare Corp. 14.63% 2,930,005 $515.7M Reduce -13.7%
GPN Global Payments Inc. 9.81% 4,316,892 $345.5M Add +13.8%
TEVA Teva Pharmaceutical-SP ADR 7.53% 15,824,223 $265.2M Add +7.1%
GTM Zoominfo Technologies Inc. 4.70% 16,381,399 $165.8M Add +28.1%
ALIT Alight Inc. Class A 3.92% 24,382,328 $138.0M Reduce -25.5%
AMZN Amazon.com Inc. 3.50% 562,874 $123.5M Reduce -24.2%
CI The Cigna Group 3.49% 371,893 $122.9M Reduce -0.6%
USFD US Foods Holding Corp. 3.01% 1,378,881 $106.2M Reduce -22.8%
DXC DXC Technology Co. 2.55% 5,866,547 $89.7M Reduce -15.7%
EXPE Expedia Group Inc. 2.43% 508,256 $85.7M Reduce -21.6%
META Meta Platforms Inc. Class A 2.43% 115,934 $85.6M Add +157.0%
PYPL PayPal Holdings Inc. 2.12% 1,006,144 $74.8M Reduce -17.3%
VTRS Viatris Inc. 2.09% 8,247,584 $73.7M Reduce -2.9%
UHS Universal Health Services-B 2.00% 389,477 $70.6M Reduce -56.1%
ESI Element Solutions Inc. 1.81% 2,816,046 $63.8M Add +11.2%
DKS Dick's Sporting Goods Inc. 1.63% 290,532 $57.5M New
KNX Knight-Swift Transportation 1.47% 1,169,876 $51.7M Reduce -16.7%
UAL United Airlines Holdings Inc. 1.29% 568,862 $45.3M Add +77.1%
TMO Thermo Fisher Scientific Inc. 1.15% 100,000 $40.5M New
WDC Western Digital Corp. 1.09% 600,570 $38.4M Reduce -23.6%
BC Brunswick Corp. 1.03% 658,501 $36.4M Reduce -10.0%
SGRY Surgery Partners Inc. 0.96% 1,529,225 $34.0M New
MRVL Marvell Technology Inc. 0.89% 407,012 $31.5M Add +97.4%
JBTM JBT Marel Corp. 0.82% 241,387 $29.0M Add +29.3%
W Wayfair Inc. Class A 0.77% 527,892 $27.0M Add +56.1%
UBER Uber Technologies Inc. 0.71% 266,671 $24.9M Reduce -39.4%
MYGN Myriad Genetics Inc. 0.69% 4,587,407 $24.4M Add +17.6%
MKSI MKS Inc. 0.66% 232,296 $23.1M New
CLVT Clarivate PLC 0.58% 4,758,136 $20.5M Reduce -19.1%
BLCO Bausch + Lomb Corp. 0.57% 1,553,855 $20.2M Add +210.8%
COO The Cooper Cos Inc. 0.57% 280,688 $20.0M New
BFLY Butterfly Network Inc. 0.56% 9,955,144 $19.9M No change
MCK McKesson Corp. 0.53% 25,584 $18.7M Reduce -68.7%
EYE National Vision Holdings Inc. 0.53% 812,534 $18.7M New
IQV Iqvia Holdings Inc. 0.45% 100,000 $15.8M New
RH RH 0.35% 65,922 $12.5M New
DHR Danaher Corp. 0.28% 50,000 $9.9M New
ON On Semiconductor 0.26% 174,191 $9.1M New
DNA Ginkgo Bioworks Holdings Inc. 0.05% 149,379 $1.7M Reduce -20.3%
SNDK Sandisk Corp. 0.03% 26,030 $1.2M Reduce -90.1%

Options reported separately and not counted above: CAR calls ($45.6M).

Other holdings (1): bonds, preferreds, convertibles and warrants · $103K (not counted above)
SecurityClassShares / PrincipalValueChange
BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 1,713,333$103KNo change

Total filed on the 13F, all lines: $3.5B.

