13F HOLDINGS REPORT
GLENVIEW CAPITAL MANAGEMENT, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000905148-23-000237
Total Value
$4.51B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CIGNA CORP NEW | 125523100 | 1,839,941 | $609.6M | 13.51% |
| 2 | TENET HEALTHCARE CORP | THC | 8,896,111 | $434.0M | 9.62% |
| 3 | SPDR S&P 500 ETF TR | SPY | 718,900 | $274.9M | 6.09% |
| 4 | DXC TECHNOLOGY CO | DXC | 9,704,553 | $257.2M | 5.70% |
| 5 | FISERV INC | FISV | 2,523,218 | $255.0M | 5.65% |
| 6 | MCKESSON CORP | MCK | 650,643 | $244.1M | 5.41% |
| 7 | GLOBAL PMTS INC | 37940X102 | 2,391,312 | $237.5M | 5.26% |
| 8 | US FOODS HLDG CORP | USFD | 3,844,102 | $130.8M | 2.90% |
| 9 | UNIVERSAL HLTH SVCS INC | 913903100 | 905,748 | $127.6M | 2.83% |
| 10 | COCA-COLA EUROPACIFIC PARTNE | CCEP | 2,068,877 | $114.5M | 2.54% |
| 11 | VALVOLINE INC | VVV | 3,493,686 | $114.1M | 2.53% |
| 12 | HCA HEALTHCARE INC | HCA | 439,985 | $105.6M | 2.34% |
| 13 | BAXTER INTL INC | 071813109 | 2,009,973 | $102.4M | 2.27% |
| 14 | UBER TECHNOLOGIES INC | UBER | 4,005,006 | $99.0M | 2.19% |
| 15 | FMC CORP | FMC | 721,996 | $90.1M | 2.00% |
| 16 | FLEX LTD | FLEX | 4,051,237 | $86.9M | 1.93% |
| 17 | APTIV PLC | APTV | 921,271 | $85.8M | 1.90% |
| 18 | CLARIVATE PLC | CLVT | 10,077,581 | $84.0M | 1.86% |
| 19 | DUPONT DE NEMOURS INC | DD | 1,145,046 | $78.6M | 1.74% |
| 20 | ACTIVISION BLIZZARD INC | 00507V109 | 970,273 | $74.3M | 1.65% |
| 21 | CIGNA CORP NEW | 125523100 | 200,000 | $66.3M | 1.47% |
| 22 | ALIGHT INC | ALIT | 7,825,974 | $65.4M | 1.45% |
| 23 | META PLATFORMS INC | META | 526,142 | $63.3M | 1.40% |
| 24 | ELEMENT SOLUTIONS INC | ESI | 3,099,385 | $56.4M | 1.25% |
| 25 | NORFOLK SOUTHN CORP | 655844108 | 227,578 | $56.1M | 1.24% |
| 26 | ZOOMINFO TECHNOLOGIES INC | GTM | 1,746,519 | $52.6M | 1.17% |
| 27 | MYRIAD GENETICS INC | MYGN | 3,097,768 | $44.9M | 1.00% |
| 28 | EXPEDIA GROUP INC | EXPE | 504,546 | $44.2M | 0.98% |
| 29 | LENNOX INTL INC | 526107107 | 176,396 | $42.2M | 0.93% |
| 30 | CORTEVA INC | CTVA | 679,494 | $39.9M | 0.88% |
| 31 | BROOKDALE SR LIVING INC | 112463104 | 13,844,673 | $37.8M | 0.84% |
| 32 | BOOKING HOLDINGS INC | BKNG | 18,589 | $37.5M | 0.83% |
| 33 | LAS VEGAS SANDS CORP | LVS | 765,576 | $36.8M | 0.82% |
| 34 | WILLIS TOWERS WATSON PLC LTD | WTW | 144,152 | $35.3M | 0.78% |
| 35 | ALPHABET INC | GOOG | 354,036 | $31.2M | 0.69% |
| 36 | ALIBABA GROUP HLDG LTD | BBAAY | 343,897 | $30.3M | 0.67% |
| 37 | UNITED RENTALS INC | URI | 77,860 | $27.7M | 0.61% |
| 38 | PAYPAL HLDGS INC | PYPL | 250,000 | $17.8M | 0.39% |
| 39 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 5,979,111 | $15.5M | 0.34% |
| 40 | TEMPUR SEALY INTL INC | SGI | 391,700 | $13.4M | 0.30% |
| 41 | BUTTERFLY NETWORK INC | BFLY | 5,464,751 | $13.4M | 0.30% |
| 42 | SPLUNK INC | 848637104 | 146,220 | $12.6M | 0.28% |
| 43 | DUN & BRADSTREET HLDGS INC | 26484T106 | 877,311 | $10.8M | 0.24% |
| 44 | BAUSCH HEALTH COS INC | 071734107 | 1,500,000 | $9.4M | 0.21% |
| 45 | NEW RELIC INC | 64829B100 | 160,683 | $9.1M | 0.20% |
| 46 | DIGIMARC CORP NEW | DMRC | 440,000 | $8.1M | 0.18% |
| 47 | QUANTUM SI INC | QSIAW | 4,249,956 | $7.8M | 0.17% |
| 48 | SABRE CORP | SABR | 1,136,718 | $7.0M | 0.16% |
| 49 | BERKELEY LTS INC | 084310101 | 2,610,677 | $7.0M | 0.16% |
| 50 | ISOPLEXIS CORP | 465005106 | 1,970,000 | $3.1M | 0.07% |
| 51 | FARFETCH LTD | 30744W107 | 618,916 | $2.9M | 0.06% |
| 52 | RAPID MICRO BIOSYSTEMS INC | RPID | 810,391 | $915,742 | 0.02% |
| 53 | AMERISOURCEBERGEN CORP | COR | 4,255 | $705,096 | 0.02% |