Hedge Fund · CIK 0001138995
Larry Robbins
Glenview Capital
Larry Robbins runs Glenview Capital, a hedge fund overseeing $4.69B in disclosed equity holdings (SEC CIK 0001138995). The latest portfolio (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 36.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$4.69B
Positions
54
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$299M
Lifetime buys
$11.74B
Lifetime sells
$13.09B
Quarter activity
What changed in 2023Q1 — net new, added, trimmed, exited.
New positions15 names
- AMZNAMAZON COM INC+454,718$47.0M
- AVTRAVANTOR INC+1,862,800$39.4M
- FDXFEDEX CORP+162,583$37.1M
- DVADAVITA INC+276,175$22.4M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN+376,450$21.3M
- MTCHMATCH GROUP INC NEW+474,886$18.2M
- BKD 2 10/15/26BROOKDALE SR LIVING INC+25,450,000$18.2M
- UNHUNITEDHEALTH GROUP INC+36,716$17.4M
- UNPUNION PAC CORP+62,504$12.6M
- 50540RLABORATORY CORP AMER HLDGS+50,402$11.6M
- CAHCARDINAL HEALTH INC+141,032$10.6M
- ELVANTHEM INC+11,867$5.5M
- + 3 more…
Added to20 names
- ALITALIGHT INC+6,318,617$58.2M
- CTVACORTEVA INC+959,714$57.9M
- CORAMERISOURCEBERGEN CORP+273,363$43.8M
- MYGNMYRIAD GENETICS INC+1,097,344$25.5M
- LIILENNOX INTL INC+61,433$15.4M
- G21810CLARIVATE PLC+1,550,982$14.6M
- BKDBROOKDALE SR LIVING INC+4,800,000$14.2M
- VVVVALVOLINE INC+309,263$10.8M
- FMCFMC CORP+80,670$9.9M
- BABAALIBABA GROUP HLDG LTD+59,166$6.0M
- NOCNORFOLK SOUTHN CORP+27,877$5.9M
- DDDUPONT DE NEMOURS INC+72,010$5.2M
- + 8 more…
Trimmed18 names
- THCTENET HEALTHCARE CORP−1,628,542$96.8M
- G25839COCA-COLA EUROPACIFIC PARTNE−865,945$51.3M
- Y2573FFLEX LTD−2,128,887$49.0M
- FISVFISERV INC−372,420$42.1M
- UBERUBER TECHNOLOGIES INC−1,027,341$32.6M
- G96629WILLIS TOWERS WATSON PLC LTD−97,611$22.7M
- DXCDXC TECHNOLOGY CO−747,416$19.1M
- GPNGLOBAL PMTS INC−147,138$15.5M
- EXPEEXPEDIA GROUP INC−121,508$11.8M
- ATVIEURACTIVISION BLIZZARD INC−131,611$11.3M
- USFDUS FOODS HLDG CORP−252,289$9.3M
- DNBDUN & BRADSTREET HLDGS INC−722,937$8.5M
- + 6 more…
Exited13 names
- BAXBAXTER INTL INC−2,009,973$102.4M
- METAMETA PLATFORMS INC−526,142$63.3M
- GTMZOOMINFO TECHNOLOGIES INC−1,746,519$52.6M
- BKNGBOOKING HOLDINGS INC−18,589$37.5M
- LVSLAS VEGAS SANDS CORP−765,576$36.8M
- URIUNITED RENTALS INC−77,860$27.7M
- PYPLPAYPAL HLDGS INC−250,000$17.8M
- SGITEMPUR SEALY INTL INC−391,700$13.4M
- 848637SPLUNK INC−146,220$12.6M
- BHCBAUSCH HEALTH COS INC−1,500,000$9.4M
- 64829BNEW RELIC INC−160,683$9.1M
- 465005ISOPLEXIS CORP−1,970,000$3.1M
- + 1 more…
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