GLENVIEW CAPITAL MANAGEMENT, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$5.9T
Holdings
63
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 13,725,320 | $713.7B | 12.09% | |
| 2 | BHCBAUSCH HEALTH COS INC | 15,613,090 | $495.6B | 8.40% | |
| 3 | CICIGNA CORP NEW | 1,858,867 | $449.4B | 7.61% | |
| 4 | MCKMCKESSON CORP | 1,760,705 | $343.4B | 5.82% | |
| 5 | DXCDXC TECHNOLOGY CO | 10,582,485 | $330.8B | 5.60% | |
| 6 | TAKTAKEDA PHARMACEUTICAL CO LTD | 16,104,222 | $294.1B | 4.98% | |
| 7 | ABGAMERISOURCEBERGEN CORP | 1,814,078 | $214.2B | 3.63% | |
| 8 | HCAHCA HEALTHCARE INC | 1,070,460 | $201.6B | 3.42% | |
| 9 | UHSUNIVERSAL HLTH SVCS INC | 1,159,140 | $154.6B | 2.62% | |
| 10 | METAFACEBOOK INC | 491,855 | $144.9B | 2.45% | |
| 11 | GOOGLALPHABET INC | 65,934 | $136.0B | 2.30% | |
| 12 | NUANEURNUANCE COMMUNICATIONS INC | 3,090,291 | $134.9B | 2.28% | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 3,197,966 | $123.6B | 2.09% | |
| 14 | BAXBAXTER INTL INC | 1,377,998 | $116.2B | 1.97% | |
| 15 | B7SBROOKDALE SR LIVING INC | 18,048,945 | $109.2B | 1.85% | |
| 16 | FISVFISERV INC | 877,447 | $104.5B | 1.77% | |
| 17 | FMCFMC CORP | 859,688 | $95.1B | 1.61% | |
| 18 | ELVANTHEM INC | 263,633 | $94.6B | 1.60% | |
| 19 | HUMHUMANA INC | 193,938 | $81.3B | 1.38% | |
| 20 | BFLYBUTTERFLY NETWORK INC | 4,774,846 | $80.4B | 1.36% | |
| 21 | MYGNMYRIAD GENETICS INC | 2,569,433 | $78.2B | 1.33% | |
| 22 | CCEPCOCA COLA EUROPEAN PARTNERS | 1,367,451 | $71.3B | 1.21% | |
| 23 | MOHMOLINA HEALTHCARE INC | 304,023 | $71.1B | 1.20% | |
| 24 | WBAWALGREENS BOOTS ALLIANCE INC | 1,289,830 | $70.8B | 1.20% | |
| 25 | UNPUNION PAC CORP | 318,106 | $70.1B | 1.19% | |
| 26 | PAHUSDELEMENT SOLUTIONS INC | 3,827,268 | $70.0B | 1.19% | |
| 27 | CTVACORTEVA INC | 1,411,261 | $65.8B | 1.11% | |
| 28 | —LABORATORY CORP AMER HLDGS | 220,595 | $56.3B | 0.95% | |
| 29 | VVISA INC | 252,187 | $53.4B | 0.90% | |
| 30 | NSCNORFOLK SOUTHN CORP | 198,757 | $53.4B | 0.90% | |
| 31 | GPNGLOBAL PMTS INC | 256,866 | $51.8B | 0.88% | |
| 32 | DDDUPONT DE NEMOURS INC | 653,888 | $50.5B | 0.86% | |
| 33 | —LONGVIEW ACQUISITION CORP II | 5,000,000 | $50.2B | 0.85% | |
| 34 | SABRSABRE CORP | 3,185,704 | $47.2B | 0.80% | |
| 35 | DVADAVITA INC | 426,257 | $45.9B | 0.78% | |
| 36 | MSFTMICROSOFT CORP | 179,573 | $42.3B | 0.72% | |
| 37 | IQVIQVIA HLDGS INC | 207,047 | $40.0B | 0.68% | |
| 38 | CUCAAVIS BUDGET GROUP | 501,601 | $36.4B | 0.62% | |
| 39 | —ENDO INTL PLC | 4,870,384 | $36.1B | 0.61% | |
| 40 | —THOMA BRAVO ADVANTAGE | 3,289,715 | $34.4B | 0.58% | |
| 41 | —FORTRESS VALUE ACQUISITION I | 3,202,953 | $31.9B | 0.54% | |
| 42 | HOLXHOLOGIC INC | 427,445 | $31.8B | 0.54% | |
| 43 | MTORMERITOR INC | 1,074,567 | $31.6B | 0.54% | |
| 44 | NSPINSPERITY INC | 376,606 | $31.5B | 0.53% | |
| 45 | —BIOHAVEN PHARMACTL HLDG CO L | 458,600 | $31.3B | 0.53% | |
| 46 | LYFTLYFT INC | 465,761 | $29.4B | 0.50% | |
| 47 | DNBDUN & BRADSTREET HLDGS INC | 1,234,730 | $29.4B | 0.50% | |
| 48 | APTVAPTIV PLC | 212,906 | $29.4B | 0.50% | |
| 49 | 0VVBVIACOMCBS INC | 500,000 | $22.6B | 0.38% | |
| 50 | MARMARRIOTT INTL INC NEW | 116,000 | $17.2B | 0.29% | |
| 51 | —VELOCITY ACQUISITION CORP | 1,500,000 | $14.8B | 0.25% | |
| 52 | FLEXFLEX LTD | 792,012 | $14.5B | 0.25% | |
| 53 | MDTMEDTRONIC PLC | 115,116 | $13.6B | 0.23% | |
| 54 | —FAST ACQUISITION CORP | 995,000 | $12.5B | 0.21% | |
| 55 | —HIGHCAPE CAP ACQUISITION COR | 1,037,091 | $12.4B | 0.21% | |
| 56 | —GORES HOLDINGS VI INC | 614,517 | $8.4B | 0.14% | |
| 57 | —PPD INC | 218,446 | $8.3B | 0.14% | |
| 58 | —NEWHOLD INVESTMENT CORP | 550,000 | $5.5B | 0.09% | |
| 59 | —ORION ACQUISITION CORP | 500,000 | $5.0B | 0.08% | |
| 60 | —FAST ACQUISITION CORP II | 500,000 | $5.0B | 0.08% | |
| 61 | MIKUSDMICHAELS COS INC | 93,363 | $2.0B | 0.03% | |
| 62 | —NEUBASE THERAPEUTICS INC | 100,000 | $739.0M | 0.01% | |
| 63 | —FORTRESS VALUE ACQUISITION I | 300,000 | $474.0M | 0.01% |