Q4 2023 · 13F-HR
GLENVIEW CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2024-02-14 · accession 0000905148-24-000708
$4.68B
Reported value
44
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 125523100 | CI | THE CIGNA GROUP | $641.6M | 13.7% | 2,142,526 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $585.1M | 12.5% | 7,742,322 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $318.6M | 6.81% | 1,587,600 | PUT | SOLE |
| 23355L106 | DXC | DXC TECHNOLOGY CO | $297.5M | 6.36% | 13,006,623 | Common | SOLE |
| 913903100 | UHS | UNIVERSAL HLTH SVCS INC | $259.4M | 5.55% | 1,701,416 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $247.4M | 5.29% | 1,948,128 | Common | SOLE |
| G21810109 | CLVT | CLARIVATE PLC | $228.3M | 4.88% | 24,651,047 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $225.2M | 4.81% | 4,698,725 | Common | SOLE |
| 01626W101 | ALIT | ALIGHT INC | $155.3M | 3.32% | 18,202,012 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $151.3M | 3.24% | 326,896 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $125.3M | 2.68% | 943,277 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $120.9M | 2.59% | 1,964,351 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $106.4M | 2.28% | 701,261 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $105.5M | 2.25% | 694,077 | Common | SOLE |
| 62855J104 | MYGN | MYRIAD GENETICS INC | $101.1M | 2.16% | 5,283,982 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $98.6M | 2.11% | 16,944,673 | Common | SOLE |
| 92047W101 | VVV | VALVOLINE INC | $87.2M | 1.86% | 2,320,173 | Common | SOLE |
| 28618M106 | ESI | ELEMENT SOLUTIONS INC | $87.1M | 1.86% | 3,762,620 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $79.6M | 1.70% | 1,753,729 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $68.1M | 1.46% | 251,516 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $65.7M | 1.40% | 6,065,047 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $58.9M | 1.26% | 746,144 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $55.6M | 1.19% | 157,140 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $55.2M | 1.18% | 184,500 | CALL | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $49.3M | 1.05% | 855,577 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $45.4M | 0.97% | 116,933 | Common | SOLE |
| 26484T106 | DNB | DUN & BRADSTREET HLDGS INC | $45.2M | 0.97% | 3,859,884 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $34.9M | 0.75% | 360,677 | Common | SOLE |
| 30049H102 | EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $26.4M | 0.57% | 5,599,039 | Common | SOLE |
| 112463AC8 | BKD 2 10/15/26 | BROOKDALE SR LIVING INC | $23.4M | 0.50% | 25,450,000 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $20.5M | 0.44% | 203,254 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $17.9M | 0.38% | 37,909 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $17.3M | 0.37% | 344,263 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $16.8M | 0.36% | 1,604,633 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $11.4M | 0.24% | 250,000 | CALL | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $10.8M | 0.23% | 179,709 | Common | SOLE |
| 25381B101 | DMRC | DIGIMARC CORP NEW | $10.5M | 0.23% | 291,855 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $8.7M | 0.19% | 8,033,501 | Common | SOLE |
| 68752M108 | OFIX | ORTHOFIX MED INC | $6.7M | 0.14% | 500,000 | Common | SOLE |
| G61188101 | LBTYA | LIBERTY GLOBAL LTD | $3.1M | 0.07% | 176,110 | Common | SOLE |
| 17166A101 | CBUS | CIBUS INC | $2.3M | 0.05% | 116,465 | Common | SOLE |
| 75340L104 | RPID | RAPID MICRO BIOSYSTEMS INC | $975,533 | 0.02% | 1,318,288 | Common | SOLE |
| 25703A203 | — | DOMA HOLDINGS INC | $74,052 | 0.00% | 15,994 | Common | SOLE |
| 124155110 | BFLYW | BUTTERFLY NETWORK INC | $59,967 | 0.00% | 1,713,333 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.