13F HOLDINGS REPORT
GLENVIEW CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000905148-23-001439
Total Value
$4.42B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 1,200,000 | $513.0M | 11.62% |
| 2 | TENET HEALTHCARE CORP | THC | 6,865,142 | $452.3M | 10.24% |
| 3 | THE CIGNA GROUP | 125523100 | 1,548,819 | $443.1M | 10.03% |
| 4 | UNIVERSAL HLTH SVCS INC | 913903100 | 1,751,416 | $220.2M | 4.99% |
| 5 | GLOBAL PMTS INC | 37940X102 | 1,847,135 | $213.1M | 4.83% |
| 6 | DXC TECHNOLOGY CO | DXC | 9,734,411 | $202.8M | 4.59% |
| 7 | MCKESSON CORP | MCK | 358,075 | $155.7M | 3.53% |
| 8 | FISERV INC | FISV | 1,269,933 | $143.5M | 3.25% |
| 9 | CLARIVATE PLC | CLVT | 20,178,745 | $135.4M | 3.07% |
| 10 | AMAZON COM INC | AMZN | 954,049 | $121.3M | 2.75% |
| 11 | ALIGHT INC | ALIT | 16,366,531 | $116.0M | 2.63% |
| 12 | CORTEVA INC | CTVA | 2,169,186 | $111.0M | 2.51% |
| 13 | ACTIVISION BLIZZARD INC | 00507V109 | 1,181,744 | $110.6M | 2.51% |
| 14 | ISHARES TR | 464287655 | 600,000 | $106.0M | 2.40% |
| 15 | UBER TECHNOLOGIES INC | UBER | 2,114,351 | $97.2M | 2.20% |
| 16 | US FOODS HLDG CORP | USFD | 2,251,723 | $89.4M | 2.02% |
| 17 | EXPEDIA GROUP INC | EXPE | 807,135 | $83.2M | 1.88% |
| 18 | VALVOLINE INC | VVV | 2,532,022 | $81.6M | 1.85% |
| 19 | HCA HEALTHCARE INC | HCA | 330,459 | $81.3M | 1.84% |
| 20 | APTIV PLC | APTV | 823,537 | $81.2M | 1.84% |
| 21 | BROOKDALE SR LIVING INC | 112463104 | 18,644,673 | $77.2M | 1.75% |
| 22 | CHARTER COMMUNICATIONS INC N | 16119P108 | 171,087 | $75.2M | 1.70% |
| 23 | TELEFLEX INCORPORATED | TFX | 380,711 | $74.8M | 1.69% |
| 24 | INTEL CORP | INTC | 2,088,592 | $74.2M | 1.68% |
| 25 | THE CIGNA GROUP | 125523100 | 244,500 | $69.9M | 1.58% |
| 26 | MYRIAD GENETICS INC | MYGN | 3,783,982 | $60.7M | 1.37% |
| 27 | ELEMENT SOLUTIONS INC | ESI | 2,782,822 | $54.6M | 1.24% |
| 28 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 1,012,838 | $50.8M | 1.15% |
| 29 | ACTIVISION BLIZZARD INC | 00507V109 | 500,000 | $46.8M | 1.06% |
| 30 | DUPONT DE NEMOURS INC | DD | 432,580 | $32.3M | 0.73% |
| 31 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 4,599,039 | $22.4M | 0.51% |
| 32 | CARDINAL HEALTH INC | CAH | 257,330 | $22.3M | 0.51% |
| 33 | DUN & BRADSTREET HLDGS INC | 26484T106 | 2,204,374 | $22.0M | 0.50% |
| 34 | AVANTOR INC | AVTR | 1,019,890 | $21.5M | 0.49% |
| 35 | BRUNSWICK CORP | BC-PC | 255,350 | $20.2M | 0.46% |
| 36 | BROOKDALE SR LIVING INC | 112463AC8 | 25,450,000 | $19.7M | 0.45% |
| 37 | MASIMO CORP | MASI | 208,848 | $18.3M | 0.41% |
| 38 | META PLATFORMS INC | META | 55,225 | $16.6M | 0.38% |
| 39 | MEDTRONIC PLC | MDT | 179,928 | $14.1M | 0.32% |
| 40 | DIGIMARC CORP NEW | DMRC | 405,722 | $13.2M | 0.30% |
| 41 | BUTTERFLY NETWORK INC | BFLY | 8,033,501 | $9.5M | 0.21% |
| 42 | MICROSOFT CORP | MSFT | 29,915 | $9.4M | 0.21% |
| 43 | MATCH GROUP INC NEW | MTCH | 218,012 | $8.5M | 0.19% |
| 44 | ELEVANCE HEALTH INC | ELV | 14,927 | $6.5M | 0.15% |
| 45 | MKS INSTRS INC | MKSI | 56,350 | $4.9M | 0.11% |
| 46 | ACTIVISION BLIZZARD INC | 00507V109 | 50,000 | $4.7M | 0.11% |
| 47 | PHENOMEX INC | 084310101 | 3,816,313 | $3.8M | 0.09% |
| 48 | CIBUS INC | CBUS | 119,963 | $2.2M | 0.05% |
| 49 | RAPID MICRO BIOSYSTEMS INC | RPID | 1,318,288 | $1.4M | 0.03% |
| 50 | CANO HEALTH INC | 13781Y103 | 1,000,000 | $253,600 | 0.01% |
| 51 | BUTTERFLY NETWORK INC | BFLY | 1,713,333 | $113,423 | 0.00% |
| 52 | DOMA HOLDINGS INC | 25703A203 | 19,994 | $101,570 | 0.00% |