GLENVIEW CAPITAL MANAGEMENT, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$10.3B
Holdings
48
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SHIRE PLC | 4,563,127 | $794.2B | 7691.00% | |
| 2 | FMCF M C CORP | 8,912,854 | $659.2B | 6383.88% | |
| 3 | IQVIQVIA HLDGS INC | 5,362,932 | $623.0B | 6033.47% | |
| 4 | HCAHCA HEALTHCARE INC | 4,898,569 | $609.6B | 5903.84% | |
| 5 | CICIGNA CORP NEW | 2,968,586 | $563.8B | 5459.98% | Call |
| 6 | CVSCVS HEALTH CORP | 8,489,991 | $556.3B | 5387.06% | |
| 7 | MCKMCKESSON CORP | 4,520,886 | $499.4B | 4836.58% | |
| 8 | DXCDXC TECHNOLOGY CO | 9,213,636 | $489.9B | 4744.26% | |
| 9 | —DOWDUPONT INC | 8,915,479 | $476.8B | 4617.50% | Call |
| 10 | GOOGLALPHABET INC | 446,051 | $466.1B | 4513.93% | |
| 11 | FDCFIRST DATA CORP NEW | 25,777,193 | $435.9B | 4221.33% | |
| 12 | HOLXHOLOGIC INC | 9,914,043 | $407.5B | 3946.06% | |
| 13 | THCTENET HEALTHCARE CORP | 17,895,314 | $306.7B | 2970.44% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 1,176,841 | $263.4B | 2550.52% | |
| 15 | ELVANTHEM INC | 872,433 | $229.1B | 2218.95% | |
| 16 | UHSUNIVERSAL HLTH SVCS INC | 1,962,547 | $228.8B | 2215.33% | |
| 17 | EBAEBAY INC | 7,192,991 | $201.9B | 1955.34% | |
| 18 | WMBWILLIAMS COS INC DEL | 8,813,133 | $194.3B | 1881.96% | |
| 19 | —CBS CORP NEW | 4,085,751 | $178.6B | 1729.91% | |
| 20 | NVTNVENT ELECTRIC PLC | 6,657,097 | $149.5B | 1447.99% | |
| 21 | MTORMERITOR INC | 8,299,201 | $140.3B | 1359.09% | |
| 22 | MSFTMICROSOFT CORP | 1,252,751 | $127.2B | 1232.26% | |
| 23 | BHCBAUSCH HEALTH COS INC | 6,590,308 | $121.7B | 1178.81% | |
| 24 | FLEXFLEX LTD | 15,667,584 | $119.2B | 1154.67% | |
| 25 | LBTYBLIBERTY GLOBAL PLC | 5,112,109 | $109.1B | 1056.49% | |
| 26 | B7SBROOKDALE SR LIVING INC | 14,535,690 | $97.4B | 943.15% | |
| 27 | CUCAAVIS BUDGET GROUP | 4,311,035 | $96.9B | 938.53% | |
| 28 | LBTYBLIBERTY GLOBAL PLC | 4,557,652 | $94.1B | 911.01% | |
| 29 | —PLATFORM SPECIALTY PRODS COR | 9,079,815 | $93.8B | 908.33% | |
| 30 | ARMKARAMARK | 3,022,359 | $87.6B | 847.94% | |
| 31 | LYBLYONDELLBASELL INDUSTRIES N | 978,845 | $81.4B | 788.32% | |
| 32 | NXPINXP SEMICONDUCTORS N V | 1,097,045 | $80.4B | 778.53% | |
| 33 | APTVAPTIV PLC | 1,305,249 | $80.4B | 778.27% | |
| 34 | NUANEURNUANCE COMMUNICATIONS INC | 6,040,617 | $79.9B | 773.94% | |
| 35 | LOWLOWES COS INC | 804,215 | $74.3B | 719.32% | |
| 36 | WBAWALGREENS BOOTS ALLIANCE INC | 961,747 | $65.7B | 636.42% | |
| 37 | FDXFEDEX CORP | 360,551 | $58.2B | 563.32% | |
| 38 | BAXBAXTER INTL INC | 877,001 | $57.7B | 559.02% | |
| 39 | —HERTZ GLOBAL HLDGS INC | 4,206,672 | $57.4B | 556.09% | |
| 40 | HUMHUMANA INC | 185,195 | $53.1B | 513.80% | |
| 41 | —DELPHI TECHNOLOGIES PLC | 2,781,149 | $39.8B | 385.69% | |
| 42 | ARCPEURVEREIT INC | 4,625,069 | $33.1B | 320.25% | |
| 43 | —ENDO INTL PLC | 4,478,336 | $32.7B | 316.60% | |
| 44 | —ALLERGAN PLC | 200,971 | $26.9B | 260.14% | |
| 45 | ALBALBEMARLE CORP | 343,932 | $26.5B | 256.70% | |
| 46 | CNDTCONDUENT INC | 2,173,949 | $23.1B | 223.80% | |
| 47 | LTHM1EURLIVENT CORP | 1,519,910 | $21.0B | 203.13% | |
| 48 | ABGAMERISOURCEBERGEN CORP | 176,348 | $13.1B | 127.06% |