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Livermore
Livermore
ZHEN

Glenview Capital Management, LLC

SEC CIK
0001138995
Latest filing
Aug 14, 2026

The latest 13F from Glenview Capital Management, LLC covers Q2 2026 (filed Aug 14, 2026): 42 long positions worth $5.01B. The top 10 holdings make up 64.1% of the portfolio, and the largest is Global Payments Inc (GPN) at 12.9%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
12
Est. +$577.0M
Added
14
Est. +$1.02B
Reduced
15
Est. −$964.9M
Sold out
11
Est. −$425.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. GPNGlobal Payments Inc
    12.9%$646.3MHistory
  2. CVSCVS Health Corp
    10.0%$499.1MHistory
  3. THCTenet Healthcare Corp
    8.4%$418.2MHistory
  4. TMOThermo Fisher Scientific Inc.
    6.3%$314.5MHistory
  5. AMZNAmazon Com Inc
    6.1%$303.1MHistory

Share of portfolio

Top 5 holdings and the other 37 positions, by share of portfolio value

  1. GPN12.9%
  2. CVS10.0%
  3. THC8.4%
  4. TMO6.3%
  5. AMZN6.1%
  6. Other 37 positions56.4%

Biggest buys

New and added positions, by estimated amount bought

  1. AAgilent Technologies, Inc.
    +$261.6MNewHistory
  2. TMOThermo Fisher Scientific Inc.
    +$188.9MAddedHistory
  3. DHRDanaher Corp
    +$188.5MAddedHistory
  4. GPNGlobal Payments Inc
    +$184.8MAddedHistory
  5. THCTenet Healthcare Corp
    +$133.0MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AAgilent Technologies, Inc.
    +5.23 pp0.0% → 5.2%History
  2. DHRDanaher Corp
    +3.56 pp0.8% → 4.4%History
  3. TMOThermo Fisher Scientific Inc.
    +2.95 pp3.3% → 6.3%History
  4. METAMeta Platforms, Inc.
    +2.12 pp1.9% → 4.0%History
  5. LLYEli Lilly & Co
    +1.38 pp0.0% → 1.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CVSCVS Health Corp
    −$348.8MReducedHistory
  2. AMDAdvanced Micro Devices Inc
    −$204.7MReducedHistory
  3. DXCDXC Technology Co
    −$111.8MSold outHistory
  4. AMATApplied Materials Inc
    −$95.4MReducedHistory
  5. GTMZoomInfo Technologies Inc.
    −$95.1MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVSCVS Health Corp
    −5.97 pp15.9% → 10.0%History
  2. DXCDXC Technology Co
    −3.03 pp3.0% → 0.0%History
  3. GTMZoomInfo Technologies Inc.
    −2.57 pp2.6% → 0.0%History
  4. TEVATeva Pharmaceutical Industries Ltd
    −1.99 pp5.4% → 3.4%History
  5. CICigna Group
    −1.33 pp3.6% → 2.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.01B
+$1.31B (+35.5%) vs. prior quarter
Positions
42
+1 vs. prior quarter
Top 10 concentration
64.1%
Top 10 as share of value
Turnover
32.0%
Q2 2026, one quarter
Average holding period
10.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $6.05B (Q2 2021)

Q1 2021: $5.90BQ2 2021: $6.05BQ3 2021: $5.48BQ4 2021: $4.61BQ1 2022: $4.90BQ2 2022: $3.93BQ3 2022: $3.94BQ4 2022: $4.17BQ1 2023: $4.07BQ2 2023: $3.72BQ3 2023: $3.68BQ4 2023: $4.29BQ1 2024: $5.13BQ2 2024: $4.72BQ3 2024: $4.74BQ4 2024: $3.96BQ1 2025: $4.05BQ2 2025: $3.52BQ3 2025: $4.11BQ4 2025: $4.69BQ1 2026: $3.69BQ2 2026: $5.01B
Q1 2021Q2 2026
13F filings of Glenview Capital Management, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202642$5.01BGPNCVSTHCvs. Q1 2026SEC
Q1 2026May 15, 202641$3.69BCVSGPNTHCvs. Q4 2025SEC
Q4 2025Feb 17, 202654$4.69BCVSTEVAGPNvs. Q3 2025SEC
Q3 2025Nov 14, 202553$4.11BCVSTHCGPNvs. Q2 2025SEC
Q2 2025Aug 14, 202542$3.52BCVSTHCGPNvs. Q1 2025SEC
Q1 2025May 15, 202544$4.05BCVSTHCGPNvs. Q4 2024SEC
Q4 2024Feb 14, 202536$3.96BCVSGPNTHCvs. Q3 2024SEC
Q3 2024Nov 14, 202443$4.74BCVSTHCGPNvs. Q2 2024SEC
Q2 2024Aug 14, 202446$4.72BTHCCVSCIvs. Q1 2024SEC
Q1 2024May 15, 202443$5.13BTHCCICTVAvs. Q4 2023SEC
Q4 2023Feb 14, 202441$4.29BCITHCDXCvs. Q3 2023SEC
Q3 2023Nov 14, 202347$3.68BTHCCIUHSvs. Q2 2023SEC
Q2 2023Aug 14, 202346$3.72BCITHCDXCvs. Q1 2023SEC
Q1 2023May 15, 202353$4.07BCITHCFISVvs. Q4 2022SEC
Q4 2022Feb 14, 202351$4.17BCITHCDXCvs. Q3 2022SEC
Q3 2022Nov 14, 202253$3.94BCITHCFISVvs. Q2 2022SEC
Q2 2022Aug 11, 202253$3.93BCITHCGPNvs. Q1 2022SEC
Q1 2022May 16, 202258$4.90BTHCCIGPNvs. Q4 2021SEC
Q4 2021Feb 14, 202254$4.61BTHCMCKBHCvs. Q3 2021SEC
Q3 2021Feb 18, 2022Amended60$5.48BTHCBHCMCKvs. Q2 2021SECSEC
Q2 2021Feb 18, 2022Amended65$6.05BTHCBHCCIvs. Q1 2021SEC
Q1 2021May 17, 202163$5.90BTHCBHCCI–SEC

