GLENVIEW CAPITAL MANAGEMENT, LLC
13F filer · CIK 1138995 · New York, NY
Summary
GLENVIEW CAPITAL MANAGEMENT, LLC reported $5.49B across 45 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are GPN (11.8%), CVS (9.1%), THC (7.6%). Versus 2026 Q1, leaving options aside, it opened 12 new positions, added to 14, trimmed 15 and sold out of 11.
Reported value$5.49B
Positions45incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions12
Added14
Trimmed15
Sold out11
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.8%Value $646.27MPrice $83.33Shares 8.91M +40.03%Since Jun 30 +14.84%
Weight 9.1%Value $499.13MPrice $87.10Shares 4.82M -41.14%Since Jun 30 -15.80%
Weight 7.6%Value $418.25MPrice $257.60Shares 2.24M +46.62%Since Jun 30 +37.70%
Weight 5.7%Value $314.47MPrice $679.61Shares 627K +150.37%Since Jun 30 +35.55%
Weight 5.5%Value $303.09MPrice $246.67Shares 1.27M +20.05%Since Jun 30 +3.50%
Weight 4.8%Value $261.61MPrice $175.03Shares 1.97MSince Jun 30 +31.77%
Weight 4.0%Value $218.29MPrice $226.11Shares 1.15M +633.31%Since Jun 30 +18.71%
Weight 3.7%Value $201.00MPrice $738.79Shares 357K +190.91%Since Jun 30 +31.16%
Weight 3.2%Value $173.35MPrice $607.57Shares 298K -54.15%Since Jun 30 +4.59%
Weight 3.1%Value $172.15MPrice $39.81Shares 5.08M -23.71%Since Jun 30 +17.50%
Weight 2.9%Value $156.85MPrice $18.12Shares 9.88M +8.70%Since Jun 30 +14.11%
Weight 2.4%Value $129.43MPrice $69.36Shares 1.79M +23.20%Since Jun 30 -3.88%
Weight 2.2%Value $121.07MPrice $62.21Shares 1.89M -41.31%Since Jun 30 -3.08%
Weight 2.2%Value $120.70MPrice $9.10Shares 14.34MSince Jun 30 +8.08%
Weight 2.1%Value $113.64MPrice $275.26Shares 412K -17.36%Since Jun 30 -0.15%
Weight 1.8%Value $100.98MPrice $386.87Shares 254K -24.09%Since Jun 30 -2.61%
Weight 1.7%Value $90.98MPrice $74.05Shares 1.20M -12.27%Since Jun 30 -2.57%
Weight 1.7%Value $90.97MPrice $134.70Shares 401K +34.18%Since Jun 30 -40.61%
Weight 1.5%Value $81.78MPrice $6.17Shares 13.50M +57.64%Since Jun 30 +1.82%
Weight 1.4%Value $77.88MPrice $304.69Shares 206K -31.34%Since Jun 30 -19.49%
Weight 1.3%Value $69.29MPrice $1185Shares 58KSince Jun 30 -1.23%
Weight 1.2%Value $67.28MPrice $112.65Shares 495K -0.43%Since Jun 30 -17.16%
Weight 1.1%Value $58.95MPrice $16.38Shares 3.10M +98.04%Since Jun 30 -13.83%
Weight 0.9%Value $48.55MPrice $106.94Shares 413K +21.63%Since Jun 30 -8.96%
Weight 0.9%Value $47.49MPrice $35.97Shares 995K -38.93%Since Jun 30 -24.67%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.8% | $646.27M | +14.84% | +40.03% | Add | |
| 9.1% | $499.13M | -15.80% | -41.14% | Trim | |
| 7.6% | $418.25M | +37.70% | +46.62% | Add | |
| 5.7% | $314.47M | +35.55% | +150.37% | Add | |
| 5.5% | $303.09M | +3.50% | +20.05% | Add | |
| 4.8% | $261.61M | +31.77% | — | New | |
| 4.0% | $218.29M | +18.71% | +633.31% | Add | |
| 3.7% | $201.00M | +31.16% | +190.91% | Add | |
| 3.2% | $173.35M | +4.59% | -54.15% | Trim | |
| 3.1% | $172.15M | +17.50% | -23.71% | Trim | |
| 2.9% | $156.85M | +14.11% | +8.70% | Add | |
| 2.4% | $129.43M | -3.88% | +23.20% | Add | |
| 2.2% | $121.07M | -3.08% | -41.31% | Trim | |
| 2.2% | $120.70M | +8.08% | — | Hold | |
| 2.1% | $113.64M | -0.15% | -17.36% | Trim | |
| 1.8% | $100.98M | -2.61% | -24.09% | Trim | |
| 1.7% | $90.98M | -2.57% | -12.27% | Trim | |
| 1.7% | $90.97M | -40.61% | +34.18% | Add | |
| 1.5% | $81.78M | +1.82% | +57.64% | Add | |
| 1.4% | $77.88M | -19.49% | -31.34% | Trim | |
| 1.3% | $69.29M | -1.23% | — | New | |
| 1.2% | $67.28M | -17.16% | -0.43% | Trim | |
| 1.1% | $58.95M | -13.83% | +98.04% | Add | |
| 0.9% | $48.55M | -8.96% | +21.63% | Add | |
| 0.9% | $47.49M | -24.67% | -38.93% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.