Glenview Capital Management Q1 2021 13F Holdings

Glenview Capital Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
THC TENET HEALTHCARE CORPReduce  $713,717
-2.1%
13,725,320
-24.8%
12.09%
-27.7%
BHC BAUSCH HEALTH COS INCReduce  $495,559
45.0%
15,613,090
-5.0%
8.40%
7.1%
CI CIGNA CORP NEWAdd  $449,363
72.0%
1,858,867
48.1%
7.61%
27.1%
MCK MCKESSON CORPAdd  $343,408
69.1%
1,760,705
50.8%
5.82%
24.9%
DXC DXC TECHNOLOGY COAdd  $330,808
26.6%
10,582,485
4.3%
5.60%
-6.5%
TAK TAKEDA PHARMACEUTICAL ...sponsored adsAdd  $294,063
5.9%
16,104,222
5.5%
4.98%
-21.8%
ABC AMERISOURCEBERGEN CORPAdd  $214,188
150.3%
1,814,078
107.2%
3.63%
85.0%
HCA HCA HEALTHCARE INCReduce  $201,610
-5.7%
1,070,460
-17.7%
3.42%
-30.3%
UHS UNIVERSAL HLTH SVCS INCcl bAdd  $154,618
80.2%
1,159,140
85.7%
2.62%
33.1%
FB FACEBOOK INCcl aAdd  $144,866
5431.3%
491,855
5031.0%
2.45%
3990.0%
GOOGL ALPHABET INCcap stk cl aAdd  $135,990
173.1%
65,934
132.1%
2.30%
101.8%
NUAN NUANCE COMMUNICATIONS INCAdd  $134,860
36.7%
3,090,291
38.1%
2.28%
1.0%
BSX BOSTON SCIENTIFIC CORPAdd  $123,601
27.2%
3,197,966
18.3%
2.09%
-6.0%
BAX BAXTER INTL INCAdd  $116,220
159.2%
1,377,998
146.6%
1.97%
91.5%
BKD BROOKDALE SR LIVING INCAdd  $109,196
36.9%
18,048,945
0.2%
1.85%
1.1%
FISV FISERV INCAdd  $104,451
89.6%
877,447
81.4%
1.77%
40.1%
FMC FMC CORPAdd  $95,090
16.2%
859,688
20.8%
1.61%
-14.1%
ANTM ANTHEM INCAdd  $94,631
59.8%
263,633
42.9%
1.60%
18.0%
HUM HUMANA INCAdd  $81,309
24.3%
193,938
21.6%
1.38%
-8.1%
BFLY BUTTERFLY NETWORK INCNew  $80,3614,774,8461.36%
MYGN MYRIAD GENETICS INCReduce  $78,239
7.4%
2,569,433
-30.2%
1.33%
-20.6%
CCEP COCA COLA EUROPEAN PAR...New  $71,3261,367,4511.21%
MOH MOLINA HEALTHCARE INCAdd  $71,068
80.9%
304,023
64.6%
1.20%
33.6%
WBA WALGREENS BOOTS ALLIAN...New  $70,8121,289,8301.20%
UNP UNION PAC CORPAdd  $70,114
428.4%
318,106
399.1%
1.19%
290.8%
ESI ELEMENT SOLUTIONS INCReduce  $70,001
2.1%
3,827,268
-1.0%
1.19%
-24.6%
CTVA CORTEVA INCAdd  $65,793
31.8%
1,411,261
9.4%
1.12%
-2.6%
LH LABORATORY CORP AMER H...Reduce  $56,258
-49.9%
220,595
-60.1%
0.95%
-63.0%
V VISA INCNew  $53,396252,1870.90%
NSC NORFOLK SOUTHN CORPAdd  $53,370
136.6%
198,757
109.4%
0.90%
74.9%
GPN GLOBAL PMTS INCAdd  $51,779
299.7%
256,866
327.1%
0.88%
195.3%
DD DUPONT DE NEMOURS INCAdd  $50,532
175.4%
653,888
153.4%
0.86%
103.3%
LONGVIEW ACQUISITION C...unit 99/99/9999New  $50,2005,000,0000.85%
SABR SABRE CORPNew  $47,1803,185,7040.80%
