Glenview Capital Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Glenview Capital Management, LLC reported 52 stock positions worth $4.1 billion. Its top holding was CVS Health (CVS) at 15.0% of the portfolio, followed by Tenet Healthcare (THC, 11.5%) and Global Payments (GPN, 10.4%). Compared with Q2 2025, it opened 17 new positions, sold out of 6, added to 19 and reduced 10. The biggest buy was Thermo Fisher Scientific (TMO, shares +183%) and the biggest sale Tenet Healthcare (THC, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001138995
- Portfolio Value
- $4.1B (Q3 2025)
- SEC Filing
- 0000905148-25-004016 ↗ filed Nov 14, 2025
Holdings Value
Holdings 52 stocks · $4.1B
| CVS CVS Health Corp. | 15.02% | 8,196,799 | $618.0M | No change |
| THC Tenet Healthcare Corp. | 11.47% | 2,323,679 | $471.8M | Reduce -20.7% |
| GPN Global Payments Inc. | 10.38% | 5,141,892 | $427.2M | Add +19.1% |
| TEVA Teva Pharmaceutical-SP ADR | 8.19% | 16,692,680 | $337.2M | Add +5.5% |
| GTM Zoominfo Technologies Inc. | 4.91% | 18,505,242 | $201.9M | Add +13.0% |
| AMZN Amazon.com Inc. | 3.48% | 652,138 | $143.2M | Add +15.9% |
| TMO Thermo Fisher Scientific Inc. | 3.34% | 282,941 | $137.2M | Add +182.9% |
| DXC DXC Technology Co. | 2.76% | 8,339,897 | $113.7M | Add +42.2% |
| UHS Universal Health Services-B | 2.40% | 482,169 | $98.6M | Add +23.8% |
| PYPL PayPal Holdings Inc. | 2.17% | 1,333,370 | $89.4M | Add +32.5% |
| VTRS Viatris Inc. | 1.98% | 8,247,584 | $81.7M | No change |
| USFD US Foods Holding Corp. | 1.98% | 1,065,329 | $81.6M | Reduce -22.7% |
| DKS Dick's Sporting Goods Inc. | 1.90% | 351,601 | $78.1M | Add +21.0% |
| EXPE Expedia Group Inc. | 1.87% | 359,793 | $76.9M | Reduce -29.2% |
| Z Zillow Group Inc. Class C | 1.67% | 889,666 | $68.5M | New |
| ALIT Alight Inc. Class A | 1.61% | 20,377,772 | $66.4M | Reduce -16.4% |
| ICLR Icon PLC | 1.58% | 371,418 | $65.0M | New |
| MRVL Marvell Technology Inc. | 1.38% | 676,980 | $56.9M | Add +66.3% |
| UAL United Airlines Holdings Inc. | 1.36% | 582,009 | $56.2M | Add +2.3% |
| ESI Element Solutions Inc. | 1.35% | 2,207,167 | $55.6M | Reduce -21.6% |
| SGRY Surgery Partners Inc. | 1.34% | 2,546,735 | $55.1M | Add +66.5% |
| CI The Cigna Group | 1.32% | 187,757 | $54.1M | Reduce -49.5% |
| DHR Danaher Corp. | 1.27% | 264,418 | $52.4M | Add +428.8% |
| UBER Uber Technologies Inc. | 1.12% | 471,801 | $46.2M | Add +76.9% |
| MCK McKesson Corp. | 1.06% | 56,469 | $43.6M | Add +120.7% |
| EYE National Vision Holdings Inc. | 0.98% | 1,378,226 | $40.2M | Add +69.6% |
| ONTO Onto Innovation Inc. | 0.85% | 270,605 | $35.0M | New |
| LION Lionsgate Studios Corp. | 0.84% | 5,000,000 | $34.5M | New |
| KNX Knight-Swift Transportation | 0.83% | 859,820 | $34.0M | Reduce -26.5% |
| IQV Iqvia Holdings Inc. | 0.81% | 174,727 | $33.2M | Add +74.7% |
| MYGN Myriad Genetics Inc. | 0.81% | 4,587,407 | $33.2M | No change |
| PINS Pinterest Inc. Class A | 0.63% | 807,700 | $26.0M | New |
| LAD Lithia Motors Inc. | 0.57% | 74,108 | $23.4M | New |
| BLCO Bausch + Lomb Corp. | 0.57% | 1,553,855 | $23.4M | No change |
| XYZ Block Inc. | 0.57% | 322,319 | $23.3M | New |
| EHC Encompass Health Corp. | 0.52% | 167,637 | $21.3M | New |
| MKSI MKS Inc. | 0.52% | 171,922 | $21.3M | Reduce -26.0% |
| TECH Bio-Techne Corp. | 0.51% | 374,051 | $20.8M | New |
| BC Brunswick Corp. | 0.48% | 312,921 | $19.8M | Reduce -52.5% |
| BFLY Butterfly Network Inc. | 0.47% | 9,955,144 | $19.2M | No change |
| CLVT Clarivate PLC | 0.46% | 4,960,255 | $19.0M | Add +4.3% |
| BAX Baxter International Inc. | 0.41% | 742,542 | $16.9M | New |
| RH RH | 0.40% | 80,341 | $16.3M | Add +21.9% |
| CNC Centene Corp. | 0.32% | 371,972 | $13.3M | New |
| SNPS Synopsys Inc. | 0.26% | 21,300 | $10.5M | New |
| BRKR Bruker Corp. | 0.25% | 319,674 | $10.4M | New |
| DD Dupont DE Nemours Inc. | 0.24% | 128,480 | $10.0M | New |
| ILMN Illumina Inc. | 0.23% | 101,720 | $9.7M | New |
| META Meta Platforms Inc. Class A | 0.21% | 11,572 | $8.5M | Reduce -90.0% |
| OSCR Oscar Health Inc. Class A | 0.19% | 408,221 | $7.7M | New |
| RTO Rentokil Initial PLC-SP ADR | 0.13% | 205,175 | $5.2M | New |
| DNA Ginkgo Bioworks Holdings Inc. | 0.05% | 149,379 | $2.2M | No change |
Options reported separately and not counted above: SPY puts ($377.5M).
