GLENVIEW CAPITAL MANAGEMENT, LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$11.0B
Holdings
46
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CICIGNA CORP NEW | 4,955,640 | $780.8B | 7075.43% | |
| 2 | HCAHCA HEALTHCARE INC | 5,048,066 | $682.3B | 6183.58% | |
| 3 | IQVIQVIA HLDGS INC | 3,872,023 | $623.0B | 5645.84% | |
| 4 | FMCF M C CORP | 7,478,180 | $620.3B | 5621.43% | |
| 5 | MCKMCKESSON CORP | 4,505,619 | $605.5B | 5487.27% | |
| 6 | DXCDXC TECHNOLOGY CO | 10,938,889 | $603.3B | 5467.06% | |
| 7 | HOLXHOLOGIC INC | 9,775,247 | $469.4B | 4253.87% | |
| 8 | TAKTAKEDA PHARMACEUTICAL CO LTD | 26,430,828 | $467.8B | 4239.54% | |
| 9 | HUMHUMANA INC | 1,757,402 | $466.2B | 4225.16% | |
| 10 | FDCFIRST DATA CORP NEW | 13,770,407 | $372.8B | 3378.08% | |
| 11 | THCTENET HEALTHCARE CORP | 17,916,896 | $370.2B | 3354.50% | |
| 12 | LYBLYONDELLBASELL INDUSTRIES N | 4,132,148 | $355.9B | 3225.26% | |
| 13 | GOOGLALPHABET INC | 295,659 | $320.1B | 2901.18% | |
| 14 | DISDISNEY WALT CO | 1,882,898 | $262.9B | 2382.71% | |
| 15 | ELVANTHEM INC | 870,817 | $245.8B | 2227.07% | |
| 16 | BHCBAUSCH HEALTH COS INC | 9,715,244 | $245.0B | 2220.41% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 2,388,888 | $233.2B | 2113.12% | |
| 18 | UHSUNIVERSAL HLTH SVCS INC | 1,786,710 | $233.0B | 2111.22% | |
| 19 | —CBS CORP NEW | 4,147,401 | $207.0B | 1875.47% | |
| 20 | WMBWILLIAMS COS INC DEL | 7,335,812 | $205.7B | 1864.06% | |
| 21 | FLEXFLEX LTD | 19,327,774 | $185.0B | 1676.21% | |
| 22 | DVADAVITA INC | 3,235,712 | $182.0B | 1649.70% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 726,468 | $177.3B | 1606.41% | |
| 24 | MTORMERITOR INC | 7,207,435 | $174.8B | 1583.89% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 550,564 | $161.7B | 1465.27% | |
| 26 | ABGAMERISOURCEBERGEN CORP | 1,632,061 | $139.2B | 1261.01% | |
| 27 | B7SBROOKDALE SR LIVING INC | 18,433,572 | $132.9B | 1204.42% | |
| 28 | UNVREURUNIVAR INC | 5,736,135 | $126.4B | 1145.68% | |
| 29 | LBTYBLIBERTY GLOBAL PLC | 4,656,592 | $125.7B | 1138.95% | |
| 30 | LBTYBLIBERTY GLOBAL PLC | 4,557,652 | $120.9B | 1095.76% | |
| 31 | PAHUSDELEMENT SOLUTIONS INC | 11,692,065 | $120.9B | 1095.59% | |
| 32 | CUCAAVIS BUDGET GROUP INC | 3,075,470 | $108.1B | 979.93% | |
| 33 | WPWORLDPAY INC | 847,839 | $103.9B | 941.59% | |
| 34 | NUANEURNUANCE COMMUNICATIONS INC | 5,902,017 | $94.3B | 854.16% | |
| 35 | TMUST MOBILE US INC | 1,192,665 | $88.4B | 801.32% | |
| 36 | NVTNVENT ELECTRIC PLC | 3,240,147 | $80.3B | 727.90% | |
| 37 | LOWLOWES COS INC | 783,991 | $79.1B | 716.94% | |
| 38 | CNCCENTENE CORP DEL | 1,481,259 | $77.7B | 703.93% | |
| 39 | MSFTMICROSOFT CORP | 567,485 | $76.0B | 688.91% | |
| 40 | LTHM1EURLIVENT CORP | 9,287,606 | $64.3B | 582.43% | |
| 41 | —DELPHI TECHNOLOGIES PLC | 3,061,149 | $61.2B | 554.82% | |
| 42 | —ENDO INTL PLC | 13,803,291 | $56.9B | 515.37% | |
| 43 | URIUNITED RENTALS INC | 417,802 | $55.4B | 502.16% | |
| 44 | WCGEURWELLCARE HEALTH PLANS INC | 181,689 | $51.8B | 469.37% | |
| 45 | BAXBAXTER INTL INC | 212,055 | $17.4B | 157.38% | |
| 46 | JBLJABIL INC | 100,000 | $3.2B | 28.64% |