Q2 2025 · 13F-HR
GLENVIEW CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2025-08-14 · accession 0000905148-25-002959
$3.57B
Reported value
43
Positions
2025-06-30
Period end
The Brief · GLENVIEW CAPITAL MANAGEMENT, LLC · Q2 2025
AI · grounded in 13F
GLENVIEW CAPITAL MANAGEMENT, LLC established a new position in CVS valued at $565.4M. The fund also initiated new stakes in THC for $515.7M and GPN for $345.5M. Other new additions include TEVA, GTM, and ALIT.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 126650100 | CVS | CVS HEALTH CORP | $565.4M | 15.8% | 8,196,799 | Common | SOLE |
| 88033G407 | THC | TENET HEALTHCARE CORP | $515.7M | 14.4% | 2,930,005 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PMTS INC | $345.5M | 9.68% | 4,316,892 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $265.2M | 7.43% | 15,824,223 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $165.8M | 4.64% | 16,381,399 | Common | SOLE |
| 01626W101 | ALIT | ALIGHT INC | $138.0M | 3.87% | 24,382,328 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $123.5M | 3.46% | 562,874 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $122.9M | 3.44% | 371,893 | Common | SOLE |
| 912008109 | USFD | US FOODS HLDG CORP | $106.2M | 2.97% | 1,378,881 | Common | SOLE |
| 23355L106 | DXC | DXC TECHNOLOGY CO | $89.7M | 2.51% | 5,866,547 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $85.7M | 2.40% | 508,256 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $85.6M | 2.40% | 115,934 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $74.8M | 2.09% | 1,006,144 | Common | SOLE |
| 92556V106 | VTRS | VIATRIS INC | $73.7M | 2.06% | 8,247,584 | Common | SOLE |
| 913903100 | UHS | UNIVERSAL HLTH SVCS INC | $70.6M | 1.98% | 389,477 | Common | SOLE |
| 28618M106 | ESI | ELEMENT SOLUTIONS INC | $63.8M | 1.79% | 2,816,046 | Common | SOLE |
| 253393102 | DKS | DICKS SPORTING GOODS INC | $57.5M | 1.61% | 290,532 | Common | SOLE |
| 499049104 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $51.7M | 1.45% | 1,169,876 | Common | SOLE |
| 053774105 | CAR | AVIS BUDGET GROUP | $45.6M | 1.28% | 270,000 | CALL | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $45.3M | 1.27% | 568,862 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $40.5M | 1.14% | 100,000 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $38.4M | 1.08% | 600,570 | Common | SOLE |
| 117043109 | BC | BRUNSWICK CORP | $36.4M | 1.02% | 658,501 | Common | SOLE |
| 86881A100 | SGRY | SURGERY PARTNERS INC | $34.0M | 0.95% | 1,529,225 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $31.5M | 0.88% | 407,012 | Common | SOLE |
| 477839104 | JBTM | JBT MAREL CORPORATION | $29.0M | 0.81% | 241,387 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $27.0M | 0.76% | 527,892 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $24.9M | 0.70% | 266,671 | Common | SOLE |
| 62855J104 | MYGN | MYRIAD GENETICS INC | $24.4M | 0.68% | 4,587,407 | Common | SOLE |
| 55306N104 | MKSI | MKS INC. | $23.1M | 0.65% | 232,296 | Common | SOLE |
| G21810109 | CLVT | CLARIVATE PLC | $20.5M | 0.57% | 4,758,136 | Common | SOLE |
| 071705107 | BLCO | BAUSCH PLUS LOMB CORP | $20.2M | 0.57% | 1,553,855 | Common | SOLE |
| 216648501 | COO | COOPER COS INC | $20.0M | 0.56% | 280,688 | Common | SOLE |
| 124155102 | BFLY | BUTTERFLY NETWORK INC | $19.9M | 0.56% | 9,955,144 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $18.7M | 0.53% | 25,584 | Common | SOLE |
| 63845R107 | EYE | NATIONAL VISION HLDGS INC | $18.7M | 0.52% | 812,534 | Common | SOLE |
| 46266C105 | IQV | IQVIA HLDGS INC | $15.8M | 0.44% | 100,000 | Common | SOLE |
| 74967X103 | RH | RH | $12.5M | 0.35% | 65,922 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $9.9M | 0.28% | 50,000 | Common | SOLE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $9.1M | 0.26% | 174,191 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $1.7M | 0.05% | 149,379 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $1.2M | 0.03% | 26,030 | Common | SOLE |
| 124155110 | BFLYW | BUTTERFLY NETWORK INC | $103,314 | 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.