Glenview Capital Management portfolio

13F for Q2 2026, filed Aug 14, 2026

Glenview Capital Management reported 45 positions worth $5.5B as of Jun 30, 2026. The largest were Global Payments Inc (11.8%), CVS HEALTH Corp (9.1%) and Tenet Healthcare Corp (7.6%). Against Q1 2026: 14 new, 14 added to, 12 reduced, 13 sold out.

The filing on sec.gov · Every fund · What a 13F shows

Reported value: $5.5Bas of Jun 30
Positions: 4514 new, 13 sold out
Largest position: GPN11.8% of the portfolio
Top 10 positions: 61%of reported value
In options: 9%puts and calls, at reported value

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What Glenview Capital Management bought

Largest 8 of 28

Position	Change	Value
AAgilent Technologies, Inc.	New	$262M
SPYSPDR S&P 500 Etf Trust · Put options	New	$194M
TMOThermo Fisher Scientific Inc.	+150.4%	$189M
DHRDanaher Corp	+633.3%	$189M
GPNGlobal Payments Inc	+40.0%	$185M
Ishares Russell 2000 ETFPut options	+144.8%	$163M
THCTenet Healthcare Corp	+46.6%	$133M
METAMETA Platforms, Inc.	+190.9%	$132M

What Glenview Capital Management sold

Largest 8 of 25

Position	Change	Value
CVSCVS HEALTH Corp	−41.1%	$349M
QQQInvesco Qqq Trust, Series 1 · Call options	Closed	$189M
DXCDXC Technology Co	Sold out	$112M
GTMZoomInfo Technologies Inc.	Sold out	$95.1M
CNCCentene Corp	−41.3%	$85.2M
TEVATEVA Pharmaceutical Industries Ltd	−23.7%	$53.5M
ONTOONTO Innovation Inc.	−31.3%	$35.5M
USFDUS Foods Holding Corp.	Sold out	$35.4M

Every position, largest first

45 positions, Q2 2026

#	Position	Portfolio	Value	Shares	Change
1	GPNGlobal Payments Inc	11.8%	$646M	8,906,709	+40.0%
2	CVSCVS HEALTH Corp	9.09%	$499M	4,824,799	−41.1%
3	THCTenet Healthcare Corp	7.62%	$418M	2,235,666	+46.6%
4	TMOThermo Fisher Scientific Inc.	5.73%	$314M	627,240	+150.4%
5	AMZNAmazon.com, Inc.	5.52%	$303M	1,271,687	+20.1%
6	Ishares Russell 2000 ETFPut options	5.02%	$276M	918,200	+144.8%
7	AAgilent Technologies, Inc.	4.76%	$262M	1,969,541	New
8	DHRDanaher Corp	3.97%	$218M	1,145,979	+633.3%
9	METAMETA Platforms, Inc.	3.66%	$201M	356,841	+190.9%
10	SPYSPDR S&P 500 Etf Trust · Put options	3.54%	$194M	260,000	New
11	AMDAdvanced Micro Devices, Inc.	3.16%	$173M	298,410	Not compared
12	TEVATEVA Pharmaceutical Industries Ltd	3.13%	$172M	5,081,091	−23.7%
13	VTRSViatris Inc	2.86%	$157M	9,877,409	+8.7%
14	UBERUBER Technologies, Inc	2.36%	$129M	1,793,598	+23.2%
15	CNCCentene Corp	2.20%	$121M	1,886,055	−41.3%
16	BFLYButterfly Network, Inc.	2.20%	$121M	14,335,055	No change
17	CICigna Group	2.07%	$114M	412,223	−17.4%
18	HUMHumana Inc	1.84%	$101M	254,216	−24.1%
19	XYZBlock, Inc.	1.66%	$91.0M	1,197,046	−12.3%
20	DKSDick'S Sporting Goods, Inc.	1.66%	$91.0M	401,067	+34.2%
21	GENIGenius Sports Ltd	1.49%	$81.8M	13,495,287	+57.6%
22	ONTOONTO Innovation Inc.	1.42%	$77.9M	205,791	−31.3%
23	LLYELI LILLY & Co	1.26%	$69.3M	57,771	New
24	UALUnited Airlines Holdings, Inc.	1.23%	$67.3M	494,736	−0.4%
25	EYENational Vision Holdings, Inc.	1.07%	$59.0M	3,101,083	Not compared

20 more positions

#	Position	Portfolio	Value	Shares	Change
26	CSCOCisco Systems, Inc.	0.88%	$48.5M	413,332	+21.6%
27	ESIElement Solutions Inc	0.86%	$47.5M	994,579	−38.9%
28	AMATApplied Materials Inc	0.86%	$47.1M	65,201	Not compared
29	MKSIMKS Inc	0.80%	$43.8M	98,532	New
30	FUNSix Flags Entertainment Corporation	0.78%	$43.0M	2,017,821	−9.2%
31	STMSTMicroelectronics N.V.	0.76%	$41.9M	560,060	New
32	ABBVAbbVie Inc.	0.68%	$37.5M	148,913	New
33	AZNAstrazeneca Plc	0.64%	$34.9M	184,279	New
34	BLCOBausch & Lomb Corp	0.58%	$31.8M	1,918,148	+0.4%
35	BKRBaker Hughes Co	0.50%	$27.4M	493,519	+62.5%
36	ELVElevance Health, Inc.	0.47%	$25.8M	66,599	New
37	MCHPMicrochip Technology Inc	0.44%	$24.2M	265,577	New
38	AAgilent Technologies, Inc. · Call options	0.28%	$15.5M	116,600	New
39	BRKRBruker Corp	0.28%	$15.2M	252,169	New
40	NVSNovartis Ag	0.25%	$13.6M	86,909	New
41	DOCNDigitalOcean Holdings, Inc.	0.24%	$13.3M	84,812	Not compared
42	PRMBPrimo Brands Corp	0.18%	$9.9M	404,971	−23.7%
43	BSXBoston Scientific Corp	0.09%	$4.8M	113,096	New
44	CAHCardinal Health Inc	0.08%	$4.3M	18,018	New
45	TECHBIO-TECHNE Corp	0.08%	$4.1M	58,324	−68.7%

What a 13F shows

This is Glenview Capital Management’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as GLENVIEW CAPITAL MANAGEMENT, LLC. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.

Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.