Glenview Capital Management, LLC Portfolio Holdings

Glenview Capital Management, LLC

  • $4.44 Billion
  • Q3 2025

Glenview Capital Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.44 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cvs Health Corp with a value of $618M, Tenet Healthcare Corp with a value of $472M, Global Payments Inc with a value of $427M, Teva Pharmaceutical Industries LTD with a value of $337M, and Zoom Info Technologies Inc. with a value of $188M.

Examining the 13F form we can see an increase of $888M in the current position value, from $3.55B to 4.44B.

Glenview Capital Management, LLC is based out at New York, NY

Below you can find more details about Glenview Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.44 Billion
Healthcare: $2.22 Billion
Technology: $575 Million
Industrials: $523 Million
Consumer Cyclical: $398 Million
ETFs: $378 Million
Communication Services: $103 Million
Financial Services: $89.4 Million
Consumer Defensive: $81.6 Million
Other: $65.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$618 Million 13.93% of portfolio
8,196,799
Q2 2025 Reduced 31.39%
$20.8B
$472 Million 10.63% of portfolio
2,323,679
Q3 2025 Reduced 20.69%
$20.5B
$427 Million 9.63% of portfolio
5,141,892
Q3 2025 Added 19.11%
$28.2B
$337 Million 7.6% of portfolio
16,692,680
Q3 2025 Added 5.49%
$4.09B
$188 Million 4.23% of portfolio
18,505,242
Q3 2025 Added 12.96%
$2.39T
$143 Million 3.23% of portfolio
652,138
Q3 2025 Added 15.86%
$222B
$137 Million 3.09% of portfolio
282,941
Q3 2025 Added 182.94%
$2.97B
$114 Million 2.56% of portfolio
8,339,897
Q3 2025 Added 42.16%
$14.8B
$98.6 Million 2.22% of portfolio
482,169
Q3 2025 Added 23.8%
$71.6B
$89.4 Million 2.02% of portfolio
1,333,370
Q3 2025 Added 32.52%
$16.1B
$81.6 Million 1.84% of portfolio
1,065,329
Q3 2025 Reduced 22.74%
$13B
$81.7 Million 1.84% of portfolio
8,247,584
Q2 2025 Reduced 2.89%
$12B
$78.1 Million 1.76% of portfolio
351,601
Q3 2025 Added 21.02%
$40.2B
$76.9 Million 1.73% of portfolio
359,793
Q3 2025 Reduced 29.21%
$12.1B
$68.5 Million 1.55% of portfolio
889,666
Q3 2025 New
$1.06B
$66.4 Million 1.5% of portfolio
20,377,772
Q3 2025 Reduced 16.42%
$73.7B
$56.9 Million 1.28% of portfolio
676,980
Q3 2025 Added 66.33%
$31.1B
$56.2 Million 1.27% of portfolio
582,009
Q3 2025 Added 2.31%
$6.27B
$55.6 Million 1.25% of portfolio
2,207,167
Q3 2025 Reduced 21.62%
$1.37B
$55.1 Million 1.24% of portfolio
2,546,735
Q3 2025 Added 66.54%
$82.8B
$54.1 Million 1.22% of portfolio
187,757
Q3 2025 Reduced 49.51%
$160B
$52.4 Million 1.18% of portfolio
264,418
Q3 2025 Added 428.84%
$181B
$46.2 Million 1.04% of portfolio
471,801
Q3 2025 Added 76.92%
$121B
$43.6 Million 0.98% of portfolio
56,469
Q3 2025 Added 120.72%
$1.87B
$40.2 Million 0.91% of portfolio
1,378,226
Q3 2025 Added 69.62%
$6.36B
$35 Million 0.79% of portfolio
270,605
Q3 2025 New
$6.9B
$34 Million 0.77% of portfolio
859,820
Q3 2025 Reduced 26.5%
$541M
$33.2 Million 0.75% of portfolio
4,587,407
Q2 2025 Added 17.64%
$41B
$33.2 Million 0.75% of portfolio
174,727
Q3 2025 Added 74.73%
$15.6B
$26 Million 0.59% of portfolio
807,700
Q3 2025 New
$5.46B
$23.4 Million 0.53% of portfolio
1,553,855
Q2 2025 Added 210.77%
$8.04B
$23.4 Million 0.53% of portfolio
74,108
Q3 2025 New
$11.3B
$21.3 Million 0.48% of portfolio
167,637
Q3 2025 New
$9.49B
$21.3 Million 0.48% of portfolio
171,922
Q3 2025 Reduced 25.99%
$2.33B
$20.8 Million 0.47% of portfolio
374,051
Q3 2025 New
$4.78B
$19.8 Million 0.45% of portfolio
312,921
Q3 2025 Reduced 52.48%
$2.33B
$19 Million 0.43% of portfolio
4,960,255
Q3 2025 Added 4.25%
$367M
$19.2 Million 0.43% of portfolio
9,955,144
Q3 2024 Added 23.92%
$30.3B
$18.4 Million 0.42% of portfolio
322,319
Q3 2025 New
$9.31B
$16.9 Million 0.38% of portfolio
742,542
Q3 2025 New
$3.54B
$16.3 Million 0.37% of portfolio
80,341
Q3 2025 Added 21.87%
$20.6B
$13.3 Million 0.3% of portfolio
371,972
Q3 2025 New
$59.7B
$10.5 Million 0.24% of portfolio
21,300
Q3 2025 New
$6.17B
$10.4 Million 0.23% of portfolio
319,674
Q3 2025 New
$19.9B
$10 Million 0.23% of portfolio
128,480
Q3 2025 New
$19B
$9.66 Million 0.22% of portfolio
101,720
Q3 2025 New
$1.37T
$8.5 Million 0.19% of portfolio
11,572
Q3 2025 Reduced 90.02%
$2.46B
$7.73 Million 0.17% of portfolio
408,221
Q3 2025 New
$13.3B
$5.18 Million 0.12% of portfolio
205,175
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $4.44 Billion
  • Prior Value $3.55 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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