Glenview Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 44Value: $4.0BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "DNB",
  null,
  "ALIT",
  "DNA",
  "EXPE",
  "OSCR",
  "META",
  "MYGN",
  "BLCO",
  "MRVL",
  "DXC",
  null,
  "TEVA",
  "PYPL",
  "CI",
  "UBER",
  "UAL",
  "GPN",
  "DD",
  "THC",
  "USFD",
  "AMZN",
  "DKNG",
  "VTRS",
  "W",
  "WDC",
  "GTM",
  "ESI",
  "KNX",
  null,
  "SXT",
  "UHS",
  "MCK",
  "CAR",
  "BC",
  "BKD",
  "BFLY",
  "CNC",
  "CLVT",
  "CTVA",
  "CVS",
  "XRAY",
  "DIS"
]

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: glenview-capital-management
Manager Name: Glenview-Capital-Management

Data Enrichment

93% identified

41 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $4.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 3

Sort by:

CVS HEALTH Corp

CVS|126650100

Shares:11.9M

Value:$809.4M

% of Portfolio:20.3% ($809.4M/$4.0B)

TENET HEALTHCARE CORP

THC|88033G407

Shares:3.4M

Value:$456.6M

% of Portfolio:11.5% ($456.6M/$4.0B)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:3.8M

Value:$371.5M

% of Portfolio:9.3% ($371.5M/$4.0B)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:14.8M

Value:$227.1M

% of Portfolio:5.7% ($227.1M/$4.0B)

Alight, Inc. / Delaware

ALIT|01626W101

Shares:32.7M

Value:$194.0M

% of Portfolio:4.9% ($194.0M/$4.0B)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

Shares:887.4K

Value:$166.7M

% of Portfolio:4.2% ($166.7M/$4.0B)

AMAZON COM INC

AMZN|023135106

Shares:743.0K

Value:$141.4M

% of Portfolio:3.5% ($141.4M/$4.0B)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:12.8M

Value:$127.9M

% of Portfolio:3.2% ($127.9M/$4.0B)

Cigna Group

CI|125523100

Shares:374.1K

Value:$123.1M

% of Portfolio:3.1% ($123.1M/$4.0B)

DXC Technology Co

DXC|23355L106

Shares:7.0M

Value:$118.7M

% of Portfolio:3.0% ($118.7M/$4.0B)

US Foods Holding Corp.

USFD|912008109

Shares:1.8M

Value:$116.9M

% of Portfolio:2.9% ($116.9M/$4.0B)

Expedia Group, Inc.

EXPE|30212P303

Shares:648.0K

Value:$108.9M

% of Portfolio:2.7% ($108.9M/$4.0B)

Corteva, Inc.

CTVA|22052L104

Shares:1.4M

Value:$87.6M

% of Portfolio:2.2% ($87.6M/$4.0B)

Dun & Bradstreet Holdings, Inc.

DNB|26484T106

Shares:9.8M

Value:$87.3M

% of Portfolio:2.2% ($87.3M/$4.0B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:1.2M

Value:$79.4M

% of Portfolio:2.0% ($79.4M/$4.0B)

CENTENE CORP

CNC|15135B101

Shares:1.3M

Value:$79.0M

% of Portfolio:2.0% ($79.0M/$4.0B)

Viatris Inc

VTRS|92556V106

Shares:8.5M

Value:$74.0M

% of Portfolio:1.9% ($74.0M/$4.0B)

Knight-Swift Transportation Holdings Inc.

KNX|499049104

Shares:1.4M

Value:$61.1M

% of Portfolio:1.5% ($61.1M/$4.0B)

Element Solutions Inc

ESI|28618M106

Shares:2.5M

Value:$57.2M

% of Portfolio:1.4% ($57.2M/$4.0B)

MCKESSON CORP

MCK|58155Q103

Shares:81.9K

Value:$55.1M

% of Portfolio:1.4% ($55.1M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CVS HEALTH Corp(CVScusip126650100)	11.9M	QoQ 0.00% (+0) YoY +604.23% (+10.3M)	All Managers (Combined)	$809.4M	20.3% ($809.4M/$4.0B)	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	11.5% ($456.6M/$4.0B)	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	9.3% ($371.5M/$4.0B)	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	5.7% ($227.1M/$4.0B)	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	4.9% ($194.0M/$4.0B)	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	4.2% ($166.7M/$4.0B)	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	3.5% ($141.4M/$4.0B)	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	3.2% ($127.9M/$4.0B)	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	3.1% ($123.1M/$4.0B)	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	3.0% ($118.7M/$4.0B)	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	2.9% ($116.9M/$4.0B)	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	2.7% ($108.9M/$4.0B)	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	2.2% ($87.6M/$4.0B)	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	2.2% ($87.3M/$4.0B)	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	2.0% ($79.4M/$4.0B)	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	2.0% ($79.0M/$4.0B)	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	1.9% ($74.0M/$4.0B)	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	1.5% ($61.1M/$4.0B)	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	1.4% ($57.2M/$4.0B)	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	1.4% ($55.1M/$4.0B)	QoQ -36.24% (-$31.3M) YoY -64.36% (-$99.5M)