GLENVIEW CAPITAL MANAGEMENT, LLC

NEW YORK, NY · CIK 1138995 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$6.4bn
Staff49 · 25 in investment roles
Main clients (by assets)Private funds 100%
Private funds6 (6 hedge) · $6.5bn gross assets
Form ADV · 2026-09-15SEC adviser record

Legal entityGLENVIEW CAPITAL MANAGEMENT, LLC (US)

$5.0bn reported value +35.5% vs Q1 2026

42positions

64.1%in top 10

12 new 14 added 15 reduced 11 sold out vs Q1 2026

Options: 1 call positions ($15.5m notional), 2 put positions ($470.0m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GLOBAL PMTS INC COM GPN	GPN	8,906,709	$646.3m12.91%	12.91%	Added +2.5m	+2,546,317 40.0%
2	CVS HEALTH CORP COM CVS	CVS	4,824,799	$499.1m9.97%	9.97%	Reduced -3.4m	-3,372,000 -41.1%
3	TENET HEALTHCARE CORP COM NEW THC	THC	2,235,666	$418.2m8.35%	8.35%	Added +710.8k	+710,812 46.6%
4	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	627,240	$314.5m6.28%	6.28%	Added +376.7k	+376,715 150.4%
5	AMAZON COM INC COM AMZN	AMZN	1,271,687	$303.1m6.05%	6.05%	Added +212.4k	+212,417 20.1%
6	AGILENT TECHNOLOGIES INC COM A	A	1,969,541	$261.6m5.23%	5.23%	New
7	DANAHER CORPORATION COM DHR	DHR	1,145,979	$218.3m4.36%	4.36%	Added +989.7k	+989,704 633.3%
8	META PLATFORMS INC CL A META	META	356,841	$201.0m4.02%	4.02%	Added +234.2k	+234,179 190.9%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	298,410	$173.3m3.46%	3.46%	Reduced -352.4k	-352,382 -54.1%
10	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		5,081,091	$172.1m3.44%	3.44%	Reduced -1.6m	-1,579,129 -23.7%
11	VIATRIS INC COM VTRS	VTRS	9,877,409	$156.9m3.13%	3.13%	Added +790.2k	+790,165 8.7%
12	UBER TECHNOLOGIES INC COM UBER	UBER	1,793,598	$129.4m2.59%	2.59%	Added +337.7k	+337,726 23.2%
13	CENTENE CORP DEL COM CNC	CNC	1,886,055	$121.1m2.42%	2.42%	Reduced -1.3m	-1,327,591 -41.3%
14	BUTTERFLY NETWORK INC COM CL A BFLY	BFLY	14,335,055	$120.7m2.41%	2.41%	Unchanged
15	THE CIGNA GROUP COM CI	CI	412,223	$113.6m2.27%	2.27%	Reduced -86.6k	-86,618 -17.4%
16	HUMANA INC COM HUM	HUM	254,216	$101.0m2.02%	2.02%	Reduced -80.7k	-80,676 -24.1%
17	BLOCK INC CL A XYZ	XYZ	1,197,046	$91.0m1.82%	1.82%	Reduced -167.4k	-167,425 -12.3%
18	DICKS SPORTING GOODS INC COM DKS	DKS	401,067	$91.0m1.82%	1.82%	Added +102.2k	+102,156 34.2%
19	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	13,495,287	$81.8m1.63%	1.63%	Added +4.9m	+4,934,399 57.6%
20	ONTO INNOVATION INC COM ONTO	ONTO	205,791	$77.9m1.56%	1.56%	Reduced -93.9k	-93,930 -31.3%
21	ELI LILLY & CO COM LLY	LLY	57,771	$69.3m1.38%	1.38%	New
22	UNITED AIRLS HLDGS INC COM UAL	UAL	494,736	$67.3m1.34%	1.34%	Reduced -2.1k	-2,124 -0.4%
23	NATIONAL VISION HLDGS INC COM EYE	EYE	3,101,083	$59.0m1.18%	1.18%	Added +1.5m	+1,535,166 98.0%
