13F HOLDINGS REPORT
GLENVIEW CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000905148-25-000645
Total Value
$3.96B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CVS HEALTH CORP | CVS | 11,946,799 | $536.3M | 13.56% |
| 2 | GLOBAL PMTS INC | 37940X102 | 3,926,152 | $440.0M | 11.12% |
| 3 | TENET HEALTHCARE CORP | THC | 2,837,085 | $358.1M | 9.05% |
| 4 | ALIGHT INC | ALIT | 31,911,033 | $220.8M | 5.58% |
| 5 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 8,456,324 | $186.4M | 4.71% |
| 6 | DUN & BRADSTREET HLDGS INC | 26484T106 | 14,792,634 | $184.3M | 4.66% |
| 7 | THE CIGNA GROUP | 125523100 | 632,408 | $174.6M | 4.42% |
| 8 | EXPEDIA GROUP INC | EXPE | 878,580 | $163.7M | 4.14% |
| 9 | UNIVERSAL HLTH SVCS INC | 913903100 | 879,298 | $157.8M | 3.99% |
| 10 | DXC TECHNOLOGY CO | DXC | 7,888,091 | $157.6M | 3.98% |
| 11 | CORTEVA INC | CTVA | 2,055,607 | $117.1M | 2.96% |
| 12 | VIATRIS INC | VTRS | 9,323,319 | $116.1M | 2.93% |
| 13 | US FOODS HLDG CORP | USFD | 1,608,525 | $108.5M | 2.74% |
| 14 | ZOOMINFO TECHNOLOGIES INC | GTM | 9,986,800 | $105.0M | 2.65% |
| 15 | CLARIVATE PLC | CLVT | 18,567,923 | $94.3M | 2.38% |
| 16 | MCKESSON CORP | MCK | 151,618 | $86.4M | 2.18% |
| 17 | UBER TECHNOLOGIES INC | UBER | 1,390,594 | $83.9M | 2.12% |
| 18 | CENTENE CORP DEL | CNC | 1,287,341 | $78.0M | 1.97% |
| 19 | AMAZON COM INC | AMZN | 333,325 | $73.1M | 1.85% |
| 20 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 1,204,054 | $63.9M | 1.61% |
| 21 | ELEMENT SOLUTIONS INC | ESI | 2,450,581 | $62.3M | 1.58% |
| 22 | TELEFLEX INCORPORATED | TFX | 329,976 | $58.7M | 1.48% |
| 23 | MYRIAD GENETICS INC | MYGN | 4,157,324 | $57.0M | 1.44% |
| 24 | AVIS BUDGET GROUP | CAR | 650,597 | $52.4M | 1.33% |
| 25 | MICROSOFT CORP | MSFT | 103,649 | $43.7M | 1.10% |
| 26 | WESTERN DIGITAL CORP | WDC | 698,823 | $41.7M | 1.05% |
| 27 | BUTTERFLY NETWORK INC | BFLY | 9,955,144 | $31.1M | 0.79% |
| 28 | BRUNSWICK CORP | BC-PC | 436,008 | $28.2M | 0.71% |
| 29 | JOHN BEAN TECHNOLOGIES CORP | JBTM | 186,695 | $23.7M | 0.60% |
| 30 | HENRY SCHEIN INC | HSIC | 317,652 | $22.0M | 0.56% |
| 31 | PINTEREST INC | PINS | 358,356 | $10.4M | 0.26% |
| 32 | BROOKDALE SR LIVING INC | 112463104 | 1,500,000 | $7.5M | 0.19% |
| 33 | FMC CORP | FMC | 153,365 | $7.5M | 0.19% |
| 34 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 187,501 | $1.8M | 0.05% |
| 35 | DIGIMARC CORP NEW | DMRC | 26,259 | $983,400 | 0.02% |
| 36 | BUTTERFLY NETWORK INC | BFLY | 1,713,333 | $217,765 | 0.01% |