Glenview Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Glenview Capital Management disclosed 42 US equity positions worth $5.0bn in its Q2 2026 13F filing. The largest position was GPN at 12.9% of the reported book, followed by CVS and THC. Against the Q1 2026 filing, it opened 12 new positions, added to 13 and reduced 14 among the top 42 holdings.
What did Glenview Capital Management own in Q2 2026? Top 42 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GPN GLOBAL PMTS INC | Industrials | 12.9% | $646.3m | 8,906,709 | 40% | added |
| 2 | CVS CVS HEALTH CORP | Healthcare | 10.0% | $499.1m | 4,824,799 | -41% | reduced |
| 3 | THC TENET HEALTHCARE CORP | Healthcare | 8.4% | $418.2m | 2,235,666 | 47% | added |
| 4 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 6.3% | $314.5m | 627,240 | 150% | added |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 6.1% | $303.1m | 1,271,687 | 20% | added |
| 6 | A AGILENT TECHNOLOGIES INC | Healthcare | 5.2% | $261.6m | 1,969,541 | – | new |
| 7 | DHR DANAHER CORP DEL | Healthcare | 4.4% | $218.3m | 1,145,979 | 633% | added |
| 8 | META META PLATFORMS INC | Communication Services | 4.0% | $201.0m | 356,841 | 191% | added |
| 9 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.5% | $173.3m | 298,410 | -54% | reduced |
| 10 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 3.4% | $172.1m | 5,081,091 | -24% | reduced |
| 11 | VTRS VIATRIS INC | Healthcare | 3.1% | $156.9m | 9,877,409 | 9% | added |
| 12 | UBER UBER TECHNOLOGIES INC | Technology | 2.6% | $129.4m | 1,793,598 | 23% | added |
| 13 | CNC CENTENE CORP DEL | Healthcare | 2.4% | $121.1m | 1,886,055 | -41% | reduced |
| 14 | BFLY BUTTERFLY NETWORK INC | 2.4% | $120.7m | 14,335,055 | 0% | held | |
| 15 | CI THE CIGNA GROUP | Healthcare | 2.3% | $113.6m | 412,223 | -17% | reduced |
| 16 | HUM HUMANA INC | Healthcare | 2.0% | $101.0m | 254,216 | -24% | reduced |
| 17 | XYZ BLOCK INC | Technology | 1.8% | $91.0m | 1,197,046 | -12% | reduced |
| 18 | DKS DICKS SPORTING GOODS INC | Consumer Cyclical | 1.8% | $91.0m | 401,067 | 34% | added |
| 19 | GENI GENIUS SPORTS LIMITED | Communication Services | 1.6% | $81.8m | 13,495,287 | 58% | added |
| 20 | ONTO ONTO INNOVATION INC | Technology | 1.6% | $77.9m | 205,791 | -31% | reduced |
| 21 | LLY ELI LILLY & CO | Healthcare | 1.4% | $69.3m | 57,771 | – | new |
| 22 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.3% | $67.3m | 494,736 | -0% | held |
| 23 | EYE NATIONAL VISION HLDGS INC | Consumer Cyclical | 1.2% | $59.0m | 3,101,083 | 98% | added |
| 24 | CSCO CISCO SYS INC | Technology | 1.0% | $48.5m | 413,332 | 22% | added |
| 25 | ESI ELEMENT SOLUTIONS INC | Basic Materials | 0.9% | $47.5m | 994,579 | -39% | reduced |
| 26 | AMAT APPLIED MATLS INC | Technology | 0.9% | $47.1m | 65,201 | -67% | reduced |
| 27 | MKSI MKS INC. | Technology | 0.9% | $43.8m | 98,532 | – | new |
| 28 | SIX FLAGS ENTERTAINMENT CORP | 0.9% | $43.0m | 2,017,821 | -9% | reduced | |
| 29 | STM STMICROELECTRONICS N V | Technology | 0.8% | $41.9m | 560,060 | – | new |
| 30 | ABBV ABBVIE INC | Healthcare | 0.7% | $37.5m | 148,913 | – | new |
| 31 | AZN ASTRAZENECA PLC | 0.7% | $34.9m | 184,279 | – | new | |
| 32 | BAUSCH PLUS LOMB CORP | 0.6% | $31.8m | 1,918,148 | 0% | held | |
| 33 | BKR BAKER HUGHES COMPANY | Energy | 0.5% | $27.4m | 493,519 | 63% | added |
| 34 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.5% | $25.8m | 66,599 | – | new |
| 35 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 0.5% | $24.2m | 265,577 | – | new |
| 36 | BRKR BRUKER CORP | Healthcare | 0.3% | $15.2m | 252,169 | – | new |
| 37 | NVS NOVARTIS AG | Healthcare | 0.3% | $13.6m | 86,909 | – | new |
| 38 | DOCN DIGITALOCEAN HLDGS INC | Technology | 0.3% | $13.3m | 84,812 | -66% | reduced |
| 39 | PRMB PRIMO BRANDS CORPORATION | Consumer Defensive | 0.2% | $9.9m | 404,971 | -24% | reduced |
| 40 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.1% | $4.8m | 113,096 | – | new |
| 41 | CAH CARDINAL HEALTH INC | Healthcare | 0.1% | $4.3m | 18,018 | – | new |
| 42 | TECH BIO-TECHNE CORP | Healthcare | 0.1% | $4.1m | 58,324 | -69% | 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.