Aerarium

SEC EDGAR Form 13F

Glenview Capital Management

Glenview Capital Management is a hedge fund manager associated with Larry Robbins, with Form 13F filings covering reportable U.S.-listed equity holdings.

Latest Form 13F: 44 long U.S. equity positions, $5.5B reported value for the period ended Jun 30, 2026, led by GLOBAL PMTS INC, CVS HEALTH CORP, and TENET HEALTHCARE CORP.

CIK: 1138995 · Filed: Aug 14, 2026 · Period: Jun 30, 2026

Reported value
$5.5B
Positions
44
Key person
Larry Robbins
Style
Long/short equity
Top holding
GPN · GLOBAL PMTS INC
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1138995

What a 13F does not show

Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.

Read the 13F guide →
GPN
GLOBAL PMTS INC
Portfolio weight
11.77%
CVS
CVS HEALTH CORP
Portfolio weight
9.09%
THC
TENET HEALTHCARE CORP
Portfolio weight
7.62%
TMO
THERMO FISHER SCIENTIFIC INC
Portfolio weight
5.73%
AMZN
AMAZON COM INC
Portfolio weight
5.52%

Top reported holdings

Showing the top 44 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.

#TickerCompanySharesValuePortfolio %QoQ change
1GPNGLOBAL PMTS INC8.9M$646M11.77%+37.9%
2CVSCVS HEALTH CORP4.8M$499M9.09%-41.1%
3THCTENET HEALTHCARE CORP2.2M$418M7.62%+46.6%
4TMOTHERMO FISHER SCIENTIFIC INC627.2K$314M5.73%+150.4%
5AMZNAMAZON COM INC1.3M$303M5.52%+20.1%
6AAGILENT TECHNOLOGIES INC2.1M$277M5.05%--
7IWMISHARES TR918.2K$276M5.02%+144.8%
8DHRDANAHER CORP DEL1.1M$218M3.97%+633.3%
9METAMETA PLATFORMS INC356.8K$201M3.66%+190.9%
10SPYSTATE STR SPDR S&P 500 ETF T260.0K$194M3.54%--
11AMDADVANCED MICRO DEVICES INC298.4K$173M3.16%-54.1%
12TEVATEVA PHARMACEUTICAL INDS LTD5.1M$172M3.13%-23.7%
13VTRSVIATRIS INC9.9M$157M2.86%+8.7%
14UBERUBER TECHNOLOGIES INC1.8M$129M2.36%+23.2%
15CNCCENTENE CORP DEL1.9M$121M2.20%-41.3%
16BFLYBUTTERFLY NETWORK INC14.3M$121M2.20%+0.0%
17CITHE CIGNA GROUP412.2K$114M2.07%-17.4%
18HUMHUMANA INC254.2K$101M1.84%-24.1%
19XYZBLOCK INC1.2M$91M1.66%-12.3%
20DKSDICKS SPORTING GOODS INC401.1K$91M1.66%+34.2%
21GENIGENIUS SPORTS LIMITED13.5M$82M1.49%+57.6%
22ONTOONTO INNOVATION INC205.8K$78M1.42%-31.3%
23LLYELI LILLY & CO57.8K$69M1.26%--
24UALUNITED AIRLS HLDGS INC494.7K$67M1.23%-0.4%
25EYENATIONAL VISION HLDGS INC3.1M$59M1.07%+98.0%
26CSCOCISCO SYS INC413.3K$49M0.88%+21.6%
27ESIELEMENT SOLUTIONS INC994.6K$47M0.86%-38.9%
28AMATAPPLIED MATLS INC65.2K$47M0.86%-66.9%
29MKSIMKS INC.98.5K$44M0.80%--
30FUNSIX FLAGS ENTERTAINMENT CORP2.0M$43M0.78%-9.2%
31STMSTMICROELECTRONICS N V560.1K$42M0.76%--
32ABBVABBVIE INC148.9K$37M0.68%--
33AZNASTRAZENECA PLC184.3K$35M0.64%--
34BLCOBAUSCH PLUS LOMB CORP1.9M$32M0.58%+0.4%
35BKRBAKER HUGHES COMPANY493.5K$27M0.50%+62.5%
36ELVELEVANCE HEALTH INC FORMERLY66.6K$26M0.47%--
37MCHPMICROCHIP TECHNOLOGY INC.265.6K$24M0.44%--
38BRKRBRUKER CORP252.2K$15M0.28%--
39NVSNOVARTIS AG86.9K$14M0.25%--
40DOCNDIGITALOCEAN HLDGS INC84.8K$13M0.24%-66.1%
41PRMBPRIMO BRANDS CORPORATION405.0K$10M0.18%-23.7%
42BSXBOSTON SCIENTIFIC CORP113.1K$5M0.09%--
43CAHCARDINAL HEALTH INC18.0K$4M0.08%--
44TECHBIO-TECHNE CORP58.3K$4M0.07%-68.7%

Related funds by overlapping holdings