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Glenview Capital

Larry Robbins

Every quarterly report at the SEC

Latest filing · Q2 2026

This report at the SEC

Filed Aug 14, 2026 for holdings on Jun 30, 2026, 45 days after the quarter ended. The next one is due by Nov 14, 2026.

Stocks reported

$5.01B

as of Jun 30, 2026

Positions

all shown below

Top 10 stocks

64.1%

of the money in stocks

Options

on $486M of stock

What changed in Q2 2026

compared with Q1 2026, by number of shares

New buys12

AAgilent Technologies5.2%
LLYEli Lilly1.4%
MKSIMks0.9%
STMStmicroelectronics Nv-Ny Shs0.8%
ABBVAbbvie0.7%
AZNAstrazeneca0.7%
ELVElevance Health0.5%
MCHPMicrochip Technology0.5%
and 4 more in the filing

Added to13

TMOThermo Fisher Scientific150% more
DHRDanaher633% more
GPNGlobal Payments40.0% more
THCTenet Healthcare46.6% more
METAMeta Platforms191% more
AMZNAmazon.com20.1% more
GENIGenius Sports57.6% more
UBERUber Technologies23.2% more
and 5 more in the filing

Trimmed14

CVSCVS Health41.1% fewer
AMDAdvanced Micro Devices54.1% fewer
CNCCentene41.3% fewer
Teva Pharmaceutical Inds23.7% fewer
ONTOOnto Innovation31.3% fewer
HUMHumana24.1% fewer
ESIElement Solutions38.9% fewer
DOCNDigitalocean66.1% fewer
and 6 more in the filing

Exited11

DXCDXC Technologywas 3.0%
GTMZoominfo Technologieswas 2.6%
USFDUS Foodswas 1.0%
ZZillow Groupwas 0.9%
LADLithia Motorswas 0.9%
LIONLionsgate Studioswas 0.7%
MYGNMyriad Geneticswas 0.7%
SGRYSurgery Partnerswas 0.6%
and 3 more in the filing

Portfolio

as of Jun 30, 2026 · source

#	Holding	Weight	Value	Shares	Vs last quarter	Held since
1	GPNGlobal Payments Added +40.0%	12.9%	$646M	8.9M	Added +40.0%	Q3 2013
2	CVSCVS Health Trimmed −41.1%	10.0%	$499M	4.8M	Trimmed −41.1%	Q3 2017
3	THCTenet Healthcare Added +46.6%	8.4%	$418M	2.2M	Added +46.6%	≤ Q2 2013
4	TMOThermo Fisher Scientific Added +150%	6.3%	$314M	627K	Added +150%	≤ Q2 2013
5	AMZNAmazon.com Added +20.1%	6.1%	$303M	1.3M	Added +20.1%	Q4 2020
6	AAgilent Technologies New	5.2%	$262M	2.0M	New	Q3 2015
7	DHRDanaher Added +633%	4.4%	$218M	1.1M	Added +633%	Q3 2014
8	METAMeta Platforms Added +191%	4.0%	$201M	357K	Added +191%	Q1 2018
9	AMDAdvanced Micro Devices Trimmed −54.1%	3.5%	$173M	298K	Trimmed −54.1%	Q4 2025
10	Teva Pharmaceutical Inds Trimmed −23.7%	3.4%	$172M	5.1M	Trimmed −23.7%	Q2 2015
11	VTRSViatris Added +8.7%	3.1%	$157M	9.9M	Added +8.7%	Q4 2023
12	UBERUber Technologies Added +23.2%	2.6%	$129M	1.8M	Added +23.2%	Q2 2021
13	CNCCentene Trimmed −41.3%	2.4%	$121M	1.9M	Trimmed −41.3%	Q3 2014
14	BFLYButterfly Network	2.4%	$121M	14.3M	No change	Q1 2021
15	CIThe Cigna Trimmed −17.4%	2.3%	$114M	412K	Trimmed −17.4%	Q4 2018
16	HUMHumana Trimmed −24.1%	2.0%	$101M	254K	Trimmed −24.1%	≤ Q2 2013
17	XYZBlock Trimmed −12.3%	1.8%	$91.0M	1.2M	Trimmed −12.3%	Q3 2025
18	DKSDick's Sporting Goods Added +34.2%	1.8%	$91.0M	401K	Added +34.2%	Q2 2025
19	GENIGenius Sports Added +57.6%	1.6%	$81.8M	13.5M	Added +57.6%	Q4 2025
20	ONTOOnto Innovation Trimmed −31.3%	1.6%	$77.9M	206K	Trimmed −31.3%	Q3 2025

