Filed: 11/14/2025ACC: 0000905148-25-004016
📋 What this filing means
GLENVIEW CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $4.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$4.49B
Total AUM (reported)
136.40M
Total Shares
Allocation by class
COM$2.56B57.0%
COM NEW$548.71M12.2%
TR UNIT$377.52M8.4%
SPONSORED ADS$337.19M7.5%
COMMON STOCK$201.89M4.5%
CL A$99.48M2.2%
CL B$98.57M2.2%
Portfolio Concentration
Top 3$1.52B33.8%
4–10$1.41B31.4%
11–25$984.22M21.9%
Rest$581.87M13.0%
Top 3 weight
33.8%
Top 10 weight
65.1%
Voting Authority Distribution
Total shares with voting rights: 136.40M
Sole
Full voting authority
136.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
CVS HEALTH CORP
SOLEShares8.20M
TypeSH
Market value$617.96M
13.76%
Sole
8.20M
Shared
0.00
None
0.00
TENET HEALTHCARE CORP
SOLEShares2.32M
TypeSH
Market value$471.80M
10.50%
Sole
2.32M
Shared
0.00
None
0.00
GLOBAL PMTS INC
SOLEShares5.14M
TypeSH
Market value$427.19M
9.51%
Sole
5.14M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares566.70K
TypeSH
Market value$377.52M
8.40%
Sole
566.70K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares16.69M
TypeSH
Market value$337.19M
7.51%
Sole
16.69M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares18.51M
TypeSH
Market value$201.89M
4.49%
Sole
18.51M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares652.14K
TypeSH
Market value$143.19M
3.19%
Sole
652.14K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares282.94K
TypeSH
Market value$137.23M
3.05%
Sole
282.94K
Shared
0.00
None
0.00
DXC TECHNOLOGY CO
SOLEShares8.34M
TypeSH
Market value$113.67M
2.53%
Sole
8.34M
Shared
0.00
None
0.00
UNIVERSAL HLTH SVCS INC
SOLEShares482.17K
TypeSH
Market value$98.57M
2.19%
Sole
482.17K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares1.33M
TypeSH
Market value$89.42M
1.99%
Sole
1.33M
Shared
0.00
None
0.00
VIATRIS INC
SOLEShares8.25M
TypeSH
Market value$81.65M
1.82%
Sole
8.25M
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares1.07M
TypeSH
Market value$81.63M
1.82%
Sole
1.07M
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares351.60K
TypeSH
Market value$78.13M
1.74%
Sole
351.60K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares359.79K
TypeSH
Market value$76.91M
1.71%
Sole
359.79K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares889.67K
TypeSH
Market value$68.55M
1.53%
Sole
889.67K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares20.38M
TypeSH
Market value$66.43M
1.48%
Sole
20.38M
Shared
0.00
None
0.00
ICON PLC
SOLEShares371.42K
TypeSH
Market value$65.00M
1.45%
Sole
371.42K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares676.98K
TypeSH
Market value$56.91M
1.27%
Sole
676.98K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares582.01K
TypeSH
Market value$56.16M
1.25%
Sole
582.01K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares2.21M
TypeSH
Market value$55.55M
1.24%
Sole
2.21M
Shared
0.00
None
0.00
SURGERY PARTNERS INC
SOLEShares2.55M
TypeSH
Market value$55.11M
1.23%
Sole
2.55M
Shared
0.00
None
0.00
THE CIGNA GROUP
SOLEShares187.76K
TypeSH
Market value$54.12M
1.20%
Sole
187.76K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares264.42K
TypeSH
Market value$52.42M
1.17%
Sole
264.42K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares471.80K
TypeSH
Market value$46.22M
1.03%
Sole
471.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORPSOLE | COM | 8.20M | SH | $617.96M 13.76% | 8.20M | 0.00 | 0.00 |
TENET HEALTHCARE CORPSOLE | COM NEW | 2.32M | SH | $471.80M 10.50% | 2.32M | 0.00 | 0.00 |
GLOBAL PMTS INCSOLE | COM | 5.14M | SH | $427.19M 9.51% | 5.14M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 566.70K | SH | $377.52M 8.40% | 566.70K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 16.69M | SH | $337.19M 7.51% | 16.69M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 18.51M | SH | $201.89M 4.49% | 18.51M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 652.14K | SH | $143.19M 3.19% | 652.14K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 282.94K | SH | $137.23M 3.05% | 282.94K | 0.00 | 0.00 |
DXC TECHNOLOGY COSOLE | COM | 8.34M | SH | $113.67M 2.53% | 8.34M | 0.00 | 0.00 |
UNIVERSAL HLTH SVCS INCSOLE | CL B | 482.17K | SH | $98.57M 2.19% | 482.17K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 1.33M | SH | $89.42M 1.99% | 1.33M | 0.00 | 0.00 |
VIATRIS INCSOLE | COM | 8.25M | SH | $81.65M 1.82% | 8.25M | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 1.07M | SH | $81.63M 1.82% | 1.07M | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 351.60K | SH | $78.13M 1.74% | 351.60K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 359.79K | SH | $76.91M 1.71% | 359.79K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 889.67K | SH | $68.55M 1.53% | 889.67K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 20.38M | SH | $66.43M 1.48% | 20.38M | 0.00 | 0.00 |
ICON PLCSOLE | SHS | 371.42K | SH | $65.00M 1.45% | 371.42K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 676.98K | SH | $56.91M 1.27% | 676.98K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 582.01K | SH | $56.16M 1.25% | 582.01K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 2.21M | SH | $55.55M 1.24% | 2.21M | 0.00 | 0.00 |
SURGERY PARTNERS INCSOLE | COM | 2.55M | SH | $55.11M 1.23% | 2.55M | 0.00 | 0.00 |
THE CIGNA GROUPSOLE | COM | 187.76K | SH | $54.12M 1.20% | 187.76K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 264.42K | SH | $52.42M 1.17% | 264.42K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 471.80K | SH | $46.22M 1.03% | 471.80K | 0.00 | 0.00 |
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