Hedge Fund · CIK 0001138995
Larry Robbins
Glenview Capital
Larry Robbins runs Glenview Capital, a hedge fund overseeing $4.91B in disclosed equity holdings (SEC CIK 0001138995). The latest 13F filing (2025Q4) discloses 54 positions across 8 sectors, with the largest positions in CVS, TEVA and GPN. On a mark-to-market basis the tracked portfolio has returned 24.9% over the past year. OpenStocks tracks 40 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.91B
Positions
54
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$299M
Lifetime buys
$11.07B
Lifetime sells
$12.54B
Quarter activity
What changed in 2023Q3 — net new, added, trimmed, exited.
New positions10 names
- TFXTELEFLEX INCORPORATED+380,711$74.8M
- INTCINTEL CORP+2,088,592$74.2M
- AVTRAVANTOR INC+1,019,890$21.5M
- BCBRUNSWICK CORP+255,350$20.2M
- MASIMASIMO CORP+208,848$18.3M
- METAMETA PLATFORMS INC+55,225$16.6M
- G5960LMEDTRONIC PLC+179,928$14.1M
- MSFTMICROSOFT CORP+29,915$9.4M
- ELVANTHEM INC+14,927$6.5M
- MKSIMKS INSTRS INC+56,350$4.9M
Added to16 names
- AMZNAMAZON COM INC+854,032$108.6M
- CHTRCHARTER COMMUNICATIONS INC N+139,721$61.5M
- ATVIEURACTIVISION BLIZZARD INC+497,895$46.6M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN+912,838$45.8M
- FISVFISERV INC+388,865$43.9M
- EXPEEXPEDIA GROUP INC+424,097$43.7M
- UHSUNIVERSAL HLTH SVCS INC+340,891$42.9M
- THCTENET HEALTHCARE CORP+396,344$26.1M
- UBERUBER TECHNOLOGIES INC+556,232$25.6M
- DNBDUN & BRADSTREET HLDGS INC+2,050,000$20.5M
- G21810CLARIVATE PLC+2,863,300$19.2M
- HCAHCA HEALTHCARE INC+66,835$16.4M
- + 4 more…
Trimmed11 names
- CICIGNA CORP NEW−516,732$147.8M
- GPNGLOBAL PMTS INC−397,039$45.8M
- DDDUPONT DE NEMOURS INC−609,620$45.5M
- USFDUS FOODS HLDG CORP−301,631$12.0M
- MTCHMATCH GROUP INC NEW−256,874$10.1M
- MCKMCKESSON CORP−20,118$8.7M
- VVVVALVOLINE INC−270,559$8.7M
- EVLVEVOLV TECHNOLOGIES HLDNGS IN−230,156$1.1M
- DMRCDIGIMARC CORP NEW−28,775$935K
- G6095LAPTIV PLC−4,400$434K
- 13781YCANO HEALTH INC−700,127$178K
Exited9 names
- FMCFMC CORP−852,243$88.9M
- FDXFEDEX CORP−95,628$23.7M
- HPEHEWLETT PACKARD ENTERPRISE C−1,250,000$21.0M
- WBDWARNER BROS DISCOVERY INC−1,624,300$20.4M
- Y2573FFLEX LTD−621,859$17.2M
- BHCBAUSCH HEALTH COS INC−1,766,395$14.1M
- UNPUNION PAC CORP−62,504$12.8M
- G25839COCA-COLA EUROPACIFIC PARTNE−187,810$12.1M
- QSIQUANTUM SI INC−2,415,990$4.3M
Recent transactions
Last 20 moves
TRIM
THERMO FISHER SCIENTIFIC INC
−58,994
~$579.45 · 2025Q4
2026-02-17
NEW
SENSIENT TECHNOLOGIES CORP
+50,000
~$93.95 · 2025Q4
2026-02-17
ADD
BAUSCH PLUS LOMB CORP
+100,000
~$17.08 · 2025Q4
2026-02-17
ADD
BUTTERFLY NETWORK INC
+4,379,911
~$3.80 · 2025Q4
2026-02-17
ADD
CENTENE CORP DEL
+1,483,922
~$41.15 · 2025Q4
2026-02-17
SOLD
CLARIVATE PLC
−4,960,255
~$3.83 · 2025Q4
2026-02-17
TRIM
DANAHER CORPORATION
−64,227
~$228.92 · 2025Q4
2026-02-17
TRIM
DICKS SPORTING GOODS INC
−67,690
~$197.97 · 2025Q4
2026-02-17
SOLD
DUPONT DE NEMOURS INC
−128,480
~$77.90 · 2025Q4
2026-02-17
ADD
ELEMENT SOLUTIONS INC
+626,720
~$24.99 · 2025Q4
2026-02-17
SOLD
ENCOMPASS HEALTH CORP
−167,637
~$127.02 · 2025Q4
2026-02-17