GLENVIEW CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
41 positions ·
$3,857,703,128 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 USFD
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,409,285 | 384,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $85,696,309 | 1,137,763 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $81,625,507 | 1,065,329 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $106,187,625 | 1,378,881 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,893,820 | 1,785,729 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $108,511,096 | 1,608,525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $111,525,760 | 1,813,427 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $132,179,113 | 2,494,887 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $136,229,346 | 2,524,168 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $79,636,833 | 1,753,729 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $11,352,500 | 250,000 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $89,393,403 | 2,251,723 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $112,347,576 | 2,553,354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $132,681,572 | 3,591,813 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $130,776,350 | 3,844,102 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $122,281,351 | 4,624,862 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $141,890,766 | 4,624,862 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $166,319,595 | 4,419,867 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $56,393,670 | 1,619,112 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||