DOSSIER · 13F-HR · Q1 2026
GLENVIEW CAPITAL MANAGEMENT, LLC
GLENVIEW's hedge fund based in Stamford, CT — $4.0B in tracked AUM across 44 positions as of Q1 2026.
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GLENVIEW·Stamford, CT·Hedge Fund
CIK 0001138995 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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