GLENVIEW CAPITAL MANAGEMENT, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$4.4T
Holdings
48
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CITHE CIGNA GROUP | 2,310,051 | $648.2B | 14.61% | Call |
| 2 | SPYSPDR S&P 500 ETF TR | 1,200,000 | $531.9B | 11.99% | Put |
| 3 | THCTENET HEALTHCARE CORP | 6,468,798 | $526.4B | 11.87% | |
| 4 | DXCDXC TECHNOLOGY CO | 9,734,411 | $260.1B | 5.86% | |
| 5 | UHSUNIVERSAL HLTH SVCS INC | 1,410,525 | $222.5B | 5.02% | |
| 6 | GPNGLOBAL PMTS INC | 2,244,174 | $221.1B | 4.98% | |
| 7 | CLVTCLARIVATE PLC | 17,315,445 | $165.0B | 3.72% | |
| 8 | MCKMCKESSON CORP | 378,193 | $161.6B | 3.64% | |
| 9 | ALITALIGHT INC | 15,097,193 | $139.5B | 3.14% | |
| 10 | CTVACORTEVA INC | 2,093,260 | $119.9B | 2.70% | |
| 11 | IWMISHARES TR | 600,000 | $112.4B | 2.53% | Put |
| 12 | USFDUS FOODS HLDG CORP | 2,553,354 | $112.3B | 2.53% | |
| 13 | FISVFISERV INC | 881,068 | $111.1B | 2.51% | |
| 14 | VVVVALVOLINE INC | 2,802,581 | $105.1B | 2.37% | |
| 15 | FMCFMC CORP | 852,243 | $88.9B | 2.00% | |
| 16 | MYGNMYRIAD GENETICS INC | 3,744,888 | $86.8B | 1.96% | |
| 17 | APTVAPTIV PLC | 827,937 | $84.5B | 1.91% | |
| 18 | HCAHCA HEALTHCARE INC | 263,624 | $80.0B | 1.80% | |
| 19 | B7SBROOKDALE SR LIVING INC | 18,644,673 | $78.7B | 1.77% | |
| 20 | DDDUPONT DE NEMOURS INC | 1,042,200 | $74.5B | 1.68% | |
| 21 | UBERUBER TECHNOLOGIES INC | 1,558,119 | $67.3B | 1.52% | |
| 22 | ATVIEURACTIVISION BLIZZARD INC | 683,849 | $57.6B | 1.30% | |
| 23 | PAHUSDELEMENT SOLUTIONS INC | 2,546,619 | $48.9B | 1.10% | |
| 24 | EXPEEXPEDIA GROUP INC | 383,038 | $41.9B | 0.94% | |
| 25 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 4,829,195 | $29.0B | 0.65% | |
| 26 | CAHCARDINAL HEALTH INC | 257,330 | $24.3B | 0.55% | |
| 27 | FDXFEDEX CORP | 95,628 | $23.7B | 0.53% | |
| 28 | HPEHEWLETT PACKARD ENTERPRISE C | 1,250,000 | $21.0B | 0.47% | |
| 29 | WBDWARNER BROS DISCOVERY INC | 1,624,300 | $20.4B | 0.46% | |
| 30 | BKD 2 10/15/26BROOKDALE SR LIVING INC | 25,450,000 | $20.0B | 0.45% | |
| 31 | MTCHMATCH GROUP INC NEW | 474,886 | $19.9B | 0.45% | |
| 32 | BFLYBUTTERFLY NETWORK INC | 8,033,501 | $18.5B | 0.42% | |
| 33 | FLEXFLEX LTD | 621,859 | $17.2B | 0.39% | |
| 34 | BHCBAUSCH HEALTH COS INC | 1,766,395 | $14.1B | 0.32% | |
| 35 | AMZNAMAZON COM INC | 100,017 | $13.0B | 0.29% | |
| 36 | DMRCDIGIMARC CORP NEW | 434,497 | $12.8B | 0.29% | |
| 37 | UNPUNION PAC CORP | 62,504 | $12.8B | 0.29% | |
| 38 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 187,810 | $12.1B | 0.27% | |
| 39 | CHTRCHARTER COMMUNICATIONS INC N | 31,366 | $11.5B | 0.26% | |
| 40 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 100,000 | $5.6B | 0.13% | |
| 41 | QSIQUANTUM SI INC | 2,415,990 | $4.3B | 0.10% | |
| 42 | —CANO HEALTH INC | 1,700,127 | $2.4B | 0.05% | |
| 43 | BLIUSDPHENOMEX INC | 3,816,313 | $1.9B | 0.04% | |
| 44 | DNBDUN & BRADSTREET HLDGS INC | 154,374 | $1.8B | 0.04% | |
| 45 | RPIDRAPID MICRO BIOSYSTEMS INC | 1,318,288 | $1.3B | 0.03% | |
| 46 | CBUSCIBUS INC | 119,963 | $1.3B | 0.03% | |
| 47 | BFLYWBUTTERFLY NETWORK INC | 1,713,333 | $403.5M | 0.01% | |
| 48 | —DOMA HOLDINGS INC | 19,994 | $98.8M | 0.00% |