Glenview Capital Management Sells $71 Million of Alight Stake After Stock's 71% Drop

2 days ago 6

Jake Lerch, The Motley Fool

Tue, December 9, 2025 astatine 11:07 AM CST 5 min read

Glenview Capital Management, LLC chopped its involvement successful Alight, Inc. (NYSE:ALIT) by 4,004,556 shares successful the 3rd quarter, reducing vulnerability by an estimated $71.57 million, according to a November 14, 2025, SEC filing.

According to a Securities and Exchange Commission (SEC) filing dated November 14, 2025, Glenview Capital Management, LLC sold 4,004,556 shares of Alight during the 3rd quarter. Following the transaction, the money reported holding 20,377,772 shares worthy $66.43 cardinal arsenic of September 30, 2025.

The merchantability reduced Alight to 1.48% of Glenview's 13F reportable assets nether management; the presumption was antecedently 3.87% of AUM arsenic of the anterior quarter.

Top 5 holdings aft the filing:

  • NYSE:CVS: $617.96 cardinal (13.8% of AUM)

  • NYSE:THC: $471.80 cardinal (10.5% of AUM)

  • NYSE:GPN: $427.19 cardinal (9.5% of AUM)

  • NYSE:TEVA: $337.19 cardinal (7.5% of AUM)

  • NASDAQ:GTM: $201.89 cardinal (4.5% of AUM)

As of December 5, 2025, shares of Alight were priced astatine $2.08, down 70.8% implicit the past year, underperforming the S&P 500 by 84.7 percent points.

Metric

Value

Revenue (TTM)

$2.29 billion

Net Income (TTM)

$-2.12 billion

Dividend Yield

7.5%

Price (as of marketplace adjacent 2025-12-05)

$2.08

  • Offers integrated integer quality superior and concern solutions, including benefits administration, healthcare navigation, fiscal health, payroll, and cloud-based nonrecreational services.

  • Generates gross done a premix of recurring leader solutions, consulting, and hosted work contracts, leveraging a cloud-based transportation model.

  • Targets ample enterprises and organizations seeking to optimize worker wellbeing, benefits, and payroll processes worldwide.

Alight, Inc. is simply a technology-driven supplier of cloud-based quality superior and concern solutions, serving a planetary lawsuit basal from its office successful Lincolnshire, Illinois. The company’s strategy centers connected delivering integrated platforms that streamline benefits, payroll, and worker wellbeing, positioning itself arsenic a spouse for organizations aiming to heighten workforce performance. With a differentiated suite of integer solutions and a absorption connected recurring work revenue, Alight competes by enabling clients to execute operational ratio and improved worker outcomes.


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