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Glenview Capital Management 13F holdings, Q2 2026
Glenview Capital Management (hedge fund founded by Larry Robbins) reported 45 US-listed positions worth $5.5B in its Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026. Compared with Q1 2026, the filing shows 14 new positions, 14 increased, 14 reduced, and 13 exited.
Reported value$5.5B
Positions45
New / exited14 / 13
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|---|---|---|
| Global Pmts Inc | $646.3M | 11.8% | 8,906,709 |
| Cvs Health Corp | $499.1M | 9.1% | 4,824,799 |
| Tenet Healthcare Corp | $418.2M | 7.6% | 2,235,666 |
| Thermo Fisher Scientific Inc | $314.5M | 5.7% | 627,240 |
| Amazon Com Inc | $303.1M | 5.5% | 1,271,687 |
| Ishares TR (put options) | $275.9M | 5.0% | 918,200 |
| Agilent Technologies Inc | $261.6M | 4.8% | 1,969,541 |
| Danaher Corp Del | $218.3M | 4.0% | 1,145,979 |
| Meta Platforms Inc | $201.0M | 3.7% | 356,841 |
| State Str SPDR S&P 500 ETF T (put options) | $194.2M | 3.5% | 260,000 |
| Advanced Micro Devices Inc | $173.3M | 3.2% | 298,410 |
| Teva Pharmaceutical Inds Ltd | $172.1M | 3.1% | 5,081,091 |
| Viatris Inc | $156.9M | 2.9% | 9,877,409 |
| Uber Technologies Inc | $129.4M | 2.4% | 1,793,598 |
| Centene Corp Del | $121.1M | 2.2% | 1,886,055 |
| Butterfly Network Inc | $120.7M | 2.2% | 14,335,055 |
| The Cigna Group | $113.6M | 2.1% | 412,223 |
| Humana Inc | $101.0M | 1.8% | 254,216 |
| Block Inc | $91.0M | 1.7% | 1,197,046 |
| Dicks Sporting Goods Inc | $91.0M | 1.7% | 401,067 |
| Genius Sports Limited | $81.8M | 1.5% | 13,495,287 |
| Onto Innovation Inc | $77.9M | 1.4% | 205,791 |
| Eli Lilly & Co | $69.3M | 1.3% | 57,771 |
| United Airls Hldgs Inc | $67.3M | 1.2% | 494,736 |
| National Vision Hldgs Inc | $59.0M | 1.1% | 3,101,083 |
New positions in Q2 2026
| Company | Value | Shares |
|---|---|---|
| Agilent Technologies Inc | $261.6M | 1,969,541 |
| State Str SPDR S&P 500 ETF T (put options) | $194.2M | 260,000 |
| Eli Lilly & Co | $69.3M | 57,771 |
| Mks Inc. | $43.8M | 98,532 |
| Stmicroelectronics N V | $41.9M | 560,060 |
| Abbvie Inc | $37.5M | 148,913 |
| Astrazeneca Plc | $34.9M | 184,279 |
| Elevance Health Inc Formerly | $25.8M | 66,599 |
| Microchip Technology Inc. | $24.2M | 265,577 |
| Agilent Technologies Inc (call options) | $15.5M | 116,600 |
| Bruker Corp | $15.2M | 252,169 |
| Novartis Ag | $13.6M | 86,909 |
| Boston Scientific Corp | $4.8M | 113,096 |
| Cardinal Health Inc | $4.3M | 18,018 |
Positions increased
| Company | Value | Share change | Shares |
|---|---|---|---|
| Global Pmts Inc | $646.3M | +40% | 8,906,709 |
| Tenet Healthcare Corp | $418.2M | +47% | 2,235,666 |
| Thermo Fisher Scientific Inc | $314.5M | +150% | 627,240 |
| Amazon Com Inc | $303.1M | +20% | 1,271,687 |
| Ishares TR (put options) | $275.9M | +145% | 918,200 |
| Danaher Corp Del | $218.3M | +633% | 1,145,979 |
| Meta Platforms Inc | $201.0M | +191% | 356,841 |
| Viatris Inc | $156.9M | +9% | 9,877,409 |
| Uber Technologies Inc | $129.4M | +23% | 1,793,598 |
| Dicks Sporting Goods Inc | $91.0M | +34% | 401,067 |
| Genius Sports Limited | $81.8M | +58% | 13,495,287 |
| National Vision Hldgs Inc | $59.0M | +98% | 3,101,083 |
| Cisco Sys Inc | $48.5M | +22% | 413,332 |
| Baker Hughes Company | $27.4M | +63% | 493,519 |
Positions reduced
| Company | Value | Share change | Shares |
|---|---|---|---|
| Cvs Health Corp | $499.1M | -41% | 4,824,799 |
| Advanced Micro Devices Inc | $173.3M | -54% | 298,410 |
| Teva Pharmaceutical Inds Ltd | $172.1M | -24% | 5,081,091 |
| Centene Corp Del | $121.1M | -41% | 1,886,055 |
| The Cigna Group | $113.6M | -17% | 412,223 |
| Humana Inc | $101.0M | -24% | 254,216 |
| Block Inc | $91.0M | -12% | 1,197,046 |
| Onto Innovation Inc | $77.9M | -31% | 205,791 |
| Element Solutions Inc | $47.5M | -39% | 994,579 |
| Applied Matls Inc | $47.1M | -67% | 65,201 |
| Six Flags Entertainment Corp | $43.0M | -9% | 2,017,821 |
| Digitalocean Hldgs Inc | $13.3M | -66% | 84,812 |
| Primo Brands Corporation | $9.9M | -24% | 404,971 |
| Bio-Techne Corp | $4.1M | -69% | 58,324 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
|---|---|---|
| Invesco Qqq TR (call options) | $189.4M | 328,200 |
| Dxc Technology Co | $111.8M | 8,895,875 |
| Zoominfo Technologies Inc | $95.1M | 15,905,242 |
| Us Foods Hldg Corp | $35.4M | 384,007 |
| Zillow Group Inc | $32.7M | 789,670 |
| Lithia Mtrs Inc | $31.9M | 127,605 |
| Lionsgate Studios Corp | $26.6M | 2,778,781 |
| Myriad Genetics Inc | $24.4M | 5,411,978 |
| Surgery Partners Inc | $21.5M | 1,800,000 |
| Akamai Technologies Inc | $18.0M | 156,453 |
| Intel Corp | $17.6M | 399,506 |
| Biogen Inc | $10.5M | 57,019 |
| Global Pmts Inc (call options) | $6.7M | 100,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.