Glenview Capital

Name: Glenview Capital 13F holdings, Q2 2026
Creator: Glenview Capital

13F Holdings · CIK 1138995 · filed 2026-08-14

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New Positions

31% of current holdings

Exited

30% of prior holdings

Increased

34% of prior holdings

Decreased

34% of prior holdings

Total holdings: 44 → 45

Show unchanged positions

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57 positions

					Shares				Value ($)

New	Long	ABBVIE INC	00287Y109	COM	—	148,913	+148,913	—	—	$37.5M	+$37.5M	—
New	Call	AGILENT TECHNOLOGIES INC	00846U101	COM	—	116,600	+116,600	—	—	$15.5M	+$15.5M	—
New	Long	AGILENT TECHNOLOGIES INC	00846U101	COM	—	1,969,541	+1,969,541	—	—	$261.6M	+$261.6M	—
New	Long	ASTRAZENECA PLC	G0593M107	ORD	—	184,279	+184,279	—	—	$34.9M	+$34.9M	—
New	Long	BOSTON SCIENTIFIC CORP	101137107	COM	—	113,096	+113,096	—	—	$4.8M	+$4.8M	—
New	Long	BRUKER CORP	116794108	COM	—	252,169	+252,169	—	—	$15.2M	+$15.2M	—
New	Long	CARDINAL HEALTH INC	14149Y108	COM	—	18,018	+18,018	—	—	$4.3M	+$4.3M	—
New	Long	ELEVANCE HEALTH INC FORMERLY	036752103	COM	—	66,599	+66,599	—	—	$25.8M	+$25.8M	—
New	Long	ELI LILLY & CO	532457108	COM	—	57,771	+57,771	—	—	$69.3M	+$69.3M	—
New	Long	MICROCHIP TECHNOLOGY INC.	595017104	COM	—	265,577	+265,577	—	—	$24.2M	+$24.2M	—
New	Long	MKS INC.	55306N104	COM	—	98,532	+98,532	—	—	$43.8M	+$43.8M	—
New	Long	NOVARTIS AG	66987V109	SPONSORED ADR	—	86,909	+86,909	—	—	$13.6M	+$13.6M	—
New	Put	STATE STR SPDR S&P 500 ETF T	78462F103	TR UNIT	—	260,000	+260,000	—	—	$194.2M	+$194.2M	—
New	Long	STMICROELECTRONICS N V	861012102	NY REGISTRY	—	560,060	+560,060	—	—	$41.9M	+$41.9M	—
Exited	Long	AKAMAI TECHNOLOGIES INC	00971T101	COM	156,453	—	−156,453	−100.0%	$18.0M	—	−$18.0M	−100.0%
Exited	Long	BIOGEN INC	09062X103	COM	57,019	—	−57,019	−100.0%	$10.5M	—	−$10.5M	−100.0%
Exited	Long	DXC TECHNOLOGY CO	23355L106	COM	8,895,875	—	−8,895,875	−100.0%	$111.8M	—	−$111.8M	−100.0%
Exited	Call	GLOBAL PMTS INC	37940X102	COM	100,000	—	−100,000	−100.0%	$6.7M	—	−$6.7M	−100.0%
Exited	Long	INTEL CORP	458140100	COM	399,506	—	−399,506	−100.0%	$17.6M	—	−$17.6M	−100.0%
Exited	Call	INVESCO QQQ TR	46090E103	UNIT SER 1	328,200	—	−328,200	−100.0%	$189.4M	—	−$189.4M	−100.0%
Exited	Long	LIONSGATE STUDIOS CORP	53626N102	COM	2,778,781	—	−2,778,781	−100.0%	$26.6M	—	−$26.6M	−100.0%
Exited	Long	LITHIA MTRS INC	536797103	COM	127,605	—	−127,605	−100.0%	$31.9M	—	−$31.9M	−100.0%
Exited	Long	MYRIAD GENETICS INC	62855J104	COM	5,411,978	—	−5,411,978	−100.0%	$24.4M	—	−$24.4M	−100.0%
Exited	Long	SURGERY PARTNERS INC	86881A100	COM	1,800,000	—	−1,800,000	−100.0%	$21.5M	—	−$21.5M	−100.0%
Exited	Long	US FOODS HLDG CORP	912008109	COM	384,007	—	−384,007	−100.0%	$35.4M	—	−$35.4M	−100.0%
Exited	Long	ZILLOW GROUP INC	98954M200	CL C CAP STK	789,670	—	−789,670	−100.0%	$32.7M	—	−$32.7M	−100.0%
Exited	Long	ZOOMINFO TECHNOLOGIES INC	98980F104	COMMON STOCK	15,905,242	—	−15,905,242	−100.0%	$95.1M	—	−$95.1M	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	1,059,270	1,271,687	+212,417	+20.1%	$220.6M	$303.1M	+$82.5M	+37.4%
Increased	Long	BAKER HUGHES COMPANY	05722G100	CL A	303,675	493,519	+189,844	+62.5%	$18.5M	$27.4M	+$8.9M	+47.7%
