GLENVIEW CAPITAL MANAGEMENT, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$3.6T
Holdings
43
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 19,761,353 | $357.9B | 9.87% | |
| 2 | TAKTAKEDA PHARMACEUTICAL CO LTD | 16,195,310 | $290.4B | 8.01% | |
| 3 | BHCBAUSCH HEALTH COS INC | 15,644,128 | $286.1B | 7.89% | |
| 4 | CICIGNA CORP NEW | 1,301,750 | $244.3B | 6.73% | |
| 5 | HCAHCA HEALTHCARE INC | 2,157,209 | $209.4B | 5.77% | |
| 6 | DXCDXC TECHNOLOGY CO | 11,988,030 | $197.8B | 5.45% | |
| 7 | MCKMCKESSON CORP | 1,218,704 | $187.0B | 5.15% | |
| 8 | 0VVBVIACOMCBS INC | 5,756,784 | $134.2B | 3.70% | |
| 9 | NUANEURNUANCE COMMUNICATIONS INC | 5,042,131 | $127.6B | 3.52% | |
| 10 | —LABORATORY CORP AMER HLDGS | 734,044 | $121.9B | 3.36% | |
| 11 | FMCF M C CORP | 1,147,119 | $114.3B | 3.15% | |
| 12 | HOLXHOLOGIC INC | 1,935,735 | $110.3B | 3.04% | |
| 13 | MTORMERITOR INC | 5,451,480 | $107.9B | 2.98% | |
| 14 | ABGAMERISOURCEBERGEN CORP | 955,159 | $96.3B | 2.65% | |
| 15 | IQVIQVIA HLDGS INC | 551,258 | $78.2B | 2.16% | |
| 16 | BSXBOSTON SCIENTIFIC CORP | 2,113,001 | $74.2B | 2.05% | |
| 17 | CTVACORTEVA INC | 2,517,740 | $67.5B | 1.86% | |
| 18 | HUMHUMANA INC | 171,332 | $66.4B | 1.83% | |
| 19 | CUCAAVIS BUDGET GROUP | 2,775,409 | $63.5B | 1.75% | Call |
| 20 | UHSUNIVERSAL HLTH SVCS INC | 678,152 | $63.0B | 1.74% | |
| 21 | DVADAVITA INC | 787,483 | $62.3B | 1.72% | |
| 22 | DGXQUEST DIAGNOSTICS INC | 546,061 | $62.2B | 1.72% | |
| 23 | MARMARRIOTT INTL INC NEW | 721,889 | $61.9B | 1.71% | |
| 24 | MOHMOLINA HEALTHCARE INC | 332,019 | $59.1B | 1.63% | |
| 25 | URIUNITED RENTALS INC | 323,316 | $48.2B | 1.33% | |
| 26 | B7SBROOKDALE SR LIVING INC | 13,336,554 | $39.3B | 1.08% | |
| 27 | PAHUSDELEMENT SOLUTIONS INC | 3,193,768 | $34.7B | 0.96% | |
| 28 | UNHUNITEDHEALTH GROUP INC | 110,866 | $32.7B | 0.90% | |
| 29 | —ENDO INTL PLC | 9,446,971 | $32.4B | 0.89% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 81,555 | $29.6B | 0.81% | |
| 31 | EBAEBAY INC. | 554,162 | $29.1B | 0.80% | |
| 32 | MIKUSDMICHAELS COS INC | 3,500,850 | $24.8B | 0.68% | |
| 33 | EXPEEXPEDIA GROUP INC | 255,049 | $21.0B | 0.58% | |
| 34 | MYGNMYRIAD GENETICS INC | 1,810,727 | $20.5B | 0.57% | |
| 35 | FISVFISERV INC | 168,200 | $16.4B | 0.45% | |
| 36 | LYFTLYFT INC | 388,614 | $12.8B | 0.35% | |
| 37 | PACBPACIFIC BIOSCIENCES CALIF IN | 3,153,150 | $10.9B | 0.30% | |
| 38 | —BIOHAVEN PHARMACTL HLDG CO L | 120,332 | $8.8B | 0.24% | |
| 39 | HSTHOST HOTELS & RESORTS INC | 741,628 | $8.0B | 0.22% | |
| 40 | BAXBAXTER INTL INC | 76,738 | $6.6B | 0.18% | |
| 41 | GOOGLALPHABET INC | 3,845 | $5.5B | 0.15% | |
| 42 | PRAHPRA HEALTH SCIENCES INC | 22,579 | $2.2B | 0.06% | |
| 43 | EWEDWARDS LIFESCIENCES CORP | 3,375 | $233.0M | 0.01% |