13F-HRCIK 0001138995
Last filed Aug 14, 2026Glenview Capital Management, LLC·13F Holdings
$4.4B+52.1% vs prior quarter
- Positions
- 31
- Top-10 weight
- 73%
- Largest
- GPN · 15%
- Quarter ending
- Jun 30, 2026
- Added
- 19
- Trimmed
- 12
- Sold out
- 4
- Last filed
- Aug 14, 2026
Portfolio
What does Glenview Capital Management, LLC own?
Glenview Capital Management, LLC reported 31 long equity positions worth $4.4B for the quarter ending Jun 30, 2026. The largest is GPN at 15% of reported value. The ten largest positions make up 73% of the portfolio. Against the prior quarter it added to 19 positions, trimmed 12 and sold out of 4. The latest 13F was filed Aug 14, 2026.
Largest positionsValue · weight
- GPNGlobal Payments Inc.$646.3M15% of portfolio
- CVSCVS Health Corporation$499.1M11% of portfolio
- THCTenet Healthcare Corporation$418.2M9.6% of portfolio
- TMOThermo Fisher Scientific Inc.$314.5M7.2% of portfolio
- AMZNAmazon.com, Inc.$303.1M6.9% of portfolio
- AAgilent Technologies, Inc.$261.6M6.0% of portfolio
- DHRDanaher Corporation$218.3M5.0% of portfolio
- METAMeta Platforms, Inc.$201.0M4.6% of portfolio
- AMDAdvanced Micro Devices, Inc.$173.3M4.0% of portfolio
- VTRSViatris Inc.$156.9M3.6% of portfolio
Sector tilt
Which sectors does Glenview Capital Management, LLC lean on?
Healthcare (44%) and Industrials (18%) are the two largest sectors by reported value.
By share of reported value, across 31 classified tickers.
Quarter changes
What did Glenview Capital Management, LLC buy and sell last quarter?
Largest additions last quarterEst. value
Reported value
How has Glenview Capital Management, LLC's 13F value moved?
Reported value went from $3.6B to $4.4B over 10 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$3.6BMar 2024
$3.5BJun 2024
$3.5BSep 2024
$2.7BDec 2024
$3.0BMar 2025
$2.6BJun 2025
$2.9BSep 2025
$3.2BDec 2025
$2.9BMar 2026
$4.4BJun 2026
Latest 13F
What Glenview Capital Management, LLC changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| CVS Health Corporation CVS | -41% | $348.8M | Aug 14, 2026 | |
| Agilent Technologies, Inc. A | New | $261.6M | Aug 14, 2026 | |
| Advanced Micro Devices, Inc. AMD | -54% | $204.7M | Aug 14, 2026 | |
| Thermo Fisher Scientific Inc. TMO | +150% | $188.9M | Aug 14, 2026 | |
| Danaher Corporation DHR | +633% | $188.5M | Aug 14, 2026 | |
| Global Payments Inc. GPN | +40% | $184.8M | Aug 14, 2026 | |
| Tenet Healthcare Corporation THC | +47% | $133.0M | Aug 14, 2026 | |
| Meta Platforms, Inc. META | +191% | $131.9M | Aug 14, 2026 | |
| Applied Materials, Inc. AMAT | -67% | $95.4M | Aug 14, 2026 | |
| Centene Corporation CNC | -41% | $85.2M | Aug 14, 2026 | |
| Eli Lilly and Company LLY | New | $69.3M | Aug 14, 2026 | |
| Amazon.com, Inc. AMZN | +20% | $50.6M | Aug 14, 2026 | |
| STMicroelectronics N.V. STM | New | $41.9M | Aug 14, 2026 | |
| AbbVie Inc. ABBV | New | $37.5M | Aug 14, 2026 | |
| Onto Innovation Inc. ONTO | -31% | $35.5M | Aug 14, 2026 |
