Glenview Capital Management
Glenview Capital Management reported 42 stocks worth $5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GPN (12.9%), CVS (10.0%) and THC (8.3%). Compared with Q1 2026, the fund opened new positions in A, LLY and MKSI, added to GPN, THC and TMO, trimmed CVS, AMD and CNC and sold out of DXC, GTM and USFD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GPN Global Pmts Inc | $646M | 12.9% | 8.9M | +2.5M (+40%) | 8 of 8 | |
| 2 |  CVS Cvs Health Corp | $499M | 10.0% | 4.8M | −3.4M (−41%) | 8 of 8 | |
| 3 |  THC Tenet Healthcare Corp | $418M | 8.3% | 2.2M | +711K (+47%) | 8 of 8 | |
| 4 |  TMO Thermo Fisher Scientific Inc | $314M | 6.3% | 627K | +377K (+150%) | 5 of 8 | |
| 5 |  AMZN Amazon Com Inc | $303M | 6.0% | 1.3M | +212K (+20%) | 8 of 8 | |
| 6 |  A Agilent Technologies Inc | $262M | 5.2% | 2M | New position | 1 of 8 | |
| 7 |  DHR Danaher Corp | $218M | 4.4% | 1.1M | +990K (+633%) | 5 of 8 | |
| 8 |  META Meta Platforms Inc | $201M | 4.0% | 357K | +234K (+191%) | 6 of 8 | |
| 9 |  AMD Advanced Micro Devices Inc | $173M | 3.5% | 298K | −352K (−54%) | 3 of 8 | |
| 10 | TEVA PHARMACEUTICAL INDS LTD | $172M | 3.4% | 5.1M | −1.6M (−24%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DXC Dxc Technology Co | $112M | 8.9M |
 GTM Zoominfo Technologies Inc | $95.1M | 15.9M |
 USFD US Foods Hldg Corp | $35.4M | 384K |
 Z Zillow Group Inc | $32.7M | 790K |
 LAD Lithia Mtrs Inc | $31.9M | 128K |
🔒 Free account: see all 11.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Glenview Capital Management 13F FAQ
What does Glenview Capital Management own?
Glenview Capital Management reported 42 stocks worth $5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GPN (12.9%), CVS (10.0%) and THC (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Glenview Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 14 added to, 15 trimmed and 11 sold out. New positions include A, LLY and MKSI. It sold all of DXC, GTM and USFD.
When will Glenview Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Glenview Capital Management's portfolio worth?
The Q2 2026 filing reports $5B in US stocks ($5.5B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.