24	CISCO SYS INC COM CSCO	CSCO	413,332	$48.5m0.97%	0.97%	Added +73.5k	+73,513 21.6%
25	ELEMENT SOLUTIONS INC COM ESI	ESI	994,579	$47.5m0.95%	0.95%	Reduced -634.1k	-634,104 -38.9%
26	APPLIED MATLS INC COM AMAT	AMAT	65,201	$47.1m0.94%	0.94%	Reduced -132.0k	-132,008 -66.9%
27	MKS INC. COM MKSI	MKSI	98,532	$43.8m0.88%	0.88%	New
28	SIX FLAGS ENTERTAINMENT CORP COM FUN	FUN	2,017,821	$43.0m0.86%	0.86%	Reduced -205.3k	-205,328 -9.2%
29	STMICROELECTRONICS N V NY REGISTRY STM	STM	560,060	$41.9m0.84%	0.84%	New
30	ABBVIE INC COM ABBV	ABBV	148,913	$37.5m0.75%	0.75%	New
31	ASTRAZENECA PLC ORD AZN	AZN	184,279	$34.9m0.70%	0.70%	New
32	BAUSCH PLUS LOMB CORP COMMON SHARES BLCO	BLCO	1,918,148	$31.8m0.63%	0.63%	Added +7.7k	+7,652 0.4%
33	BAKER HUGHES COMPANY CL A BKR	BKR	493,519	$27.4m0.55%	0.55%	Added +189.8k	+189,844 62.5%
34	ELEVANCE HEALTH INC COM ELV	ELV	66,599	$25.8m0.51%	0.51%	New
35	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	265,577	$24.2m0.48%	0.48%	New
36	BRUKER CORP COM BRKR	BRKR	252,169	$15.2m0.30%	0.30%	New
37	NOVARTIS AG SPONSORED ADR NVS	NVS	86,909	$13.6m0.27%	0.27%	New
38	DIGITALOCEAN HLDGS INC COM DOCN	DOCN	84,812	$13.3m0.27%	0.27%	Reduced -165.2k	-165,188 -66.1%
39	PRIMO BRANDS CORPORATION CLASS A COM SHS PRMB	PRMB	404,971	$9.9m0.20%	0.20%	Reduced -126.1k	-126,080 -23.7%
40	BOSTON SCIENTIFIC CORP COM BSX	BSX	113,096	$4.8m0.10%	0.10%	New
41	CARDINAL HEALTH INC COM CAH	CAH	18,018	$4.3m0.09%	0.09%	New
42	BIO-TECHNE CORP COM TECH	TECH	58,324	$4.1m0.08%	0.08%	Reduced -128.0k	-127,988 -68.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DXC TECHNOLOGY CO DXC	DXC	8,895,875	$111.8m8.9m shares
ZOOMINFO TECHNOLOGIES INC GTM	GTM	15,905,242	$95.1m15.9m shares
US FOODS HLDG CORP USFD	USFD	384,007	$35.4m384.0k shares
ZILLOW GROUP INC Z	Z	789,670	$32.7m789.7k shares
LITHIA MTRS INC LAD	LAD	127,605	$31.9m127.6k shares
LIONSGATE STUDIOS CORP LION	LION	2,778,781	$26.6m2.8m shares
MYRIAD GENETICS INC MYGN	MYGN	5,411,978	$24.4m5.4m shares
SURGERY PARTNERS INC SGRY	SGRY	1,800,000	$21.5m1.8m shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	156,453	$18.0m156.5k shares
INTEL CORP INTC	INTC	399,506	$17.6m399.5k shares
BIOGEN INC BIIB	BIIB	57,019	$10.5m57.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ISHARES TR IWM · Put	IWM	Put	918,200	$275.9m918.2k shares	Added
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	260,000	$194.2m260.0k shares	New
AGILENT TECHNOLOGIES INC A · Call	A	Call	116,600	$15.5m116.6k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
BUTTERFLY NETWORK INC BFLY · 13D · filed 2026-08-17	BFLY	6.2%≈ $127.3m	-2.3 pts	13D	2026-08-17
SURGERY PARTNERS INC SGRY · 13G · filed 2026-10-13	SGRY	5.4%≈ $118.0m	new	13G	2026-10-13
GENIUS SPORTS LIMITED GENI · 13G · filed 2026-05-21	GENI	5.2%≈ $3.5m	new	13G	2026-05-21