Glenview Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Glenview Capital Management, Llc disclosed 40 stock positions valued at approximately $5.01B as of quarter-end June 30, 2026. The largest holdings include GLOBAL PMTS INC, CVS HEALTH CORP, and TENET HEALTHCARE CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $5.01B
Holdings by Sector
Glenview Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GLOBAL PMTS INC | GPN | Industrials | 12.91% | 8,906,709 | +2,546,317 | +40.03% | $646,270,805 |
| CVS HEALTH CORP | CVS | Healthcare | 9.97% | 4,824,799 | -3,372,000 | -41.14% | $499,125,457 |
| TENET HEALTHCARE CORP | THC | Healthcare | 8.35% | 2,235,666 | +710,812 | +46.62% | $418,248,395 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 6.28% | 627,240 | +376,715 | +150.37% | $314,473,046 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 6.05% | 1,271,687 | +212,417 | +20.05% | $303,093,880 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 5.23% | 1,969,541 | +1,969,541 | +100.00% | $261,614,131 |
| DANAHER CORP DEL | DHR | Healthcare | 4.36% | 1,145,979 | +989,704 | +633.31% | $218,286,080 |
| META PLATFORMS INC | META | Communication Services | 4.02% | 356,841 | +234,179 | +190.91% | $201,004,967 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.46% | 298,410 | -352,382 | -54.15% | $173,349,353 |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | Healthcare | 3.44% | 5,081,091 | -1,579,129 | -23.71% | $172,147,363 |
| VIATRIS INC | VTRS | Healthcare | 3.13% | 9,877,409 | +790,165 | +8.70% | $156,853,255 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.59% | 1,793,598 | +337,726 | +23.20% | $129,426,032 |
| CENTENE CORP DEL | CNC | Healthcare | 2.42% | 1,886,055 | -1,327,591 | -41.31% | $121,065,870 |
| BUTTERFLY NETWORK INC | BFLY | Healthcare | 2.41% | 14,335,055 | - | - | $120,701,163 |
| THE CIGNA GROUP | CI | Healthcare | 2.27% | 412,223 | -86,618 | -17.36% | $113,641,637 |
| HUMANA INC | HUM | Healthcare | 2.02% | 254,216 | -80,676 | -24.09% | $100,979,680 |
| BLOCK INC | SQ | Technology | 1.82% | 1,197,046 | -167,425 | -12.27% | $90,975,496 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 1.82% | 401,067 | +102,156 | +34.18% | $90,966,006 |
| GENIUS SPORTS LIMITED | GENI | Other | 1.63% | 13,495,287 | +4,934,399 | +57.64% | $81,781,439 |
| ONTO INNOVATION INC | ONTO | Technology | 1.56% | 205,791 | -93,930 | -31.34% | $77,881,604 |
| ELI LILLY & CO | LLY | Healthcare | 1.38% | 57,771 | +57,771 | +100.00% | $69,292,271 |
| UNITED AIRLS HLDGS INC | UAL | Industrials | 1.34% | 494,736 | -2,124 | -0.43% | $67,279,149 |
| NATIONAL VISION HLDGS INC | EYE | Consumer Cyclical | 1.18% | 3,101,083 | +1,535,166 | +98.04% | $58,951,588 |
| CISCO SYS INC | CSCO | Technology | 0.97% | 413,332 | +73,513 | +21.63% | $48,549,977 |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 0.95% | 994,579 | -634,104 | -38.93% | $47,491,147 |
| APPLIED MATLS INC | AMAT | Technology | 0.94% | 65,201 | -132,008 | -66.94% | $47,140,323 |
| MKS INC. | MKSI | Technology | 0.88% | 98,532 | +24,332 | +32.79% | $43,827,034 |
| STMICROELECTRONICS N V | STM | Technology | 0.84% | 560,060 | +560,060 | +100.00% | $41,942,893 |
| ABBVIE INC | ABBV | Healthcare | 0.75% | 148,913 | +148,913 | +100.00% | $37,472,467 |
| BAUSCH PLUS LOMB CORP | BLCO | Healthcare | 0.63% | 1,918,148 | +7,652 | +0.40% | $31,764,531 |
Showing 30 of 40 holdings in the latest reporting period.
Glenview Capital Management, Llc Options Holdings in Q2 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.