Glenview Capital Management, LLC — Q1 2025 13F Holdings

Name: Glenview Capital Management, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001138995

Total reported value

$4.0B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CVS	Cvs Health CORP	Stock-Healthcare	19.90%	+1.54%	—
2	THC	Tenet Healthcare CORP	Stock-Healthcare	11.23%	-0.80%	+19.66%
3	GPN	Global Payments INC	Stock-Industrials	9.13%	+1.59%	-3.37%
4	TEVA	Teva Pharmaceutical-sp Adr	Stock-Healthcare	5.58%	-5.58%	+74.76%
5	ALIT	Alight INC - Class A	Stock-Other	4.77%	—	+2.50%
6	UHS	Universal Health Services-b	Stock-Healthcare	4.10%	—	+0.92%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	3.48%	+1.27%	+122.89%
8	GTM	Zoominfo Technologies INC	Stock-Tech	3.14%	-1.75%	+28.04%
9	CI	THE Cigna Group	Stock-Healthcare	3.03%	+1.78%	-40.85%
10	DXC	Dxc Technology Co	Stock-Tech	2.92%	—	-11.78%
11	USFD	US Foods Holding CORP	Stock-Consumer Staples	2.87%	-0.85%	+11.02%
12	EXPE	Expedia Group INC	Stock-Consumer Disc	2.68%	-1.85%	EXIT
13	CAR	Avis Budget Group INC	Stock-Other	2.50%	—	+105.64%
14	CTVA	Corteva INC	Stock-Materials	2.15%	—	-32.28%
15	DNB	Dun & Bradstreet Holdings In	Stock-Other	2.15%	—	-33.96%
16	PYPL	Paypal Holdings INC	Stock-Financials	1.95%	—	—
17	CNC	Centene CORP	Stock-Healthcare	1.94%	+1.09%	+1.11%
18	VTRS	Viatris INC	Stock-Healthcare	1.82%	+0.27%	-8.91%
19	KNX	Knight-swift Transportation	Stock-Industrials	1.50%	-1.55%	EXIT
20	ESI	Element Solutions INC	Stock-Materials	1.41%	-0.04%	+3.32%
21	MCK	Mckesson CORP	Stock-Healthcare	1.35%	-0.72%	EXIT
22	BC	Brunswick CORP	Stock-Consumer Disc	0.97%	—	+67.80%
23	DIS	Walt Disney Co/the	Stock-Comm Services	0.89%	—	—
24	MYGN	Myriad Genetics INC	Stock-Other	0.85%	—	-6.20%
25	PINS	Pinterest Inc- Class A	Stock-Comm Services	0.81%	—	+196.78%
26	UBER	Uber Technologies INC	Stock-Industrials	0.79%	+1.45%	-68.34%
27	WDC	Western Digital CORP	Stock-Tech	0.78%	—	+12.54%
28	META	Meta Platforms Inc-class A	Stock-Comm Services	0.64%	+1.60%	—
29	CLVT	Clarivate Plc	Stock-Other	0.57%	—	-68.31%
30	JBTM	Jbt Marel CORP	Stock-Industrials	0.56%	—	—
31	BFLY	Butterfly Network INC	Stock-Other	0.56%	—	—
32	UAL	United Airlines Holdings INC	Stock-Industrials	0.55%	-0.01%	—
33	DKNG	Draftkings Inc-cl A	Stock-Consumer Disc	0.38%	—	—
34	XRAY	Dentsply Sirona INC	Stock-Healthcare	0.31%	—	—
35	MRVL	Marvell Technology INC	Stock-Tech	0.31%	—	—
36	SNDK	Sandisk CORP	Stock-Tech	0.31%	—	—
37	W	Wayfair Inc- Class A	Stock-Consumer Disc	0.27%	—	—
38	OSCR	Oscar Health INC - Class A	Stock-Healthcare	0.26%	—	—
39	BKD	Brookdale Senior Living INC	Stock-Other	0.20%	—	-13.33%
40	BLCO	Bausch + Lomb CORP	Stock-Other	0.18%	—	—
41	SXT	Sensient Technologies CORP	Stock-Materials	0.12%	—	—
42	6D8	Dupont De Nemours INC	Stock-Other	0.06%	—	—
43	DNA	Ginkgo Bioworks Holdings INC	Stock-Other	0.03%	—	—
44	BFLYW	Butterfly Network INC -cw25	Stock-Other	—	—	—

