13F Filings/GLENVIEW CAPITAL MANAGEMENT LLC

GLENVIEW CAPITAL MANAGEMENT LLC

Hedge FundCIK0001138995LocationNEW YORK, NY 10022, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026
Firm profile · Form ADV
SEC adviser registration

Glenview Capital Management LLC is a privately held investment management firm founded in 2000 that manages capital for qualified investors through a series of private investment funds. The firm's investment strategies vary by fund, including long/short equity and fixed income using bottom-up fundamental research, purely opportunistic approaches with no limits on positions or securities, and focused investments in the healthcare industry.Summarised from the firm’s Form ADV Part 2A brochure.

CRD
137640 · 801-73695
Portfolio Turnover
32%
Of book traded, QoQ
Positions
45
Long U.S. equities
Top 10 Concentration
61%
Of reported value
QoQ Change
$1.5B
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$6.4B
Form ADV, as of Mar 2026
● 100% discretionary ($6.4B)
By client type
Pooled investment vehicles: $6.4B (100.0%) · 5 clients
Pooled investment vehicles
$6.4B · 100%
13F AUM over time
$5.5B
Q2 ’26 · 13F AUM
▼ 50%
53 quarters
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
↗
★ Position spotlightGPNGLOBAL PMTS INC · 11.8% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
GLOBAL PMTS INC
GPN· Financials
8.91MSH$646.3M~$72.56$94.30▲30.0%11.8%▲ 40.0%Added
CVS HEALTH CORP
CVS· Health Care
4.82MSH$499.1M~$103.45$94.11▼9.0%9.1%▼ 41.1%Reduced
TENET HEALTHCARE CORP
THC· Health Care
2.24MSH$418.2M~$187.08$278.59▲48.9%7.6%▲ 46.6%Added
THERMO FISHER SCIENTIFIC INC
TMO· Health Care
627KSH$314.5M~$501.36$628.74▲25.4%5.7%▲ 150.4%Added
AMAZON COM INC
AMZN· Consumer Discretionary
1.27MSH$303.1M~$238.34$262.07▲10.0%5.5%▲ 20.1%Added
ISHARES TR
IWM
918KPut$275.9M—$297.97—5.0%▲ 144.9%Added
AGILENT TECHNOLOGIES INC
A· Health Care
1.97MSH$261.6M~$132.83$153.43▲15.5%4.8%NewNew
DANAHER CORP DEL
DHR· Health Care
1.15MSH$218.3M~$190.48$215.11▲12.9%4.0%▲ 633.3%Added
META PLATFORMS INC
META· Communication Services
357KSH$201.0M~$563.29$559.02▼0.8%3.7%▲ 190.9%Added
STATE STR SPDR S&P 500 ETF T
SPY
260KPut$194.2M—$763.47—3.5%NewNew
GPNGLOBAL PMTS INCAdded
$646.3M· 11.8%· 8.91M SH· ▲ 40.0%· cost $72.56· last $94.30· ▲30.0%
Financials · COM · SOLE
CVSCVS HEALTH CORPReduced
$499.1M· 9.1%· 4.82M SH· ▼ 41.1%· cost $103.45· last $94.11· ▼9.0%
Health Care · COM · SOLE
THCTENET HEALTHCARE CORPAdded
$418.2M· 7.6%· 2.24M SH· ▲ 46.6%· cost $187.08· last $278.59· ▲48.9%
Health Care · COM NEW · SOLE
TMOTHERMO FISHER SCIENTIFIC INCAdded
$314.5M· 5.7%· 627K SH· ▲ 150.4%· cost $501.36· last $628.74· ▲25.4%
Health Care · COM · SOLE
AMZNAMAZON COM INCAdded
$303.1M· 5.5%· 1.27M SH· ▲ 20.1%· cost $238.34· last $262.07· ▲10.0%
Consumer Discretionary · COM · SOLE
IWMISHARES TRAdded
$275.9M· 5.0%· 918K Put· ▲ 144.9%· last $297.97
RUSSELL 2000 ETF · SOLE
AAGILENT TECHNOLOGIES INCNew
$261.6M· 4.8%· 1.97M SH· New· cost $132.83· last $153.43· ▲15.5%
Health Care · COM · SOLE
DHRDANAHER CORP DELAdded
$218.3M· 4.0%· 1.15M SH· ▲ 633.3%· cost $190.48· last $215.11· ▲12.9%
Health Care · COM · SOLE
METAMETA PLATFORMS INCAdded
$201.0M· 3.7%· 357K SH· ▲ 190.9%· cost $563.29· last $559.02· ▼0.8%
Communication Services · CL A · SOLE
SPYSTATE STR SPDR S&P 500 ETF TNew
$194.2M· 3.5%· 260K Put· New· last $763.47
TR UNIT · SOLE
1–10 of 45
1 / 5
Sector Breakdown
Q2 2026
Health Care49.5% · $2.7B
Financials11.8% · $646.3M
Unclassified10.7% · $586.8M
Consumer Discretionary9.0% · $496.0M
Information Technology8.6% · $470.2M
Industrials5.2% · $287.7M
Communication Services3.7% · $201.0M
Other1.5% · $84.8M
← All 13F filings