Glenview Capital Management LLC
The positions Glenview Capital Management LLC reported on its Form 13F for Q2 2026, the quarter ending 30 Jun 2026, filed on 14 Aug 2026. Every figure below is the filing’s own: US-listed long equity, valued at the quarter end, with the change measured against the same manager’s previous filing.
Opened this quarter
A new position is the clearest thing a filing says. Somebody argued for it recently, and it is the easiest question to be ready for.
- Agilent Technologies Inc (A)$262m · 4.8%
- State STR SPDR S&P 500 ETF T$194m · 3.5%
- Eli Lilly & Co (LLY)$69m · 1.3%
- MKS Inc. (MKSI)$44m · 0.8%
- Stmicroelectronics N V$42m · 0.8%
- Abbvie Inc (ABBV)$38m · 0.7%
- Astrazeneca PLC (AZN)$35m · 0.6%
- Elevance Health Inc Formerly$26m · 0.5%
- Microchip Technology Inc.$24m · 0.4%
- Agilent Technologies Inc (A)$16m · 0.3%
- Bruker Corp$15m · 0.3%
- Novartis AG$14m · 0.2%
- and 2 more, in the table below.
Sold out of this quarter
Exits are valued at what the position was worth in the previous filing, because by this one it is gone.
- Invesco QQQ TR$189m held before
- DXC Technology Co (DXC)$112m held before
- Zoominfo Technologies Inc (GTM)$95m held before
- US Foods HLDG Corp$35m held before
- Zillow Group Inc$33m held before
- Lithia MTRS Inc$32m held before
- Lionsgate Studios Corp (LION)$27m held before
- Myriad Genetics Inc (MYGN)$24m held before
- Surgery Partners Inc (SGRY)$22m held before
- Akamai Technologies Inc (AKAM)$18m held before
- Intel Corp (INTC)$18m held before
- Biogen Inc (BIIB)$11m held before
Every reported position, Q2 2026
45 positions, sorted by weight
| Position | Weight ↑ | Value | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
Bio-techne Corp (TECH) COM · CUSIP 09073M104 | 0.1% | $4.1m | 58,324 | -$5.6m -127,988 shares | Trimmed |
Cardinal Health Inc (CAH) COM · CUSIP 14149Y108 | 0.1% | $4.3m | 18,018 | No earlier filing | New |
Boston Scientific Corp (BSX) COM · CUSIP 101137107 | 0.1% | $4.8m | 113,096 | No earlier filing | New |
Primo Brands Corporation (PRMB) CLASS A COM SHS · CUSIP 741623102 | 0.2% | $9.9m | 404,971 | -$100k -126,080 shares | Trimmed |
Digitalocean HLDGS Inc COM · CUSIP 25402D102 | 0.2% | $13m | 84,812 | -$8.1m -165,188 shares | Trimmed |
Novartis AG SPONSORED ADR · CUSIP 66987V109 | 0.2% | $14m | 86,909 | No earlier filing | New |
Bruker Corp COM · CUSIP 116794108 | 0.3% | $15m | 252,169 | No earlier filing | New |
Agilent Technologies Inc (A) COM CALL · CUSIP 00846U101 | 0.3% | $16m | 116,600 | No earlier filing | New |
Microchip Technology Inc. COM · CUSIP 595017104 | 0.4% | $24m | 265,577 | No earlier filing | New |
Elevance Health Inc Formerly COM · CUSIP 036752103 | 0.5% | $26m | 66,599 | No earlier filing | New |
Baker Hughes Company (BKR) CL A · CUSIP 05722G100 | 0.5% | $27m | 493,519 | +$8.9m +189,844 shares | Added |
Bausch Plus Lomb Corp COMMON SHARES · CUSIP 071705107 | 0.6% | $32m | 1,918,148 | +$1.4m +7,652 shares | Added |
Astrazeneca PLC (AZN) ORD · CUSIP G0593M107 | 0.6% | $35m | 184,279 | No earlier filing | New |
Abbvie Inc (ABBV) COM · CUSIP 00287Y109 | 0.7% | $38m | 148,913 | No earlier filing | New |
Stmicroelectronics N V NY REGISTRY · CUSIP 861012102 | 0.8% | $42m | 560,060 | No earlier filing | New |
Six Flags Entertainment Corp (FUN) COM · CUSIP 83001C108 | 0.8% | $43m | 2,017,821 | +$3.5m -205,328 shares | Trimmed |
MKS Inc. (MKSI) COM · CUSIP 55306N104 | 0.8% | $44m | 98,532 | No earlier filing | New |
Applied Matls Inc COM · CUSIP 038222105 | 0.9% | $47m | 65,201 | -$20m -132,008 shares | Trimmed |
Element Solutions Inc (ESI) COM · CUSIP 28618M106 | 0.9% | $48m | 994,579 | -$8.1m -634,104 shares | Trimmed |
Cisco Sys Inc COM · CUSIP 17275R102 | 0.9% | $49m | 413,332 | +$22m +73,513 shares | Added |
National Vision HLDGS Inc COM · CUSIP 63845R107 | 1.1% | $59m | 3,101,083 | +$18m +1,535,166 shares | Added |
United Airls HLDGS Inc COM · CUSIP 910047109 | 1.2% | $67m | 494,736 | +$22m -2,124 shares | Trimmed |
Eli Lilly & Co (LLY) COM · CUSIP 532457108 | 1.3% | $69m | 57,771 | No earlier filing | New |
Onto Innovation Inc (ONTO) COM · CUSIP 683344105 | 1.4% | $78m | 205,791 | +$16m -93,930 shares | Trimmed |