Holding changes this quarter

Position changes disclosed by Glenview Capital Management, LLC for the quarter ending Q1 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GPN	Global Payments INC	+6.2%	-3.37%	Add
2	AMZN	Amazon.com INC	+2.3%	+122.89%	Add
3	DNB	Dun & Bradstreet Holdings In	+1.9%	-33.96%	Add
4	MYGN	Myriad Genetics INC	-0.4%	-6.20%	Add
5	CNC	Centene CORP	-0.5%	+1.11%	Trim
6	BFLY	Butterfly Network INC	-0.7%	—	Add
7	THC	Tenet Healthcare CORP	-0.7%	+19.66%	Trim
8	META	Meta Platforms Inc-class A	-1.1%	—	Trim
9	6D8	Dupont De Nemours INC	-1.6%	—	Trim
10	BKD	Brookdale Senior Living INC	-1.8%	-13.33%	Trim
11	DXC	Dxc Technology Co	-1.8%	-11.78%	Trim
12	CI	THE Cigna Group	-2.1%	-40.85%	Trim
13	MCK	Mckesson CORP	-3.4%	-46.01%	Trim
14	CVS	Cvs Health CORP	—	NEW	New buy
15	BHC	Bausch Health Cos INC	—	EXIT	Sold out
16	TEVA	Teva Pharmaceutical-sp Adr	—	NEW	New buy
17	0VVB	Paramount Global-class B	—	EXIT	Sold out
18	COR	Cencora INC	—	EXIT	Sold out
19	ALIT	Alight INC - Class A	—	NEW	New buy
20	TAK	Takeda Pharmaceutic-sp Adr	—	EXIT	Sold out
21	HCA	Hca Healthcare INC	—	EXIT	Sold out
22	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
23	KO	The Coca-Cola Company	—	EXIT	Sold out
24	GTM	Zoominfo Technologies INC	—	NEW	New buy
25	WBA	Walgreens Boots Alliance INC	—	EXIT	Sold out
26	USFD	US Foods Holding CORP	—	NEW	New buy
27	EXPE	Expedia Group INC	—	NEW	New buy
28	CAR	Avis Budget Group INC	—	NEW	New buy
29	BSX	Boston Scientific CORP	—	EXIT	Sold out
30	FMC	Fmc CORP	—	EXIT	Sold out
31	BAX	Baxter International INC	—	EXIT	Sold out
32	FISV	Fiserv INC	—	EXIT	Sold out
33	APTV	Aptiv PLC	—	EXIT	Sold out
34	PYPL	Paypal Holdings INC	—	NEW	New buy
35	NSC	Norfolk Southern CORP	—	EXIT	Sold out
36	UNP	Union Pacific CORP	—	EXIT	Sold out
37	MOH	Molina Healthcare INC	—	EXIT	Sold out
38	VTRS	Viatris INC	—	NEW	New buy
39	DVA	Davita INC	—	EXIT	Sold out
40	HUM	Humana INC	—	EXIT	Sold out
41	ELV	Elevance Health INC	—	EXIT	Sold out
42	KNX	Knight-swift Transportation	—	NEW	New buy
43	✓	Ironsource LTD	—	EXIT	Sold out
44	HO1	Hologic INC	—	EXIT	Sold out
45	EBI	Longview Advantage ETF	—	EXIT	Sold out
46	V	Visa Inc-class A Shares	—	EXIT	Sold out
47	SABR	Sabre CORP	—	EXIT	Sold out
48	NSP	Insperity INC	—	EXIT	Sold out
49	BHVN	Biohaven Ltd.	—	EXIT	Sold out
50	BC	Brunswick CORP	—	NEW	New buy