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 2023Q2 — net new, added, trimmed, exited.
New positions6 names
Added to10 names
- UHSUNIVERSAL HLTH SVCS INC+548,422$86.5M
- CICIGNA CORP NEW+214,918$60.3M
- G21810CLARIVATE PLC+5,686,882$54.2M
- CTVACORTEVA INC+454,052$26.0M
- DXCDXC TECHNOLOGY CO+777,274$20.8M
- CAHCARDINAL HEALTH INC+116,298$11.0M
- ALITALIGHT INC+952,602$8.8M
- FMCFMC CORP+49,577$5.2M
- 13781YCANO HEALTH INC+750,000$1.0M
- RPIDRAPID MICRO BIOSYSTEMS INC+500,000$500K
Trimmed19 names
- FISVFISERV INC−1,269,730$160.2M
- MCKMCKESSON CORP−261,744$111.8M
- G25839COCA-COLA EUROPACIFIC PARTNE−1,015,122$65.4M
- THCTENET HEALTHCARE CORP−798,771$65.0M
- UBERUBER TECHNOLOGIES INC−1,419,546$61.3M
- HCAHCA HEALTHCARE INC−188,603$57.2M
- AMZNAMAZON COM INC−354,701$46.2M
- USFDUS FOODS HLDG CORP−1,038,459$45.7M
- VVVVALVOLINE INC−1,000,368$37.5M
- Y2573FFLEX LTD−1,300,491$35.9M
- FDXFEDEX CORP−66,955$16.6M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN−276,450$15.4M
- + 7 more…
Exited13 names
- LIILENNOX INTL INC−237,829$59.8M
- NOCNORFOLK SOUTHN CORP−255,455$54.2M
- CORAMERISOURCEBERGEN CORP−277,618$44.4M
- BABAALIBABA GROUP HLDG LTD−403,063$41.2M
- AVTRAVANTOR INC−1,862,800$39.4M
- GOOGLALPHABET INC−316,695$32.9M
- DVADAVITA INC−276,175$22.4M
- UNHUNITEDHEALTH GROUP INC−36,716$17.4M
- 50540RLABORATORY CORP AMER HLDGS−50,402$11.6M
- G96629WILLIS TOWERS WATSON PLC LTD−46,541$10.8M
- SABRSABRE CORP−2,200,398$9.4M
- ELVANTHEM INC−11,867$5.5M
- + 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