Increased	Long	BAUSCH PLUS LOMB CORP	071705107	COMMON SHARES	1,910,496	1,918,148	+7,652	+0.4%	$30.4M	$31.8M	+$1.4M	+4.6%
Increased	Long	CISCO SYS INC	17275R102	COM	339,819	413,332	+73,513	+21.6%	$26.4M	$48.5M	+$22.2M	+84.1%
Increased	Long	DANAHER CORP DEL	235851102	COM	156,275	1,145,979	+989,704	+633.3%	$29.6M	$218.3M	+$188.7M	+636.7%
Increased	Long	DICKS SPORTING GOODS INC	253393102	COM	298,911	401,067	+102,156	+34.2%	$59.3M	$91.0M	+$31.7M	+53.5%
Increased	Long	GENIUS SPORTS LIMITED	G3934V109	SHARES CL A	8,560,888	13,495,287	+4,934,399	+57.6%	$37.9M	$81.8M	+$43.9M	+115.6%
Increased	Long	GLOBAL PMTS INC	37940X102	COM	6,360,392	8,906,709	+2,546,317	+40.0%	$428.1M	$646.3M	+$218.2M	+51.0%
Increased	Put	ISHARES TR	464287655	RUSSELL 2000 ETF	375,000	918,200	+543,200	+144.9%	$93.0M	$275.9M	+$182.9M	+196.6%
Increased	Long	META PLATFORMS INC	30303M102	CL A	122,662	356,841	+234,179	+190.9%	$70.2M	$201.0M	+$130.8M	+186.4%
Increased	Long	NATIONAL VISION HLDGS INC	63845R107	COM	1,565,917	3,101,083	+1,535,166	+98.0%	$40.6M	$59.0M	+$18.4M	+45.4%
Increased	Long	TENET HEALTHCARE CORP	88033G407	COM NEW	1,524,854	2,235,666	+710,812	+46.6%	$287.8M	$418.2M	+$130.5M	+45.3%
Increased	Long	THERMO FISHER SCIENTIFIC INC	883556102	COM	250,525	627,240	+376,715	+150.4%	$123.1M	$314.5M	+$191.3M	+155.4%
Increased	Long	UBER TECHNOLOGIES INC	90353T100	COM	1,455,872	1,793,598	+337,726	+23.2%	$104.7M	$129.4M	+$24.7M	+23.6%
Increased	Long	VIATRIS INC	92556V106	COM	9,087,244	9,877,409	+790,165	+8.7%	$122.8M	$156.9M	+$34.1M	+27.8%
Decreased	Long	ADVANCED MICRO DEVICES INC	007903107	COM	650,792	298,410	−352,382	−54.1%	$132.4M	$173.3M	+$41.0M	+30.9%
Decreased	Long	APPLIED MATLS INC	038222105	COM	197,209	65,201	−132,008	−66.9%	$67.4M	$47.1M	−$20.3M	−30.1%
Decreased	Long	BIO-TECHNE CORP	09073M104	COM	186,312	58,324	−127,988	−68.7%	$9.7M	$4.1M	−$5.6M	−57.7%
Decreased	Long	BLOCK INC	852234103	CL A	1,364,471	1,197,046	−167,425	−12.3%	$82.1M	$91.0M	+$8.9M	+10.8%
Decreased	Long	CENTENE CORP DEL	15135B101	COM	3,213,646	1,886,055	−1,327,591	−41.3%	$105.2M	$121.1M	+$15.9M	+15.1%
Decreased	Long	CVS HEALTH CORP	126650100	COM	8,196,799	4,824,799	−3,372,000	−41.1%	$588.7M	$499.1M	−$89.6M	−15.2%
Decreased	Long	DIGITALOCEAN HLDGS INC	25402D102	COM	250,000	84,812	−165,188	−66.1%	$21.4M	$13.3M	−$8.1M	−37.9%
Decreased	Long	ELEMENT SOLUTIONS INC	28618M106	COM	1,628,683	994,579	−634,104	−38.9%	$55.6M	$47.5M	−$8.1M	−14.6%
Decreased	Long	HUMANA INC	444859102	COM	334,892	254,216	−80,676	−24.1%	$58.1M	$101.0M	+$42.9M	+73.9%
Decreased	Long	ONTO INNOVATION INC	683344105	COM	299,721	205,791	−93,930	−31.3%	$61.5M	$77.9M	+$16.4M	+26.7%
Decreased	Long	PRIMO BRANDS CORPORATION	741623102	CLASS A COM SHS	531,051	404,971	−126,080	−23.7%	$10.0M	$9.9M	−$102.2K	−1.0%
Decreased	Long	SIX FLAGS ENTERTAINMENT CORP	83001C108	COM	2,223,149	2,017,821	−205,328	−9.2%	$39.5M	$43.0M	+$3.5M	+8.9%
Decreased	Long	TEVA PHARMACEUTICAL INDS LTD	881624209	SPONSORED ADS	6,660,220	5,081,091	−1,579,129	−23.7%	$200.6M	$172.1M	−$28.5M	−14.2%
Decreased	Long	THE CIGNA GROUP	125523100	COM	498,841	412,223	−86,618	−17.4%	$133.1M	$113.6M	−$19.4M	−14.6%
Decreased	Long	UNITED AIRLS HLDGS INC	910047109	COM	496,860	494,736	−2,124	−0.4%	$45.7M	$67.3M	+$21.5M	+47.1%