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 2025Q3 — net new, added, trimmed, exited.
New positions17 names
- ZZILLOW GROUP INC+889,666$68.5M
- G4705AICON PLC+371,418$65.0M
- ONTOONTO INNOVATION INC+270,605$35.0M
- LIONLIONSGATE STUDIOS CORP+5,000,000$34.5M
- PINSPINTEREST INC+807,700$26.0M
- LADLITHIA MTRS INC+74,108$23.4M
- XYZBLOCK INC+322,319$23.3M
- EHCENCOMPASS HEALTH CORP+167,637$21.3M
- TECHBIO-TECHNE CORP+374,051$20.8M
- BAXBAXTER INTL INC+742,542$16.9M
- CNCCENTENE CORP DEL+371,972$13.3M
- SNPSSYNOPSYS INC+21,300$10.5M
- + 5 more…
Added to19 names
- TMOTHERMO FISHER SCIENTIFIC INC+182,941$88.7M
- GPNGLOBAL PMTS INC+825,000$68.5M
- DHRDANAHER CORPORATION+214,418$42.5M
- DXCDXC TECHNOLOGY CO+2,473,350$33.7M
- MCKMCKESSON CORP+30,885$23.9M
- GTMZOOMINFO TECHNOLOGIES INC+2,123,843$23.2M
- MRVLMARVELL TECHNOLOGY INC+269,968$22.7M
- SGRYSURGERY PARTNERS INC+1,017,510$22.0M
- PYPLPAYPAL HLDGS INC+327,226$21.9M
- UBERUBER TECHNOLOGIES INC+205,130$20.1M
- AMZNAMAZON COM INC+89,264$19.6M
- UHSUNIVERSAL HLTH SVCS INC+92,692$18.9M
- + 7 more…
Trimmed10 names
- THCTENET HEALTHCARE CORP−606,326$123.1M
- METAMETA PLATFORMS INC−104,362$76.6M
- CICIGNA CORP NEW−184,136$53.1M
- EXPEEXPEDIA GROUP INC−148,463$31.7M
- USFDUS FOODS HLDG CORP−313,552$24.0M
- BCBRUNSWICK CORP−345,580$21.9M
- ESIELEMENT SOLUTIONS INC−608,879$15.3M
- ALITALIGHT INC−4,004,556$13.1M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN−310,056$12.3M
- MKSIMKS INSTRS INC−60,374$7.5M
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