#1
CVSCVS HEALTH CORP
- Reported value
- $588.69M
- Portfolio weight
- 14.78%
Quarterly change: unchanged
Institutional 13F data
Glenview Capital Management, LLC 13F
See 43 stock and ETF positions for Q1 2026, including 26 new or increased positions and 37 reductions or exits, with the original SEC filing. Put and call options are excluded.
13F filing follow-along calculator
If KRW 1,000,000 followed the new and increased positions
Checking current prices and calculating the KRW 1,000,000 result.
Glenview Capital Management, LLC 13F top holdings
Q1 2026 · 43 stock & ETF positions · Filed 2026-05-15 · Data updated 2026-06-09
Ranked by quarter-end stock and ETF value reported on Form 13F. Put and call options are excluded. These are not current market values or execution prices.
- Reported stock & ETF value
- $3.98B
- Top 10 concentration
- 61.1%
#2
GPNGLOBAL PMTS INC
- Reported value
- $434.78M
- Portfolio weight
- 10.91%
Quarterly change: increased +9.1%
#3
THCTENET HEALTHCARE CORP
- Reported value
- $287.76M
- Portfolio weight
- 7.22%
Quarterly change: decreased -23.1%
- Reported value
- $220.61M
- Portfolio weight
- 5.54%
Quarterly change: increased +16.5%
#5
TEVATEVA PHARMACEUTICAL INDS LTD
- Reported value
- $200.61M
- Portfolio weight
- 5.04%
Quarterly change: decreased -60.2%
#6
QQQINVESCO QQQ TR
- Reported value
- $189.43M
- Portfolio weight
- 4.76%
Quarterly change: new position
#7
CITHE CIGNA GROUP
- Reported value
- $133.07M
- Portfolio weight
- 3.34%
Quarterly change: increased +78.6%
- Reported value
- $132.39M
- Portfolio weight
- 3.32%
Quarterly change: increased +65.1%
#9
TMOTHERMO FISHER SCIENTIFIC INC
- Reported value
- $123.14M
- Portfolio weight
- 3.09%
Quarterly change: increased +11.9%
#10
VTRSVIATRIS INC
- Reported value
- $122.77M
- Portfolio weight
- 3.08%
Quarterly change: decreased -18.0%
#11
DXCDXC TECHNOLOGY CO
- Reported value
- $111.82M
- Portfolio weight
- 2.81%
Quarterly change: increased +7.0%
#12
CNCCENTENE CORP DEL
- Reported value
- $105.21M
- Portfolio weight
- 2.64%
Quarterly change: increased +73.2%
Largest new or increased positions
#1
GPNGLOBAL PMTS INC
- Reported value
- $434.78M
- Portfolio weight
- 10.91%
Quarterly change: increased +9.1%
- Reported value
- $220.61M
- Portfolio weight
- 5.54%
Quarterly change: increased +16.5%
#3
QQQINVESCO QQQ TR
- Reported value
- $189.43M
- Portfolio weight
- 4.76%
Quarterly change: new position
#4
CITHE CIGNA GROUP
- Reported value
- $133.07M
- Portfolio weight
- 3.34%
Quarterly change: increased +78.6%
- Reported value
- $132.39M
- Portfolio weight
- 3.32%
Quarterly change: increased +65.1%
#6
TMOTHERMO FISHER SCIENTIFIC INC
- Reported value
- $123.14M
- Portfolio weight
- 3.09%
Quarterly change: increased +11.9%
#7
DXCDXC TECHNOLOGY CO
- Reported value
- $111.82M
- Portfolio weight
- 2.81%
Quarterly change: increased +7.0%
#8
CNCCENTENE CORP DEL
- Reported value
- $105.21M
- Portfolio weight
- 2.64%
Quarterly change: increased +73.2%
Latest 13F filing snapshot
- Reporting period
- 2026-03-31
- Filed
- 2026-05-15
- Stock & ETF positions
- 43
- New or increased
- 26
- Reduced or exited
- 37
- Unchanged
- 3
Counts cover unique stock and ETF positions and exclude put and call options, so they can differ from the SEC information-table row count. Form 13F reports quarter-end holdings and does not reveal every trade date or execution price.
View original SEC filings ↗