Show 22 more

21	LLYEli Lilly New	1.4%	$69.3M	58K	New	Q2 2026
22	UALUnited Airlines Trimmed −0.4%	1.3%	$67.3M	495K	Trimmed −0.4%	Q1 2025
23	EYENational Vision	1.2%	$59.0M	3.1M	No change	Q2 2025
24	CSCOCisco Systems Added +21.6%	1.0%	$48.5M	413K	Added +21.6%	Q1 2026
25	ESIElement Solutions Trimmed −38.9%	0.9%	$47.5M	995K	Trimmed −38.9%	Q1 2019
26	AMATApplied Materials	0.9%	$47.1M	65K	No change	Q1 2014
27	MKSIMks New	0.9%	$43.8M	99K	New	Q3 2023
28	FUNSix Flags Entertainment Trimmed −9.2%	0.9%	$43.0M	2.0M	Trimmed −9.2%	Q4 2025
29	STMStmicroelectronics Nv-Ny Shs New	0.8%	$41.9M	560K	New	Q2 2026
30	ABBVAbbvie New	0.7%	$37.5M	149K	New	Q1 2015
31	AZNAstrazeneca New	0.7%	$34.9M	184K	New	Q2 2026
32	BLCOBausch + Lomb Added +0.4%	0.6%	$31.8M	1.9M	Added +0.4%	Q3 2022
33	BKRBaker Hughes Added +62.5%	0.5%	$27.4M	494K	Added +62.5%	Q1 2026
34	ELVElevance Health New	0.5%	$25.8M	67K	New	Q4 2014
35	MCHPMicrochip Technology New	0.5%	$24.2M	266K	New	Q2 2026
36	BRKRBruker New	0.3%	$15.2M	252K	New	Q3 2025
37	NVSNovartis Ag-Sponsored New	0.3%	$13.6M	87K	New	Q2 2026
38	DOCNDigitalocean Trimmed −66.1%	0.3%	$13.3M	85K	Trimmed −66.1%	Q4 2025
39	PRMBPrimo Brands Trimmed −23.7%	0.2%	$9.9M	405K	Trimmed −23.7%	Q1 2026
40	BSXBoston Scientific New	0.1%	$4.8M	113K	New	Q1 2020
41	CAHCardinal Health New	0.1%	$4.3M	18K	New	Q4 2017
42	TECHBio-Techne Trimmed −68.7%	0.1%	$4.1M	58K	Trimmed −68.7%	Q3 2025

Values at quarter end, not today's prices.

Options in the filing

not counted in weights or the record

putIWMiShares Russell 2000 ETFon $276M
putSPYSs SPDR S&P 500 ETF Trust-Uson $194M
callAAgilent Technologieson $15.5M

