Glenview Capital Management, LLC reported 42 positions worth $5.01B for the quarter ended Jun 30, 2026, up 35.5% on the prior quarter. It opened 12 new positions, added to 14, trimmed 15 and exited 11. Its largest holding is Global Payments Inc at 12.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| A Agilent Technologies, Inc. | +1.97M | – | $261.61M | 5.23% |
| TMO Thermo Fisher Scientific Inc. | +376.7K | +150.4% | $188.87M | 6.28% |
| DHR Danaher Corp | +989.7K | +633.3% | $188.52M | 4.36% |
| GPN Global Payments Inc | +2.55M | +40.0% | $184.76M | 12.91% |
| THC Tenet Healthcare Corp | +710.8K | +46.6% | $132.98M | 8.35% |
| META Meta Platforms, Inc. | +234.2K | +190.9% | $131.91M | 4.02% |
| LLY ELI LILLY & Co | +57.8K | – | $69.29M | 1.38% |
| AMZN Amazon Com Inc | +212.4K | +20.1% | $50.63M | 6.05% |
| MKSI Mks Inc | +98.5K | – | $43.83M | 0.875% |
| STM STMicroelectronics N.V. | +560.1K | – | $41.94M | 0.838% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CVS CVS HEALTH Corp | -3.37M | -41.1% | $348.83M | 9.97% |
| AMD Advanced Micro Devices Inc | -352.4K | -54.1% | $204.70M | 3.46% |
| DXC DXC Technology Co | -8.90M | -100.0% | $111.82M | Exited |
| AMAT Applied Materials Inc | -132.0K | -66.9% | $95.44M | 0.942% |
| GTM ZoomInfo Technologies Inc. | -15.91M | -100.0% | $95.11M | Exited |
| CNC Centene Corp | -1.33M | -41.3% | $85.22M | 2.42% |
| TEVA Teva Pharmaceutical Industries Ltd | -1.58M | -23.7% | $53.50M | 3.44% |
| ONTO Onto Innovation Inc. | -93.9K | -31.3% | $35.55M | 1.56% |
| USFD US Foods Holding Corp. | -384.0K | -100.0% | $35.41M | Exited |
| Z Zillow Group, Inc. | -789.7K | -100.0% | $32.68M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| A Agilent Technologies, Inc. | +1.97M | $261.61M | 5.23% |
| LLY ELI LILLY & Co | +57.8K | $69.29M | 1.38% |
| MKSI Mks Inc | +98.5K | $43.83M | 0.875% |
| STM STMicroelectronics N.V. | +560.1K | $41.94M | 0.838% |
| ABBV AbbVie Inc. | +148.9K | $37.47M | 0.749% |
| AZN Astrazeneca Plc | +184.3K | $34.94M | 0.698% |
| ELV Elevance Health, Inc. | +66.6K | $25.76M | 0.514% |
| MCHP Microchip Technology Inc | +265.6K | $24.22M | 0.484% |
| BRKR Bruker Corp | +252.2K | $15.18M | 0.303% |
| NVS Novartis Ag | +86.9K | $13.62M | 0.272% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DXC DXC Technology Co | -8.90M | $111.82M | 3.03% |
| GTM ZoomInfo Technologies Inc. | -15.91M | $95.11M | 2.57% |
| USFD US Foods Holding Corp. | -384.0K | $35.41M | 0.959% |
| Z Zillow Group, Inc. | -789.7K | $32.68M | 0.885% |
| LAD Lithia Motors Inc | -127.6K | $31.87M | 0.863% |
| LION Lionsgate Studios Corp. | -2.78M | $26.65M | 0.721% |
| MYGN Myriad Genetics Inc | -5.41M | $24.35M | 0.659% |
| SGRY Surgery Partners, Inc. | -1.80M | $21.46M | 0.581% |
| AKAM Akamai Technologies Inc | -156.5K | $17.97M | 0.486% |
| INTC Intel Corp | -399.5K | $17.63M | 0.477% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GPN Global Payments Inc | Technology | 8.91M | $646.27M | 12.91% | +2.55M | +40.0% | Added | 3.3% |
| 2 | CVS CVS HEALTH Corp | Healthcare | 4.82M | $499.13M | 9.97% | -3.37M | -41.1% | Reduced | 0.38% |
| 3 | THC Tenet Healthcare Corp | Healthcare | 2.24M | $418.25M | 8.35% | +710.8K | +46.6% | Added | 2.68% |
| 4 | TMO Thermo Fisher Scientific Inc. | Healthcare | 627.2K | $314.47M | 6.28% | +376.7K | +150.4% | Added | 0.17% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 1.27M | $303.09M | 6.05% | +212.4K | +20.1% | Added | 0.01% |
| 6 | A Agilent Technologies, Inc. | Healthcare | 1.97M | $261.61M | 5.23% | +1.97M | – | New | 0.7% |
| 7 | DHR Danaher Corp | Healthcare | 1.15M | $218.29M | 4.36% | +989.7K | +633.3% | Added | 0.16% |
| 8 | META Meta Platforms, Inc. | Technology | 356.8K | $201.00M | 4.02% | +234.2K | +190.9% | Added | 0.01% |
| 9 | AMD Advanced Micro Devices Inc | Technology | 298.4K | $173.35M | 3.46% | -352.4K | -54.1% | Reduced | 0.02% |
| 10 | TEVA Teva Pharmaceutical Industries Ltd | Healthcare | 5.08M | $172.15M | 3.44% | -1.58M | -23.7% | Reduced | 0.44% |
| 11 | VTRS Viatris Inc | Healthcare | 9.88M | $156.85M | 3.13% | +790.2K | +8.7% | Added | 0.85% |
| 12 | UBER Uber Technologies, Inc | Technology | 1.79M | $129.43M | 2.59% | +337.7K | +23.2% | Added | 0.09% |
| 13 | CNC Centene Corp | Healthcare | 1.89M | $121.07M | 2.42% | -1.33M | -41.3% | Reduced | 0.38% |
| 14 | BFLY Butterfly Network, Inc. | Healthcare | 14.34M | $120.70M | 2.41% | 0 | 0.0% | Unchanged | 5.28% |
| 15 | CI Cigna Group | Healthcare | 412.2K | $113.64M | 2.27% | -86.6K | -17.4% | Reduced | 0.16% |
Tip. Select a row to see that position’s full history at Glenview Capital Management.
As of its Q2 2026 13F filing, Glenview Capital Management, LLC’s five largest positions were Global Payments Inc (GPN) at 12.9%, CVS HEALTH Corp (CVS) at 10.0%, Tenet Healthcare Corp (THC) at 8.4%, Thermo Fisher Scientific Inc. (TMO) at 6.3%, Amazon Com Inc (AMZN) at 6.1% of the reported portfolio.
Glenview Capital Management, LLC reported a 13F portfolio worth $5.01B across 42 positions for Q2 2026. That is up 35.5% from the previous quarter.
Its largest purchases by value were Agilent Technologies, Inc. ($261.61M), Thermo Fisher Scientific Inc. ($188.87M), Danaher Corp ($188.52M). It opened 12 new positions.
Its largest sales by value were CVS HEALTH Corp ($348.83M), Advanced Micro Devices Inc ($204.70M), DXC Technology Co ($111.82M). It exited 11 positions entirely.
From the Form 13F-HR reports Glenview Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.