Glenview Capital Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Glenview Capital Management disclosed 41 US equity positions worth $3.7bn in its Q1 2026 13F filing. The largest position was CVS at 15.9% of the reported book, followed by GPN and THC. Against the Q4 2025 filing, it opened 6 new positions, added to 17 and reduced 15 among the top 41 holdings.
What did Glenview Capital Management own in Q1 2026? Top 41 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CVS CVS HEALTH CORP | Healthcare | 15.9% | $588.7m | 8,196,799 | 0% | held |
| 2 | GPN GLOBAL PMTS INC | Industrials | 11.6% | $428.1m | 6,360,392 | 7% | added |
| 3 | THC TENET HEALTHCARE CORP | Healthcare | 7.8% | $287.8m | 1,524,854 | -23% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 6.0% | $220.6m | 1,059,270 | 16% | added |
| 5 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 5.4% | $200.6m | 6,660,220 | -60% | reduced |
| 6 | CI THE CIGNA GROUP | Healthcare | 3.6% | $133.1m | 498,841 | 79% | added |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.6% | $132.4m | 650,792 | 65% | added |
| 8 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 3.3% | $123.1m | 250,525 | 12% | added |
| 9 | VTRS VIATRIS INC | Healthcare | 3.3% | $122.8m | 9,087,244 | -18% | reduced |
| 10 | DXC DXC TECHNOLOGY CO | Technology | 3.0% | $111.8m | 8,895,875 | 7% | added |
| 11 | CNC CENTENE CORP DEL | Healthcare | 2.8% | $105.2m | 3,213,646 | 73% | added |
| 12 | UBER UBER TECHNOLOGIES INC | Technology | 2.8% | $104.7m | 1,455,872 | 106% | added |
| 13 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 2.6% | $95.1m | 15,905,242 | -20% | reduced |
| 14 | XYZ BLOCK INC | Technology | 2.2% | $82.1m | 1,364,471 | 60% | added |
| 15 | META META PLATFORMS INC | Communication Services | 1.9% | $70.2m | 122,662 | 960% | added |
| 16 | AMAT APPLIED MATLS INC | Technology | 1.8% | $67.4m | 197,209 | 52% | added |
| 17 | ONTO ONTO INNOVATION INC | Technology | 1.7% | $61.5m | 299,721 | -28% | reduced |
| 18 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 1.6% | $59.3m | 298,911 | 5% | added |
| 19 | HUM HUMANA INC | Healthcare | 1.6% | $58.1m | 334,892 | – | new |
| 20 | BFLY BUTTERFLY NETWORK INC | 1.6% | $57.9m | 14,335,055 | 0% | held | |
| 21 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 1.5% | $55.6m | 1,628,683 | -43% | reduced |
| 22 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.2% | $45.7m | 496,860 | -3% | reduced |
| 23 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 1.1% | $40.6m | 1,565,917 | 10% | added |
| 24 | SIX FLAGS ENTERTAINMENT CORP | 1.1% | $39.5m | 2,223,149 | 98% | added | |
| 25 | GENI GENIUS SPORTS LIMITED | Communication Services | 1.0% | $37.9m | 8,560,888 | 322% | added |
| 26 | USFD US FOODS HLDG CORP | Consumer Defensive | 1.0% | $35.4m | 384,007 | -66% | reduced |
| 27 | Z ZILLOW GROUP INC | Communication Services | 0.9% | $32.7m | 789,670 | -32% | reduced |
| 28 | LAD LITHIA MTRS INC | Consumer Cyclical | 0.9% | $31.9m | 127,605 | 0% | held |
| 29 | BAUSCH PLUS LOMB CORP | 0.8% | $30.4m | 1,910,496 | 16% | added | |
| 30 | DHR DANAHER CORP DEL | Healthcare | 0.8% | $29.6m | 156,275 | -22% | reduced |
| 31 | LION LIONSGATE STUDIOS CORP | 0.7% | $26.6m | 2,778,781 | -63% | reduced | |
| 32 | CSCO CISCO SYS INC | Technology | 0.7% | $26.4m | 339,819 | – | new |
| 33 | MYGN MYRIAD GENETICS INC | Healthcare | 0.7% | $24.4m | 5,411,978 | 18% | added |
| 34 | SGRY SURGERY PARTNERS INC | Healthcare | 0.6% | $21.5m | 1,800,000 | -53% | reduced |
| 35 | DOCN DIGITALOCEAN HLDGS INC | Technology | 0.6% | $21.4m | 250,000 | -88% | reduced |
| 36 | BKR BAKER HUGHES COMPANY | Energy | 0.5% | $18.5m | 303,675 | – | new |
| 37 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 0.5% | $18.0m | 156,453 | – | new |
| 38 | INTC INTEL CORP | Technology | 0.5% | $17.6m | 399,506 | – | new |
| 39 | BIIB BIOGEN INC | Healthcare | 0.3% | $10.5m | 57,019 | -80% | reduced |
| 40 | PRMB PRIMO BRANDS CORPORATION | Consumer Defensive | 0.3% | $10.0m | 531,051 | – | new |
| 41 | TECH BIO-TECHNE CORP | Healthcare | 0.3% | $9.7m | 186,312 | -70% | reduced |
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.