Glenview Capital
What Glenview Capital held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only; 3 option positions left out. Its filings at the SEC ›
Value
$5.01B
Q2 2026
Positions
42
shares, no options
Top 10
64%
of the portfolio
Changes
+25 / −25
12 new, 11 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| GPNGLOBAL PMTS INC | 12.91% | 8,906,709 | $646.27M | Added 40% |
| CVSCVS HEALTH CORP | 9.97% | 4,824,799 | $499.13M | Reduced 41% |
| THCTENET HEALTHCARE CORP | 8.35% | 2,235,666 | $418.25M | Added 47% |
| TMOTHERMO FISHER SCIENTIFIC INC | 6.28% | 627,240 | $314.47M | Added 150% |
| AMZNAMAZON COM INC | 6.05% | 1,271,687 | $303.09M | Added 20% |
| AAGILENT TECHNOLOGIES INC | 5.23% | 1,969,541 | $261.61M | New |
| DHRDANAHER CORP DEL | 4.36% | 1,145,979 | $218.29M | Added 633% |
| METAMETA PLATFORMS INC · CL A | 4.02% | 356,841 | $201.00M | Added 191% |
| AMDADVANCED MICRO DEVICES INC | 3.46% | 298,410 | $173.35M | Reduced 54% |
| TEVA PHARMACEUTICAL INDS LTD · SPONSORED ADS | 3.44% | 5,081,091 | $172.15M | Reduced 24% |
| VTRSVIATRIS INC | 3.13% | 9,877,409 | $156.85M | Added 9% |
| UBERUBER TECHNOLOGIES INC | 2.59% | 1,793,598 | $129.43M | Added 23% |
| CNCCENTENE CORP DEL | 2.42% | 1,886,055 | $121.07M | Reduced 41% |
| BFLYBUTTERFLY NETWORK INC · COM CL A | 2.41% | 14,335,055 | $120.70M | Unchanged |
| CITHE CIGNA GROUP | 2.27% | 412,223 | $113.64M | Reduced 17% |
| HUMHUMANA INC | 2.02% | 254,216 | $100.98M | Reduced 24% |
| XYZBLOCK INC · CL A | 1.82% | 1,197,046 | $90.98M | Reduced 12% |
| DKSDICKS SPORTING GOODS INC | 1.82% | 401,067 | $90.97M | Added 34% |
| GENIGENIUS SPORTS LIMITED · SHARES CL A | 1.63% | 13,495,287 | $81.78M | Added 58% |
| ONTOONTO INNOVATION INC | 1.56% | 205,791 | $77.88M | Reduced 31% |
| LLYELI LILLY & CO | 1.38% | 57,771 | $69.29M | New |
| UALUNITED AIRLS HLDGS INC | 1.34% | 494,736 | $67.28M | Unchanged |
| EYENATIONAL VISION HLDGS INC | 1.18% | 3,101,083 | $58.95M | Added 98% |
| CSCOCISCO SYS INC | 0.97% | 413,332 | $48.55M | Added 22% |
| ESIELEMENT SOLUTIONS INC | 0.95% | 994,579 | $47.49M | Reduced 39% |
| AMATAPPLIED MATLS INC | 0.94% | 65,201 | $47.14M | Reduced 67% |
| MKSIMKS INC. | 0.88% | 98,532 | $43.83M | New |
| FUNSIX FLAGS ENTERTAINMENT CORP | 0.86% | 2,017,821 | $42.98M | Reduced 9% |
| STMSTMICROELECTRONICS N V · NY REGISTRY | 0.84% | 560,060 | $41.94M | New |
| ABBVABBVIE INC | 0.75% | 148,913 | $37.47M | New |
| AZNASTRAZENECA PLC · ORD | 0.70% | 184,279 | $34.94M | New |
| BLCOBAUSCH PLUS LOMB CORP · COMMON SHARES | 0.63% | 1,918,148 | $31.76M | Unchanged |
| BKRBAKER HUGHES COMPANY · CL A | 0.55% | 493,519 | $27.39M | Added 63% |
| ELVELEVANCE HEALTH INC FORMERLY | 0.51% | 66,599 | $25.76M | New |
| MCHPMICROCHIP TECHNOLOGY INC. | 0.48% | 265,577 | $24.22M | New |
| BRKRBRUKER CORP | 0.30% | 252,169 | $15.18M | New |
| NVSNOVARTIS AG · SPONSORED ADR | 0.27% | 86,909 | $13.62M | New |
| DOCNDIGITALOCEAN HLDGS INC | 0.27% | 84,812 | $13.32M | Reduced 66% |
| PRMBPRIMO BRANDS CORPORATION · CLASS A COM SHS | 0.20% | 404,971 | $9.90M | Reduced 24% |
| BSXBOSTON SCIENTIFIC CORP | 0.10% | 113,096 | $4.83M | New |
| CAHCARDINAL HEALTH INC | 0.09% | 18,018 | $4.28M | New |
| TECHBIO-TECHNE CORP | 0.08% | 58,324 | $4.12M | Reduced 69% |
Sold out in Q2 2026
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Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 42 positions | $5.01B | 2026-08-14 |
| 2026-03-31 | 41 positions | $3.69B | 2026-05-15 |
| 2025-12-31 | 54 positions | $4.69B | 2026-02-17 |
| 2025-09-30 | 53 positions | $4.11B | 2025-11-14 |
| 2025-06-30 | 42 positions | $3.52B | 2025-08-14 |
| 2025-03-31 | 44 positions | $4.05B | 2025-05-15 |
| 2024-12-31 | 36 positions | $3.96B | 2025-02-14 |
| 2024-09-30 | 43 positions | $4.74B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.