13D and 13G filings

Companies where Glenview Capital Management, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Glenview Capital Management, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
BFLYButterfly Network, Inc.13D/A6.17%15.1M shares−2.35 ppfrom 8.52%Feb 14, 20236 filingsAug 17, 2026SEC
GENIGenius Sports Ltd13G5.20%13.8M sharesNewMay 21, 20261 filingMay 21, 2026SEC

Latest filings

52 filings on file made by Glenview Capital Management, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Glenview Capital Management, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
BFLYButterfly Network, Inc.Aug 17, 20267:02 PM ET13D/A6.17%15.1M shares−2.35 ppfrom 8.52%Aug 13, 2026SEC
MYGNMyriad Genetics IncAug 14, 20264:59 PM ET13G/A0.00%0 shares−5.30 ppfrom 5.30%Below 5%Jun 30, 2026SEC
DXCDXC Technology CoAug 14, 20264:59 PM ET13G/A0.00%0 shares−5.20 ppfrom 5.20%Below 5%Jun 30, 2026SEC
GTMZoomInfo Technologies Inc.Aug 14, 20264:59 PM ET13G/A0.00%0 shares−5.35 ppfrom 5.35%Below 5%Jun 30, 2026SEC
GENIGenius Sports LtdMay 21, 20264:59 PM ET13G5.20%13.8M sharesNewMay 19, 2026SEC
DXCDXC Technology CoMar 27, 20264:20 PM ET13G5.20%8.90M shares+1.36 ppfrom 3.84%Mar 20, 2026SEC
BFLYButterfly Network, Inc.Feb 17, 20264:35 PM ET13D/A8.52%19.3M shares−1.19 ppfrom 9.71%Feb 12, 2026SEC
MYGNMyriad Genetics IncJan 13, 20264:39 PM ET13G5.30%4.94M shares–Jan 6, 2026SEC
BFLYButterfly Network, Inc.Nov 24, 20256:11 PM ET13D/A9.71%22.4M shares+1.01 ppfrom 8.70%Nov 21, 2025SEC
ALITAlight, Inc. / DelawareAug 14, 20255:15 PM ET13G/A4.62%24.4M shares–Below 5%Jun 30, 2025SEC
GTMZoomInfo Technologies Inc.Jul 11, 20254:47 PM ET13G5.35%17.6M sharesNewJul 3, 2025SEC
BFLYButterfly Network, Inc.Jun 17, 20258:02 PM ET13D/A8.70%19.6M shares–Jun 13, 2025SEC
DXCDXC Technology CoMay 15, 20254:43 PM ET13G/A3.84%6.96M shares–Below 5%Mar 31, 2025SEC
BKDBrookdale Senior Living Inc.Nov 14, 202413G/AOld format–––SEC
THCTenet Healthcare CorpNov 14, 202413G/AOld format–––SEC
MYGNMyriad Genetics IncNov 14, 202413G/AOld format–––SEC
DXCDXC Technology CoNov 14, 202413G/AOld format–––SEC
ALITAlight, Inc. / DelawareOct 18, 202413GOld format–––SEC
ALITAlight, Inc. / DelawareOct 18, 202413G/AOld format–––SEC
BFLYButterfly Network, Inc.Sep 3, 202413D/AOld format–––SEC