Glenview Capital Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Glenview Capital Management disclosed 42 US equity positions worth $3.5bn in its Q2 2025 13F filing. The largest position was CVS at 16.0% of the reported book, followed by THC and GPN. Against the Q1 2025 filing, it opened 10 new positions, added to 11 and reduced 19 among the top 42 holdings.
What did Glenview Capital Management own in Q2 2025? Top 42 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVS CVS HEALTH CORP | Healthcare | 16.0% | $565.4m | 8,196,799 | -31% | reduced |
| 2 | THC TENET HEALTHCARE CORP | Healthcare | 14.6% | $515.7m | 2,930,005 | -14% | reduced |
| 3 | GPN GLOBAL PMTS INC | Industrials | 9.8% | $345.5m | 4,316,892 | 14% | added |
| 4 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 7.5% | $265.2m | 15,824,223 | 7% | added |
| 5 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 4.7% | $165.8m | 16,381,399 | 28% | added |
| 6 | ALIGHT INC | 3.9% | $138.0m | 24,382,328 | -25% | reduced | |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 3.5% | $123.5m | 562,874 | -24% | reduced |
| 8 | CI THE CIGNA GROUP | Healthcare | 3.5% | $122.9m | 371,893 | -1% | reduced |
| 9 | USFD US FOODS HLDG CORP | Consumer Defensive | 3.0% | $106.2m | 1,378,881 | -23% | reduced |
| 10 | DXC DXC TECHNOLOGY CO | Technology | 2.5% | $89.7m | 5,866,547 | -16% | reduced |
| 11 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 2.4% | $85.7m | 508,256 | -22% | reduced |
| 12 | META META PLATFORMS INC | Communication Services | 2.4% | $85.6m | 115,934 | 157% | added |
| 13 | PYPL PAYPAL HLDGS INC | Financial Services | 2.1% | $74.8m | 1,006,144 | -17% | reduced |
| 14 | VTRS VIATRIS INC | Healthcare | 2.1% | $73.7m | 8,247,584 | -3% | reduced |
| 15 | UHS UNIVERSAL HLTH SVCS INC | Healthcare | 2.0% | $70.6m | 389,477 | -56% | reduced |
| 16 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 1.8% | $63.8m | 2,816,046 | 11% | added |
| 17 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 1.6% | $57.5m | 290,532 | – | new |
| 18 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 1.5% | $51.7m | 1,169,876 | -17% | reduced |
| 19 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.3% | $45.3m | 568,862 | 77% | added |
| 20 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 1.2% | $40.5m | 100,000 | – | new |
| 21 | WDC WESTERN DIGITAL CORP | Technology | 1.1% | $38.4m | 600,570 | -24% | reduced |
| 22 | BC BRUNSWICK CORP | Consumer Cyclical | 1.0% | $36.4m | 658,501 | -10% | reduced |
| 23 | SGRY SURGERY PARTNERS INC | Healthcare | 1.0% | $34.0m | 1,529,225 | – | new |
| 24 | MRVL MARVELL TECHNOLOGY INC | Technology | 0.9% | $31.5m | 407,012 | 97% | added |
| 25 | JBTM JBT MAREL CORPORATION | Industrials | 0.8% | $29.0m | 241,387 | 29% | added |
| 26 | W WAYFAIR INC | Consumer Cyclical | 0.8% | $27.0m | 527,892 | 56% | added |
| 27 | UBER UBER TECHNOLOGIES INC | Technology | 0.7% | $24.9m | 266,671 | -39% | reduced |
| 28 | MYGN MYRIAD GENETICS INC | Healthcare | 0.7% | $24.4m | 4,587,407 | 18% | added |
| 29 | MKSI MKS INC. | Technology | 0.7% | $23.1m | 232,296 | – | new |
| 30 | CLVT CLARIVATE PLC | Technology | 0.6% | $20.5m | 4,758,136 | -19% | reduced |
| 31 | BAUSCH PLUS LOMB CORP | 0.6% | $20.2m | 1,553,855 | 211% | added | |
| 32 | COO COOPER COS INC | Healthcare | 0.6% | $20.0m | 280,688 | – | new |
| 33 | BFLY BUTTERFLY NETWORK INC | 0.6% | $19.9m | 9,955,144 | 0% | held | |
| 34 | MCK MCKESSON CORP | Healthcare | 0.5% | $18.7m | 25,584 | -69% | reduced |
| 35 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 0.5% | $18.7m | 812,534 | – | new |
| 36 | IQV IQVIA HLDGS INC | Healthcare | 0.4% | $15.8m | 100,000 | – | new |
| 37 | RH RH | Consumer Cyclical | 0.4% | $12.5m | 65,922 | – | new |
| 38 | DHR DANAHER CORPORATION | Healthcare | 0.3% | $9.9m | 50,000 | – | new |
| 39 | ON ON SEMICONDUCTOR CORP | Technology | 0.3% | $9.1m | 174,191 | – | new |
| 40 | GINKGO BIOWORKS HOLDINGS INC | 0.0% | $1.7m | 149,379 | -20% | reduced | |
| 41 | SNDK SANDISK CORP | Technology | 0.0% | $1.2m | 26,030 | -90% | reduced |
| 42 | BUTTERFLY NETWORK INC | 0.0% | $103.3k | 1,713,333 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.