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GLENVIEW CAPITAL MANAGEMENT, LLC

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13F filer, CIK 1138995, NEW YORK, NY

GLENVIEW CAPITAL MANAGEMENT, LLC reported $4,067,271,337 across 45 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 67.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-25-001735

Period
2025-03-31
Reported value
$4.07B
Holdings
45
Top 10 weight
67.57%
New
14
Sold out
5

Part of the filer group GLENVIEW CAPITAL MANAGEMENT, LLC

  • ROBBINS LARRY
How groups are built

Stakes and trades reported after 2025-03-31

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
TEVAadded+6,322,317$97.2M
PYPLnew+1,216,652$79.4M
AMZNadded+409,637$77.9M
THCadded+557,749$75M
DISnew+367,712$36.3M

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
CIreduced-258,351-$85M
UBERreduced-950,401-$69.2M
TFXexited-329,976-$58.7M
CLVTreduced-12,682,867-$49.8M
MCKreduced-69,766-$47M

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, Q1 2025

Share positions as resolved from 13F-HR 0000905148-25-001735, largest first. % of portfolio is the value over $4,049,434,837, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,946,799 shares; 2024Q4: 11,946,799 shares; 2025Q1: 11,946,799 shares 11,946,799$809M19.99%0Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,658,791 shares; 2024Q4: 2,837,085 shares; 2025Q1: 3,394,834 shares 3,394,834$457M11.28%+557,749Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141,160 shares; 2024Q4: 3,926,152 shares; 2025Q1: 3,793,683 shares 3,793,683$371M9.17%-132,469Timeline
TEVATEVA PHARMACEUTICAL INDS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,456,324 shares; 2024Q4: 8,456,324 shares; 2025Q1: 14,778,641 shares 14,778,641$227M5.61%+6,322,317Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,711,663 shares; 2024Q4: 31,911,033 shares; 2025Q1: 32,709,682 shares 32,709,682$194M4.79%+798,649Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 733,260 shares; 2024Q4: 879,298 shares; 2025Q1: 887,370 shares 887,370$167M4.12%+8,072Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,429 shares; 2024Q4: 333,325 shares; 2025Q1: 742,962 shares 742,962$141M3.49%+409,637Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,935,465 shares; 2024Q4: 9,986,800 shares; 2025Q1: 12,786,800 shares 12,786,800$128M3.16%+2,800,000Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,051,663 shares; 2024Q4: 632,408 shares; 2025Q1: 374,057 shares 374,057$123M3.04%-258,351Timeline
DXCDXC TECHNOLOGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,174,163 shares; 2024Q4: 7,888,091 shares; 2025Q1: 6,959,119 shares 6,959,119$119M2.93%-928,972Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,813,427 shares; 2024Q4: 1,608,525 shares; 2025Q1: 1,785,729 shares 1,785,729$117M2.89%+177,204Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,090,747 shares; 2024Q4: 878,580 shares; 2025Q1: 647,961 shares 647,961$109M2.69%-230,619Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,243,080 shares; 2024Q4: 2,055,607 shares; 2025Q1: 1,392,104 shares 1,392,104$87.6M2.16%-663,503Timeline
DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,557,090 shares; 2024Q4: 14,792,634 shares; 2025Q1: 9,768,483 shares 9,768,483$87.3M2.16%-5,024,151
CARAVIS BUDGET GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,931 shares; 2024Q4: 650,597 shares; 2025Q1: 1,102,904 shares 1,102,904$83.7M2.07%+452,307Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,216,652 shares 1,216,652$79.4M1.96%newTimeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287,341 shares; 2025Q1: 1,301,660 shares 1,301,660$79M1.95%+14,319Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571,906 shares; 2024Q4: 9,323,319 shares; 2025Q1: 8,492,943 shares 8,492,943$74M1.83%-830,376Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,525,336 shares; 2024Q4: 1,204,054 shares; 2025Q1: 1,404,054 shares 1,404,054$61.1M1.51%+200,000Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507,369 shares; 2024Q4: 2,450,581 shares; 2025Q1: 2,531,937 shares 2,531,937$57.2M1.41%+81,356Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,945 shares; 2024Q4: 151,618 shares; 2025Q1: 81,852 shares 81,852$55.1M1.36%-69,766Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,786 shares; 2024Q4: 436,008 shares; 2025Q1: 731,638 shares 731,638$39.4M0.97%+295,630Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367,712 shares 367,712$36.3M0.9%newTimeline
MYGNMYRIAD GENETICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,261,530 shares; 2024Q4: 4,157,324 shares; 2025Q1: 3,899,550 shares 3,899,550$34.6M0.85%-257,774Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 358,356 shares; 2025Q1: 1,063,523 shares 1,063,523$33M0.81%+705,167Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,046,816 shares; 2024Q4: 1,390,594 shares; 2025Q1: 440,193 shares 440,193$32.1M0.79%-950,401Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 434,276 shares; 2024Q4: 698,823 shares; 2025Q1: 786,435 shares 786,435$31.8M0.79%+87,612Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,104 shares 45,104$26M0.64%newTimeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,244,423 shares; 2024Q4: 18,567,923 shares; 2025Q1: 5,885,056 shares 5,885,056$23.1M0.57%-12,682,867Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 186,695 shares; 2025Q1: 186,695 shares 186,695$22.8M0.56%0Timeline
BFLYBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,955,144 shares; 2024Q4: 9,955,144 shares; 2025Q1: 9,955,144 shares 9,955,144$22.7M0.56%0Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 321,216 shares 321,216$22.2M0.55%newTimeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470,283 shares 470,283$15.6M0.39%newTimeline
XRAYDENTSPLY SIRONA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 855,342 shares 855,342$12.8M0.32%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,165,121 shares; 2024Q4: not reported; 2025Q1: 206,160 shares 206,160$12.7M0.31%newTimeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 262,142 shares 262,142$12.5M0.31%newTimeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338,178 shares 338,178$10.8M0.27%newTimeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 798,981 shares 798,981$10.5M0.26%newTimeline
BKDBROOKDALE SR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500,000 shares; 2024Q4: 1,500,000 shares; 2025Q1: 1,300,000 shares 1,300,000$8.14M0.2%-200,000Timeline
BLCOBAUSCH PLUS LOMB CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,000 shares 500,000$7.25M0.18%newTimeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,312 shares 67,312$5.01M0.12%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,491 shares; 2024Q4: not reported; 2025Q1: 33,325 shares 33,325$2.49M0.06%newTimeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,998 shares; 2024Q4: 187,501 shares; 2025Q1: 187,501 shares 187,501$1.07M0.03%0Timeline
BUTTERFLY NETWORK INCBUTTERFLY NETWORK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,713,333 shares; 2024Q4: 1,713,333 shares; 2025Q1: 1,713,333 shares 1,713,333$154K<0.01%0

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
CARAVIS BUDGET GROUP INC COMcall235,000$17.8Mnew

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
TFXTELEFLEX INCORPORATED329,976$58.7Mshares
MSFTMICROSOFT CORP103,649$43.7Mshares
HSICSCHEIN HENRY INC317,652$22Mshares
FMCFMC CORP153,365$7.46Mshares
DMRCDIGIMARC CORP NEW26,259$983Kshares

How Q1 2025 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 0000905148-25-001735 base2025-05-15acceptance time not in the bulk data set