GLENVIEW CAPITAL MANAGEMENT, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$11.2T
Holdings
45
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DXCDXC TECHNOLOGY CO | 10,994,368 | $707.0B | 6.31% | |
| 2 | FMCF M C CORP | 9,167,262 | $704.2B | 6.28% | |
| 3 | CICIGNA CORP NEW | 4,376,891 | $703.9B | 6.28% | |
| 4 | MCKMCKESSON CORP | 4,918,907 | $575.8B | 5.14% | |
| 5 | IQVIQVIA HLDGS INC | 3,910,507 | $562.5B | 5.02% | |
| 6 | HCAHCA HEALTHCARE INC | 4,243,504 | $553.3B | 4.94% | |
| 7 | TAKTAKEDA PHARMACEUTICAL CO LTD | 26,112,660 | $531.9B | 4.75% | |
| 8 | HOLXHOLOGIC INC | 10,758,550 | $520.7B | 4.65% | |
| 9 | THCTENET HEALTHCARE CORP | 17,900,928 | $516.3B | 4.61% | |
| 10 | GOOGLALPHABET INC | 405,988 | $477.8B | 4.26% | |
| 11 | FDCFIRST DATA CORP NEW | 14,553,631 | $382.3B | 3.41% | |
| 12 | LYBLYONDELLBASELL INDUSTRIES N | 4,291,569 | $360.8B | 3.22% | |
| 13 | HUMHUMANA INC | 1,312,039 | $349.0B | 3.11% | |
| 14 | ELVANTHEM INC | 1,018,237 | $292.2B | 2.61% | |
| 15 | NXPINXP SEMICONDUCTORS N V | 3,238,670 | $286.3B | 2.55% | |
| 16 | UHSUNIVERSAL HLTH SVCS INC | 2,058,124 | $275.3B | 2.46% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 980,589 | $268.4B | 2.40% | |
| 18 | BHCBAUSCH HEALTH COS INC | 9,315,244 | $230.1B | 2.05% | |
| 19 | MSFTMICROSOFT CORP | 1,902,131 | $224.3B | 2.00% | |
| 20 | WMBWILLIAMS COS INC DEL | 7,488,701 | $215.1B | 1.92% | |
| 21 | FLEXFLEX LTD | 20,543,849 | $205.4B | 1.83% | |
| 22 | —CBS CORP NEW | 4,129,237 | $196.3B | 1.75% | |
| 23 | ABGAMERISOURCEBERGEN CORP | 2,180,396 | $173.4B | 1.55% | |
| 24 | MTORMERITOR INC | 7,699,201 | $156.7B | 1.40% | |
| 25 | NVTNVENT ELECTRIC PLC | 5,579,650 | $150.5B | 1.34% | |
| 26 | LTHM1EURLIVENT CORP | 11,844,047 | $145.4B | 1.30% | |
| 27 | LBTYBLIBERTY GLOBAL PLC | 5,199,219 | $129.6B | 1.16% | |
| 28 | CUCAAVIS BUDGET GROUP INC | 3,592,344 | $125.2B | 1.12% | |
| 29 | PAHUSDELEMENT SOLUTIONS INC | 11,692,065 | $118.1B | 1.05% | |
| 30 | LBTYBLIBERTY GLOBAL PLC | 4,557,652 | $110.3B | 0.98% | |
| 31 | UNVREURUNIVAR INC | 4,401,087 | $97.5B | 0.87% | |
| 32 | B7SBROOKDALE SR LIVING INC | 14,535,690 | $95.6B | 0.85% | |
| 33 | NUANEURNUANCE COMMUNICATIONS INC | 5,275,052 | $89.3B | 0.80% | |
| 34 | LOWLOWES COS INC | 804,215 | $88.0B | 0.79% | |
| 35 | WPWORLDPAY INC | 732,114 | $83.1B | 0.74% | |
| 36 | DISDISNEY WALT CO | 719,201 | $79.9B | 0.71% | |
| 37 | BAXBAXTER INTL INC | 940,778 | $76.5B | 0.68% | |
| 38 | DVADAVITA INC | 1,366,498 | $74.2B | 0.66% | |
| 39 | —ENDO INTL PLC | 8,662,136 | $69.6B | 0.62% | |
| 40 | —DELPHI TECHNOLOGIES PLC | 2,781,149 | $53.6B | 0.48% | |
| 41 | —HERTZ GLOBAL HLDGS INC | 2,417,898 | $42.0B | 0.37% | |
| 42 | CNCCENTENE CORP DEL | 724,752 | $38.5B | 0.34% | |
| 43 | WCGEURWELLCARE HEALTH PLANS INC | 140,391 | $37.9B | 0.34% | |
| 44 | AYAEURSTARS GROUP INC | 1,682,820 | $29.5B | 0.26% | |
| 45 | JBLJABIL INC | 100,000 | $2.7B | 0.02% |