Glenview Capital Management Q3 2022 holdings

$4 Billion is the total value of Glenview Capital Management's 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 38.2% .

 Value Shares↓ Weighting
CI SellCIGNA CORP NEW$538,275
-1.6%
1,939,941
-6.6%
13.46%
-1.7%
THC BuyTENET HEALTHCARE CORP$417,780
+16.5%
8,099,648
+18.7%
10.44%
+16.4%
FISV BuyFISERV INC$247,665
+29.9%
2,646,838
+23.5%
6.19%
+29.8%
DXC BuyDXC TECHNOLOGY CO$236,170
-1.7%
9,647,457
+21.8%
5.90%
-1.7%
GPN SellGLOBAL PMTS INC$233,605
-10.3%
2,162,010
-8.1%
5.84%
-10.3%
MCK SellMCKESSON CORP$221,867
-6.3%
652,799
-10.1%
5.55%
-6.3%
APTV BuyAPTIV PLC$177,928
+34.1%
2,275,002
+52.7%
4.45%
+34.0%
AMZN BuyAMAZON COM INC$130,234
+71.5%
1,152,511
+61.2%
3.26%
+71.4%
USFD  US FOODS HLDG CORP$122,281
-13.8%
4,624,8620.0%3.06%
-13.9%
BAX BuyBAXTER INTL INC$121,563
-12.9%
2,257,019
+3.9%
3.04%
-12.9%
UBER SellUBER TECHNOLOGIES INC$108,447
+23.6%
4,092,343
-4.6%
2.71%
+23.5%
DD BuyDUPONT DE NEMOURS INC$92,357
+10.5%
1,832,482
+21.9%
2.31%
+10.5%
CCEP SellCOCA-COLA EUROPACIFIC PARTNE$87,768
-47.0%
2,059,323
-35.9%
2.19%
-47.1%
FMC BuyFMC CORP$86,394
+6.4%
817,353
+7.8%
2.16%
+6.4%
VVV BuyVALVOLINE INC$85,996
+49.4%
3,393,686
+70.0%
2.15%
+49.3%
CTVA SellCORTEVA INC$77,288
-8.6%
1,352,378
-13.4%
1.93%
-8.7%
WLTW BuyWILLIS TOWERS WATSON PLC LTD$70,575
+179.9%
351,223
+175.0%
1.76%
+179.7%
ESI SellELEMENT SOLUTIONS INC$62,748
-15.4%
3,856,683
-7.4%
1.57%
-15.4%
HCA  HCA HEALTHCARE INC$58,230
+9.4%
316,8290.0%1.46%
+9.3%
CI  CIGNA CORP NEWcall$55,494
+5.3%
200,0000.0%1.39%
+5.2%
FLEX BuyFLEX LTDord$54,926
+28657.1%
3,296,894
+24876.5%
1.37%
+27360.0%
NSC  NORFOLK SOUTHN CORP$52,513
-7.8%
250,4790.0%1.31%
-7.8%
LGVU  LONGVIEW ACQUISITION CORP IIunit 99/99/9999$49,100
+0.2%
5,000,0000.0%1.23%
+0.2%
URI SellUNITED RENTALS INC$48,841
+0.5%
180,812
-9.7%
1.22%
+0.4%
LVS BuyLAS VEGAS SANDS CORP$42,874
+69.3%
1,142,709
+51.5%
1.07%
+69.1%
CLVT BuyCLARIVATE PLC$42,482
+28.2%
4,524,184
+89.2%
1.06%
+28.1%
BKD  BROOKDALE SR LIVING INC$42,037
-5.9%
9,844,6730.0%1.05%
-6.0%
MSFT SellMICROSOFT CORP$36,508
-30.8%
156,754
-23.7%
0.91%
-30.8%
ATVI BuyACTIVISION BLIZZARD INC$34,602
+43.8%
465,450
+50.6%
0.86%
+43.7%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$33,550419,428
