Filing analysis
Glenview Capital
13F-HR · period Q4 2024 · filed Feb 14, 2025
$3.96BReported 13F value
36Positions
+5New
11Increased
15Reduced
−12Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| CNC Centene Corp. | $77.99M | 2.0% |
| MSFT Microsoft Corporation | $43.69M | 1.1% |
| JBTM JBT Marel Corporation | $23.73M | 0.6% |
| PINS Pinterest, Inc. | $10.39M | 0.3% |
| FMC FMC Corporation | $7.46M | 0.2% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| CTVA Corteva, Inc. | ▼ Trim | -60.8% | $117.09M |
| CI Cigna Corporation | ▼ Trim | -39.9% | $174.63M |
| CLVT Clarivate Plc | ▼ Trim | -29.2% | $94.33M |
| THC Tenet Healthcare Corporation | ▲ Add | +6.7% | $358.13M |
| DNB | ▲ Add | +54.8% | $184.32M |
| DXC DXC Technology Company | ▼ Trim | -29.4% | $157.60M |
| GTM ZoomInfo Technologies Inc. | ▲ Add | +153.8% | $104.96M |
| ESI Element Solutions Inc | ▼ Trim | -45.6% | $62.32M |
| MCK McKesson Corporation | ▼ Trim | -43.2% | $86.41M |
| VTRS Viatris Inc. | ▲ Add | +23.1% | $116.08M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.