Glenview Capital Management Q2 2022 holdings

$4 Billion is the total value of Glenview Capital Management's 55 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 28.3% .

 Value Shares↓ Weighting
CI BuyCIGNA CORP NEW$547,117
+43.1%
2,076,189
+30.1%
13.69%
+76.8%
THC BuyTENET HEALTHCARE CORP$358,757
-34.6%
6,825,671
+7.0%
8.97%
-19.2%
GPN SellGLOBAL PMTS INC$260,304
-19.3%
2,352,712
-0.2%
6.51%
-0.3%
DXC BuyDXC TECHNOLOGY CO$240,167
-2.5%
7,923,704
+5.0%
6.01%
+20.5%
MCK SellMCKESSON CORP$236,776
-17.4%
725,839
-22.5%
5.92%
+2.1%
FISV  FISERV INC$190,645
-12.3%
2,142,8010.0%4.77%
+8.4%
CCEP BuyCOCA-COLA EUROPACIFIC PARTNE$165,678
+19.7%
3,210,186
+12.8%
4.14%
+47.9%
USFD BuyUS FOODS HLDG CORP$141,891
-14.7%
4,624,862
+4.6%
3.55%
+5.4%
BAX SellBAXTER INTL INC$139,573
-18.6%
2,173,019
-1.7%
3.49%
+0.6%
APTV BuyAPTIV PLC$132,711
+0.8%
1,489,959
+35.4%
3.32%
+24.5%
CHNG BuyCHANGE HEALTHCARE INC$99,809
+77.1%
4,328,222
+67.4%
2.50%
+118.8%
CNC SellCENTENE CORP DEL$90,822
-1.3%
1,073,420
-1.8%
2.27%
+21.9%
UBER BuyUBER TECHNOLOGIES INC$87,760
-35.9%
4,289,342
+11.8%
2.20%
-20.8%
CTVA BuyCORTEVA INC$84,548
-3.8%
1,561,646
+2.1%
2.12%
+18.8%
DD SellDUPONT DE NEMOURS INC$83,565
-26.4%
1,503,503
-2.6%
2.09%
-9.1%
FMC BuyFMC CORP$81,167
+73.0%
758,499
+112.8%
2.03%
+113.7%
EHC BuyENCOMPASS HEALTH CORP$77,027
-15.7%
1,374,252
+6.9%
1.93%
+4.1%
AMZN BuyAMAZON COM INC$75,958
-43.1%
715,164
+1645.9%
1.90%
-29.7%
ESI BuyELEMENT SOLUTIONS INC$74,171
+10.4%
4,166,904
+35.9%
1.86%
+36.4%
VVV BuyVALVOLINE INC$57,560
+4.5%
1,996,539
+14.4%
1.44%
+29.1%
NSC BuyNORFOLK SOUTHN CORP$56,931
+23.3%
250,479
+54.7%
1.42%
+52.3%
HCA  HCA HEALTHCARE INC$53,246
-32.9%
316,8290.0%1.33%
-17.2%
MSFT NewMICROSOFT CORP$52,751205,392
+100.0%
1.32%
CI BuyCIGNA CORP NEWcall$52,704
+120.0%
200,000
+100.0%
1.32%
+171.8%
LGVU  LONGVIEW ACQUISITION CORP IIunit 99/99/9999$49,000
-0.4%
5,000,0000.0%1.23%
+23.1%
URI BuyUNITED RENTALS INC$48,622
+17.6%
200,163
+71.9%
1.22%
+45.3%
BKD SellBROOKDALE SR LIVING INC$44,695
-49.6%
9,844,673
-21.8%
1.12%
-37.8%
BSX SellBOSTON SCIENTIFIC CORP$33,371
-45.6%
895,396
-35.3%
0.84%
-32.8%
CLVT NewCLARIVATE PLC$33,1372,390,852
+100.0%
0.83%
MYGN SellMYRIAD GENETICS INC$30,831
-29.6%
1,696,791
-2.3%
0.77%
-13.0%
LVS SellLAS VEGAS SANDS CORP$25,330
-36.2%
754,104
-26.2%
0.63%
-21.1%
