GLENVIEW CAPITAL MANAGEMENT, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$3.2T
Holdings
45
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 19,761,353 | $484.4B | 15.20% | |
| 2 | TAKTAKEDA PHARMACEUTICAL CO LTD | 16,788,589 | $299.5B | 9.40% | |
| 3 | BHCBAUSCH HEALTH COS INC | 14,957,708 | $232.4B | 7.30% | |
| 4 | CICIGNA CORP NEW | 1,310,027 | $221.9B | 6.97% | |
| 5 | HCAHCA HEALTHCARE INC | 1,638,515 | $204.3B | 6.41% | |
| 6 | MCKMCKESSON CORP | 1,267,259 | $188.7B | 5.92% | |
| 7 | DXCDXC TECHNOLOGY CO | 10,218,215 | $182.4B | 5.73% | |
| 8 | —LABORATORY CORP AMER HLDGS | 698,442 | $131.5B | 4.13% | |
| 9 | HOLXHOLOGIC INC | 1,450,171 | $96.4B | 3.03% | |
| 10 | 0VVBVIACOMCBS INC | 3,439,825 | $96.3B | 3.02% | |
| 11 | MTORMERITOR INC | 3,871,291 | $81.1B | 2.54% | |
| 12 | NUANEURNUANCE COMMUNICATIONS INC | 2,406,267 | $79.9B | 2.51% | |
| 13 | ABGAMERISOURCEBERGEN CORP | 819,674 | $79.4B | 2.49% | |
| 14 | FMCF M C CORP | 694,509 | $73.6B | 2.31% | |
| 15 | IQVIQVIA HLDGS INC | 418,985 | $66.0B | 2.07% | |
| 16 | UHSUNIVERSAL HLTH SVCS INC | 575,634 | $61.6B | 1.93% | |
| 17 | CTVACORTEVA INC | 1,670,774 | $48.1B | 1.51% | |
| 18 | MARMARRIOTT INTL INC NEW | 437,717 | $40.5B | 1.27% | |
| 19 | BSXBOSTON SCIENTIFIC CORP | 1,045,052 | $39.9B | 1.25% | |
| 20 | MOHMOLINA HEALTHCARE INC | 208,374 | $38.1B | 1.20% | |
| 21 | MYGNMYRIAD GENETICS INC | 2,757,993 | $36.0B | 1.13% | |
| 22 | CUCAAVIS BUDGET GROUP | 1,321,354 | $34.8B | 1.09% | |
| 23 | HUMHUMANA INC | 83,089 | $34.4B | 1.08% | |
| 24 | B7SBROOKDALE SR LIVING INC | 12,586,554 | $32.0B | 1.00% | |
| 25 | EXPEEXPEDIA GROUP INC | 345,433 | $31.7B | 0.99% | |
| 26 | —ENDO INTL PLC | 8,714,484 | $28.8B | 0.90% | |
| 27 | PAHUSDELEMENT SOLUTIONS INC | 2,483,523 | $26.1B | 0.82% | |
| 28 | MIKUSDMICHAELS COS INC | 2,253,499 | $21.8B | 0.68% | |
| 29 | FISVFISERV INC | 193,915 | $20.0B | 0.63% | |
| 30 | LYFTLYFT INC | 678,952 | $18.7B | 0.59% | |
| 31 | DGXQUEST DIAGNOSTICS INC | 159,954 | $18.3B | 0.57% | |
| 32 | DVADAVITA INC | 193,506 | $16.6B | 0.52% | |
| 33 | EBAEBAY INC. | 289,767 | $15.1B | 0.47% | |
| 34 | URIUNITED RENTALS INC | 79,450 | $13.9B | 0.44% | |
| 35 | MDTMEDTRONIC PLC | 113,882 | $11.8B | 0.37% | |
| 36 | AMGNAMGEN INC | 45,303 | $11.5B | 0.36% | |
| 37 | MSFTMICROSOFT CORP | 53,664 | $11.3B | 0.35% | |
| 38 | DOCHEALTHPEAK PROPERTIES INC | 406,928 | $11.0B | 0.35% | |
| 39 | BAXBAXTER INTL INC | 132,623 | $10.7B | 0.33% | |
| 40 | PRAHPRA HEALTH SCIENCES INC | 93,925 | $9.5B | 0.30% | |
| 41 | WELLWELLTOWER INC | 124,039 | $6.8B | 0.21% | |
| 42 | —BIOHAVEN PHARMACTL HLDG CO L | 97,047 | $6.3B | 0.20% | |
| 43 | FLBFLUIDIGM CORP DEL | 809,369 | $6.0B | 0.19% | |
| 44 | GOOGLALPHABET INC | 3,845 | $5.6B | 0.18% | |
| 45 | PRSUVIAD CORP | 50,995 | $1.1B | 0.03% |