GLENVIEW CAPITAL MANAGEMENT, LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$17.1B
Holdings
53
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (53 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC | 11,859,592 | $1.2T | 6729.28% | |
| 2 | —SHIRE PLC | 6,001,684 | $896.6B | 5244.72% | |
| 3 | —DOWDUPONT INC | 13,307,271 | $847.8B | 4959.34% | Call |
| 4 | FMCF M C CORP | 10,208,898 | $781.7B | 4572.62% | |
| 5 | IQVIQVIA HLDGS INC | 7,719,983 | $757.4B | 4430.55% | |
| 6 | NWLNEWELL BRANDS INC | 25,968,987 | $661.7B | 3870.63% | |
| 7 | MCKMCKESSON CORP | 4,398,271 | $619.6B | 3624.33% | |
| 8 | TMOTHERMO FISHER SCIENTIFIC INC | 2,962,743 | $611.7B | 3578.14% | |
| 9 | WBAWALGREENS BOOTS ALLIANCE INC | 8,184,927 | $535.9B | 3134.62% | |
| 10 | FLEXFLEX LTD | 32,655,437 | $533.3B | 3119.39% | |
| 11 | DXCDXC TECHNOLOGY CO | 5,262,698 | $529.1B | 3094.79% | |
| 12 | ELVANTHEM INC | 2,281,335 | $501.2B | 2931.88% | |
| 13 | CVSCVS HEALTH CORP | 7,794,388 | $484.9B | 2836.42% | |
| 14 | UHSUNIVERSAL HLTH SVCS INC | 4,070,718 | $482.0B | 2819.60% | |
| 15 | —AETNA INC NEW | 2,834,217 | $479.0B | 2801.87% | |
| 16 | EBAEBAY INC | 11,494,757 | $462.5B | 2705.74% | |
| 17 | THCTENET HEALTHCARE CORP | 17,895,314 | $434.0B | 2538.51% | |
| 18 | GOOGLALPHABET INC | 401,728 | $416.6B | 2437.23% | |
| 19 | FDCFIRST DATA CORP NEW | 25,472,608 | $407.6B | 2384.08% | |
| 20 | CICIGNA CORPORATION | 2,150,778 | $360.8B | 2110.38% | |
| 21 | —CBS CORP NEW | 6,573,114 | $337.8B | 1975.95% | |
| 22 | —EXPRESS SCRIPTS HLDG CO | 4,641,986 | $320.7B | 1875.79% | |
| 23 | —LABORATORY CORP AMER HLDGS | 1,856,832 | $300.3B | 1756.89% | |
| 24 | CUCAAVIS BUDGET GROUP | 6,189,555 | $289.9B | 1695.92% | |
| 25 | FDXFEDEX CORP | 1,187,217 | $285.1B | 1667.51% | |
| 26 | TMUST MOBILE US INC | 4,501,420 | $274.8B | 1607.28% | |
| 27 | PNRPENTAIR PLC | 3,947,316 | $268.9B | 1573.14% | |
| 28 | WMBWILLIAMS COS INC DEL | 10,399,522 | $258.5B | 1512.31% | |
| 29 | —ALLERGAN PLC | 1,526,890 | $257.0B | 1503.12% | |
| 30 | APTVAPTIV PLC | 2,684,416 | $228.1B | 1334.27% | |
| 31 | LBTYBLIBERTY GLOBAL PLC | 6,718,590 | $210.4B | 1230.52% | |
| 32 | LOWLOWES COS INC | 2,205,920 | $193.6B | 1132.30% | |
| 33 | CAHCARDINAL HEALTH INC | 3,016,195 | $189.1B | 1105.90% | |
| 34 | ARMKARAMARK | 4,421,330 | $174.9B | 1023.15% | |
| 35 | LBTYBLIBERTY GLOBAL PLC | 5,632,898 | $171.4B | 1002.68% | |
| 36 | —PLATFORM SPECIALTY PRODS COR | 13,411,427 | $129.2B | 755.49% | |
| 37 | —ENDO INTL PLC | 21,488,422 | $127.6B | 746.65% | |
| 38 | —DELPHI TECHNOLOGIES PLC | 2,564,770 | $122.2B | 714.89% | |
| 39 | B7SBROOKDALE SR LIVING INC | 16,769,719 | $112.5B | 658.23% | |
| 40 | MTORMERITOR INC | 5,316,836 | $109.3B | 639.45% | |
| 41 | ARCPEURVEREIT INC | 15,458,526 | $107.6B | 629.37% | |
| 42 | HOUSREALOGY HLDGS CORP | 3,561,472 | $97.2B | 568.33% | |
| 43 | —HERTZ GLOBAL HLDGS INC | 4,888,272 | $97.0B | 567.60% | |
| 44 | ABGAMERISOURCEBERGEN CORP | 971,936 | $83.8B | 490.15% | |
| 45 | CMCSACOMCAST CORP NEW | 2,209,921 | $75.5B | 441.72% | |
| 46 | MIKUSDMICHAELS COS INC | 3,787,143 | $74.6B | 436.64% | |
| 47 | CHTRCHARTER COMMUNICATIONS INC N | 182,742 | $56.9B | 332.69% | |
| 48 | VVISA INC | 399,915 | $47.8B | 279.83% | |
| 49 | MHKMOHAWK INDS INC | 186,190 | $43.2B | 252.92% | |
| 50 | HUMHUMANA INC | 146,560 | $39.4B | 230.47% | |
| 51 | METAFACEBOOK INC | 212,473 | $34.0B | 198.60% | |
| 52 | CNDTCONDUENT INC | 1,228,671 | $22.9B | 133.97% | |
| 53 | —CITIGROUP INC | 8,031,020 | $369.0M | 2.16% |