Filing history

53 quarters since Q2 2013

Quarter	Filed	Lag	Stocks	Positions	Filing
Q2 2026	Aug 14, 2026	45d	$5.01B	42	EDGAR
Q1 2026	May 15, 2026	45d	$3.69B	41	EDGAR
Q4 2025	Feb 17, 2026	48d	$4.69B	54	EDGAR
Q3 2025	Nov 14, 2025	45d	$4.11B	53	EDGAR
Q2 2025	Aug 14, 2025	45d	$3.52B	42	EDGAR
Q1 2025	May 15, 2025	45d	$4.05B	44	EDGAR
Q4 2024	Feb 14, 2025	45d	$3.96B	36	EDGAR
Q3 2024	Nov 14, 2024	45d	$4.74B	43	EDGAR
Q2 2024	Aug 14, 2024	45d	$4.72B	46	EDGAR
Q1 2024	May 15, 2024	45d	$5.13B	43	EDGAR
Q4 2023	Feb 14, 2024	45d	$4.27B	40	EDGAR
Q3 2023	Nov 14, 2023	45d	$3.66B	46	EDGAR
Q2 2023	Aug 14, 2023	45d	$3.70B	45	EDGAR
Q1 2023	May 15, 2023	45d	$4.05B	52	EDGAR
Q4 2022	Feb 14, 2023	45d	$4.17B	51	EDGAR
Q3 2022	Nov 14, 2022	45d	$3.94B	53	EDGAR
Q2 2022	Aug 11, 2022	42d	$3.93B	53	EDGAR
Q1 2022	May 16, 2022	46d	$4.90B	58	EDGAR
Q4 2021	Feb 14, 2022	45d	$4.61B	54	EDGAR
Q3 2021	Nov 15, 2021 *	46d	$5.48B	60	EDGAR
Q2 2021	Aug 16, 2021 *	47d	$6.05B	65	EDGAR
Q1 2021	May 17, 2021	47d	$5.90B	63	EDGAR
Q4 2020	Feb 16, 2021	47d	$4.28B	54	EDGAR
Q3 2020	Nov 16, 2020	47d	$3.19B	45	EDGAR
Q2 2020	Aug 14, 2020	45d	$3.62B	43	EDGAR
Q1 2020	May 15, 2020	45d	$3.66B	43	EDGAR
Q4 2019	Feb 14, 2020	45d	$11.4B	49	EDGAR
Q3 2019	Nov 14, 2019	45d	$9.51B	49	EDGAR
Q2 2019	Aug 14, 2019	45d	$11.0B	46	EDGAR
Q1 2019	May 15, 2019	45d	$11.2B	45	EDGAR
Q4 2018	Feb 14, 2019	45d	$10.3B	48	EDGAR
Q3 2018	Nov 14, 2018	45d	$15.7B	57	EDGAR
Q2 2018	Aug 14, 2018	45d	$14.7B	50	EDGAR
Q1 2018	May 15, 2018	45d	$17.1B	53	EDGAR
Q4 2017	Feb 14, 2018	45d	$18.5B	58	EDGAR
Q3 2017	Nov 14, 2017	45d	$17.2B	56	EDGAR
Q2 2017	Aug 14, 2017	45d	$15.4B	52	EDGAR
Q1 2017	May 15, 2017	45d	$15.1B	51	EDGAR
Q4 2016	Feb 14, 2017	45d	$14.8B	48	EDGAR
Q3 2016	Nov 14, 2016	45d	$14.0B	50	EDGAR
Q2 2016	Aug 15, 2016	46d	$14.1B	47	EDGAR
Q1 2016	May 16, 2016	46d	$13.7B	45	EDGAR
Q4 2015	Feb 16, 2016	47d	$17.8B	55	EDGAR
Q3 2015	Nov 16, 2015	47d	$20.2B	78	EDGAR
Q2 2015	Aug 14, 2015	45d	$25.3B	81	EDGAR
Q1 2015	May 15, 2015	45d	$21.9B	79	EDGAR
Q4 2014	Feb 17, 2015	48d	$20.0B	74	EDGAR
Q3 2014	Nov 14, 2014	45d	$19.1B	74	EDGAR
Q2 2014	Aug 14, 2014	45d	$17.2B	68	EDGAR
Q1 2014	May 15, 2014	45d	$15.1B	65	EDGAR
Q4 2013	Feb 14, 2014	45d	$13.2B	60	EDGAR
Q3 2013	Nov 14, 2013	45d	$11.8B	64	EDGAR
Q2 2013	Aug 14, 2013	45d	$10.9B	61	EDGAR

They usually file 45 days after the quarter ends. * amended later.

Earlier filings, quarter by quarter

Aug 14
NewA5.2% of the bookNewLLY1.4% of the bookNewMKSI0.9% of the bookNewSTM0.8% of the bookAddedTMO150% more sharesAddedDHR633% more shares
Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)
May 15
NewHUM1.6% of the bookNewCSCO0.7% of the bookNewBKR0.5% of the bookNewAKAM0.5% of the bookAddedMETA960% more sharesAddedCI78.6% more shares
Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)
Feb 17
NewDOCN2.1% of the bookNewAMD1.8% of the bookNewACN1.1% of the bookNewBIIB1.1% of the bookAddedCNC399% more sharesAddedGPN15.2% more shares
Holdings as of Dec 31 (Q4 2025), filed 48 days later (the report at the SEC)
Nov 14
NewZ1.7% of the bookNewICLR1.6% of the bookNewONTO0.8% of the bookNewLION0.8% of the bookAddedTMO183% more sharesAddedGPN19.1% more shares
Holdings as of Sep 30 (Q3 2025), filed 45 days later (the report at the SEC)
Aug 14
NewDKS1.6% of the bookNewTMO1.2% of the bookNewSGRY1.0% of the bookNewMKSI0.7% of the bookAddedMETA157% more sharesAddedGPN13.8% more shares
Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)
May 15
NewPYPL2.0% of the bookNewDIS0.9% of the bookNewMETA0.6% of the bookNewUAL0.5% of the bookAddedTeva Pharmaceutical Inds Ltd74.8% more sharesAddedAMZN123% more shares
Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)

About Glenview Capital: Concentrated, with a long-standing lean to healthcare. A 13F is up to 45 days old when filed and shows long US stock positions only. Not investment advice.