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GLENVIEW CAPITAL MANAGEMENT, LLC

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13F filer, CIK 1138995, NEW YORK, NY

GLENVIEW CAPITAL MANAGEMENT, LLC reported $3,955,088,048 across 36 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 65.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-25-000645

Period
2024-12-31
Reported value
$3.96B
Holdings
36
Top 10 weight
65.22%
New
5
Sold out
15

Stakes and trades reported after 2024-12-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • SGRY SURGERY PARTNERS INC: 13G 7,023,338 shares, 5.4% of the class, 13G filed 2026-10-13, 0000905148-26-004453Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ALITadded+14,199,370$98.3M
CNCnew+1,287,341$78M
DUN & BRADSTREET HLDGS INCadded+5,235,544$65.2M
GTMadded+6,051,335$63.6M
MSFTnew+103,649$43.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CTVAreduced-3,187,473-$182M
CIreduced-419,255-$116M
MRVLexited-1,165,121-$84M
MCKreduced-115,327-$65.7M
DXCreduced-3,286,072-$65.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0000905148-25-000645, largest first. % of portfolio is the value over $3,955,088,048, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946,799 shares; 2024Q4: 11,946,799 shares 11,946,799$536M13.56%0Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141,160 shares; 2024Q4: 3,926,152 shares 3,926,152$440M11.12%-215,008Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658,791 shares; 2024Q4: 2,837,085 shares 2,837,085$358M9.05%+178,294Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,711,663 shares; 2024Q4: 31,911,033 shares 31,911,033$221M5.58%+14,199,370Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456,324 shares; 2024Q4: 8,456,324 shares 8,456,324$186M4.71%0Timeline
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,557,090 shares; 2024Q4: 14,792,634 shares 14,792,634$184M4.66%+5,235,544
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,663 shares; 2024Q4: 632,408 shares 632,408$175M4.42%-419,255Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,747 shares; 2024Q4: 878,580 shares 878,580$164M4.14%-212,167Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,260 shares; 2024Q4: 879,298 shares 879,298$158M3.99%+146,038Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,174,163 shares; 2024Q4: 7,888,091 shares 7,888,091$158M3.98%-3,286,072Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243,080 shares; 2024Q4: 2,055,607 shares 2,055,607$117M2.96%-3,187,473Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571,906 shares; 2024Q4: 9,323,319 shares 9,323,319$116M2.93%+1,751,413Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,427 shares; 2024Q4: 1,608,525 shares 1,608,525$109M2.74%-204,902Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935,465 shares; 2024Q4: 9,986,800 shares 9,986,800$105M2.65%+6,051,335Timeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,244,423 shares; 2024Q4: 18,567,923 shares 18,567,923$94.3M2.38%-7,676,500Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,945 shares; 2024Q4: 151,618 shares 151,618$86.4M2.18%-115,327Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,816 shares; 2024Q4: 1,390,594 shares 1,390,594$83.9M2.12%+343,778Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287,341 shares 1,287,341$78M1.97%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,429 shares; 2024Q4: 333,325 shares 333,325$73.1M1.85%-142,104Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,336 shares; 2024Q4: 1,204,054 shares 1,204,054$63.9M1.61%-321,282Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507,369 shares; 2024Q4: 2,450,581 shares 2,450,581$62.3M1.58%-2,056,788Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,135 shares; 2024Q4: 329,976 shares 329,976$58.7M1.48%+164,841Timeline
MYGNMYRIAD GENETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,530 shares; 2024Q4: 4,157,324 shares 4,157,324$57M1.44%+2,895,794Timeline
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,931 shares; 2024Q4: 650,597 shares 650,597$52.4M1.33%-16,334Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,649 shares 103,649$43.7M1.1%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,276 shares; 2024Q4: 698,823 shares 698,823$41.7M1.05%+264,547Timeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,955,144 shares; 2024Q4: 9,955,144 shares 9,955,144$31.1M0.79%0Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,786 shares; 2024Q4: 436,008 shares 436,008$28.2M0.71%+151,222Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,695 shares 186,695$23.7M0.6%newTimeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,662 shares; 2024Q4: 317,652 shares 317,652$22M0.56%+142,990Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,356 shares 358,356$10.4M0.26%newTimeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,000 shares; 2024Q4: 1,500,000 shares 1,500,000$7.54M0.19%-1,000,000Timeline
FMCFMC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,365 shares 153,365$7.46M0.19%newTimeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,998 shares; 2024Q4: 187,501 shares 187,501$1.84M0.05%-287,497Timeline
DMRCDIGIMARC CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,249 shares; 2024Q4: 26,259 shares 26,259$983K0.02%-172,990Timeline
BUTTERFLY NETWORK INCBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713,333 shares; 2024Q4: 1,713,333 shares 1,713,333$218K0.01%0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWMISHARES TR1,338,400$296Mput
SPYSTATE STR SPDR S&P 500 ETF T232,900$134Mput
MRVLMARVELL TECHNOLOGY INC1,165,121$84Mshares
WCCWESCO INTL INC274,794$46.2Mshares
STXSEAGATE TECHNOLOGY HLDNGS PL402,771$44.1Mshares
MTCHMATCH GROUP INC NEW1,147,405$43.4Mshares
DDDUPONT DE NEMOURS INC275,491$24.5Mshares
SEESEALED AIR CORP NEW674,656$24.5Mshares
EVLVEVOLV TECHNOLOGIES HLDNGS IN4,892,358$19.8Mshares
LYVLIVE NATION ENTERTAINMENT IN174,311$19.1Mshares
LYFTLYFT INC789,394$10.1Mshares
HTZHERTZ GLOBAL HLDGS INC500,000$1.65Mcall
HTZHERTZ GLOBAL HLDGS INC439,246$1.45Mshares
OFIXORTHOFIX MED INC63,196$987Kshares
RPIDRAPID MICRO BIOSYSTEMS INC547,990$488Kshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-25-000645 base2025-02-14acceptance time not in the bulk data set