GLENVIEW CAPITAL MANAGEMENT, LLC

Portfolio Overview

Glenview Capital Management, LLC’s 13F filing for the period ending September 30, 2025, reveals a portfolio undergoing significant structural transformation. The total portfolio value decreased by 28.8%, contracting from $3.57 billion to $2.54 billion. This reduction in assets under management (AUM) is driven not only by potential market depreciation but, more aggressively, by a substantial rotation in capital allocation. The fund reduced its number of holdings, exiting 23...