13F filings
Glenview Capital
$5.0B in shares, plus $485.5M option notional (calls and puts, not money invested)
$4.0B to $5.5B. Includes price moves and buying or selling; not the fund's return.
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Sector mix of the disclosed holdings
by disclosed valueThe grey slice is mostly calls and puts (8.8% of the disclosed value), which get no sector because a put is a position against a company.
Largest holdings
all 45 positions| Holding | Type | Value | Shares | % of 13F value |
|---|---|---|---|---|
| GPNGlobal Payments | Shares | $646.3M | 8,906,709 | 11.8% |
| CVSCVS Health | Shares | $499.1M | 4,824,799 | 9.1% |
| THCTenet Healthcare | Shares | $418.2M | 2,235,666 | 7.6% |
| TMOThermo Fisher Scientific | Shares | $314.5M | 627,240 | 5.7% |
| AMZNAmazon.com | Shares | $303.1M | 1,271,687 | 5.5% |
| IWMiShares Russell 2000 ETF | Put | $275.9M | 918,200 | 5.0% |
| AAgilent Technologies | Shares | $261.6M | 1,969,541 | 4.8% |
| DHRDanaher | Shares | $218.3M | 1,145,979 | 4.0% |
| METAMeta Platforms | Shares | $201.0M | 356,841 | 3.7% |
| SPYSPDR S&P 500 ETF Trust | Put | $194.2M | 260,000 | 3.5% |
| AMDAdvanced Micro Devices | Shares | $173.3M | 298,410 | 3.2% |
| TEVATeva Pharmaceutical Industries | Shares | $172.1M | 5,081,091 | 3.1% |
| VTRSViatris | Shares | $156.9M | 9,877,409 | 2.9% |
| UBERUber Technologies | Shares | $129.4M | 1,793,598 | 2.4% |
| CNCCentene | Shares | $121.1M | 1,886,055 | 2.2% |
| BFLYButterfly Network | Shares | $120.7M | 14,335,055 | 2.2% |
| CICigna | Shares | $113.6M | 412,223 | 2.1% |
| HUMHumana | Shares | $101.0M | 254,216 | 1.8% |
| XYZBlock | Shares | $91.0M | 1,197,046 | 1.7% |
| DKSDICK'S Sporting Goods | Shares | $91.0M | 401,067 | 1.7% |
| GENIGenius Sports | Shares | $81.8M | 13,495,287 | 1.5% |
| ONTOOnto Innovation | Shares | $77.9M | 205,791 | 1.4% |
| LLYEli Lilly | Shares | $69.3M | 57,771 | 1.3% |
| UALUnited Airlines Holdings | Shares | $67.3M | 494,736 | 1.2% |
| EYENational Vision Holdings | Shares | $59.0M | 3,101,083 | 1.1% |
| CSCOCisco Systems | Shares | $48.5M | 413,332 | 0.9% |
| ESIElement Solutions | Shares | $47.5M | 994,579 | 0.9% |
| AMATApplied Materials | Shares | $47.1M | 65,201 | 0.9% |
| MKSIMKS | Shares | $43.8M | 98,532 | 0.8% |
| FUNSix Flags Entertainment | Shares | $43.0M | 2,017,821 | 0.8% |
| STMSTMicroelectronics | Shares | $41.9M | 560,060 | 0.8% |
| ABBVAbbVie | Shares | $37.5M | 148,913 | 0.7% |
| AZNAstraZeneca | Shares | $34.9M | 184,279 | 0.6% |
| BLCOBausch + Lomb | Shares | $31.8M | 1,918,148 | 0.6% |
| BKRBaker Hughes | Shares | $27.4M | 493,519 | 0.5% |
| ELVElevance Health | Shares | $25.8M | 66,599 | 0.5% |
| MCHPMicrochip Technology | Shares | $24.2M | 265,577 | 0.4% |
| AAgilent Technologies | Call | $15.5M | 116,600 | 0.3% |
| BRKRBruker | Shares | $15.2M | 252,169 | 0.3% |
| NVSNovartis AG | Shares | $13.6M | 86,909 | 0.2% |
| DOCNDigitalOcean Holdings | Shares | $13.3M | 84,812 | 0.2% |
| PRMBPrimo Brands | Shares | $9.9M | 404,971 | 0.2% |
| BSXBoston Scientific | Shares | $4.8M | 113,096 | 0.1% |
| CAHCardinal Health | Shares | $4.3M | 18,018 | 0.1% |
| TECHBio-Techne | Shares | $4.1M | 58,324 | 0.1% |
% of 13F value is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed. Calls and puts are shown as filed: most filers give Value as the notional value of the shares underneath, not money invested, but some give the premium paid, and some count contracts rather than shares.
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What Glenview Capital bought and sold in Q2 2026
15 largest moves| Holding | Move | Share change | Est. amount moved | Value after |
|---|---|---|---|---|
| CVSCVS Health | Trimmed | -41.1% | -$348.8M | $499.1M |
| AAgilent Technologies | New | new | +$261.6M | $261.6M |
| AMDAdvanced Micro Devices | Trimmed | -54.1% | -$204.7M | $173.3M |
| SPYSPDR S&P 500 ETF Trust | New put | new | +$194.2M | $194.2M |
| QQQInvesco QQQ Trust | Exited call | -100% | -$189.4M | $0 |
| TMOThermo Fisher Scientific | Added | +150.4% | +$188.9M | $314.5M |
| DHRDanaher | Added | +633.3% | +$188.5M | $218.3M |
| GPNGlobal Payments | Added | +40.0% | +$184.8M | $646.3M |
| IWMiShares Russell 2000 ETF | Added put | +144.9% | +$163.2M | $275.9M |
| THCTenet Healthcare | Added | +46.6% | +$133.0M | $418.2M |
| METAMeta Platforms | Added | +190.9% | +$131.9M | $201.0M |
| DXCDXC Technology | Exited | -100% | -$111.8M | $0 |
| AMATApplied Materials | Trimmed | -66.9% | -$95.4M | $47.1M |
| GTMZoomInfo Technologies | Exited | -100% | -$95.1M | $0 |
| CNCCentene | Trimmed | -41.3% | -$85.2M | $121.1M |
A change is this filing measured against the one before it. Est. amount moved is the shares added or sold, priced at the Jun 30, 2026 close. An estimate: a 13F gives no trade prices or dates. For a sold-out position, its value at the previous quarter end. A put gains when the stock falls; a call gains when it rises. Option values are as filed, which for most filers is the notional value of the shares underneath.
Questions
What does Glenview Capital hold?
Glenview Capital disclosed 45 positions worth $5.5B in the Q2 2026 13F filing, $485.5M of it option notional counted at the value of the shares underneath. The largest is GPN at 11.8% of the disclosed value. A 13F lists US-listed stock and options on it; short sales and cash are not in it.
What did Glenview Capital buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were trimming CVS, opening a position in A, trimming AMD and opening a put on SPY. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026 and filed with the SEC on Aug 14, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page. How the filing itself works is explained in our guide to Form 13F.
Checked for newer filings on Oct 26, 2026.