GLENVIEW CAPITAL MANAGEMENT, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$3.7T
Holdings
44
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TAKTAKEDA PHARMACEUTICAL CO LTD | 19,956,999 | $302.9B | 8.24% | |
| 2 | THCTENET HEALTHCARE CORP | 19,735,625 | $284.2B | 7.73% | |
| 3 | CICIGNA CORP NEW | 1,467,759 | $260.1B | 7.07% | |
| 4 | BHCBAUSCH HEALTH COS INC | 16,617,008 | $257.6B | 7.00% | |
| 5 | HCAHCA HEALTHCARE INC | 2,812,681 | $252.7B | 6.87% | |
| 6 | MCKMCKESSON CORP | 1,642,134 | $222.1B | 6.04% | |
| 7 | IQVIQVIA HLDGS INC | 1,714,333 | $184.9B | 5.03% | |
| 8 | FMCF M C CORP | 1,942,713 | $158.7B | 4.31% | |
| 9 | DXCDXC TECHNOLOGY CO | 10,986,562 | $143.4B | 3.90% | |
| 10 | HOLXHOLOGIC INC | 3,910,580 | $137.3B | 3.73% | |
| 11 | 0VVBVIACOMCBS INC | 9,284,589 | $130.1B | 3.54% | |
| 12 | HUMHUMANA INC | 335,945 | $105.5B | 2.87% | |
| 13 | NUANEURNUANCE COMMUNICATIONS INC | 6,112,735 | $102.6B | 2.79% | |
| 14 | FLEXFLEX LTD | 11,744,352 | $98.4B | 2.67% | |
| 15 | MTORMERITOR INC | 7,207,435 | $95.5B | 2.60% | |
| 16 | FISVFISERV INC | 839,208 | $79.7B | 2.17% | |
| 17 | BSXBOSTON SCIENTIFIC CORP | 2,387,859 | $77.9B | 2.12% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 281,705 | $70.3B | 1.91% | |
| 19 | ABGAMERISOURCEBERGEN CORP | 738,000 | $65.3B | 1.78% | |
| 20 | CNCCENTENE CORP DEL | 941,457 | $55.9B | 1.52% | |
| 21 | B7SBROOKDALE SR LIVING INC | 17,633,572 | $55.0B | 1.50% | |
| 22 | CUCAAVIS BUDGET GROUP | 3,344,576 | $46.5B | 1.26% | |
| 23 | GOOGLALPHABET INC | 35,533 | $41.3B | 1.12% | |
| 24 | URIUNITED RENTALS INC | 395,583 | $40.7B | 1.11% | |
| 25 | BAXBAXTER INTL INC | 482,786 | $39.2B | 1.07% | |
| 26 | MOHMOLINA HEALTHCARE INC | 278,702 | $38.9B | 1.06% | |
| 27 | GPNGLOBAL PMTS INC | 254,865 | $36.8B | 1.00% | |
| 28 | —ENDO INTL PLC | 9,681,598 | $35.8B | 0.97% | |
| 29 | UHSUNIVERSAL HLTH SVCS INC | 354,375 | $35.1B | 0.95% | |
| 30 | PAHUSDELEMENT SOLUTIONS INC | 4,047,333 | $33.8B | 0.92% | |
| 31 | CTVACORTEVA INC | 1,416,562 | $33.3B | 0.90% | |
| 32 | MSFTMICROSOFT CORP | 209,477 | $33.0B | 0.90% | |
| 33 | EBAEBAY INC | 836,096 | $25.1B | 0.68% | |
| 34 | MYGNMYRIAD GENETICS INC | 1,539,531 | $22.0B | 0.60% | |
| 35 | —NUANCE COMMUNICATIONS INC | 20,000,000 | $19.1B | 0.52% | |
| 36 | NSPINSPERITY INC | 440,733 | $16.4B | 0.45% | |
| 37 | PACBPACIFIC BIOSCIENCES CALIF IN | 3,228,495 | $9.9B | 0.27% | |
| 38 | ISRGINTUITIVE SURGICAL INC | 14,779 | $7.3B | 0.20% | |
| 39 | CHRSCOHERUS BIOSCIENCES INC | 426,738 | $6.9B | 0.19% | |
| 40 | MIKUSDMICHAELS COS INC | 2,582,377 | $4.2B | 0.11% | |
| 41 | ABTABBOTT LABS | 46,752 | $3.7B | 0.10% | |
| 42 | MDTMEDTRONIC PLC | 39,671 | $3.6B | 0.10% | |
| 43 | EWEDWARDS LIFESCIENCES CORP | 16,906 | $3.2B | 0.09% | |
| 44 | LOWLOWES COS INC | 29,630 | $2.5B | 0.07% |