GLENVIEW CAPITAL MANAGEMENT, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$11.4T
Holdings
50
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HCAHCA HEALTHCARE INC | 5,964,853 | $881.7B | 7.72% | |
| 2 | CICIGNA CORP NEW | 4,176,524 | $854.1B | 7.48% | |
| 3 | THCTENET HEALTHCARE CORP | 19,735,625 | $750.5B | 6.57% | |
| 4 | 0VVBVIACOMCBS INC | 15,080,758 | $632.9B | 5.54% | |
| 5 | TAKTAKEDA PHARMACEUTICAL CO LTD | 30,582,721 | $603.4B | 5.28% | |
| 6 | IQVIQVIA HLDGS INC | 3,751,602 | $579.7B | 5.07% | |
| 7 | HOLXHOLOGIC INC | 10,066,841 | $525.6B | 4.60% | |
| 8 | MCKMCKESSON CORP | 3,712,589 | $513.5B | 4.49% | |
| 9 | BHCBAUSCH HEALTH COS INC | 16,617,008 | $497.2B | 4.35% | |
| 10 | DXCDXC TECHNOLOGY CO | 10,986,562 | $413.0B | 3.61% | |
| 11 | HUMHUMANA INC | 1,059,787 | $388.4B | 3.40% | |
| 12 | FMCF M C CORP | 3,032,464 | $302.7B | 2.65% | |
| 13 | DISDISNEY WALT CO | 2,088,178 | $302.0B | 2.64% | |
| 14 | GOOGLALPHABET INC | 219,919 | $294.6B | 2.58% | |
| 15 | FLEXFLEX LTD | 20,338,996 | $256.7B | 2.25% | |
| 16 | NUANEURNUANCE COMMUNICATIONS INC | 13,698,118 | $244.2B | 2.14% | |
| 17 | CUCAAVIS BUDGET GROUP INC | 7,199,319 | $232.1B | 2.03% | |
| 18 | ELVANTHEM INC | 751,142 | $226.9B | 1.99% | |
| 19 | UNHUNITEDHEALTH GROUP INC | 757,121 | $222.6B | 1.95% | |
| 20 | FISVFISERV INC | 1,782,886 | $206.2B | 1.80% | |
| 21 | ABGAMERISOURCEBERGEN CORP | 2,397,318 | $203.8B | 1.78% | |
| 22 | MTORMERITOR INC | 7,207,435 | $188.8B | 1.65% | |
| 23 | WMBWILLIAMS COS INC DEL | 7,844,612 | $186.1B | 1.63% | |
| 24 | DVADAVITA INC | 1,914,754 | $143.7B | 1.26% | |
| 25 | LOWLOWES COS INC | 1,193,686 | $143.0B | 1.25% | |
| 26 | UNVREURUNIVAR SOLUTIONS INC | 5,765,724 | $139.8B | 1.22% | |
| 27 | BABOEING CO | 416,863 | $135.8B | 1.19% | |
| 28 | B7SBROOKDALE SR LIVING INC | 17,633,572 | $128.2B | 1.12% | |
| 29 | TMUST MOBILE US INC | 1,358,164 | $106.5B | 0.93% | |
| 30 | CTVACORTEVA INC | 3,500,000 | $103.5B | 0.91% | |
| 31 | MYGNMYRIAD GENETICS INC | 3,444,795 | $93.8B | 0.82% | |
| 32 | EBAEBAY INC | 2,481,727 | $89.6B | 0.78% | |
| 33 | PAHUSDELEMENT SOLUTIONS INC | 7,542,401 | $88.1B | 0.77% | |
| 34 | —ENDO INTL PLC | 18,470,405 | $86.6B | 0.76% | |
| 35 | ELANELANCO ANIMAL HEALTH INC | 2,618,232 | $77.1B | 0.67% | |
| 36 | —ALLERGAN PLC | 374,710 | $71.6B | 0.63% | |
| 37 | GPNGLOBAL PMTS INC | 379,082 | $69.2B | 0.61% | |
| 38 | TMOTHERMO FISHER SCIENTIFIC INC | 208,112 | $67.6B | 0.59% | |
| 39 | CNCCENTENE CORP DEL | 976,047 | $61.4B | 0.54% | |
| 40 | FISFIDELITY NATL INFORMATION SV | 397,265 | $55.3B | 0.48% | |
| 41 | LYBLYONDELLBASELL INDUSTRIES N | 530,739 | $50.1B | 0.44% | |
| 42 | METAFACEBOOK INC | 181,751 | $37.3B | 0.33% | |
| 43 | MSFTMICROSOFT CORP | 210,518 | $33.2B | 0.29% | |
| 44 | PRAHPRA HEALTH SCIENCES INC | 252,983 | $28.1B | 0.25% | |
| 45 | UHSUNIVERSAL HLTH SVCS INC | 168,340 | $24.1B | 0.21% | |
| 46 | NSPINSPERITY INC | 235,430 | $20.3B | 0.18% | |
| 47 | —NUANCE COMMUNICATIONS INC | 20,000,000 | $20.0B | 0.18% | |
| 48 | URIUNITED RENTALS INC | 117,918 | $19.7B | 0.17% | |
| 49 | PACBPACIFIC BIOSCIENCES CALIF IN | 3,809,649 | $19.6B | 0.17% | |
| 50 | MIKUSDMICHAELS COS INC | 590,259 | $4.8B | 0.04% |