Glenview Capital Management Q4 2020 13F Holdings

Glenview Capital Management Q4 2020 holdings
TickerName ValueShares↓ Weighting
THC TENET HEALTHCARE CORPReduce  $729,074
50.5%
18,258,810
-7.6%
16.72%
10.0%
BHC BAUSCH HEALTH COS INCAdd  $341,828
47.1%
16,434,019
9.9%
7.84%
7.4%
TAK TAKEDA PHARMACEUTICAL ...sponsored adsReduce  $277,741
-7.3%
15,260,512
-9.1%
6.37%
-32.3%
DXC DXC TECHNOLOGY COReduce  $261,338
43.3%
10,149,059
-0.7%
5.99%
4.7%
CI CIGNA CORP NEWReduce  $261,270
17.7%
1,255,021
-4.2%
5.99%
-14.0%
HCA HCA HEALTHCARE INCReduce  $213,828
4.7%
1,300,181
-20.6%
4.90%
-23.5%
MCK MCKESSON CORPReduce  $203,084
7.6%
1,167,689
-7.9%
4.66%
-21.4%
LH LABORATORY CORP AMER H...Reduce  $112,398
-14.5%
552,187
-20.9%
2.58%
-37.6%
LYFT LYFT INCAdd  $101,413
442.2%
2,064,179
204.0%
2.33%
296.1%
NUAN NUANCE COMMUNICATIONS INCReduce  $98,690
23.6%
2,238,367
-7.0%
2.26%
-9.7%
BSX BOSTON SCIENTIFIC CORPAdd  $97,169
143.3%
2,702,881
158.6%
2.23%
77.8%
UHS UNIVERSAL HLTH SVCS INCcl bAdd  $85,821
39.3%
624,152
8.4%
1.97%
1.8%
ABC AMERISOURCEBERGEN CORPAdd  $85,583
7.7%
875,442
6.8%
1.96%
-21.3%
FMC FMC CORPAdd  $81,807
11.2%
711,796
2.5%
1.88%
-18.8%
BKD BROOKDALE SR LIVING INCAdd  $79,766
149.5%
18,005,910
43.1%
1.83%
82.3%
MTOR MERITOR INCReduce  $76,957
-5.1%
2,757,332
-28.8%
1.76%
-30.7%
MYGN MYRIAD GENETICS INCAdd  $72,825
102.5%
3,682,691
33.5%
1.67%
47.9%
ESI ELEMENT SOLUTIONS INCAdd  $68,557
162.7%
3,866,712
55.7%
1.57%
91.9%
HUM HUMANA INCAdd  $65,430
90.3%
159,480
91.9%
1.50%
39.0%
CAR AVIS BUDGET GROUPAdd  $64,321
84.9%
1,724,413
30.5%
1.47%
35.1%
IQV IQVIA HLDGS INCReduce  $60,856
-7.9%
339,657
-18.9%
1.40%
-32.7%
ANTM ANTHEM INCNew  $59,229184,4611.36%
HOLX HOLOGIC INCReduce  $58,588
-39.2%
804,442
-44.5%
1.34%
-55.6%
EXPE EXPEDIA GROUP INCAdd  $56,786
79.3%
428,895
24.2%
1.30%
31.0%
FISV FISERV INCAdd  $55,077
175.6%
483,726
149.5%
1.26%
101.3%
ENDP ENDO INTL PLCReduce  $53,777
87.0%
7,489,768
-14.1%
1.23%
36.6%
VIAC VIACOMCBS INCcl bReduce  $49,985
-48.1%
1,341,520
-61.0%
1.15%
-62.1%
CTVA CORTEVA INCReduce  $49,926
3.7%
1,289,420
-22.8%
1.14%
-24.2%
GOOGL ALPHABET INCcap stk cl aAdd  $49,791
783.6%
28,409
638.9%
1.14%
545.5%
BAX BAXTER INTL INCAdd  $44,841
320.4%
558,832
321.4%
1.03%
207.1%
CI CIGNA CORP NEW CIcallNew  $41,636200,0000.95%
MOH MOLINA HEALTHCARE INCReduce  $39,286
3.0%
184,720
-11.4%
0.90%
-24.8%
MCK MCKESSON CORP MCKcallNew  $34,784200,0000.80%
AMGN AMGEN INCAdd  $32,528
182.5%
141,474
212.3%
0.75%
106.4%
PEAK HEALTHPEAK PROPERTIES INCAdd  $31,519
185.3%
1,042,641
156.2%
0.72%
108.4%
MAR MARRIOTT INTL INC NEWcl aReduce  $30,159
-25.6%
228,619
-47.8%
0.69%
-45.6%
MIK MICHAELS COS INCReduce  $25,969
19.4%
1,996,084
-11.4%
0.60%
-12.8%
NSC NORFOLK SOUTHN CORPNew  $22,55794,9330.52%
WELL WELLTOWER INCAdd  $19,756
189.1%
305,732
146.5%
0.45%
111.2%
DD DUPONT DE NEMOURS INCNew  $18,347258,0030.42%
DVA DAVITA INCReduce  $16,508
-0.4%
140,613
-27.3%
0.38%
-27.2%
APTV APTIV PLCNew  $14,366110,2630.33%
MDT MEDTRONIC PLC  $13,340
12.7%
113,8820.0%0.31%
-17.7%
UNP UNION PAC CORPNew  $13,27063,7310.30%
NSP INSPERITY INCNew  $13,026159,9830.30%
GPN GLOBAL PMTS INCNew  $12,95660,1430.30%
DGX QUEST DIAGNOSTICS INCReduce  $11,985
-34.6%
100,567
-37.1%
0.27%
-52.2%
PRAH PRA HEALTH SCIENCES INC  $11,782
23.7%
93,9250.0%0.27%
-9.7%
VVI VIAD CORPAdd  $9,078
754.8%
250,995
392.2%
0.21%
524.4%
ARMK ARAMARKNew  $7,175186,4570.16%
MSFT MICROSOFT CORPReduce  $5,504
-51.2%
24,748
-53.9%
0.13%
-64.4%
DNB DUN & BRADSTREET HLDGS...New  $4,984200,1470.11%
FLDM FLUIDIGM CORP DEL  $4,856
-19.3%
809,3690.0%0.11%
-41.0%
URI UNITED RENTALS INCReduce  $2,969
-78.6%
12,804
-83.9%
0.07%
-84.4%
FB FACEBOOK INCcl aNew  $2,6199,5860.06%
AMZN AMAZON COM INCNew  $2,5347780.06%
BHVN BIOHAVEN PHARMACTL HLD...Sold out  $0-97,047-0.20%
EBAY EBAY INC.Sold out  $0-289,767-0.47%