GLENVIEW CAPITAL MANAGEMENT, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$18.5T
Holdings
58
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC | 12,351,122 | $1.1T | 5.86% | |
| 2 | —DOWDUPONT INC | 14,933,459 | $1.1T | 5.75% | |
| 3 | FMCF M C CORP | 10,668,384 | $1.0T | 5.46% | |
| 4 | —SHIRE PLC | 5,738,610 | $890.2B | 4.81% | |
| 5 | IQVIQVIA HLDGS INC | 8,576,935 | $839.7B | 4.54% | |
| 6 | FLEXFLEX LTD | 39,432,751 | $709.4B | 3.83% | |
| 7 | ELVANTHEM INC | 3,057,497 | $688.0B | 3.72% | |
| 8 | DXCDXC TECHNOLOGY CO | 6,922,784 | $657.0B | 3.55% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 3,327,576 | $631.8B | 3.42% | |
| 10 | MCKMCKESSON CORP | 3,801,966 | $592.9B | 3.21% | |
| 11 | CICIGNA CORPORATION | 2,619,078 | $531.9B | 2.88% | |
| 12 | NWLNEWELL BRANDS INC | 17,012,932 | $525.7B | 2.84% | |
| 13 | GOOGLALPHABET INC | 491,752 | $518.0B | 2.80% | |
| 14 | —AETNA INC NEW | 2,869,460 | $517.6B | 2.80% | |
| 15 | EBAEBAY INC | 13,269,082 | $500.8B | 2.71% | |
| 16 | WBAWALGREENS BOOTS ALLIANCE INC | 6,829,696 | $496.0B | 2.68% | |
| 17 | CVSCVS HEALTH CORP | 6,821,631 | $494.6B | 2.67% | |
| 18 | UHSUNIVERSAL HLTH SVCS INC | 4,126,555 | $467.7B | 2.53% | |
| 19 | FDCFIRST DATA CORP NEW | 27,472,976 | $459.1B | 2.48% | |
| 20 | —LABORATORY CORP AMER HLDGS | 2,670,426 | $426.0B | 2.30% | |
| 21 | —CBS CORP NEW | 6,765,742 | $399.2B | 2.16% | |
| 22 | CUCAAVIS BUDGET GROUP | 7,598,004 | $333.4B | 1.80% | |
| 23 | WMBWILLIAMS COS INC DEL | 10,149,408 | $309.5B | 1.67% | |
| 24 | THCTENET HEALTHCARE CORP | 17,895,314 | $271.3B | 1.47% | |
| 25 | APTVAPTIV PLC | 2,935,720 | $249.0B | 1.35% | |
| 26 | LBTYBLIBERTY GLOBAL PLC | 6,876,465 | $246.5B | 1.33% | |
| 27 | AAPLAPPLE INC | 1,261,612 | $213.5B | 1.15% | |
| 28 | LBTYBLIBERTY GLOBAL PLC | 6,239,140 | $211.1B | 1.14% | |
| 29 | —ALLERGAN PLC | 1,154,576 | $188.9B | 1.02% | |
| 30 | VVISA INC | 1,602,813 | $182.8B | 0.99% | |
| 31 | B7SBROOKDALE SR LIVING INC | 18,250,718 | $177.0B | 0.96% | |
| 32 | CHTRCHARTER COMMUNICATIONS INC N | 476,929 | $160.2B | 0.87% | |
| 33 | ARCPEURVEREIT INC | 20,473,142 | $159.5B | 0.86% | |
| 34 | PNRPENTAIR PLC | 2,234,747 | $157.8B | 0.85% | |
| 35 | —VANTIV INC | 2,091,464 | $153.8B | 0.83% | |
| 36 | —ENDO INTL PLC | 19,238,422 | $149.1B | 0.81% | |
| 37 | —PLATFORM SPECIALTY PRODS COR | 14,328,633 | $142.1B | 0.77% | |
| 38 | FDXFEDEX CORP | 529,127 | $132.0B | 0.71% | |
| 39 | ABBVABBVIE INC | 1,364,449 | $132.0B | 0.71% | |
| 40 | —DUN & BRADSTREET CORP DEL NE | 1,105,262 | $130.9B | 0.71% | |
| 41 | LOWLOWES COS INC | 1,351,331 | $125.6B | 0.68% | |
| 42 | —DELPHI TECHNOLOGIES PLC | 2,326,629 | $122.1B | 0.66% | |
| 43 | CCEPCOCA COLA EUROPEAN PARTNERS | 2,917,898 | $116.3B | 0.63% | |
| 44 | MTORMERITOR INC | 4,863,111 | $114.1B | 0.62% | |
| 45 | CMCSACOMCAST CORP NEW | 2,762,360 | $110.6B | 0.60% | |
| 46 | HOUSREALOGY HLDGS CORP | 3,896,651 | $103.3B | 0.56% | |
| 47 | —HERTZ GLOBAL HLDGS INC | 4,307,353 | $95.2B | 0.51% | |
| 48 | MIKUSDMICHAELS COS INC | 3,636,818 | $88.0B | 0.48% | |
| 49 | CNDTCONDUENT INC | 5,081,773 | $82.1B | 0.44% | |
| 50 | MHKMOHAWK INDS INC | 292,551 | $80.7B | 0.44% | |
| 51 | ARMKARAMARK | 1,715,109 | $73.3B | 0.40% | |
| 52 | CAHCARDINAL HEALTH INC | 751,018 | $46.0B | 0.25% | |
| 53 | LYBLYONDELLBASELL INDUSTRIES N | 391,230 | $43.2B | 0.23% | |
| 54 | —MONSANTO CO NEW | 325,149 | $38.0B | 0.21% | |
| 55 | KMIKINDER MORGAN INC DEL | 1,819,630 | $32.9B | 0.18% | |
| 56 | NXDRKINDRED HEALTHCARE INC | 1,990,247 | $19.3B | 0.10% | |
| 57 | —TAILORED BRANDS INC | 132,517 | $2.9B | 0.02% | |
| 58 | —CITIGROUP INC | 8,031,020 | $804.0M | 0.00% |