Q2 2026 13F · SEC CIK 1138995

Glenview Capital Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.0B
Reported positions: 42
Top holdings a year, 3 yrs: +18.4%
Assets under management: $6.4B

Glenview Capital Management, LLC is a hedge fund that reported 42 positions worth $5.0B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Global Pmts Inc (GPN, 12.9%), Cvs Health Corp (CVS, 10.0%), Tenet Healthcare Corp (THC, 8.4%). A portfolio copying its top holdings returned 18.4% a year over the last 3 years, against 20.4% for the S&P 500.

Glenview Capital Management, LLC holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Glenview Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GPNGlobal Pmts Inc	12.9%	11.6%	8,906,709	+40.0%	$646.3M
CVSCvs Health Corp	10.0%	15.9%	4,824,799	-41.1%	$499.1M
THCTenet Healthcare Corp	8.4%	7.8%	2,235,666	+46.6%	$418.2M
TMOThermo Fisher Scientific Inc	6.3%	3.3%	627,240	+150.4%	$314.5M
AMZNAmazon Com Inc	6.1%	6.0%	1,271,687	+20.1%	$303.1M
AAgilent Technologies Inc	5.2%	New	1,969,541	—	$261.6M
DHRDanaher Corp Del	4.4%	0.8%	1,145,979	+633.3%	$218.3M
METAMeta Platforms Inc	4.0%	1.9%	356,841	+190.9%	$201.0M
AMDAdvanced Micro Devices Inc	3.5%	3.6%	298,410	-54.1%	$173.3M
TEVATeva Pharmaceutical Inds Ltd	3.4%	5.4%	5,081,091	-23.7%	$172.1M
VTRSViatris Inc	3.1%	3.3%	9,877,409	+8.7%	$156.9M
UBERUber Technologies Inc	2.6%	2.8%	1,793,598	+23.2%	$129.4M
CNCCentene Corp Del	2.4%	2.8%	1,886,055	-41.3%	$121.1M
BFLYButterfly Network Inc	2.4%	1.6%	14,335,055	+0.0%	$120.7M
CIThe Cigna Group	2.3%	3.6%	412,223	-17.4%	$113.6M
HUMHumana Inc	2.0%	1.6%	254,216	-24.1%	$101.0M
SQBlock Inc	1.8%	2.2%	1,197,046	-12.3%	$91.0M
DKSDicks Sporting Goods Inc	1.8%	1.6%	401,067	+34.2%	$91.0M
GENIGenius Sports Limited	1.6%	1.0%	13,495,287	+57.6%	$81.8M
ONTOOnto Innovation Inc	1.6%	1.7%	205,791	-31.3%	$77.9M
LLYEli Lilly & Co	1.4%	New	57,771	—	$69.3M
UALUnited Airls Hldgs Inc	1.3%	1.2%	494,736	-0.4%	$67.3M
EYENational Vision Hldgs Inc	1.2%	1.1%	3,101,083	+98.0%	$59.0M
CSCOCisco Sys Inc	1.0%	0.7%	413,332	+21.6%	$48.5M
ESIElement Solutions Inc	0.9%	1.5%	994,579	-38.9%	$47.5M
AMATApplied Matls Inc	0.9%	1.8%	65,201	-66.9%	$47.1M
MKSIMks Inc.	0.9%	New	98,532	—	$43.8M
FUNSix Flags Entertainment Corp	0.9%	1.1%	2,017,821	-9.2%	$43.0M
STMStmicroelectronics N V Ny Registry	0.8%	New	560,060	—	$41.9M
ABBVAbbvie Inc	0.7%	New	148,913	—	$37.5M
AZNAstrazeneca PLC	0.7%	New	184,279	—	$34.9M
BLCOBausch Plus Lomb Corp	0.6%	0.8%	1,918,148	+0.4%	$31.8M
BKRBaker Hughes Company Cl A	0.5%	0.5%	493,519	+62.5%	$27.4M
ELVElevance Health Inc Formerly	0.5%	New	66,599	—	$25.8M
MCHPMicrochip Technology Inc.	0.5%	New	265,577	—	$24.2M
BRKRBruker Corp	0.3%	New	252,169	—	$15.2M
NVSNovartis AG	0.3%	New	86,909	—	$13.6M
DOCNDigitalocean Hldgs Inc	0.3%	0.6%	84,812	-66.1%	$13.3M
PRMBPrimo Brands Corporation Class A Com Shs	0.2%	0.3%	404,971	-23.7%	$9.9M
BSXBoston Scientific Corp	0.1%	New	113,096	—	$4.8M
CAHCardinal Health Inc	0.1%	New	18,018	—	$4.3M
TECHBio-Techne Corp	0.1%	0.3%	58,324	-68.7%	$4.1M

What Glenview Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +28.9% /yr; S&P 500 +20.1%
3 years: +18.4% /yr; S&P 500 +20.4%
5 years: +9.2% /yr; S&P 500 +13.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.0B	42
Q1 2026	$3.7B	41
Q4 2025	$4.7B	54
Q3 2025	$4.1B	53
Q2 2025	$3.5B	42
Q1 2025	$4.0B	44
Q4 2024	$4.0B	36
Q3 2024	$4.7B	43
Q2 2024	$4.7B	46
Q1 2024	$5.1B	43
Q4 2023	$4.3B	40
Q3 2023	$3.7B	46

Questions about Glenview Capital Management, LLC's portfolio

What stocks does Glenview Capital Management, LLC own?

Glenview Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 42 positions worth $5.0B. The largest are Global Pmts Inc (GPN) at 12.9%, Cvs Health Corp (CVS) at 10.0%, Tenet Healthcare Corp (THC) at 8.4%, Thermo Fisher Scientific Inc (TMO) at 6.3% and Amazon Com Inc (AMZN) at 6.1%.

What did Glenview Capital Management, LLC buy last quarter?

In Q2 2026, Glenview Capital Management, LLC added a new position in Agilent Technologies Inc (A), a new position in Eli Lilly & Co (LLY), a new position in Mks Inc. (MKSI), a new position in Stmicroelectronics N V Ny Registry (STM), a new position in Abbvie Inc (ABBV), Danaher Corp Del (DHR) (+633.3% shares), Meta Platforms Inc (META) (+190.9% shares) and Thermo Fisher Scientific Inc (TMO) (+150.4% shares), compared with its Q1 2026 filing.

What did Glenview Capital Management, LLC sell last quarter?

In Q2 2026, Glenview Capital Management, LLC sold all of Dxc Technology Co (DXC), sold all of Zoominfo Technologies Inc (ZI), sold all of US Foods Hldg Corp (USFD), sold all of Zillow Group Inc (Z), sold all of Lithia Motors Inc (LAD), Bio-Techne Corp (TECH) (-68.7% shares), Applied Matls Inc (AMAT) (-66.9% shares) and Digitalocean Hldgs Inc (DOCN) (-66.1% shares), compared with its Q1 2026 filing.

How has Glenview Capital Management, LLC's portfolio performed?

A portfolio copying Glenview Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.9% against +20.1%. Over 5 years: +9.2% a year against +13.3%.

When is Glenview Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Glenview Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Glenview Capital Management, LLC manage?

Glenview Capital Management, LLC reported $6.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.0B.