Glenview Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

GLENVIEW CAPITAL MANAGEMENT, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 44 holdings worth $4.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 44
Total Value: 3983560923
Accession Number: 0000905148-25-001735
Form Type: 13F-HR
CIK: 0001138995
Manager Name: Glenview Capital Management, LLC

Data Enrichment

93% identified

41 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $3,983,560.923K total value

44 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 3

Sort by:

CVS HEALTH Corp

CVS|126650100

11946799(+0.0%)

Value:

$809.4B(+50.9%)

TENET HEALTHCARE CORP

THC|88033G407

3394834(+19.6%)

Value:

$456.6B(+27.5%)

GLOBAL PAYMENTS INC

GPN|37940X102

3793683(-3.4%)

Value:

$371.5B(-15.6%)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

14778641(+74.8%)

Value:

$227.1B(+21.9%)

Alight, Inc. / Delaware

ALIT|01626W101

32709682(+2.5%)

Value:

$194.0B(-12.2%)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

887370(+0.9%)

Value:

$166.7B(+5.7%)

AMAZON COM INC

AMZN|023135106

742962(+122.9%)

Value:

$141.4B(+93.3%)

ZoomInfo Technologies Inc.

GTM|98980F104

12786800(+28.0%)

Value:

$127.9B(+21.8%)

Cigna Group

CI|125523100

374057(-40.9%)

Value:

$123.1B(-29.5%)

DXC Technology Co

DXC|23355L106

6959119(-11.8%)

Value:

$118.7B(-24.7%)

US Foods Holding Corp.

USFD|912008109

1785729(+11.0%)

Value:

$116.9B(+7.7%)

Expedia Group, Inc.

EXPE|30212P303

647961(-26.2%)

Value:

$108.9B(-33.5%)

Corteva, Inc.

CTVA|22052L104

1392104(-32.3%)

Value:

$87.6B(-25.2%)

Dun & Bradstreet Holdings, Inc.

DNB|26484T106

9768483(-34.0%)

Value:

$87.3B(-52.6%)

PayPal Holdings, Inc.

PYPL|70450Y103

1216652

Value:

$79.4B

CENTENE CORP

CNC|15135B101

1301660(+1.1%)

Value:

$79.0B(+1.3%)

Viatris Inc

VTRS|92556V106

8492943(-8.9%)

Value:

$74.0B(-36.3%)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

1404054(+16.6%)

Value:

$61.1B(-4.4%)

Element Solutions Inc

ESI|28618M106

2531937(+3.3%)

Value:

$57.2B(-8.1%)

MCKESSON CORP

MCK|58155Q103

81852(-46.0%)

Value:

$55.1B(-36.2%)

