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 2024Q3 — net new, added, trimmed, exited.
New positions7 names
Added to17 names
- CVSCVS HEALTH CORP+2,784,410$175.1M
- GPNGLOBAL PMTS INC+1,022,840$104.8M
- EXPEEXPEDIA GROUP INC+491,309$72.7M
- DNBDUN & BRADSTREET HLDGS INC+5,947,206$68.5M
- DXCDXC TECHNOLOGY CO+2,467,424$51.2M
- MTCHMATCH GROUP INC NEW+793,183$30.0M
- GTMZOOMINFO TECHNOLOGIES INC+2,367,542$24.4M
- AMZNAMAZON COM INC+125,000$23.3M
- MRVLMARVELL TECHNOLOGY INC+302,446$21.8M
- VTRSVIATRIS INC+1,077,124$12.5M
- CARAVIS BUDGET GROUP+137,105$12.0M
- TFXTELEFLEX INCORPORATED+42,653$10.5M
- + 5 more…
Trimmed18 names
- THCTENET HEALTHCARE CORP−2,006,942$333.6M
- UHSUNIVERSAL HLTH SVCS INC−451,035$103.3M
- ALITALIGHT INC−13,144,110$97.3M
- CICIGNA CORP NEW−242,136$83.9M
- MYGNMYRIAD GENETICS INC−2,486,902$68.1M
- ESIELEMENT SOLUTIONS INC−1,819,534$49.4M
- USFDUS FOODS HLDG CORP−681,460$41.9M
- BKDBROOKDALE SR LIVING INC−4,506,929$30.6M
- WCCWESCO INTL INC−106,972$18.0M
- OFIXORTHOFIX MED INC−1,041,857$16.3M
- TEVATEVA PHARMACEUTICAL INDS LTD−701,317$12.6M
- BCBRUNSWICK CORP−140,848$11.8M
- + 6 more…
Exited10 names
- CNCCENTENE CORP DEL−1,431,312$94.9M
- HCAHCA HEALTHCARE INC−195,585$62.8M
- ELVANTHEM INC−98,578$53.4M
- EXKEXACT SCIENCES CORP−629,455$26.6M
- VVVVALVOLINE INC−484,009$20.9M
- CRSCARPENTER TECHNOLOGY CORP−130,000$14.2M
- BHCBAUSCH HEALTH COS INC−1,307,068$9.1M
- DNA4EURGINKGO BIOWORKS HOLDINGS INC−26,500,000$8.9M
- FISVFISERV INC−53,768$8.0M
- 25703ADOMA HOLDINGS INC−15,994$97K
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