Fund Holdings — GLENVIEW CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$5.01B
Total Bought
$1.70B
Total Sold
$755.12M
Net Transaction
+$949.01M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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AGILENT TECHNOLOGIES INC(A)01,969,541+1,969,5410261,6145.23%+261,614
GLOBAL PMTS INC(GPN)6,360,3928,906,709+2,546,317428,054646,27112.91%+218,216
THERMO FISHER SCIENTIFIC INC(TMO)250,525627,240+376,715123,141314,4736.28%+191,332
DANAHER CORP DEL(DHR)156,2751,145,979+989,70429,630218,2864.36%+188,656
META PLATFORMS INC(META)122,662356,841+234,17970,179201,0054.02%+130,826
TENET HEALTHCARE CORP(THC)1,524,8542,235,666+710,812287,755418,2488.35%+130,493
AMAZON COM INC(AMZN)1,059,2701,271,687+212,417220,614303,0946.05%+82,480
ELI LILLY & CO(LLY)057,771+57,771069,2921.38%+69,292
BUTTERFLY NETWORK INC(BFLY)14,335,05514,335,055057,914120,7012.41%+62,788
GENIUS SPORTS LIMITED
SHARES CL A
8,560,88813,495,287+4,934,39937,92581,7811.63%+43,857
MKS INC.(MKSI)098,532+98,532043,8270.88%+43,827
HUMANA INC(HUM)334,892254,216-80,67658,067100,9802.02%+42,913
STMICROELECTRONICS N V(STM)0560,060+560,060041,9430.84%+41,943
ADVANCED MICRO DEVICES INC(AMD)650,792298,410-352,382132,391173,3493.46%+40,959
ABBVIE INC(ABBV)0148,913+148,913037,4720.75%+37,472
ASTRAZENECA PLC(AZN)0184,279+184,279034,9430.70%+34,943
VIATRIS INC(VTRS)9,087,2449,877,409+790,165122,769156,8533.13%+34,085
DICKS SPORTING GOODS INC(DKS)298,911401,067+102,15659,27190,9661.82%+31,695
ELEVANCE HEALTH INC FORMERLY(ELV)066,599+66,599025,7560.51%+25,756
UBER TECHNOLOGIES INC(UBER)1,455,8721,793,598+337,726104,721129,4262.59%+24,705
MICROCHIP TECHNOLOGY INC.(MCHP)0265,577+265,577024,2210.48%+24,221
CISCO SYS INC(CSCO)339,819413,332+73,51326,36748,5500.97%+22,183
UNITED AIRLS HLDGS INC(UAL)496,860494,736-2,12445,74667,2791.34%+21,533
NATIONAL VISION HLDGS INC(EYE)1,565,9173,101,083+1,535,16640,55758,9521.18%+18,394
ONTO INNOVATION INC(ONTO)299,721205,791-93,93061,46477,8821.56%+16,418
CENTENE CORP DEL(CNC)3,213,6461,886,055-1,327,591105,215121,0662.42%+15,851
BRUKER CORP(BRKR)0252,169+252,169015,1760.30%+15,176
NOVARTIS AG(NVS)086,909+86,909013,6200.27%+13,620
BLOCK INC(XYZ)1,364,4711,197,046-167,42582,11490,9751.82%+8,862
BAKER HUGHES COMPANY(BKR)303,675493,519+189,84418,53927,3900.55%+8,851
BOSTON SCIENTIFIC CORP(BSX)0113,096+113,09604,8270.10%+4,827
CARDINAL HEALTH INC(CAH)018,018+18,01804,2800.09%+4,280
SIX FLAGS ENTERTAINMENT CORP(FUN)2,223,1492,017,821-205,32839,46142,9800.86%+3,519
BAUSCH PLUS LOMB CORP1,910,4961,918,148+7,65230,37731,7650.63%+1,388
PRIMO BRANDS CORPORATION(PRMB)531,051404,971-126,08010,0009,8970.20%-102
BIO-TECHNE CORP(TECH)186,31258,324-127,9889,7374,1210.08%-5,616
ELEMENT SOLUTIONS INC(ESI)1,628,683994,579-634,10455,60347,4910.95%-8,112
DIGITALOCEAN HLDGS INC(DOCN)250,00084,812-165,18821,44513,3180.27%-8,127
BIOGEN INC(BIIB)57,0190-57,01910,4530—-10,453
INTEL CORP(INTC)399,5060-399,50617,6300—-17,630
AKAMAI TECHNOLOGIES INC(AKAM)156,4530-156,45317,9690—-17,969
THE CIGNA GROUP(CI)498,841412,223-86,618133,066113,6422.27%-19,424
APPLIED MATLS INC197,20965,201-132,00867,40447,1400.94%-20,264
SURGERY PARTNERS INC(SGRY)1,800,0000-1,800,00021,4560—-21,456
MYRIAD GENETICS INC(MYGN)5,411,9780-5,411,97824,3540—-24,354
LIONSGATE STUDIOS CORP(LION)2,778,7810-2,778,78126,6490—-26,649
TEVA PHARMACEUTICAL INDS LTD(TEVA)6,660,2205,081,091-1,579,129200,606172,1473.44%-28,458
LITHIA MTRS INC(LAD)127,6050-127,60531,8660—-31,866
ZILLOW GROUP INC(Z)789,6700-789,67032,6770—-32,677
US FOODS HLDG CORP(USFD)384,0070-384,00735,4090—-35,409
CVS HEALTH CORP(CVS)8,196,7994,824,799-3,372,000588,694499,1259.97%-89,569
ZOOMINFO TECHNOLOGIES INC(GTM)15,905,2420-15,905,24295,1130—-95,113
DXC TECHNOLOGY CO(DXC)8,895,8750-8,895,875111,8210—-111,821
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GLENVIEW CAPITAL MANAGEMENT, LLC — 13F Holdings — Q2 2026 | TickerTrail