GLENVIEW CAPITAL MANAGEMENT, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$9.5T
Holdings
49
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CICIGNA CORP NEW | 5,131,781 | $779.0B | 8.19% | |
| 2 | HCAHCA HEALTHCARE INC | 5,340,716 | $643.1B | 6.77% | |
| 3 | MCKMCKESSON CORP | 4,004,618 | $547.3B | 5.76% | |
| 4 | IQVIQVIA HLDGS INC | 3,617,697 | $540.4B | 5.69% | |
| 5 | TAKTAKEDA PHARMACEUTICAL CO LTD | 27,443,846 | $472.0B | 4.97% | |
| 6 | THCTENET HEALTHCARE CORP | 19,474,085 | $430.8B | 4.53% | |
| 7 | HOLXHOLOGIC INC | 8,210,187 | $414.5B | 4.36% | |
| 8 | HUMHUMANA INC | 1,599,469 | $408.9B | 4.30% | |
| 9 | FMCF M C CORP | 4,283,832 | $375.6B | 3.95% | |
| 10 | DXCDXC TECHNOLOGY CO | 11,796,332 | $348.0B | 3.66% | |
| 11 | BHCBAUSCH HEALTH COS INC | 13,810,514 | $301.8B | 3.17% | |
| 12 | FISVFISERV INC | 2,717,742 | $281.5B | 2.96% | |
| 13 | GOOGLALPHABET INC | 220,434 | $269.2B | 2.83% | |
| 14 | DISDISNEY WALT CO | 1,876,936 | $244.6B | 2.57% | |
| 15 | ELVANTHEM INC | 868,027 | $208.4B | 2.19% | |
| 16 | FLEXFLEX LTD | 19,338,996 | $202.4B | 2.13% | |
| 17 | DVADAVITA INC | 3,235,712 | $184.7B | 1.94% | |
| 18 | WMBWILLIAMS COS INC DEL | 7,542,549 | $181.5B | 1.91% | |
| 19 | —CBS CORP NEW | 4,138,024 | $167.1B | 1.76% | |
| 20 | LYBLYONDELLBASELL INDUSTRIES N | 1,767,262 | $158.1B | 1.66% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 726,468 | $157.9B | 1.66% | |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 469,516 | $136.8B | 1.44% | |
| 23 | B7SBROOKDALE SR LIVING INC | 17,633,572 | $133.7B | 1.41% | |
| 24 | MTORMERITOR INC | 7,207,435 | $133.3B | 1.40% | |
| 25 | NUANEURNUANCE COMMUNICATIONS INC | 7,902,017 | $128.9B | 1.36% | |
| 26 | GPNGLOBAL PMTS INC | 789,881 | $125.6B | 1.32% | |
| 27 | UNVREURUNIVAR SOLUTIONS INC | 6,043,409 | $125.5B | 1.32% | |
| 28 | CUCAAVIS BUDGET GROUP INC | 4,325,470 | $122.2B | 1.29% | |
| 29 | PAHUSDELEMENT SOLUTIONS INC | 11,692,065 | $119.0B | 1.25% | |
| 30 | NXPINXP SEMICONDUCTORS N V | 1,058,466 | $115.5B | 1.22% | |
| 31 | TMUST MOBILE US INC | 1,421,758 | $112.0B | 1.18% | |
| 32 | UHSUNIVERSAL HLTH SVCS INC | 739,717 | $110.0B | 1.16% | |
| 33 | MYGNMYRIAD GENETICS INC | 3,683,306 | $105.5B | 1.11% | |
| 34 | ABGAMERISOURCEBERGEN CORP | 1,260,606 | $103.8B | 1.09% | |
| 35 | LOWLOWES COS INC | 783,991 | $86.2B | 0.91% | |
| 36 | FISFIDELITY NATL INFORMATION SV | 583,129 | $77.4B | 0.81% | |
| 37 | —ENDO INTL PLC | 21,050,891 | $67.6B | 0.71% | |
| 38 | LBTYBLIBERTY GLOBAL PLC | 2,485,735 | $61.5B | 0.65% | |
| 39 | CNCCENTENE CORP DEL | 1,381,259 | $59.8B | 0.63% | |
| 40 | URIUNITED RENTALS INC | 417,802 | $52.1B | 0.55% | |
| 41 | WCGEURWELLCARE HEALTH PLANS INC | 199,589 | $51.7B | 0.54% | |
| 42 | NWLNEWELL BRANDS INC | 2,381,247 | $44.6B | 0.47% | |
| 43 | —ALLERGAN PLC | 154,400 | $26.0B | 0.27% | |
| 44 | —DELPHI TECHNOLOGIES PLC | 1,514,814 | $20.3B | 0.21% | |
| 45 | LTHM1EURLIVENT CORP | 3,012,513 | $20.2B | 0.21% | |
| 46 | LBTYBLIBERTY GLOBAL PLC | 788,242 | $18.8B | 0.20% | |
| 47 | TPRTAPESTRY INC | 650,971 | $17.0B | 0.18% | |
| 48 | SSNCSS&C TECHNOLOGIES HLDGS INC | 256,099 | $13.2B | 0.14% | |
| 49 | ADTADT INC | 151,301 | $949.0M | 0.01% |