Glenview Capital Management 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Glenview Capital Management disclosed 53 US equity positions worth $4.1bn in its Q3 2025 13F filing. The largest position was CVS at 15.0% of the reported book, followed by THC and GPN. Against the Q2 2025 filing, it opened 16 new positions, added to 19 and reduced 10 among the top 50 holdings.
What did Glenview Capital Management own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVS CVS HEALTH CORP | Healthcare | 15.0% | $618.0m | 8,196,799 | 0% | held |
| 2 | THC TENET HEALTHCARE CORP | Healthcare | 11.5% | $471.8m | 2,323,679 | -21% | reduced |
| 3 | GPN GLOBAL PMTS INC | Industrials | 10.4% | $427.2m | 5,141,892 | 19% | added |
| 4 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 8.2% | $337.2m | 16,692,680 | 5% | added |
| 5 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 4.9% | $201.9m | 18,505,242 | 13% | added |
| 6 | AMZN AMAZON COM INC | Consumer Cyclical | 3.5% | $143.2m | 652,138 | 16% | added |
| 7 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 3.3% | $137.2m | 282,941 | 183% | added |
| 8 | DXC DXC TECHNOLOGY CO | Technology | 2.8% | $113.7m | 8,339,897 | 42% | added |
| 9 | UHS UNIVERSAL HLTH SVCS INC | Healthcare | 2.4% | $98.6m | 482,169 | 24% | added |
| 10 | PYPL PAYPAL HLDGS INC | Financial Services | 2.2% | $89.4m | 1,333,370 | 33% | added |
| 11 | VTRS VIATRIS INC | Healthcare | 2.0% | $81.7m | 8,247,584 | 0% | held |
| 12 | USFD US FOODS HLDG CORP | Consumer Defensive | 2.0% | $81.6m | 1,065,329 | -23% | reduced |
| 13 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 1.9% | $78.1m | 351,601 | 21% | added |
| 14 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 1.9% | $76.9m | 359,793 | -29% | reduced |
| 15 | Z ZILLOW GROUP INC | Communication Services | 1.7% | $68.5m | 889,666 | – | new |
| 16 | ALIGHT INC | 1.6% | $66.4m | 20,377,772 | -16% | reduced | |
| 17 | ICLR ICON PLC | Healthcare | 1.6% | $65.0m | 371,418 | – | new |
| 18 | MRVL MARVELL TECHNOLOGY INC | Technology | 1.4% | $56.9m | 676,980 | 66% | added |
| 19 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.4% | $56.2m | 582,009 | 2% | added |
| 20 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 1.4% | $55.6m | 2,207,167 | -22% | reduced |
| 21 | SGRY SURGERY PARTNERS INC | Healthcare | 1.3% | $55.1m | 2,546,735 | 67% | added |
| 22 | CI THE CIGNA GROUP | Healthcare | 1.3% | $54.1m | 187,757 | -50% | reduced |
| 23 | DHR DANAHER CORPORATION | Healthcare | 1.3% | $52.4m | 264,418 | 429% | added |
| 24 | UBER UBER TECHNOLOGIES INC | Technology | 1.1% | $46.2m | 471,801 | 77% | added |
| 25 | MCK MCKESSON CORP | Healthcare | 1.1% | $43.6m | 56,469 | 121% | added |
| 26 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 1.0% | $40.2m | 1,378,226 | 70% | added |
| 27 | ONTO ONTO INNOVATION INC | Technology | 0.8% | $35.0m | 270,605 | – | new |
| 28 | LION LIONSGATE STUDIOS CORP | 0.8% | $34.5m | 5,000,000 | – | new | |
| 29 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 0.8% | $34.0m | 859,820 | -27% | reduced |
| 30 | IQV IQVIA HLDGS INC | Healthcare | 0.8% | $33.2m | 174,727 | 75% | added |
| 31 | MYGN MYRIAD GENETICS INC | Healthcare | 0.8% | $33.2m | 4,587,407 | 0% | held |
| 32 | PINS PINTEREST INC | Communication Services | 0.6% | $26.0m | 807,700 | – | new |
| 33 | LAD LITHIA MTRS INC | Consumer Cyclical | 0.6% | $23.4m | 74,108 | – | new |
| 34 | BAUSCH PLUS LOMB CORP | 0.6% | $23.4m | 1,553,855 | 0% | held | |
| 35 | XYZ BLOCK INC | Technology | 0.6% | $23.3m | 322,319 | – | new |
| 36 | EHC ENCOMPASS HEALTH CORP | Healthcare | 0.5% | $21.3m | 167,637 | – | new |
| 37 | MKSI MKS INC. | Technology | 0.5% | $21.3m | 171,922 | -26% | reduced |
| 38 | TECH BIO-TECHNE CORP | Healthcare | 0.5% | $20.8m | 374,051 | – | new |
| 39 | BC BRUNSWICK CORP | Consumer Cyclical | 0.5% | $19.8m | 312,921 | -52% | reduced |
| 40 | BFLY BUTTERFLY NETWORK INC | 0.5% | $19.2m | 9,955,144 | 0% | held | |
| 41 | CLVT CLARIVATE PLC | Technology | 0.5% | $19.0m | 4,960,255 | 4% | added |
| 42 | BAX BAXTER INTL INC | Healthcare | 0.4% | $16.9m | 742,542 | – | new |
| 43 | RH RH | Consumer Cyclical | 0.4% | $16.3m | 80,341 | 22% | added |
| 44 | CNC CENTENE CORP DEL | Healthcare | 0.3% | $13.3m | 371,972 | – | new |
| 45 | SNPS SYNOPSYS INC | Technology | 0.3% | $10.5m | 21,300 | – | new |
| 46 | BRKR BRUKER CORP | Healthcare | 0.3% | $10.4m | 319,674 | – | new |
| 47 | DD DUPONT DE NEMOURS INC | Basic Materials | 0.2% | $10.0m | 128,480 | – | new |
| 48 | ILMN ILLUMINA INC | Healthcare | 0.2% | $9.7m | 101,720 | – | new |
| 49 | META META PLATFORMS INC | Communication Services | 0.2% | $8.5m | 11,572 | -90% | reduced |
| 50 | OSCR OSCAR HEALTH INC | Healthcare | 0.2% | $7.7m | 408,221 | – | new |
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.