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Portfolio (Quarterly) Guide ↗

Glenview Capital Management

· CIK 0001138995
13F Portfolio $4.0B AUM 44 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 44 New 22 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIIB BIOGEN INC Healthcare 57,019.0 $10.5M 0.26% NEW $183.33 +5.2%
42 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 531,051.0 $10.0M 0.25% NEW $18.83 +23.6%
43 TECH BIO-TECHNE CORP Healthcare 186,312.0 $9.7M 0.24% NEW $52.26 -14.4%
44 GPN CALL GLOBAL PMTS INC Industrials 100,000.0 $6.7M 0.17% NEW $67.30 +0.0%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 50.9%
Technology 18.5%
Industrials 13.4%
Consumer Cyclical 9.9%
Communication Services 4.0%
Basic Materials 1.6%
Consumer Defensive 1.3%
Energy 0.5%