GLENVIEW CAPITAL MANAGEMENT, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$14.7B
Holdings
50
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SHIRE PLC | 4,961,899 | $837.6B | 5713.54% | |
| 2 | —DOWDUPONT INC | 11,548,793 | $761.3B | 5193.24% | |
| 3 | FMCF M C CORP | 8,015,410 | $715.1B | 4877.80% | |
| 4 | MCKMCKESSON CORP | 4,710,544 | $628.4B | 4286.59% | |
| 5 | THCTENET HEALTHCARE CORP | 17,895,314 | $600.7B | 4098.03% | |
| 6 | IQVIQVIA HLDGS INC | 5,961,345 | $595.1B | 4059.25% | |
| 7 | —AETNA INC NEW | 3,104,322 | $569.6B | 3885.86% | |
| 8 | FDCFIRST DATA CORP NEW | 26,695,274 | $558.7B | 3811.43% | |
| 9 | HCAHCA HEALTHCARE INC | 5,332,923 | $547.2B | 3732.48% | |
| 10 | —EXPRESS SCRIPTS HLDG CO | 6,979,569 | $538.9B | 3676.10% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 2,546,601 | $527.5B | 3598.40% | |
| 12 | NWLNEWELL BRANDS INC | 19,996,871 | $515.7B | 3518.02% | |
| 13 | FLEXFLEX LTD | 33,071,960 | $466.6B | 3183.25% | |
| 14 | EBAEBAY INC | 11,938,688 | $432.9B | 2953.04% | |
| 15 | DXCDXC TECHNOLOGY CO | 5,282,331 | $425.8B | 2904.69% | |
| 16 | WBAWALGREENS BOOTS ALLIANCE INC | 7,022,969 | $421.5B | 2875.18% | |
| 17 | GOOGLALPHABET INC | 330,101 | $372.7B | 2542.72% | |
| 18 | CVSCVS HEALTH CORP | 5,422,240 | $348.9B | 2380.19% | |
| 19 | UHSUNIVERSAL HLTH SVCS INC | 2,923,093 | $325.7B | 2222.12% | |
| 20 | ELVANTHEM INC | 1,275,662 | $303.6B | 2071.34% | |
| 21 | —ALLERGAN PLC | 1,772,481 | $295.5B | 2015.83% | |
| 22 | CICIGNA CORPORATION | 1,670,007 | $283.8B | 1936.09% | |
| 23 | —CBS CORP NEW | 4,763,287 | $267.8B | 1826.76% | |
| 24 | FDXFEDEX CORP | 1,173,426 | $266.4B | 1817.53% | |
| 25 | WMBWILLIAMS COS INC DEL | 9,648,585 | $261.6B | 1784.34% | |
| 26 | —ENDO INTL PLC | 22,288,422 | $210.2B | 1433.76% | |
| 27 | ARMKARAMARK | 5,056,734 | $187.6B | 1279.76% | |
| 28 | LOWLOWES COS INC | 1,792,707 | $171.3B | 1168.73% | |
| 29 | NVTNVENT ELECTRIC PLC | 6,368,500 | $159.8B | 1090.42% | |
| 30 | LBTYBLIBERTY GLOBAL PLC | 5,692,865 | $156.8B | 1069.50% | |
| 31 | CHTRCHARTER COMMUNICATIONS INC N | 529,758 | $155.3B | 1059.60% | |
| 32 | PNRPENTAIR PLC | 3,496,053 | $147.1B | 1003.55% | |
| 33 | —PLATFORM SPECIALTY PRODS COR | 12,494,222 | $144.9B | 988.67% | |
| 34 | APTVAPTIV PLC | 1,515,792 | $138.9B | 947.46% | |
| 35 | LBTYBLIBERTY GLOBAL PLC | 5,080,421 | $135.2B | 922.21% | |
| 36 | CUCAAVIS BUDGET GROUP | 3,857,753 | $125.4B | 855.27% | |
| 37 | MSFTMICROSOFT CORP | 1,240,033 | $122.3B | 834.14% | |
| 38 | MTORMERITOR INC | 5,770,561 | $118.7B | 809.72% | |
| 39 | —DELPHI TECHNOLOGIES PLC | 2,388,618 | $108.6B | 740.73% | |
| 40 | B7SBROOKDALE SR LIVING INC | 10,345,218 | $94.0B | 641.49% | |
| 41 | —LABORATORY CORP AMER HLDGS | 508,029 | $91.2B | 622.17% | |
| 42 | ARCPEURVEREIT INC | 11,808,852 | $87.9B | 599.33% | |
| 43 | FBINFORTUNE BRANDS HOME & SEC IN | 1,625,777 | $87.3B | 595.44% | |
| 44 | ABGAMERISOURCEBERGEN CORP | 955,007 | $81.4B | 555.50% | |
| 45 | —HERTZ GLOBAL HLDGS INC | 4,929,228 | $75.6B | 515.81% | |
| 46 | MIKUSDMICHAELS COS INC | 3,488,904 | $66.9B | 456.24% | |
| 47 | HOLXHOLOGIC INC | 1,229,620 | $48.9B | 333.42% | |
| 48 | MHKMOHAWK INDS INC | 203,465 | $43.6B | 297.39% | |
| 49 | CNDTCONDUENT INC | 1,736,002 | $31.5B | 215.17% | |
| 50 | —CITIGROUP INC | 8,031,020 | $100.0M | 0.68% |