Glenview Capital Management Q2 2026 Portfolio Activity: Significant Purchases & Sales Observed

As reported for the period ending June 30th, 2026 (Q2), Glenview Capital Management, a prominent investment firm, demonstrated active portfolio management through significant buying and selling activities. The data reveals specific instances where the fund notably increased or decreased its stake in certain companies.

Among the most striking purchases was GLOBAL PMTS INC (GPN), which saw a substantial increase of 40.03% in shares held during this quarter, equivalent to approximately 2.5 million additional shares purchased.

Several other companies experienced significant buying interest from Glenview Capital Management. AGILENT TECHNOLOGIES INC (A), Danaher Corp Del (DHR), Thermo Fisher Scientific Inc (TMO), and Meta Platforms Inc (META) all reported large share increases, with portfolio weight changes noted for each. These actions suggest confidence in these sectors or specific companies.

Conversely, the fund was observed to have sold substantial portions of its holdings in certain stocks during Q2 2026. Teva Pharmaceutical Inds Ltd (TEVA) experienced a significant reduction, with shares decreasing by -23.71% (-1.58 million shares). Similarly, Advanced Micro Devices Inc (AMD) saw a major sell-off, resulting in an almost 54.15% decrease in its position.

While the data confirms these large transactions, it also provides details on numerous other holdings and sector allocations for Glenview Capital Management's portfolio as of June 30th, 2026. The fund maintains a diversified approach across various sectors including Healthcare (55.78%), Industrials (14.72%), Technology (14.25%), Consumer Cyclical (9.35%), and Communication Services (4.15%).

For further details on Glenview Capital Management's portfolio holdings, you can visit their profile at InsiderSet. Detailed information about individual stocks like GLOBAL PMTS INC (GPN), CVS HEALTH CORP (CVS), and others can be found on their respective pages.