Glenview Capital Management, LLC Top Holdings and 13F Report (2021)

About Glenview Capital Management, LLC

Investment Activity

Glenview Capital Management, LLC has $3.96 billion in total holdings as of September 30, 2021.
Glenview Capital Management, LLC owns shares of 36 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 14.82% of the portfolio was purchased this quarter.
About 35.67% of the portfolio was sold this quarter.
This quarter, Glenview Capital Management, LLC has purchased 45 new stocks and bought additional shares in 12 stocks.
Glenview Capital Management, LLC sold shares of 15 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

CVS Health: $536,291,807
Global Payments: $439,964,593
Tenet Healthcare: $358,125,240
Alight: $220,824,348
Teva Pharmaceutical Industries: $186,377,381

Largest New Holdings this Quarter

Centene: $77,987,118 Holding
Microsoft: $43,688,054 Holding
John Bean Technologies: $23,728,935 Holding
Pinterest: $10,392,324 Holding
FMC: $7,455,073 Holding

Largest Purchases this Quarter

Alight: 14,199,370 shares (about $98.26M)
Centene: 1,287,341 shares (about $77.99M)
Dun & Bradstreet: 5,235,544 shares (about $65.23M)
ZoomInfo Technologies: 6,051,335 shares (about $63.60M)
Microsoft: 103,649 shares (about $43.69M)

