GLENVIEW CAPITAL MANAGEMENT, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$4.4T
Holdings
54
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THCTENET HEALTHCARE CORP | 18,258,810 | $729.1B | 16.72% | |
| 2 | BHCBAUSCH HEALTH COS INC | 16,434,019 | $341.8B | 7.84% | |
| 3 | CICIGNA CORP NEW | 1,455,021 | $302.9B | 6.95% | Call |
| 4 | TAKTAKEDA PHARMACEUTICAL CO LTD | 15,260,512 | $277.7B | 6.37% | |
| 5 | DXCDXC TECHNOLOGY CO | 10,149,059 | $261.3B | 5.99% | |
| 6 | MCKMCKESSON CORP | 1,367,689 | $237.9B | 5.45% | Call |
| 7 | HCAHCA HEALTHCARE INC | 1,300,181 | $213.8B | 4.90% | |
| 8 | —LABORATORY CORP AMER HLDGS | 552,187 | $112.4B | 2.58% | |
| 9 | LYFTLYFT INC | 2,064,179 | $101.4B | 2.33% | |
| 10 | NUANEURNUANCE COMMUNICATIONS INC | 2,238,367 | $98.7B | 2.26% | |
| 11 | BSXBOSTON SCIENTIFIC CORP | 2,702,881 | $97.2B | 2.23% | |
| 12 | UHSUNIVERSAL HLTH SVCS INC | 624,152 | $85.8B | 1.97% | |
| 13 | ABGAMERISOURCEBERGEN CORP | 875,442 | $85.6B | 1.96% | |
| 14 | FMCFMC CORP | 711,796 | $81.8B | 1.88% | |
| 15 | B7SBROOKDALE SR LIVING INC | 18,005,910 | $79.8B | 1.83% | |
| 16 | MTORMERITOR INC | 2,757,332 | $77.0B | 1.76% | |
| 17 | MYGNMYRIAD GENETICS INC | 3,682,691 | $72.8B | 1.67% | |
| 18 | PAHUSDELEMENT SOLUTIONS INC | 3,866,712 | $68.6B | 1.57% | |
| 19 | HUMHUMANA INC | 159,480 | $65.4B | 1.50% | |
| 20 | CUCAAVIS BUDGET GROUP | 1,724,413 | $64.3B | 1.47% | |
| 21 | IQVIQVIA HLDGS INC | 339,657 | $60.9B | 1.40% | |
| 22 | ELVANTHEM INC | 184,461 | $59.2B | 1.36% | |
| 23 | HOLXHOLOGIC INC | 804,442 | $58.6B | 1.34% | |
| 24 | EXPEEXPEDIA GROUP INC | 428,895 | $56.8B | 1.30% | |
| 25 | FISVFISERV INC | 483,726 | $55.1B | 1.26% | |
| 26 | —ENDO INTL PLC | 7,489,768 | $53.8B | 1.23% | |
| 27 | 0VVBVIACOMCBS INC | 1,341,520 | $50.0B | 1.15% | |
| 28 | CTVACORTEVA INC | 1,289,420 | $49.9B | 1.14% | |
| 29 | GOOGLALPHABET INC | 28,409 | $49.8B | 1.14% | |
| 30 | BAXBAXTER INTL INC | 558,832 | $44.8B | 1.03% | |
| 31 | MOHMOLINA HEALTHCARE INC | 184,720 | $39.3B | 0.90% | |
| 32 | AMGNAMGEN INC | 141,474 | $32.5B | 0.75% | |
| 33 | DOCHEALTHPEAK PROPERTIES INC | 1,042,641 | $31.5B | 0.72% | |
| 34 | MARMARRIOTT INTL INC NEW | 228,619 | $30.2B | 0.69% | |
| 35 | MIKUSDMICHAELS COS INC | 1,996,084 | $26.0B | 0.60% | |
| 36 | NSCNORFOLK SOUTHN CORP | 94,933 | $22.6B | 0.52% | |
| 37 | WELLWELLTOWER INC | 305,732 | $19.8B | 0.45% | |
| 38 | DDDUPONT DE NEMOURS INC | 258,003 | $18.3B | 0.42% | |
| 39 | DVADAVITA INC | 140,613 | $16.5B | 0.38% | |
| 40 | APTVAPTIV PLC | 110,263 | $14.4B | 0.33% | |
| 41 | MDTMEDTRONIC PLC | 113,882 | $13.3B | 0.31% | |
| 42 | UNPUNION PAC CORP | 63,731 | $13.3B | 0.30% | |
| 43 | NSPINSPERITY INC | 159,983 | $13.0B | 0.30% | |
| 44 | GPNGLOBAL PMTS INC | 60,143 | $13.0B | 0.30% | |
| 45 | DGXQUEST DIAGNOSTICS INC | 100,567 | $12.0B | 0.27% | |
| 46 | PRAHPRA HEALTH SCIENCES INC | 93,925 | $11.8B | 0.27% | |
| 47 | PRSUVIAD CORP | 250,995 | $9.1B | 0.21% | |
| 48 | ARMKARAMARK | 186,457 | $7.2B | 0.16% | |
| 49 | MSFTMICROSOFT CORP | 24,748 | $5.5B | 0.13% | |
| 50 | DNBDUN & BRADSTREET HLDGS INC | 200,147 | $5.0B | 0.11% | |
| 51 | FLBFLUIDIGM CORP DEL | 809,369 | $4.9B | 0.11% | |
| 52 | URIUNITED RENTALS INC | 12,804 | $3.0B | 0.07% | |
| 53 | METAFACEBOOK INC | 9,586 | $2.6B | 0.06% | |
| 54 | AMZNAMAZON COM INC | 778 | $2.5B | 0.06% |