DVA DAVITA INCAdd  $45,938
178.3%
426,257
203.1%
0.78%
105.3%
MSFT MICROSOFT CORPAdd  $42,338
669.2%
179,573
625.6%
0.72%
469.0%
IQV IQVIA HLDGS INCReduce  $39,989
-34.3%
207,047
-39.0%
0.68%
-51.4%
CAR AVIS BUDGET GROUPReduce  $36,386
-43.4%
501,601
-70.9%
0.62%
-58.2%
ENDP ENDO INTL PLCReduce  $36,090
-32.9%
4,870,384
-35.0%
0.61%
-50.4%
TBA THOMA BRAVO ADVANTAGENew  $34,3783,289,7150.58%
FAII FORTRESS VALUE ACQUISI...New  $31,9333,202,9530.54%
HOLX HOLOGIC INCReduce  $31,793
-45.7%
427,445
-46.9%
0.54%
-59.9%
MTOR MERITOR INCReduce  $31,614
-58.9%
1,074,567
-61.0%
0.54%
-69.6%
NSP INSPERITY INCAdd  $31,537
142.1%
376,606
135.4%
0.53%
78.6%
BHVN BIOHAVEN PHARMACTL HLD...New  $31,345458,6000.53%
LYFT LYFT INCReduce  $29,427
-71.0%
465,761
-77.4%
0.50%
-78.5%
DNB DUN & BRADSTREET HLDGS...Add  $29,399
489.9%
1,234,730
516.9%
0.50%
336.8%
APTV APTIV PLCAdd  $29,360
104.4%
212,906
93.1%
0.50%
51.1%
VIAC VIACOMCBS INCcl bReduce  $22,550
-54.9%
500,000
-62.7%
0.38%
-66.7%
MAR MARRIOTT INTL INC NEWcl aReduce  $17,181
-43.0%
116,000
-49.3%
0.29%
-57.9%
VELOU VELOCITY ACQUISITION CORPunit 99/99/9999New  $14,7901,500,0000.25%
FLEX FLEX LTDordNew  $14,502792,0120.25%
MDT MEDTRONIC PLCAdd  $13,599
1.9%
115,116
1.1%
0.23%
-24.8%
FST FAST ACQUISITION CORPNew  $12,457995,0000.21%
CAPA HIGHCAPE CAP ACQUISITI...New  $12,3621,037,0910.21%
GHVI GORES HOLDINGS VI INCNew  $8,419614,5170.14%
PPD PPD INCNew  $8,266218,4460.14%
NHIC NEWHOLD INVESTMENT CORPNew  $5,506550,0000.09%
OHPAU ORION ACQUISITION CORPunit 02/19/2026New  $5,000500,0000.08%
FAST ACQUISITION CORP IIunit 03/16/2026New  $4,970500,0000.08%
MIK MICHAELS COS INCReduce  $2,048
-92.1%
93,363
-95.3%
0.04%
-94.1%
NBSE NEUBASE THERAPEUTICS INCNew  $739100,0000.01%
FAIIWS FORTRESS VALUE ACQUISI...*w exp 08/10/202New  $474300,0000.01%
AMZN AMAZON COM INCSold out  $0-778-0.06%
URI UNITED RENTALS INCSold out  $0-12,804-0.07%
FLDM FLUIDIGM CORP DELSold out  $0-809,369-0.11%
ARMK ARAMARKSold out  $0-186,457-0.16%
VVI VIAD CORPSold out  $0-250,995-0.21%
PRAH PRA HEALTH SCIENCES INCSold out  $0-93,925-0.27%
DGX QUEST DIAGNOSTICS INCSold out  $0-100,567-0.28%
WELL WELLTOWER INCSold out  $0-305,732-0.45%
PEAK HEALTHPEAK PROPERTIES INCSold out  $0-1,042,641-0.72%
AMGN AMGEN INCSold out  $0-141,474-0.75%
MCK MCKESSON CORP MCKcallSold out  $0-200,000-0.80%
CI CIGNA CORP NEW CIcallSold out  $0-200,000-0.96%
EXPE EXPEDIA GROUP INCSold out  $0-428,895-1.30%