Glenview Capital Management, LLC 13F Holdings · Q2 2026
Glenview Capital Management, LLC reported 42 securities worth $5.49B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GPN (11.77%), CVS (9.09%), THC (7.62%). Among its top 25 positions this quarter: 3 new, 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GPN | GLOBAL PMTS INC | $646.3M | 11.77% | 8.9M | Added |
| 2 | CVS | CVS HEALTH CORP | $499.1M | 9.09% | 4.8M | Trimmed |
| 3 | THC | TENET HEALTHCARE CORP | $418.2M | 7.62% | 2.2M | Added |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | $314.5M | 5.73% | 627,240 | Added |
| 5 | AMZN | AMAZON COM INC | $303.1M | 5.52% | 1.3M | Added |
| 6 | A | AGILENT TECHNOLOGIES INC | $277.1M | 5.05% | 2.1M | New |
| 7 | IWM | ISHARES TR | $275.9M | 5.02% | 918,200 | Added |
| 8 | DHR | DANAHER CORP DEL | $218.3M | 3.97% | 1.1M | Added |
| 9 | META | META PLATFORMS INC | $201.0M | 3.66% | 356,841 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $194.2M | 3.54% | 260,000 | New |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $173.3M | 3.16% | 298,410 | Trimmed |
| 12 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $172.1M | 3.13% | 5.1M | Trimmed |
| 13 | VTRS | VIATRIS INC | $156.9M | 2.86% | 9.9M | Added |
| 14 | UBER | UBER TECHNOLOGIES INC | $129.4M | 2.36% | 1.8M | Added |
| 15 | BFLY | BUTTERFLY NETWORK INC | $120.7M | 2.20% | 14.3M | Hold |
| 16 | CNC | CENTENE CORP DEL | $121.1M | 2.20% | 1.9M | Trimmed |
| 17 | CI | THE CIGNA GROUP | $113.6M | 2.07% | 412,223 | Trimmed |
| 18 | HUM | HUMANA INC | $101.0M | 1.84% | 254,216 | Trimmed |
| 19 | DKS | DICKS SPORTING GOODS INC | $91.0M | 1.66% | 401,067 | Added |
| 20 | XYZ | BLOCK INC | $91.0M | 1.66% | 1.2M | Trimmed |
| 21 | GENI | GENIUS SPORTS LIMITED | $81.8M | 1.49% | 13.5M | Added |
| 22 | ONTO | ONTO INNOVATION INC | $77.9M | 1.42% | 205,791 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $69.3M | 1.26% | 57,771 | New |
| 24 | UAL | UNITED AIRLS HLDGS INC | $67.3M | 1.23% | 494,736 | Trimmed |
| 25 | EYE | NATIONAL VISION HLDGS INC | $59.0M | 1.07% | 3.1M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR