Glenview Capital Management 13F, Q3 2025
Larry Robbins · quarter ending 30 September 2025 · filed 14 November 2025 · SEC CIK 1138995
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 1 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q3 2025
The 25 largest of 53 positions. Weights are against the whole filed book. Changes are in shares held, against the Q2 2025 filing.
| Company | Ticker | Value | % of book | vs Q2 2025 |
|---|---|---|---|---|
| CVS HEALTH CORP | CVS | $617.96M | 15.0% | unchanged |
| TENET HEALTHCARE CORP | THC | $471.80M | 11.5% | -21% shares |
| GLOBAL PMTS INC | GPN | $427.19M | 10.4% | +19% shares |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | $337.19M | 8.2% | +6% shares |
| ZOOMINFO TECHNOLOGIES INC | GTM | $201.89M | 4.9% | +13% shares |
| AMAZON COM INC | AMZN | $143.19M | 3.5% | +16% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $137.23M | 3.3% | +183% shares |
| DXC TECHNOLOGY CO | DXC | $113.67M | 2.8% | +42% shares |
| UNIVERSAL HLTH SVCS INC | UHS | $98.57M | 2.4% | +24% shares |
| PAYPAL HLDGS INC | PYPL | $89.42M | 2.2% | +33% shares |
| VIATRIS INC | VTRS | $81.65M | 2.0% | unchanged |
| US FOODS HLDG CORP | USFD | $81.63M | 2.0% | -23% shares |
| DICKS SPORTING GOODS INC | DKS | $78.13M | 1.9% | +21% shares |
| EXPEDIA GROUP INC | EXPE | $76.91M | 1.9% | -29% shares |
| ZILLOW GROUP INC | Z | $68.55M | 1.7% | new |
| ALIGHT INC | ALITEUR | $66.43M | 1.6% | -16% shares |
| ICON PLC | $65.00M | 1.6% | new | |
| MARVELL TECHNOLOGY INC | MRVL | $56.91M | 1.4% | +66% shares |
| UNITED AIRLS HLDGS INC | UAL | $56.16M | 1.4% | +2% shares |
| ELEMENT SOLUTIONS INC | ESI | $55.55M | 1.4% | -22% shares |
| SURGERY PARTNERS INC | SGRY | $55.11M | 1.3% | +67% shares |
| THE CIGNA GROUP | CI | $54.12M | 1.3% | -50% shares |
| DANAHER CORPORATION | DHR | $52.42M | 1.3% | +429% shares |
| UBER TECHNOLOGIES INC | UBER | $46.22M | 1.1% | +77% shares |
| MCKESSON CORP | MCK | $43.62M | 1.1% | +121% shares |
What changed since Q2 2025
Against the Q2 2025 filing, Glenview Capital Management opened 17 new positions, added to 19, trimmed 10, left 7 unchanged and exited 6. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000905148-25-004016, filed by GLENVIEW CAPITAL MANAGEMENT, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.