Other holdings (1): bonds, preferreds, convertibles and warrants · $78K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BFLYW Butterfly Network Inc. -CW25 | *W EXP 02/12/202 | 1,713,333 | $78K | No change |
Total filed on the 13F, all lines: $4.1B.
Portfolio Sells Q2 2025 → Q3 2025
| THC Tenet Healthcare Corp. | Reduce -20.7% | 11.47% | −3.17 |
| ALIT Alight Inc. Class A | Reduce -16.4% | 1.61% | −2.30 |
| META Meta Platforms Inc. Class A | Reduce -90.0% | 0.21% | −2.22 |
| CI The Cigna Group | Reduce -49.5% | 1.32% | −2.17 |
| WDC Western Digital Corp. | Sold out | 0.00% | −1.09 |
| USFD US Foods Holding Corp. | Reduce -22.7% | 1.98% | −1.03 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.82 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.77 |
| KNX Knight-Swift Transportation | Reduce -26.5% | 0.83% | −0.64 |
| COO The Cooper Cos Inc. | Sold out | 0.00% | −0.57 |
| EXPE Expedia Group Inc. | Reduce -29.2% | 1.87% | −0.56 |
| BC Brunswick Corp. | Reduce -52.5% | 0.48% | −0.55 |
| ESI Element Solutions Inc. | Reduce -21.6% | 1.35% | −0.46 |
| ON On Semiconductor | Sold out | 0.00% | −0.26 |
| MKSI MKS Inc. | Reduce -26.0% | 0.52% | −0.14 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| TMO Thermo Fisher Scientific Inc. | Add +182.9% | 3.34% | +2.18 |
| Z Zillow Group Inc. Class C | New | 1.67% | +1.67 |
| ICLR Icon PLC | New | 1.58% | +1.58 |
| DHR Danaher Corp. | Add +428.8% | 1.27% | +0.99 |
| ONTO Onto Innovation Inc. | New | 0.85% | +0.85 |
| LION Lionsgate Studios Corp. | New | 0.84% | +0.84 |
| TEVA Teva Pharmaceutical-SP ADR | Add +5.5% | 8.19% | +0.67 |
| PINS Pinterest Inc. Class A | New | 0.63% | +0.63 |
| GPN Global Payments Inc. | Add +19.1% | 10.38% | +0.58 |
| LAD Lithia Motors Inc. | New | 0.57% | +0.57 |
| XYZ Block Inc. | New | 0.57% | +0.57 |
| MCK McKesson Corp. | Add +120.7% | 1.06% | +0.53 |
| EHC Encompass Health Corp. | New | 0.52% | +0.52 |
| TECH Bio-Techne Corp. | New | 0.51% | +0.51 |
| MRVL Marvell Technology Inc. | Add +66.3% | 1.38% | +0.49 |
| EYE National Vision Holdings Inc. | Add +69.6% | 0.98% | +0.45 |
| UBER Uber Technologies Inc. | Add +76.9% | 1.12% | +0.42 |
| BAX Baxter International Inc. | New | 0.41% | +0.41 |
| UHS Universal Health Services-B | Add +23.8% | 2.40% | +0.39 |
| SGRY Surgery Partners Inc. | Add +66.5% | 1.34% | +0.37 |
| IQV Iqvia Holdings Inc. | Add +74.7% | 0.81% | +0.36 |
| CNC Centene Corp. | New | 0.32% | +0.32 |
| DKS Dick's Sporting Goods Inc. | Add +21.0% | 1.90% | +0.27 |
| SNPS Synopsys Inc. | New | 0.26% | +0.26 |
| BRKR Bruker Corp. | New | 0.25% | +0.25 |
| DD Dupont DE Nemours Inc. | New | 0.24% | +0.24 |
| ILMN Illumina Inc. | New | 0.23% | +0.23 |
| DXC DXC Technology Co. | Add +42.2% | 2.76% | +0.22 |
| GTM Zoominfo Technologies Inc. | Add +13.0% | 4.91% | +0.20 |
| OSCR Oscar Health Inc. Class A | New | 0.19% | +0.19 |
| RTO Rentokil Initial PLC-SP ADR | New | 0.13% | +0.13 |
| UAL United Airlines Holdings Inc. | Add +2.3% | 1.36% | +0.08 |
| PYPL PayPal Holdings Inc. | Add +32.5% | 2.17% | +0.05 |
| RH RH | Add +21.9% | 0.40% | +0.04 |
| AMZN Amazon.com Inc. | Add +15.9% | 3.48% | −0.02 |
| CLVT Clarivate PLC | Add +4.3% | 0.46% | −0.12 |
Options Activity Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 566,700 | $377.5M |
| CAR Avis Budget Group Inc. | call | Sold out | 270,000 | $45.6Mbefore 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 |