Glenview Capital Management 13F, Q2 2026
Larry Robbins · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1138995
Common stock only: shares the fund reported owning at the quarter end, valued as filed. The filing also lists 3 put and call lines, reported at the value of the underlying shares; they are not ownership and are not in these totals.
Largest positions, Q2 2026
The 25 largest of 42 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| GLOBAL PMTS INC | GPN | $646.27M | 12.9% | +40% shares |
| CVS HEALTH CORP | CVS | $499.13M | 10.0% | -41% shares |
| TENET HEALTHCARE CORP | THC | $418.25M | 8.3% | +47% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $314.47M | 6.3% | +150% shares |
| AMAZON COM INC | AMZN | $303.09M | 6.0% | +20% shares |
| AGILENT TECHNOLOGIES INC | A | $261.61M | 5.2% | new |
| DANAHER CORP DEL | DHR | $218.29M | 4.4% | +633% shares |
| META PLATFORMS INC | META | $201.00M | 4.0% | +191% shares |
| ADVANCED MICRO DEVICES INC | AMD | $173.35M | 3.5% | -54% shares |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | $172.15M | 3.4% | -24% shares |
| VIATRIS INC | VTRS | $156.85M | 3.1% | +9% shares |
| UBER TECHNOLOGIES INC | UBER | $129.43M | 2.6% | +23% shares |
| CENTENE CORP DEL | CNC | $121.07M | 2.4% | -41% shares |
| BUTTERFLY NETWORK INC | BFLY | $120.70M | 2.4% | unchanged |
| THE CIGNA GROUP | CI | $113.64M | 2.3% | -17% shares |
| HUMANA INC | HUM | $100.98M | 2.0% | -24% shares |
| BLOCK INC | XYZ | $90.98M | 1.8% | -12% shares |
| DICKS SPORTING GOODS INC | DKS | $90.97M | 1.8% | +34% shares |
| GENIUS SPORTS LIMITED | $81.78M | 1.6% | +58% shares | |
| ONTO INNOVATION INC | ONTO | $77.88M | 1.6% | -31% shares |
| ELI LILLY & CO | LLY | $69.29M | 1.4% | new |
| UNITED AIRLS HLDGS INC | UAL | $67.28M | 1.3% | unchanged |
| NATIONAL VISION HLDGS INC | EYE | $58.95M | 1.2% | +98% shares |
| CISCO SYS INC | CSCO | $48.55M | 1.0% | +22% shares |
| ELEMENT SOLUTIONS INC | ESI | $47.49M | 0.9% | -39% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Glenview Capital Management opened 12 new positions, added to 13, trimmed 14, left 3 unchanged and exited 11. 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 0000905148-26-003712, 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.