Q1 2025 · 13F-HR
GLENVIEW CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-05-15 · accession 0000905148-25-001735
$4.07B
Reported value
45
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 126650100 | CVS | CVS HEALTH CORP | $809.4M | 19.9% | 11,946,799 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $456.6M | 11.2% | 3,394,834 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $371.5M | 9.13% | 3,793,683 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $227.1M | 5.58% | 14,778,641 | Common | SOLE |
| 01626W101 | ALIT | ALIGHT INC | $194.0M | 4.77% | 32,709,682 | Common | SOLE |
| 913903100 | UHS | UNIVERSAL HLTH SVCS INC | $166.7M | 4.10% | 887,370 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $141.4M | 3.48% | 742,962 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $127.9M | 3.14% | 12,786,800 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $123.1M | 3.03% | 374,057 | Common | SOLE |
| 23355L106 | DXC | DXC TECHNOLOGY CO | $118.7M | 2.92% | 6,959,119 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $116.9M | 2.87% | 1,785,729 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $108.9M | 2.68% | 647,961 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $87.6M | 2.15% | 1,392,104 | Common | SOLE |
| 26484T106 | DNB | DUN & BRADSTREET HLDGS INC | $87.3M | 2.15% | 9,768,483 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $83.7M | 2.06% | 1,102,904 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $79.4M | 1.95% | 1,216,652 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $79.0M | 1.94% | 1,301,660 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $74.0M | 1.82% | 8,492,943 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $61.1M | 1.50% | 1,404,054 | Common | SOLE |
| 28618M106 | ESI | ELEMENT SOLUTIONS INC | $57.2M | 1.41% | 2,531,937 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $55.1M | 1.35% | 81,852 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $39.4M | 0.97% | 731,638 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $36.3M | 0.89% | 367,712 | Common | SOLE |
| 62855J104 | MYGN | MYRIAD GENETICS INC | $34.6M | 0.85% | 3,899,550 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $33.0M | 0.81% | 1,063,523 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $32.1M | 0.79% | 440,193 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $31.8M | 0.78% | 786,435 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $26.0M | 0.64% | 45,104 | Common | SOLE |
| G21810109 | CLVT | CLARIVATE PLC | $23.1M | 0.57% | 5,885,056 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $22.8M | 0.56% | 186,695 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $22.7M | 0.56% | 9,955,144 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $22.2M | 0.55% | 321,216 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $17.8M | 0.44% | 235,000 | CALL | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $15.6M | 0.38% | 470,283 | Common | SOLE |
| 24906P109 | XRAY | DENTSPLY SIRONA INC | $12.8M | 0.31% | 855,342 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $12.7M | 0.31% | 206,160 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $12.5M | 0.31% | 262,142 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $10.8M | 0.27% | 338,178 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $10.5M | 0.26% | 798,981 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $8.1M | 0.20% | 1,300,000 | Common | SOLE |
| 071705107 | BLCO | BAUSCH PLUS LOMB CORP | $7.3M | 0.18% | 500,000 | Common | SOLE |
| 81725T100 | SXT | SENSIENT TECHNOLOGIES CORP | $5.0M | 0.12% | 67,312 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $2.5M | 0.06% | 33,325 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $1.1M | 0.03% | 187,501 | Common | SOLE |
| 124155110 | BFLYW | BUTTERFLY NETWORK INC | $154,200 | 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.