Instrument	Shares		Other Manager	Value
Cvs Health Corp(CVScusip126650100)	11.9M	QoQ 0.00% (+0) YoY +604.23% (+10.3M)	All Managers (Combined)	$809.4M	QoQ +50.92% (+$273.1M) YoY +498.19% (+$674.1M)
Tenet Healthcare Corp(THCcusip88033G407)	3.4M	QoQ +19.65% (+557.7K) YoY -46.34% (-2.9M)	All Managers (Combined)	$456.6M	QoQ +27.49% (+$98.5M) YoY -31.34% (-$208.4M)
Global Payments Inc(GPNcusip37940X102)	3.8M	QoQ -3.37% (-132.5K) YoY +58.84% (+1.4M)	All Managers (Combined)	$371.5M	QoQ -15.56% (-$68.5M) YoY +16.37% (+$52.3M)
Teva Pharmaceutical Industries Ltd(TEVAcusip881624209)	14.8M	QoQ +74.76% (+6.3M) YoY +97.01% (+7.3M)	All Managers (Combined)	$227.1M	QoQ +21.87% (+$40.8M) YoY +114.60% (+$121.3M)
Alight, Inc. / Delaware(ALITcusip01626W101)	32.7M	QoQ +2.50% (-798.6K) YoY +15.48% (-4.4M)	All Managers (Combined)	$194.0M	QoQ -12.16% (-$26.9M) YoY -30.47% (-$85.0M)
Universal Health Services Inc(UHScusip913903100)	887.4K	QoQ +0.91% (+8.1K) YoY -56.80% (-1.2M)	All Managers (Combined)	$166.7M	QoQ +5.68% (+$9.0M) YoY -55.52% (-$208.1M)
Amazon Com Inc(AMZNcusip023135106)	743.0K	QoQ +122.89% (+409.6K) YoY +84.38% (+340.0K)	All Managers (Combined)	$141.4M	QoQ +93.29% (+$68.2M) YoY +94.48% (+$68.7M)
Zoominfo Technologies Inc.(GTMcusip98980F104)	12.8M	QoQ +28.03% (+2.8M) YoY NEW(+12.8M)	All Managers (Combined)	$127.9M	QoQ +21.82% (+$22.9M) YoY NEW(+$127.9M)
Cigna Group(CIcusip125523100)	374.1K	QoQ -40.85% (-258.4K) YoY -74.58% (-1.1M)	All Managers (Combined)	$123.1M	QoQ -29.52% (-$51.6M) YoY -76.97% (-$411.4M)
Dxc Technology Co(DXCcusip23355L106)	7.0M	QoQ -11.77% (-929.0K) YoY -45.55% (-5.8M)	All Managers (Combined)	$118.7M	QoQ -24.71% (-$39.0M) YoY -56.23% (-$152.5M)
Us Foods Holding Corp.(USFDcusip912008109)	1.8M	QoQ +11.01% (+177.2K) YoY -29.25% (-738.4K)	All Managers (Combined)	$116.9M	QoQ +7.72% (+$8.4M) YoY -14.19% (-$19.3M)
Expedia Group, Inc.(EXPEcusip30212P303)	648.0K	QoQ -26.24% (-230.6K) YoY +5.45% (+33.5K)	All Managers (Combined)	$108.9M	QoQ -33.46% (-$54.8M) YoY +28.69% (+$24.3M)
Corteva, Inc.(CTVAcusip22052L104)	1.4M	QoQ -32.27% (-663.5K) YoY -79.48% (-5.4M)	All Managers (Combined)	$87.6M	QoQ -25.17% (-$29.5M) YoY -77.61% (-$303.8M)
Dun & Bradstreet Holdings, Inc.(DNBcusip26484T106)	9.8M	QoQ -33.96% (-5.0M) YoY +170.60% (+6.2M)	All Managers (Combined)	$87.3M	QoQ -52.61% (-$97.0M) YoY +140.95% (+$51.1M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$79.4M	QoQ NEW(+$79.4M) YoY NEW(+$79.4M)
Centene Corp(CNCcusip15135B101)	1.3M	QoQ +1.11% (+14.3K) YoY NEW(+1.3M)	All Managers (Combined)	$79.0M	QoQ +1.32% (+$1.0M) YoY NEW(+$79.0M)
Viatris Inc(VTRScusip92556V106)	8.5M	QoQ -8.90% (-830.4K) YoY +65.16% (+3.4M)	All Managers (Combined)	$74.0M	QoQ -36.27% (-$42.1M) YoY +20.48% (+$12.6M)
Knight-Swift Transportation Holdings Inc.(KNXcusip499049104)	1.4M	QoQ +16.61% (-200.0K) YoY +5.96% (-79.0K)	All Managers (Combined)	$61.1M	QoQ -4.38% (-$2.8M) YoY -16.24% (-$11.8M)
Element Solutions Inc(ESIcusip28618M106)	2.5M	QoQ +3.31% (-81.4K) YoY -69.70% (-5.8M)	All Managers (Combined)	$57.2M	QoQ -8.13% (-$5.1M) YoY -72.58% (-$151.6M)
Mckesson Corp(MCKcusip58155Q103)	81.9K	QoQ -46.01% (-69.8K) YoY -71.57% (-206.1K)	All Managers (Combined)	$55.1M	QoQ -36.24% (-$31.3M) YoY -64.36% (-$99.5M)