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NATIONAL VISION HLDGS INC EYE

National Vision Holdings, Inc., through its subsidiaries, operates as an optical retailer in the United States. The company offers eyeglasses and contact lenses, and optical accessory products; and provides eye exams through its America's Best, Eyeglass World, Vista Optical, Fred Meyer, Vista Optical military, and DiscountContacts.com.

Company profile

Business mix

  • The company offers eyeglasses and contact lenses, and optical accessory products; and provides eye exams through its America's Best, Eyeglass World, Vista Optical, Fred Meyer, Vista Optical military, and DiscountContacts.com.
  • It also offers health maintenance organization and optometric services. In addition, the company sells prescription and non-prescription eyewear, contact lenses and related accessories to retail customers.
  • The company serves a diverse customer base, including price-driven consumers, style leaders, wellness shoppers with vision benefits, managed care customers, outside prescription customers, and progressive lens wearers.
  • The company was formerly known as National Vision, Inc. and changed its name to National Vision Holdings, Inc. in March 2014.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in specialty retail?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Glenview Capital Management Larry Robbins 1.0% $40.6M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $19.5M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +92.7% +753,383 / 812,534
Glenview Capital Management Larry Robbins 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 69.6% 13F value change +$21.5M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 3.7% 13F value change -$3.3M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 9.6% 13F value change +$3.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 812,534 Last 3 periods +753,383 (+92.7%) Total shares 1,565,917 Value $40.6M

Recent mentions

No public mentions.