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SEC Form 13F · Q2 2026
Glenview Capital portfolio
Larry Robbins · GLENVIEW CAPITAL MANAGEMENT, LLC · CIK 0001138995
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$5.5B
Holdings45
Top 10 concentration58.4%
New positions14
Added to15
Reduced15
Closed13
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
Reduced
Closed
Holdings, Q2 2026
45 positions by reported value · includes 3 option positions
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| GPNGLOBAL PMTS INC · COM | 11.77% | $646.3M | 8,906,709 | +40.0% |
| CVSCVS HEALTH CORP · COM | 9.09% | $499.1M | 4,824,799 | -41.1% |
| THCTENET HEALTHCARE CORP · COM NEW | 7.62% | $418.2M | 2,235,666 | +46.6% |
| TMOTHERMO FISHER SCIENTIFIC INC · COM | 5.73% | $314.5M | 627,240 | +150.4% |
| AMZNAMAZON COM INC · COM | 5.52% | $303.1M |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.