Genius Sports Limited (GENI) SHARES CL A · CUSIP G3934V109 | 1.5% | $82m | 13,495,287 | +$44m +4,934,399 shares | Added |
Dicks Sporting Goods Inc COM · CUSIP 253393102 | 1.7% | $91m | 401,067 | +$32m +102,156 shares | Added |
Block Inc CL A · CUSIP 852234103 | 1.7% | $91m | 1,197,046 | +$8.9m -167,425 shares | Trimmed |
Humana Inc (HUM) COM · CUSIP 444859102 | 1.8% | $101m | 254,216 | +$43m -80,676 shares | Trimmed |
The Cigna Group (CI) COM · CUSIP 125523100 | 2.1% | $114m | 412,223 | -$19m -86,618 shares | Trimmed |
Butterfly Network Inc (BFLY) COM CL A · CUSIP 124155102 | 2.2% | $121m | 14,335,055 | +$63m 0 shares | Held |
Centene Corp Del COM · CUSIP 15135B101 | 2.2% | $121m | 1,886,055 | +$16m -1,327,591 shares | Trimmed |
Uber Technologies Inc (UBER) COM · CUSIP 90353T100 | 2.4% | $129m | 1,793,598 | +$25m +337,726 shares | Added |
Viatris Inc (VTRS) COM · CUSIP 92556V106 | 2.9% | $157m | 9,877,409 | +$34m +790,165 shares | Added |
Teva Pharmaceutical Inds LTD SPONSORED ADS · CUSIP 881624209 | 3.1% | $172m | 5,081,091 | -$29m -1,579,129 shares | Trimmed |
Advanced Micro Devices Inc (AMD) COM · CUSIP 007903107 | 3.2% | $173m | 298,410 | +$41m -352,382 shares | Trimmed |
State STR SPDR S&P 500 ETF T TR UNIT PUT · CUSIP 78462F103 | 3.5% | $194m | 260,000 | No earlier filing | New |
Meta Platforms Inc (META) CL A · CUSIP 30303M102 | 3.7% | $201m | 356,841 | +$131m +234,179 shares | Added |
Danaher Corp Del COM · CUSIP 235851102 | 4.0% | $218m | 1,145,979 | +$189m +989,704 shares | Added |
Agilent Technologies Inc (A) COM · CUSIP 00846U101 | 4.8% | $262m | 1,969,541 | No earlier filing | New |
iShares TR RUSSELL 2000 ETF PUT · CUSIP 464287655 | 5.0% | $276m | 918,200 | +$183m +543,200 shares | Added |
Amazon Com Inc (AMZN) COM · CUSIP 023135106 | 5.5% | $303m | 1,271,687 | +$83m +212,417 shares | Added |
Thermo Fisher Scientific Inc (TMO) COM · CUSIP 883556102 | 5.7% | $315m | 627,240 | +$191m +376,715 shares | Added |
Tenet Healthcare Corp (THC) COM NEW · CUSIP 88033G407 | 7.6% | $418m | 2,235,666 | +$131m +710,812 shares | Added |
CVS Health Corp (CVS) COM · CUSIP 126650100 | 9.1% | $499m | 4,824,799 | -$90m -3,372,000 shares | Trimmed |
Global PMTS Inc COM · CUSIP 37940X102 | 12% | $646m | 8,906,709 | +$218m +2,546,317 shares | Added |
Every filing on file
| Quarter | Period end | Filed | Book | Positions | Top 10 | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 Jun 2026 | 14 Aug 2026 | $5.5bn | 45 | 61% | 13F-HR |
| Q1 2026 | 31 Mar 2026 | 15 May 2026 | $4.0bn | 44 | 61% | 13F-HR |
| Q4 2025 | 31 Dec 2025 | 17 Feb 2026 | $4.9bn | 57 | 60% | 13F-HR |
| Q3 2025 | 30 Sept 2025 | 14 Nov 2025 | $4.5bn | 54 | 65% | 13F-HR |
| Q2 2025 | 30 Jun 2025 | 14 Aug 2025 | $3.6bn | 43 | 68% | 13F-HR |
| Q1 2025 | 31 Mar 2025 | 15 May 2025 | $4.1bn | 45 | 67% | 13F-HR |
| Q4 2024 | 31 Dec 2024 | 14 Feb 2025 | $4.0bn | 36 | 65% | 13F-HR |
| Q3 2024 | 30 Sept 2024 | 14 Nov 2024 | $5.2bn | 46 | 64% | 13F-HR |
Taking this into the room
Pick one name from the top of the book and one from the new positions, and know both properly: what the company earns, what it is priced at, and what has to be true for the position to work. That is a conversation. Reciting the whole table is not, and the interviewer wrote it.
A position sold out of is worth as much preparation as one opened. Ask what changed rather than asserting the fund was wrong, and be ready for the answer that the thesis played out and the money went somewhere better.
What this filing leaves out
A 13F covers US-listed long equity at one moment in time. Shorts, bonds, cash, private positions and non-US listings never appear, and options are reported in a form that will mislead you if you read them as a position. A long/short manager showing $8bn here may run a book several times that size.
The lag matters too. Positions are as at the quarter end and the filing arrives up to forty-five days later, so what you are reading is at least six weeks old and possibly four months. Phrase it as what the filing showed, not what the fund holds today.
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