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 2024Q1 — net new, added, trimmed, exited.
New positions6 names
Added to15 names
- CTVACORTEVA INC+2,087,548$120.4M
- ESIELEMENT SOLUTIONS INC+4,596,029$114.8M
- ALITALIGHT INC+10,122,861$99.7M
- MRVLMARVELL TECHNOLOGY INC+1,190,895$84.4M
- TEVATEVA PHARMACEUTICAL INDS LTD+5,896,651$83.2M
- CVSCVS HEALTH CORP+950,286$75.8M
- ELVANTHEM INC+136,320$70.7M
- UHSUNIVERSAL HLTH SVCS INC+353,132$64.4M
- GPNGLOBAL PMTS INC+440,094$58.8M
- USFDUS FOODS HLDG CORP+770,439$41.6M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN+469,484$25.8M
- BCBRUNSWICK CORP+119,846$11.6M
- + 3 more…
Trimmed15 names
- CICIGNA CORP NEW−670,951$243.7M
- THCTENET HEALTHCARE CORP−1,415,119$148.7M
- UBERUBER TECHNOLOGIES INC−835,537$64.3M
- AMZNAMAZON COM INC−291,135$52.5M
- VVVVALVOLINE INC−686,120$30.6M
- METAMETA PLATFORMS INC−47,851$23.2M
- FISVFISERV INC−140,585$22.5M
- MCKMCKESSON CORP−38,935$20.9M
- HCAHCA HEALTHCARE INC−55,931$18.7M
- BKDBROOKDALE SR LIVING INC−2,500,000$16.5M
- EXPEEXPEDIA GROUP INC−86,823$12.0M
- VTRSVIATRIS INC−923,048$11.0M
- + 3 more…
Exited4 names
- CHTRCHARTER COMMUNICATIONS INC N−116,933$45.4M
- BKD 2 10/15/26BROOKDALE SR LIVING INC−25,450,000$23.4M
- CAHCARDINAL HEALTH INC−203,254$20.5M
- INTCINTEL CORP−344,263$17.3M
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