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 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
$4.91B
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 2024Q4 — net new, added, trimmed, exited.
New positions5 names
Added to12 names
- ALITALIGHT INC+14,199,370$98.3M
- DNBDUN & BRADSTREET HLDGS INC+5,235,544$65.2M
- GTMZOOMINFO TECHNOLOGIES INC+6,051,335$63.6M
- MYGNMYRIAD GENETICS INC+2,895,794$39.7M
- TFXTELEFLEX INCORPORATED+164,841$29.3M
- UHSUNIVERSAL HLTH SVCS INC+146,038$26.2M
- THCTENET HEALTHCARE CORP+178,294$22.5M
- VTRSVIATRIS INC+1,751,413$21.8M
- UBERUBER TECHNOLOGIES INC+343,778$20.7M
- WDCWESTERN DIGITAL CORP.+264,547$15.8M
- HSICHENRY SCHEIN INC+142,990$9.9M
- BCBRUNSWICK CORP+151,222$9.8M
Trimmed15 names
- CTVACORTEVA INC−3,187,473$181.6M
- CICIGNA CORP NEW−419,255$115.8M
- MCKMCKESSON CORP−115,327$65.7M
- DXCDXC TECHNOLOGY CO−3,286,072$65.7M
- ESIELEMENT SOLUTIONS INC−2,056,788$52.3M
- EXPEEXPEDIA GROUP INC−212,167$39.5M
- G21810CLARIVATE PLC−7,676,500$39.0M
- AMZNAMAZON COM INC−142,104$31.2M
- GPNGLOBAL PMTS INC−215,008$24.1M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN−321,282$17.0M
- USFDUS FOODS HLDG CORP−204,902$13.8M
- DMRCDIGIMARC CORP NEW−172,990$6.5M
- + 3 more…
Exited12 names
- MRVLMARVELL TECHNOLOGY INC−1,165,121$84.0M
- WCCWESCO INTL INC−274,794$46.2M
- G7997RSEAGATE TECHNOLOGY HLDNGS PL−402,771$44.1M
- MTCHMATCH GROUP INC NEW−1,147,405$43.4M
- DDDUPONT DE NEMOURS INC−275,491$24.5M
- SDASEALED AIR CORP NEW−674,656$24.5M
- EVLVEVOLV TECHNOLOGIES HLDNGS IN−4,892,358$19.8M
- LYVLIVE NATION ENTERTAINMENT IN−174,311$19.1M
- LYFTLYFT INC−789,394$10.1M
- HTZHERTZ GLOBAL HLDGS INC−439,246$1.4M
- OFIXORTHOFIX MED INC−63,196$987K
- RPIDRAPID MICRO BIOSYSTEMS INC−547,990$488K
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