Glenview Capital Management, LLC — Q2 2025 13F Holdings

Name: Glenview Capital Management, LLC — 13F Holdings, Q2 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	15.84%	+1.54%	-31.39%
2	THC	Tenet Healthcare CORP	Stock-Healthcare	14.45%	-0.80%	-13.69%
3	GPN	Global Payments INC	Stock-Industrials	9.68%	+1.59%	+13.79%
4	TEVA	Teva Pharmaceutical-sp Adr	Stock-Healthcare	7.43%	-5.58%	+7.08%
5	GTM	Zoominfo Technologies INC	Stock-Tech	4.64%	-1.75%	+28.11%
6	ALIT	Alight INC - Class A	Stock-Other	3.87%	—	-25.46%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	3.46%	+1.27%	-24.24%
8	CI	THE Cigna Group	Stock-Healthcare	3.44%	+1.78%	-0.58%
9	USFD	US Foods Holding CORP	Stock-Consumer Staples	2.97%	-0.85%	-22.78%
10	DXC	Dxc Technology Co	Stock-Tech	2.51%	—	-15.70%
11	EXPE	Expedia Group INC	Stock-Consumer Disc	2.40%	-1.85%	EXIT
12	META	Meta Platforms Inc-class A	Stock-Comm Services	2.40%	+1.60%	+157.04%
13	PYPL	Paypal Holdings INC	Stock-Financials	2.09%	—	-17.30%
14	VTRS	Viatris INC	Stock-Healthcare	2.06%	+0.27%	-2.89%
15	UHS	Universal Health Services-b	Stock-Healthcare	1.98%	—	-56.11%
16	ESI	Element Solutions INC	Stock-Materials	1.79%	-0.04%	+11.22%
17	DKS	Dick's Sporting Goods INC	Stock-Consumer Disc	1.61%	—	—
18	KNX	Knight-swift Transportation	Stock-Industrials	1.45%	-1.55%	EXIT
19	CAR	Avis Budget Group INC	Stock-Other	1.28%	—	-79.82%
20	UAL	United Airlines Holdings INC	Stock-Industrials	1.27%	-0.01%	+77.10%
21	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	1.14%	—	—
22	WDC	Western Digital CORP	Stock-Tech	1.08%	—	-23.63%
23	BC	Brunswick CORP	Stock-Consumer Disc	1.02%	—	-10.00%
24	SGRY	Surgery Partners INC	Stock-Other	0.95%	-0.67%	—
25	MRVL	Marvell Technology INC	Stock-Tech	0.88%	—	+97.43%
26	JBTM	Jbt Marel CORP	Stock-Industrials	0.81%	—	+29.29%
27	W	Wayfair Inc- Class A	Stock-Consumer Disc	0.76%	—	+56.10%
28	UBER	Uber Technologies INC	Stock-Industrials	0.70%	+1.45%	-39.42%
29	MYGN	Myriad Genetics INC	Stock-Other	0.68%	—	+17.64%
30	MKSI	Mks INC	Stock-Tech	0.65%	-0.24%	EXIT
31	CLVT	Clarivate Plc	Stock-Other	0.57%	—	-19.15%
32	BLCO	Bausch + Lomb CORP	Stock-Other	0.57%	—	+210.77%
33	COO	Cooper Cos Inc/the	Stock-Healthcare	0.56%	—	—
34	BFLY	Butterfly Network INC	Stock-Other	0.56%	—	—
35	MCK	Mckesson CORP	Stock-Healthcare	0.53%	-0.72%	EXIT
36	EYE	National Vision Holdings INC	Stock-Other	0.52%	—	—
37	IQV	Iqvia Holdings INC	Stock-Healthcare	0.44%	-0.92%	EXIT
38	RH	Rh	Stock-Consumer Disc	0.35%	-0.41%	EXIT
39	DHR	Danaher CORP	Stock-Healthcare	0.28%	-0.19%	—
40	ON	On Semiconductor	Stock-Tech	0.26%	—	—
41	DNA	Ginkgo Bioworks Holdings INC	Stock-Other	0.05%	—	-20.33%
42	SNDK	Sandisk CORP	Stock-Tech	0.03%	—	-90.07%
43	BFLYW	Butterfly Network INC -cw25	Stock-Other	—	—	—

