GLENVIEW CAPITAL MANAGEMENT, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$5.1T
Holdings
48
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 4,665,733 | $620.7B | 12.22% | |
| 2 | CVSCVS HEALTH CORP | 9,162,389 | $541.1B | 10.65% | |
| 3 | CITHE CIGNA GROUP | 1,293,799 | $427.7B | 8.42% | |
| 4 | GPNGLOBAL PMTS INC | 3,118,320 | $301.5B | 5.93% | |
| 5 | CTVACORTEVA INC | 5,072,456 | $273.6B | 5.39% | |
| 6 | IWMISHARES TR | 1,152,100 | $233.7B | 4.60% | Put |
| 7 | ALITALIGHT INC | 30,855,773 | $227.7B | 4.48% | |
| 8 | UHSUNIVERSAL HLTH SVCS INC | 1,184,295 | $219.0B | 4.31% | |
| 9 | PAHUSDELEMENT SOLUTIONS INC | 6,326,903 | $171.6B | 3.38% | |
| 10 | DXCDXC TECHNOLOGY CO | 8,706,739 | $166.2B | 3.27% | |
| 11 | MCKMCKESSON CORP | 265,717 | $155.2B | 3.05% | |
| 12 | TEVATEVA PHARMACEUTICAL INDS LTD | 9,157,641 | $148.8B | 2.93% | |
| 13 | CLVTCLARIVATE PLC | 25,651,317 | $146.0B | 2.87% | |
| 14 | USFDUS FOODS HLDG CORP | 2,494,887 | $132.2B | 2.60% | |
| 15 | SPYSPDR S&P 500 ETF TR | 232,900 | $126.7B | 2.49% | Put |
| 16 | CNCCENTENE CORP DEL | 1,431,312 | $94.9B | 1.87% | |
| 17 | MYGNMYRIAD GENETICS INC | 3,748,432 | $91.7B | 1.80% | |
| 18 | UBERUBER TECHNOLOGIES INC | 1,197,173 | $87.0B | 1.71% | |
| 19 | EXPEEXPEDIA GROUP INC | 599,438 | $75.5B | 1.49% | |
| 20 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 1,454,647 | $72.6B | 1.43% | |
| 21 | VTRSVIATRIS INC | 6,494,782 | $69.0B | 1.36% | |
| 22 | AMZNAMAZON COM INC | 350,429 | $67.7B | 1.33% | |
| 23 | HCAHCA HEALTHCARE INC | 195,585 | $62.8B | 1.24% | |
| 24 | WCCWESCO INTL INC | 381,766 | $60.5B | 1.19% | |
| 25 | MRVLMARVELL TECHNOLOGY INC | 862,675 | $60.3B | 1.19% | |
| 26 | CUCAAVIS BUDGET GROUP | 529,826 | $55.4B | 1.09% | |
| 27 | ELVELEVANCE HEALTH INC | 98,578 | $53.4B | 1.05% | |
| 28 | B7SBROOKDALE SR LIVING INC | 7,006,929 | $47.9B | 0.94% | |
| 29 | DNBDUN & BRADSTREET HLDGS INC | 3,609,884 | $33.4B | 0.66% | |
| 30 | BCBRUNSWICK CORP | 425,634 | $31.0B | 0.61% | |
| 31 | EXASEXACT SCIENCES CORP | 629,455 | $26.6B | 0.52% | |
| 32 | TFXTELEFLEX INCORPORATED | 122,482 | $25.8B | 0.51% | |
| 33 | LYVLIVE NATION ENTERTAINMENT IN | 233,896 | $21.9B | 0.43% | |
| 34 | VVVVALVOLINE INC | 484,009 | $20.9B | 0.41% | |
| 35 | GTMZOOMINFO TECHNOLOGIES INC | 1,567,923 | $20.0B | 0.39% | |
| 36 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 6,547,937 | $16.7B | 0.33% | |
| 37 | OFIXORTHOFIX MED INC | 1,105,053 | $14.7B | 0.29% | |
| 38 | CRSCARPENTER TECHNOLOGY CORP | 130,000 | $14.2B | 0.28% | |
| 39 | LYFTLYFT INC | 816,451 | $11.5B | 0.23% | |
| 40 | MTCHMATCH GROUP INC NEW | 354,222 | $10.8B | 0.21% | |
| 41 | BHCBAUSCH HEALTH COS INC | 1,307,068 | $9.1B | 0.18% | |
| 42 | DMRCDIGIMARC CORP NEW | 291,855 | $9.1B | 0.18% | |
| 43 | DNAGINKGO BIOWORKS HOLDINGS INC | 26,500,000 | $8.9B | 0.17% | |
| 44 | FISVFISERV INC | 53,768 | $8.0B | 0.16% | |
| 45 | BFLYBUTTERFLY NETWORK INC | 8,033,501 | $6.8B | 0.13% | |
| 46 | RPIDRAPID MICRO BIOSYSTEMS INC | 1,200,788 | $792.5M | 0.02% | |
| 47 | —DOMA HOLDINGS INC | 15,994 | $97.1M | 0.00% | |
| 48 | BFLYWBUTTERFLY NETWORK INC | 1,713,333 | $40.3M | 0.00% |