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 2025Q1 — net new, added, trimmed, exited.
New positions13 names
- PYPLPAYPAL HLDGS INC+1,216,652$79.4M
- DISDISNEY WALT CO+367,712$36.3M
- METAMETA PLATFORMS INC+45,104$26.0M
- UALUNITED AIRLS HLDGS INC+321,216$22.2M
- DKNGDRAFTKINGS INC NEW+470,283$15.6M
- XRAYDENTSPLY SIRONA INC+855,342$12.8M
- MRVLMARVELL TECHNOLOGY INC+206,160$12.7M
- SNDKSANDISK CORP+262,142$12.5M
- WWAYFAIR INC+338,178$10.8M
- OSCROSCAR HEALTH INC+798,981$10.5M
- BLCOBAUSCH PLUS LOMB CORP+500,000$7.3M
- SXTSENSIENT TECHNOLOGIES CORP+67,312$5.0M
- + 1 more…
Added to14 names
- TEVATEVA PHARMACEUTICAL INDS LTD+6,322,317$97.2M
- AMZNAMAZON COM INC+409,637$77.9M
- THCTENET HEALTHCARE CORP+557,749$75.0M
- CARAVIS BUDGET GROUP+452,307$34.3M
- GTMZOOMINFO TECHNOLOGIES INC+2,800,000$28.0M
- PINSPINTEREST INC+705,167$21.9M
- BCBRUNSWICK CORP+295,630$15.9M
- USFDUS FOODS HLDG CORP+177,204$11.6M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN+200,000$8.7M
- ALITALIGHT INC+798,649$4.7M
- WDCWESTERN DIGITAL CORP.+87,612$3.5M
- ESIELEMENT SOLUTIONS INC+81,356$1.8M
- + 2 more…
Trimmed12 names
- CICIGNA CORP NEW−258,351$85.0M
- UBERUBER TECHNOLOGIES INC−950,401$69.2M
- G21810CLARIVATE PLC−12,682,867$49.8M
- MCKMCKESSON CORP−69,766$47.0M
- DNBDUN & BRADSTREET HLDGS INC−5,024,151$44.9M
- CTVACORTEVA INC−663,503$41.8M
- EXPEEXPEDIA GROUP INC−230,619$38.8M
- DXCDXC TECHNOLOGY CO−928,972$15.8M
- GPNGLOBAL PMTS INC−132,469$13.0M
- VTRSVIATRIS INC−830,376$7.2M
- MYGNMYRIAD GENETICS INC−257,774$2.3M
- BKDBROOKDALE SR LIVING INC−200,000$1.3M
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