Holding changes this quarter

Position changes disclosed by Glenview Capital Management, LLC for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	THC	Tenet Healthcare CORP	+3.2%	-13.69%	Trim
2	TEVA	Teva Pharmaceutical-sp Adr	+1.9%	+7.08%	Add
3	META	Meta Platforms Inc-class A	+1.8%	+157.04%	Add
4	DKS	Dick's Sporting Goods INC	+1.6%	NEW	New buy
5	GTM	Zoominfo Technologies INC	+1.5%	+28.11%	Add
6	TMO	Thermo Fisher Scientific INC	+1.1%	NEW	New buy
7	SGRY	Surgery Partners INC	+1%	NEW	New buy
8	UAL	United Airlines Holdings INC	+0.7%	+77.10%	Add
9	MKSI	Mks INC	+0.7%	NEW	New buy
10	MRVL	Marvell Technology INC	+0.6%	+97.43%	Add
11	COO	Cooper Cos Inc/the	+0.6%	NEW	New buy
12	GPN	Global Payments INC	+0.6%	+13.79%	Add
13	EYE	National Vision Holdings INC	+0.5%	NEW	New buy
14	W	Wayfair Inc- Class A	+0.5%	+56.10%	Add
15	IQV	Iqvia Holdings INC	+0.4%	NEW	New buy
16	BLCO	Bausch + Lomb CORP	+0.4%	+210.77%	Add
17	ESI	Element Solutions INC	+0.4%	+11.22%	Add
18	RH	Rh	+0.4%	NEW	New buy
19	WDC	Western Digital CORP	+0.3%	-23.63%	Trim
20	DHR	Danaher CORP	+0.3%	NEW	New buy
21	ON	On Semiconductor	+0.3%	NEW	New buy
22	JBTM	Jbt Marel CORP	+0.3%	+29.29%	Add
23	PYPL	Paypal Holdings INC	+0.1%	-17.30%	Trim
24	USFD	US Foods Holding CORP	+0.1%	-22.78%	Trim
25	BC	Brunswick CORP	+0.1%	-10.00%	Trim
26	BFLY	Butterfly Network INC	—	—	Unchanged
27	CLVT	Clarivate Plc	—	-19.15%	Trim
28	AMZN	Amazon.com INC	0%	-24.24%	Trim
29	KNX	Knight-swift Transportation	-0.1%	-16.68%	Trim
30	6D8	Dupont De Nemours INC	-0.1%	EXIT	Sold out
31	UBER	Uber Technologies INC	-0.1%	-39.42%	Trim
32	SXT	Sensient Technologies CORP	-0.1%	EXIT	Sold out
33	MYGN	Myriad Genetics INC	-0.2%	+17.64%	Add
34	BKD	Brookdale Senior Living INC	-0.2%	EXIT	Sold out
35	OSCR	Oscar Health INC - Class A	-0.3%	EXIT	Sold out
36	EXPE	Expedia Group INC	-0.3%	-21.56%	Trim
37	SNDK	Sandisk CORP	-0.3%	-90.07%	Trim
38	XRAY	Dentsply Sirona INC	-0.3%	EXIT	Sold out
39	DKNG	Draftkings Inc-cl A	-0.4%	EXIT	Sold out
40	DXC	Dxc Technology Co	-0.4%	-15.70%	Trim
41	PINS	Pinterest Inc- Class A	-0.8%	EXIT	Sold out
42	MCK	Mckesson CORP	-0.8%	-68.74%	Trim
43	DIS	Walt Disney Co/the	-0.9%	EXIT	Sold out
44	ALIT	Alight INC - Class A	-0.9%	-25.46%	Trim
45	CAR	Avis Budget Group INC	-1.2%	-79.82%	Trim
46	CNC	Centene CORP	-1.9%	EXIT	Sold out
47	UHS	Universal Health Services-b	-2.1%	-56.11%	Trim
48	CTVA	Corteva INC	-2.2%	EXIT	Sold out
49	DNB	Dun & Bradstreet Holdings In	-2.2%	EXIT	Sold out
50	CVS	Cvs Health CORP	-4.1%	-31.39%	Trim