GLENVIEW CAPITAL MANAGEMENT, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$4.5T
Holdings
52
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CICIGNA CORP NEW | 2,039,941 | $675.9B | 14.98% | Call |
| 2 | THCTENET HEALTHCARE CORP | 8,896,111 | $434.0B | 9.62% | |
| 3 | SPYSPDR S&P 500 ETF TR | 718,900 | $274.9B | 6.09% | Put |
| 4 | DXCDXC TECHNOLOGY CO | 9,704,553 | $257.2B | 5.70% | |
| 5 | FISVFISERV INC | 2,523,218 | $255.0B | 5.65% | |
| 6 | MCKMCKESSON CORP | 650,643 | $244.1B | 5.41% | |
| 7 | GPNGLOBAL PMTS INC | 2,391,312 | $237.5B | 5.26% | |
| 8 | USFDUS FOODS HLDG CORP | 3,844,102 | $130.8B | 2.90% | |
| 9 | UHSUNIVERSAL HLTH SVCS INC | 905,748 | $127.6B | 2.83% | |
| 10 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 2,068,877 | $114.5B | 2.54% | |
| 11 | VVVVALVOLINE INC | 3,493,686 | $114.1B | 2.53% | |
| 12 | HCAHCA HEALTHCARE INC | 439,985 | $105.6B | 2.34% | |
| 13 | BAXBAXTER INTL INC | 2,009,973 | $102.4B | 2.27% | |
| 14 | UBERUBER TECHNOLOGIES INC | 4,005,006 | $99.0B | 2.19% | |
| 15 | FMCFMC CORP | 721,996 | $90.1B | 2.00% | |
| 16 | FLEXFLEX LTD | 4,051,237 | $86.9B | 1.93% | |
| 17 | APTVAPTIV PLC | 921,271 | $85.8B | 1.90% | |
| 18 | CLVTCLARIVATE PLC | 10,077,581 | $84.0B | 1.86% | |
| 19 | DDDUPONT DE NEMOURS INC | 1,145,046 | $78.6B | 1.74% | |
| 20 | ATVIEURACTIVISION BLIZZARD INC | 970,273 | $74.3B | 1.65% | |
| 21 | ALITALIGHT INC | 7,825,974 | $65.4B | 1.45% | |
| 22 | METAMETA PLATFORMS INC | 526,142 | $63.3B | 1.40% | |
| 23 | PAHUSDELEMENT SOLUTIONS INC | 3,099,385 | $56.4B | 1.25% | |
| 24 | NSCNORFOLK SOUTHN CORP | 227,578 | $56.1B | 1.24% | |
| 25 | GTMZOOMINFO TECHNOLOGIES INC | 1,746,519 | $52.6B | 1.17% | |
| 26 | MYGNMYRIAD GENETICS INC | 3,097,768 | $44.9B | 1.00% | |
| 27 | EXPEEXPEDIA GROUP INC | 504,546 | $44.2B | 0.98% | |
| 28 | LIILENNOX INTL INC | 176,396 | $42.2B | 0.93% | |
| 29 | CTVACORTEVA INC | 679,494 | $39.9B | 0.88% | |
| 30 | B7SBROOKDALE SR LIVING INC | 13,844,673 | $37.8B | 0.84% | |
| 31 | BKNGBOOKING HOLDINGS INC | 18,589 | $37.5B | 0.83% | |
| 32 | LVSLAS VEGAS SANDS CORP | 765,576 | $36.8B | 0.82% | |
| 33 | WTWWILLIS TOWERS WATSON PLC LTD | 144,152 | $35.3B | 0.78% | |
| 34 | GOOGLALPHABET INC | 354,036 | $31.2B | 0.69% | |
| 35 | BABAALIBABA GROUP HLDG LTD | 343,897 | $30.3B | 0.67% | |
| 36 | URIUNITED RENTALS INC | 77,860 | $27.7B | 0.61% | |
| 37 | PYPLPAYPAL HLDGS INC | 250,000 | $17.8B | 0.39% | |
| 38 | EVLVEVOLV TECHNOLOGIES HLDNGS IN | 5,979,111 | $15.5B | 0.34% | |
| 39 | TPDTEMPUR SEALY INTL INC | 391,700 | $13.4B | 0.30% | |
| 40 | BFLYBUTTERFLY NETWORK INC | 5,464,751 | $13.4B | 0.30% | |
| 41 | SPLKCHFSPLUNK INC | 146,220 | $12.6B | 0.28% | |
| 42 | DNBDUN & BRADSTREET HLDGS INC | 877,311 | $10.8B | 0.24% | |
| 43 | BHCBAUSCH HEALTH COS INC | 1,500,000 | $9.4B | 0.21% | |
| 44 | NEWREURNEW RELIC INC | 160,683 | $9.1B | 0.20% | |
| 45 | DMRCDIGIMARC CORP NEW | 440,000 | $8.1B | 0.18% | |
| 46 | QSIQUANTUM SI INC | 4,249,956 | $7.8B | 0.17% | |
| 47 | SABRSABRE CORP | 1,136,718 | $7.0B | 0.16% | |
| 48 | BLIUSDBERKELEY LTS INC | 2,610,677 | $7.0B | 0.16% | |
| 49 | —ISOPLEXIS CORP | 1,970,000 | $3.1B | 0.07% | |
| 50 | FTCHQFARFETCH LTD | 618,916 | $2.9B | 0.06% | |
| 51 | RPIDRAPID MICRO BIOSYSTEMS INC | 810,391 | $915.7M | 0.02% | |
| 52 | ABGAMERISOURCEBERGEN CORP | 4,255 | $705.1M | 0.02% |