WLTW NewWILLIS TOWERS WATSON PLC LTD$25,211127,721
+100.0%
0.63%
HOLX  HOLOGIC INC$24,905
-9.8%
359,3810.0%0.62%
+11.4%
ATVI  ACTIVISION BLIZZARD INC$24,069
-2.8%
309,1320.0%0.60%
+20.2%
GOOGL BuyALPHABET INCcap stk cl a$23,612
-0.5%
10,835
+27.1%
0.59%
+23.1%
KNX NewKNIGHT-SWIFT TRANSN HLDGS INcl a$22,918495,100
+100.0%
0.57%
SABR SellSABRE CORP$17,394
-51.4%
2,983,469
-4.8%
0.44%
-40.0%
BFLY  BUTTERFLY NETWORK INC$16,777
-35.5%
5,464,7510.0%0.42%
-20.3%
FB BuyMETA PLATFORMS INCcl a$14,227
-18.5%
88,230
+12.3%
0.36%
+0.6%
MRTX BuyMIRATI THERAPEUTICS INC$13,681
+43.3%
203,800
+75.5%
0.34%
+77.2%
QSI SellQUANTUM SI INC$12,180
-55.0%
5,250,000
-9.1%
0.30%
-44.3%
BLI BuyBERKELEY LTS INC$11,558
+36.2%
2,325,567
+94.9%
0.29%
+68.0%
CHNG  CHANGE HEALTHCARE INCcall$11,530
+5.8%
500,0000.0%0.29%
+30.3%
EPAM NewEPAM SYS INC$11,34938,500
+100.0%
0.28%
BKNG SellBOOKING HOLDINGS INC$10,522
-27.3%
6,016
-2.4%
0.26%
-10.2%
ZI NewZOOMINFO TECHNOLOGIES INC$10,243308,154
+100.0%
0.26%
IS SellIRONSOURCE LTD$8,356
-75.2%
3,510,748
-49.9%
0.21%
-69.3%
BuyEVOLV TECHNOLOGIES HLDNGS IN$7,979
+100.8%
2,999,461
+100.0%
0.20%
+150.0%
DMRC BuyDIGIMARC CORP NEW$7,777
+293.2%
550,000
+633.3%
0.20%
+387.5%
BuyCYTEK BIOSCIENCES INC$5,365
+798.7%
500,000
+802.3%
0.13%
+1016.7%
OHPAU  ORION ACQUISITION CORPunit 02/19/2026$4,758
-0.1%
485,0010.0%0.12%
+24.0%
BuyRAPID MICRO BIOSYSTEMS INC$3,225
-28.7%
750,000
+12.6%
0.08%
-12.0%
OUST  OUSTER INC$1,829
-64.0%
1,128,9820.0%0.05%
-55.3%
SellHYPERFINE INC$1,349
-61.0%
605,052
-38.1%
0.03%
-51.4%
FLEX SellFLEX LTDord$191
-99.6%
13,200
-99.5%
0.01%
-99.5%
ENDP ExitENDO INTL PLC$0-1,126,435
-100.0%
-0.05%
EOLS ExitEVOLUS INC$0-394,810
-100.0%
-0.09%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-78,789
-100.0%
-0.17%
UNP ExitUNION PAC CORP$0-46,185
-100.0%
-0.26%
DVA ExitDAVITA INC$0-129,100
-100.0%
-0.30%
BHVN ExitBIOHAVEN PHARMACTL HLDG CO L$0-158,301
-100.0%
-0.38%
NSP ExitINSPERITY INC$0-381,875
-100.0%
-0.78%
UHS ExitUNIVERSAL HLTH SVCS INCcl b$0-618,871
-100.0%
-1.82%
ABC ExitAMERISOURCEBERGEN CORP$0-752,648
-100.0%
-2.36%
MTOR ExitMERITOR INC$0-3,544,333
-100.0%
-2.55%
BHC ExitBAUSCH HEALTH COS INC$0-9,256,661
-100.0%
-4.28%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Mark Horowitz — Co-President

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