GLENVIEW CAPITAL MANAGEMENT, LLC

CIK

1138995

City

NEW YORK

State / Country

Stock

ESI — Element Solutions Inc

Top Portfolio Positions

41 positions · $3,857,703,128 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CVS	CVS HEALTH Corp Healthcare	8,196,799	$588,694,104	15.26%
GPN	Global Payments Inc Industrials	6,460,392	$434,784,381	11.27%
THC	Tenet Healthcare Corp Healthcare	1,524,854	$287,755,198	7.46%
AMZN	Amazon Com Inc Consumer Cyclical	1,059,270	$220,614,162	5.72%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	6,660,220	$200,605,826	5.20%
QQQ	Invesco Qqq Trust, Series 1	328,200	$189,430,476	4.91%
CI	Cigna Group Healthcare	498,841	$133,065,836	3.45%
AMD	Advanced Micro Devices Inc Technology	650,792	$132,390,616	3.43%
TMO	Thermo Fisher Scientific Inc. Healthcare	250,525	$123,140,553	3.19%
VTRS	Viatris Inc Healthcare	9,087,244	$122,768,666	3.18%

Portfolio Trend

25 quarters · across all stocks

Holdings in ESI

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,603,237	1,628,683	-42.5%	Shares	Sole	2026-05-15
2025-12-31	$70,818,836	2,833,887	+28.4%	Shares	Sole	2026-02-17
2025-09-30	$55,554,393	2,207,167	-21.6%	Shares	Sole	2025-11-14
2025-06-30	$63,783,441	2,816,046	+11.2%	Shares	Sole	2025-08-14
2025-03-31	$57,247,095	2,531,937	+3.3%	Shares	Sole	2025-05-15
2024-12-31	$62,318,274	2,450,581	-45.6%	Shares	Sole	2025-02-14
2024-09-30	$122,420,142	4,507,369	-28.8%	Shares	Sole	2024-11-14
2024-06-30	$171,585,609	6,326,903	-24.3%	Shares	Sole	2024-08-14
2024-03-31	$208,799,052	8,358,649	+122.1%	Shares	Sole	2024-05-15
2023-12-31	$87,067,026	3,762,620	+35.2%	Shares	Sole	2024-02-14
2023-09-30	$54,571,139	2,782,822	+9.3%	Shares	Sole	2023-11-14
2023-06-30	$48,895,084	2,546,619	-15.8%	Shares	Sole	2023-08-14
2023-03-31	$58,399,792	3,024,329	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$56,377,813	3,099,385	-19.6%	Shares	Sole	2023-02-14
2022-09-30	$62,748,232	3,856,683	-7.4%	Shares	Sole	2022-11-14
2022-06-30	$74,170,891	4,166,904	+35.9%	Shares	Sole	2022-08-11
2022-03-31	$67,165,197	3,066,904	+30.9%	Shares	Sole	2022-05-16
2021-12-31	$56,902,632	2,343,601	-14.9%	Shares	Sole	2022-02-14
2021-09-30	$59,681,636	2,752,843	-28.2%	Shares	Sole	2021-11-15
2021-06-30	$89,686,872	3,836,051	+0.2%	Shares	Sole	2022-02-18
2021-03-31	$70,000,731	3,827,268	-1.0%	Shares	Sole	2021-05-17
2020-12-31	$68,556,803	3,866,712	+55.7%	Shares	Sole	2021-02-16
2020-09-30	$26,101,826	2,483,523	-22.2%	Shares	Sole	2020-11-16
2020-06-30	$34,652,382	3,193,768	-21.1%	Shares	Sole	2020-08-14
2020-03-31	$33,835,703	4,047,333	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.