Glenview Capital Management Q4 2021 holdings

$4.69 Billion is the total value of Glenview Capital Management's 57 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 36.1% .

 Value Shares↓ Weighting
THC SellTENET HEALTHCARE CORP$598,551
+4.1%
7,327,108
-15.3%
12.76%
+22.3%
MCK SellMCKESSON CORP$382,761
+10.9%
1,539,852
-11.0%
8.16%
+30.3%
BHC SellBAUSCH HEALTH COS INC$345,184
-20.8%
12,502,147
-20.1%
7.36%
-6.9%
GPN BuyGLOBAL PMTS INC$282,209
+34.0%
2,087,657
+56.2%
6.01%
+57.5%
CI SellCIGNA CORP NEW$254,782
-3.8%
1,109,534
-16.1%
5.43%
+13.1%
BAX BuyBAXTER INTL INC$187,339
+7.4%
2,182,422
+0.7%
3.99%
+26.2%
DXC SellDXC TECHNOLOGY CO$160,756
-14.6%
4,993,958
-10.9%
3.43%
+0.3%
CCEP BuyCOCA-COLA EUROPACIFIC PARTNE$149,316
+23.0%
2,669,687
+21.6%
3.18%
+44.6%
ABC SellAMERISOURCEBERGEN CORP$137,181
-39.1%
1,032,288
-45.3%
2.92%
-28.5%
HCA SellHCA HEALTHCARE INC$123,137
-3.4%
479,280
-8.7%
2.62%
+13.5%
DD SellDUPONT DE NEMOURS INC$121,867
+17.7%
1,508,632
-0.9%
2.60%
+38.4%
CNC SellCENTENE CORP DEL$111,795
-15.5%
1,356,736
-36.1%
2.38%
-0.7%
CTVA BuyCORTEVA INC$107,825
+15.2%
2,280,562
+2.5%
2.30%
+35.3%
UBER BuyUBER TECHNOLOGIES INC$106,090
-2.7%
2,530,170
+4.0%
2.26%
+14.4%
UHS SellUNIVERSAL HLTH SVCS INCcl b$100,696
-17.2%
776,618
-11.7%
2.15%
-2.7%
APTV SellAPTIV PLC$88,960
-27.5%
539,317
-34.5%
1.90%
-14.8%
WLTW SellWILLIS TOWERS WATSON PLC LTD$86,208
-55.5%
362,996
-56.4%
1.84%
-47.7%
FMC SellFMC CORP$84,825
+20.0%
771,911
-0.0%
1.81%
+41.0%
MTOR BuyMERITOR INC$67,584
+142.3%
2,727,342
+108.3%
1.44%
+184.6%
AMZN NewAMAZON COM INC$64,60319,375
+100.0%
1.38%
DVA BuyDAVITA INC$60,593
+11.2%
532,638
+13.6%
1.29%
+30.7%
ESI SellELEMENT SOLUTIONS INC$56,903
-4.7%
2,343,601
-14.9%
1.21%
+12.1%
USFD NewUS FOODS HLDG CORP$56,3941,619,112
+100.0%
1.20%
BKD SellBROOKDALE SR LIVING INC$52,692
-37.8%
10,211,649
-24.1%
1.12%
-26.9%
FISV SellFISERV INC$51,813
-22.5%
499,206
-18.9%
1.10%
-8.9%
NSC SellNORFOLK SOUTHN CORP$51,564
-22.4%
173,203
-37.7%
1.10%
-8.8%
LGVU  LONGVIEW ACQUISITION CORP IIunit 99/99/9999$50,050
-1.3%
5,000,0000.0%1.07%
+16.1%
EHC BuyENCOMPASS HEALTH CORP$48,540
+61.4%
743,798
+85.6%
1.03%
+89.7%
CHNG SellCHANGE HEALTHCARE INC$47,695
-0.2%
2,230,811
-2.3%
1.02%
+17.2%
QSI  QUANTUM SI INC$47,220
-5.6%
6,000,0000.0%1.01%
+10.9%
BSX SellBOSTON SCIENTIFIC CORP$46,672
-47.9%
1,098,684
-46.8%
1.00%
-38.7%
MYGN SellMYRIAD GENETICS INC$46,361
-35.8%
1,679,747
-24.8%
0.99%
-24.5%
HOLX SellHOLOGIC INC$44,812