+100.0%
0.84%
LII NewLENNOX INTL INC$33,224149,208
+100.0%
0.83%
ZI BuyZOOMINFO TECHNOLOGIES INC$31,191
+204.5%
748,710
+143.0%
0.78%
+204.7%
BKNG BuyBOOKING HOLDINGS INC$30,546
+190.3%
18,589
+209.0%
0.76%
+190.5%
MYGN SellMYRIAD GENETICS INC$27,885
-9.6%
1,461,484
-13.9%
0.70%
-9.6%
BFLY  BUTTERFLY NETWORK INC$25,684
+53.1%
5,464,7510.0%0.64%
+52.9%
NewBAUSCH PLUS LOMB CORP$23,2661,516,684
+100.0%
0.58%
EXPE NewEXPEDIA GROUP INC$22,336238,400
+100.0%
0.56%
SABR BuySABRE CORP$16,072
-7.6%
3,120,869
+4.6%
0.40%
-7.6%
EHC SellENCOMPASS HEALTH CORP$15,823
-79.5%
349,830
-74.5%
0.40%
-79.4%
QSI SellQUANTUM SI INC$14,017
+15.1%
5,096,972
-2.9%
0.35%
+14.8%
EPAM  EPAM SYS INC$13,944
+22.9%
38,5000.0%0.35%
+22.9%
ALIT NewALIGHT INC$12,6131,720,710
+100.0%
0.32%
NOW NewSERVICENOW INC$10,38427,500
+100.0%
0.26%
BuyEVOLV TECHNOLOGIES HLDNGS IN$9,867
+23.7%
4,654,111
+55.2%
0.25%
+23.5%
NEWR NewNEW RELIC INC$9,227160,800
+100.0%
0.23%
DMRC  DIGIMARC CORP NEW$7,453
-4.2%
550,0000.0%0.19%
-4.6%
BLI  BERKELEY LTS INC$6,651
-42.5%
2,325,5670.0%0.17%
-42.6%
BSX SellBOSTON SCIENTIFIC CORP$6,476
-80.6%
167,213
-81.3%
0.16%
-80.6%
OHPAU  ORION ACQUISITION CORPunit 02/19/2026$4,787
+0.6%
485,0010.0%0.12%
+0.8%
DNB NewDUN & BRADSTREET HLDGS INC$3,098250,000
+100.0%
0.08%
 RAPID MICRO BIOSYSTEMS INC$2,423
-24.9%
750,0000.0%0.06%
-24.7%
NewENHABIT INC$1,412100,565
+100.0%
0.04%
ABC NewAMERISOURCEBERGEN CORP$6574,855
+100.0%
0.02%
 HYPERFINE INC$490
-63.7%
605,0520.0%0.01%
-64.7%
OUST ExitOUSTER INC$0-1,128,982
-100.0%
-0.05%
ExitCYTEK BIOSCIENCES INC$0-500,000
-100.0%
-0.13%
IS ExitIRONSOURCE LTD$0-3,510,748
-100.0%
-0.21%
CHNG ExitCHANGE HEALTHCARE INCcall$0-500,000
-100.0%
-0.29%
MRTX ExitMIRATI THERAPEUTICS INC$0-203,800
-100.0%
-0.34%
FB ExitMETA PLATFORMS INCcl a$0-88,230
-100.0%
-0.36%
KNX ExitKNIGHT-SWIFT TRANSN HLDGS INcl a$0-495,100
-100.0%
-0.57%
GOOGL ExitALPHABET INCcap stk cl a$0-10,835
-100.0%
-0.59%
HOLX ExitHOLOGIC INC$0-359,381
-100.0%
-0.62%
CNC ExitCENTENE CORP DEL$0-1,073,420
-100.0%
-2.27%
CHNG ExitCHANGE HEALTHCARE INC$0-4,328,222
-100.0%
-2.50%

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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