Largest Sales this Quarter

Corteva: 3,187,473 shares (about $181.56M)
The Cigna Group: 419,255 shares (about $115.77M)
McKesson: 115,327 shares (about $65.73M)
DXC Technology: 3,286,072 shares (about $65.66M)
Element Solutions: 2,056,788 shares (about $52.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CVS CVS Health	$536,291,807		0.0%	11,946,799	13.6%	Medical
GPN Global Payments	$439,964,593	$24,093,796 ▼	-5.2%	3,926,152	11.1%	Business Services
THC Tenet Healthcare	$358,125,240	$22,506,052 ▲	6.7%	2,837,085	9.1%	Medical
ALIT Alight	$220,824,348	$98,259,640 ▲	80.2%	31,911,033	5.6%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$186,377,381		0.0%	8,456,324	4.7%	Medical
DNB Dun & Bradstreet	$184,316,220	$65,234,878 ▲	54.8%	14,792,634	4.7%	Business Services
CI The Cigna Group	$174,633,145	$115,773,076 ▼	-39.9%	632,408	4.4%	Medical
EXPE Expedia Group	$163,705,811	$39,533,077 ▼	-19.5%	878,580	4.1%	Retail/Wholesale
UHS Universal Health Services	$157,763,647	$26,202,138 ▲	19.9%	879,298	4.0%	Medical
DXC DXC Technology	$157,604,058	$65,655,718 ▼	-29.4%	7,888,091	4.0%	Computer and Technology
CTVA Corteva	$117,087,375	$181,558,463 ▼	-60.8%	2,055,607	3.0%	Consumer Staples
VTRS Viatris	$116,075,322	$21,805,092 ▲	23.1%	9,323,319	2.9%	Medical
USFD US Foods	$108,511,097	$13,822,689 ▼	-11.3%	1,608,525	2.7%	Consumer Staples
ZI ZoomInfo Technologies	$104,961,268	$63,599,531 ▲	153.8%	9,986,800	2.7%	Computer and Technology
CLVT Clarivate	$94,325,049	$38,996,620 ▼	-29.3%	18,567,923	2.4%	Computer and Technology
MCK McKesson	$86,408,614	$65,726,010 ▼	-43.2%	151,618	2.2%	Medical
UBER Uber Technologies	$83,880,630	$20,736,689 ▲	32.8%	1,390,594	2.1%	Computer and Technology
CNC Centene	$77,987,118	$77,987,118 ▲	New Holding	1,287,341	2.0%	Medical
AMZN Amazon.com	$73,128,172	$31,176,197 ▼	-29.9%	333,325	1.8%	Retail/Wholesale
KNX Knight-Swift Transportation	$63,863,024	$17,040,797 ▼	-21.1%	1,204,054	1.6%	Transportation
ESI Element Solutions	$62,318,275	$52,304,119 ▼	-45.6%	2,450,581	1.6%	Basic Materials
TFX Teleflex	$58,729,128	$29,338,401 ▲	99.8%	329,976	1.5%	Medical
MYGN Myriad Genetics	$56,996,912	$39,701,336 ▲	229.5%	4,157,324	1.4%	Medical
CAR Avis Budget Group	$52,444,624	$1,316,684 ▼	-2.4%	650,597	1.3%	Transportation
MSFT Microsoft	$43,688,054	$43,688,054 ▲	New Holding	103,649	1.1%	Computer and Technology
WDC Western Digital	$41,670,815	$15,774,937 ▲	60.9%	698,823	1.1%	Computer and Technology
BFLY Butterfly Network	$31,060,049		0.0%	9,955,144	0.8%	Medical
BC Brunswick	$28,200,997	$9,781,039 ▲	53.1%	436,008	0.7%	Consumer Discretionary
JBT John Bean Technologies	$23,728,935	$23,728,935 ▲	New Holding	186,695	0.6%	Industrial Products
HSIC Henry Schein	$21,981,518	$9,894,908 ▲	81.9%	317,652	0.6%	Medical
PINS Pinterest	$10,392,324	$10,392,324 ▲	New Holding	358,356	0.3%	Computer and Technology
BKD Brookdale Senior Living	$7,545,000	$5,030,000 ▼	-40.0%	1,500,000	0.2%	Medical
FMC FMC	$7,455,073	$7,455,073 ▲	New Holding	153,365	0.2%	Consumer Staples
GINKGO BIOWORKS HOLDINGS INC	$1,841,260	$2,823,221 ▼	-60.5%	187,501	0.0%	CL A NEW
DMRC Digimarc	$983,400	$6,478,478 ▼	-86.8%	26,259	0.0%	Industrial Products
BUTTERFLY NETWORK INC	$217,765		0.0%	1,713,333	0.0%	*W EXP 02/12/202
IWM iShares Russell 2000 ETF	$0	$295,639,176 ▼	-100.0%	0	0.0%	Finance
SPY SPDR S&P 500 ETF Trust	$0	$133,628,704 ▼	-100.0%	0	0.0%	Finance
MRVL Marvell Technology	$0	$84,028,527 ▼	-100.0%	0	0.0%	Computer and Technology
WCC WESCO International	$0	$46,159,896 ▼	-100.0%	0	0.0%	Computer and Technology
STX Seagate Technology	$0	$44,115,508 ▼	-100.0%	0	0.0%	Computer and Technology
MTCH Match Group	$0	$43,417,805 ▼	-100.0%	0	0.0%	Retail/Wholesale
DD DuPont de Nemours	$0	$24,549,003 ▼	-100.0%	0	0.0%	Basic Materials
SEE Sealed Air	$0	$24,490,013 ▼	-100.0%	0	0.0%	Industrial Products
EVLV Evolv Technologies	$0	$19,814,050 ▼	-100.0%	0	0.0%	Computer and Technology
LYV Live Nation Entertainment	$0	$19,085,311 ▼	-100.0%	0	0.0%	Consumer Discretionary
LYFT Lyft	$0	$10,064,774 ▼	-100.0%	0	0.0%	Computer and Technology
HTZ Hertz Global	$0	$3,099,512 ▼	-100.0%	0	0.0%	Transportation
OFIX Orthofix Medical	$0	$987,122 ▼	-100.0%	0	0.0%	Medical
RPID Rapid Micro Biosystems	$0	$487,711 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Glenview Capital Management, LLC Top Holdings and 13F Report (2021)

About Glenview Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Glenview Capital Management, LLC Top Holdings and 13F Report (2021)

About Glenview Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGlenview Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools