Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GLENVIEW CAPITAL MANAGEMENT, LLC (CIK 1138995) reported $3.98B across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVS ($588.7M, 14.78%), GPN ($434.8M, 10.91%), THC ($287.8M, 7.22%), AMZN ($220.6M, 5.54%), TEVA ($200.6M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVS | CVS HEALTH CORP | $588.7M | 14.78% | 8.2M | Hold |
| 2 | GPN | GLOBAL PMTS INC | $434.8M | 10.91% | 6.5M | Added |
| 3 | THC | TENET HEALTHCARE CORP | $287.8M | 7.22% | 1.5M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $220.6M | 5.54% | 1.1M | Added |
| 5 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $200.6M | 5.04% | 6.7M | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $189.4M | 4.76% | 328,200 | New |
| 7 | CI | THE CIGNA GROUP | $133.1M | 3.34% | 498,841 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $132.4M | 3.32% | 650,792 | Added |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $123.1M | 3.09% | 250,525 | Added |
| 10 | VTRS | VIATRIS INC | $122.8M | 3.08% | 9.1M | Trimmed |
| 11 | DXC | DXC TECHNOLOGY CO | $111.8M | 2.81% | 8.9M | Added |
| 12 | CNC | CENTENE CORP DEL | $105.2M | 2.64% | 3.2M | Added |
| 13 | UBER | UBER TECHNOLOGIES INC | $104.7M | 2.63% | 1.5M | Added |
| 14 | ZI | ZOOMINFO TECHNOLOGIES INC | $95.1M | 2.39% | 15.9M | Trimmed |
| 15 | IWM | ISHARES TR | $93.0M | 2.33% | 375,000 | New |
| 16 | SQ | BLOCK INC | $82.1M | 2.06% | 1.4M | Added |
| 17 | META | META PLATFORMS INC | $70.2M | 1.76% | 122,662 | Added |
| 18 | AMAT | APPLIED MATLS INC | $67.4M | 1.69% | 197,209 | Added |
| 19 | ONTO | ONTO INNOVATION INC | $61.5M | 1.54% | 299,721 | Trimmed |
| 20 | DKS | DICKS SPORTING GOODS INC | $59.3M | 1.49% | 298,911 | Added |
| 21 | HUM | HUMANA INC | $58.1M | 1.46% | 334,892 | New |
| 22 | BFLY | BUTTERFLY NETWORK INC | $57.9M | 1.45% | 14.3M | Hold |
| 23 | ESI | ELEMENT SOLUTIONS INC | $55.6M | 1.40% | 1.6M | Trimmed |
| 24 | UAL | UNITED AIRLS HLDGS INC | $45.7M | 1.15% | 496,860 | Trimmed |
| 25 | EYE | NATIONAL VISION HLDGS INC | $40.6M | 1.02% | 1.6M | Added |
Source: SEC Form 13F filings · as of 2026-03-31