Glenview Capital Management

GLENVIEW CAPITAL MANAGEMENT, LLC · CIK 0001138995 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC sourceActivist Investor

Glenview Capital Management (GLENVIEW CAPITAL MANAGEMENT, LLC) reported 45 positions worth $5.49B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GPN (11.8%). Biggest move: reduce CVS ($348.8M).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.49B
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.7%
Est. Net Flow (Q)
2026 Q2
10 / 45 positions shown
#SymbolCompanyTypeValue% Port.Time HeldShares1YYTD
1GPNGLOBAL PMTS INCSH$646.3M11.77%4.8 Years8,906,709
2CVSCVS HEALTH CORPSH$499.1M9.09%2.8 Years4,824,799
3THCTENET HEALTHCARE CORPSH$418.2M7.62%4.8 Years2,235,666
4TMOTHERMO FISHER SCIENTIFIC INCSH$314.5M5.73%1.3 Years627,240
5AMZNAMAZON COM INCSH$303.1M5.52%3.5 Years1,271,687
6IWMISHARES TRPUT$275.9M5.02%918,200
7AAGILENT TECHNOLOGIES INCSH$261.6M4.76%1 Q1,969,541
8DHRDANAHER CORP DELSH$218.3M3.97%1.3 Years1,145,979
9METAMETA PLATFORMS INCSH$201.0M3.66%1.5 Years356,841
10SPYSTATE STR SPDR S&P 500 ETF TPUT$194.2M3.54%260,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Glenview Capital Management hold as of Q2 2026?

Glenview Capital Management reported 45 positions worth $5.49B in its Q2 2026 13F filing. Largest positions: GPN (11.8%), CVS (9.1%), THC (7.6%), TMO (5.7%) and AMZN (5.5%).

What did Glenview Capital Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Glenview Capital Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.