Portfolio Sells Q1 2025 → Q2 2025
CVS CVS Health Corp. Reduce -31.4% 16.05% −3.94
CTVA Corteva Inc. Sold out 0.00% −2.16
DNB Dun & Bradstreet Holdings Inc. Sold out 0.00% −2.16
UHS Universal Health Services-B Reduce -56.1% 2.00% −2.12
CAR Avis Budget Group Inc. Sold out 0.00% −2.07
CNC Centene Corp. Sold out 0.00% −1.95
DIS The Walt Disney Co. Sold out 0.00% −0.90
ALIT Alight Inc. Class A Reduce -25.5% 3.92% −0.87
MCK McKesson Corp. Reduce -68.7% 0.53% −0.83
PINS Pinterest Inc. Class A Sold out 0.00% −0.81
DKNG Draftkings Inc. Class A Sold out 0.00% −0.39
DXC DXC Technology Co. Reduce -15.7% 2.55% −0.38
XRAY Dentsply Sirona Inc. Sold out 0.00% −0.32
SNDK Sandisk Corp. Reduce -90.1% 0.03% −0.27
OSCR Oscar Health Inc. Class A Sold out 0.00% −0.26
EXPE Expedia Group Inc. Reduce -21.6% 2.43% −0.26
BKD Brookdale Senior Living Inc. Sold out 0.00% −0.20
SXT Sensient Technologies Corp. Sold out 0.00% −0.12
UBER Uber Technologies Inc. Reduce -39.4% 0.71% −0.09
DD Dupont DE Nemours Inc. Sold out 0.00% −0.06
KNX Knight-Swift Transportation Reduce -16.7% 1.47% −0.04
CLVT Clarivate PLC Reduce -19.1% 0.58% +0.01
AMZN Amazon.com Inc. Reduce -24.2% 3.50% +0.01
DNA Ginkgo Bioworks Holdings Inc. Reduce -20.3% 0.05% +0.02
BC Brunswick Corp. Reduce -10.0% 1.03% +0.06
USFD US Foods Holding Corp. Reduce -22.8% 3.01% +0.13
PYPL PayPal Holdings Inc. Reduce -17.3% 2.12% +0.16
VTRS Viatris Inc. Reduce -2.9% 2.09% +0.26
WDC Western Digital Corp. Reduce -23.6% 1.09% +0.31
CI The Cigna Group Reduce -0.6% 3.49% +0.45
THC Tenet Healthcare Corp. Reduce -13.7% 14.63% +3.36

Portfolio Buys Q1 2025 → Q2 2025
TEVA Teva Pharmaceutical-SP ADR Add +7.1% 7.53% +1.92
META Meta Platforms Inc. Class A Add +157.0% 2.43% +1.79
DKS Dick's Sporting Goods Inc. New 1.63% +1.63
GTM Zoominfo Technologies Inc. Add +28.1% 4.70% +1.55
TMO Thermo Fisher Scientific Inc. New 1.15% +1.15
SGRY Surgery Partners Inc. New 0.96% +0.96
UAL United Airlines Holdings Inc. Add +77.1% 1.29% +0.74
MKSI MKS Inc. New 0.66% +0.66
GPN Global Payments Inc. Add +13.8% 9.81% +0.63
MRVL Marvell Technology Inc. Add +97.4% 0.89% +0.58
COO The Cooper Cos Inc. New 0.57% +0.57
EYE National Vision Holdings Inc. New 0.53% +0.53
W Wayfair Inc. Class A Add +56.1% 0.77% +0.50
IQV Iqvia Holdings Inc. New 0.45% +0.45
ESI Element Solutions Inc. Add +11.2% 1.81% +0.40
BLCO Bausch + Lomb Corp. Add +210.8% 0.57% +0.39
RH RH New 0.35% +0.35
DHR Danaher Corp. New 0.28% +0.28
JBTM JBT Marel Corp. Add +29.3% 0.82% +0.26
ON On Semiconductor New 0.26% +0.26
MYGN Myriad Genetics Inc. Add +17.6% 0.69% −0.16

Options Activity Q1 2025 → Q2 2025
CAR Avis Budget Group Inc. call Add +14.9% 270,000 $45.6M

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