1y return+38.7%S&P 500 +20.9%
3y return+74.2%S&P 500 +68.5%
5y return+77.5%S&P 500 +74.5%
10y return+311.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $412 against $357 in the S&P 500.2
Glenview Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GPNGlobal Pmts Inc | $646.3M | 12.9% | +40.0% |
| CVSCvs Health Corp | $499.1M | 10.0% | −41.1% |
| THCTenet Healthcare Corp | $418.2M | 8.4% | +46.6% |
| TMOThermo Fisher Scientific Inc | $314.5M | 6.3% | +150.4% |
| AMZNAmazon Com Inc | $303.1M | 6.1% | +20.1% |
| AAgilent Technologies Inc | $261.6M | 5.2% | New |
| DHRDanaher Corp Del | $218.3M | 4.4% | +633.3% |
| METAMeta Platforms Inc | $201.0M | 4.0% | +190.9% |
| AMDAdvanced Micro Devices Inc | $173.3M | 3.5% | −54.1% |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $172.1M | 3.4% | −23.7% |
| VTRSViatris Inc | $156.9M | 3.1% | +8.7% |
| UBERUber Technologies Inc | $129.4M | 2.6% | +23.2% |
| CNCCentene Corp Del | $121.1M | 2.4% | −41.3% |
| BFLYButterfly Network Inc | $120.7M | 2.4% | |
| CIThe Cigna Group | $113.6M | 2.3% | −17.4% |
| HUMHumana Inc | $101.0M | 2.0% | −24.1% |
| XYZBlock Inc | $91.0M | 1.8% | −12.3% |
| DKSDicks Sporting Goods Inc | $91.0M | 1.8% | +34.2% |
| Genius Sports LimitedCUSIP G3934V109 | $81.8M | 1.6% | +57.6% |
| ONTOOnto Innovation Inc | $77.9M | 1.6% | −31.3% |
| LLYEli Lilly & Co | $69.3M | 1.4% | New |
| UALUnited Airls Hldgs Inc | $67.3M | 1.3% | |
| EYENational Vision Hldgs Inc | $59.0M | 1.2% | +98.0% |
| CSCOCisco Sys Inc | $48.5M | 1.0% | +21.6% |
| ESIElement Solutions Inc | $47.5M | 0.9% | −38.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| THCTenet Healthcare Corp | June 30, 2020 | +933.0% | $418.2M |
| ESIElement Solutions Inc | June 30, 2020 | +340.1% | $47.5M |
| DOCNDigitalocean Hldgs Inc | December 31, 2025 | +226.3% | $13.3M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | December 31, 2023 | +224.5% | $172.1M |
| ONTOOnto Innovation Inc | September 30, 2025 | +192.9% | $77.9M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $47.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $173.3M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $303.1M |
| HUMHumana Inc | March 31, 2026 | +129.1% | $101.0M |
| UALUnited Airls Hldgs Inc | March 31, 2025 | +96.9% | $67.3M |
Sold off last quarter
- DXCDxc Technology Co was $111.8M
- GTMZoominfo Technologies Inc was $95.1M
- USFDUs Foods Hldg Corp was $35.4M
- ZZillow Group Inc was $32.7M
- LADLithia Mtrs Inc was $31.9M
- LIONLionsgate Studios Corp was $26.6M
- MYGNMyriad Genetics Inc was $24.4M
- SGRYSurgery Partners Inc was $21.5M
- AKAMAkamai Technologies Inc was $18.0M
- INTCIntel Corp was $17.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +28.9% | +14.8% |
| March 31, 2026 | −5.9% | −4.6% |
| December 31, 2025 | +5.9% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −7.5% | +2.1% |
| September 30, 2024 | +10.5% | +5.4% |
| June 30, 2024 | −3.3% | +4.0% |
| March 31, 2024 | +14.4% | +10.0% |
| December 31, 2023 | +14.5% | +11.2% |
| September 30, 2023 | −9.8% | −3.6% |
| June 30, 2023 | +11.8% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −2.3% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | +1.5% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −5.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Glenview Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1138995&type=13F-HR&dateb=&owner=include&count=40CIK 1138995
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1138995/000090514826003712/Filed August 14, 2026 · accession 0000905148-26-003712