-13.3%
585,321
-16.4%
0.96%
+1.9%
UNP SellUNION PAC CORP$42,974
-33.5%
170,579
-48.2%
0.92%
-21.8%
NSP SellINSPERITY INC$40,472
-28.5%
342,664
-33.0%
0.86%
-16.1%
MCK  MCKESSON CORPcall$39,771
+24.7%
160,0000.0%0.85%
+46.5%
GOOGL SellALPHABET INCcap stk cl a$35,242
-73.8%
12,165
-75.8%
0.75%
-69.2%
GOOGL NewALPHABET INCput$34,76412,000
+100.0%
0.74%
SABR BuySABRE CORP$33,751
-23.1%
3,929,064
+6.0%
0.72%
-9.7%
BFLY  BUTTERFLY NETWORK INC$33,214
-35.9%
4,964,7510.0%0.71%
-24.7%
AMGN BuyAMGEN INC$30,291
+34.5%
134,645
+27.2%
0.65%
+58.3%
HUM SellHUMANA INC$25,502
-63.6%
54,978
-69.5%
0.54%
-57.2%
BHVN BuyBIOHAVEN PHARMACTL HLDG CO L$21,751
+36.9%
157,835
+38.0%
0.46%
+61.1%
ATVI NewACTIVISION BLIZZARD INC$20,567309,132
+100.0%
0.44%
FLEX SellFLEX LTDord$18,330
-7.1%
1,000,000
-10.4%
0.39%
+9.2%
IS SellIRONSOURCE LTD$15,230
-66.1%
1,967,668
-52.4%
0.32%
-60.2%
DNB  DUN & BRADSTREET HLDGS INC$15,052
+21.9%
734,5950.0%0.32%
+43.3%
CHNG NewCHANGE HEALTHCARE INCcall$10,690500,000
+100.0%
0.23%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$9,83582,789
+100.0%
0.21%
ENDP SellENDO INTL PLC$8,201
-61.4%
2,181,239
-66.7%
0.18%
-54.5%
NewHYPERFINE INC$7,2501,000,000
+100.0%
0.16%
MRTX  MIRATI THERAPEUTICS INC$6,718
-17.1%
45,8000.0%0.14%
-2.7%
OUST  OUSTER INC$6,250
-29.0%
1,201,9820.0%0.13%
-16.9%
OHPAU SellORION ACQUISITION CORPunit 02/19/2026$4,777
-3.3%
485,001
-3.0%
0.10%
+13.3%
SellEVOLV TECHNOLOGIES HLDNGS IN$3,343
-34.5%
749,461
-11.8%
0.07%
-22.8%
DMRC NewDIGIMARC CORP NEW$2,96175,000
+100.0%
0.06%
EOLS NewEVOLUS INC$2,564393,827
+100.0%
0.06%
VELOW ExitVELOCITY ACQUISITION CORP*w exp 02/24/202$0-244,060
-100.0%
-0.00%
ATIPWS ExitATI PHYSICAL THERAPY INC*w exp 08/10/202$0-300,000
-100.0%
-0.00%
ATIP ExitATI PHYSICAL THERAPY INC$0-249,145
-100.0%
-0.02%
BOWX ExitBOWX ACQUISITION CORPcl a$0-757,294
-100.0%
-0.14%
FST ExitFAST ACQUISITION CORP$0-878,761
-100.0%
-0.20%
OGN ExitORGANON & CO$0-753,127
-100.0%
-0.45%
ExitCCC INTELLIGENT SOLUTIONS HL$0-2,405,960
-100.0%
-0.46%
V ExitVISA INC$0-134,630
-100.0%
-0.54%
ANTM ExitANTHEM INC$0-88,011
-100.0%
-0.60%
FB ExitFACEBOOK INCcl a$0-205,401
-100.0%
-1.26%
MOH ExitMOLINA HEALTHCARE INC$0-330,105
-100.0%
-1.62%
VIAC ExitVIACOMCBS INCcl b$0-2,667,822
-100.0%
-1.91%
TAK ExitTAKEDA PHARMACEUTICAL CO LTDsponsored ads$0-8,102,119
-100.0%
-2.41%
Signed by
  • Mark Horowitz — Co-President

Compare quarterly holdings

Export Glenview Capital Management's holdings

EDGAR filings