OpenStocks
Pro···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Larry Robbins (Glenview Capital)
  • Overview
  • Portfolio54
  • Performance40Q
  • Options3
  • Activity2.1k
  • News
Hedge Fund · CIK 0001138995

Larry Robbins

Glenview Capital
Share
  • Healthcare Specialist
  • Mid-Size Fund

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.

Track Larry's filingsView holdings↓
Portfolio
$4.69B
Positions
54
Quarter
2025Q4
Filings tracked
40
1Y+36.2%Since filing+173.3%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2023Q1
53 positions
1
CICIGNA CORP NEW
Healthcare·Healthcare Plans
10.38%
of portfolio
Number of shares
1,850,633 sh
Holdings current value
$472.89M
Avg closing price
$257.09
+8.4%
Last action
Added 5.2%
2025Q4
Current $278.64
2
THCTENET HEALTHCARE CORP
Healthcare·Medical Care Facilities
9.47%
of portfolio
Number of shares
7,267,569 sh
Holdings current value
$431.84M
Avg closing price
$60.86
+223.1%
Last action
Trimmed 4.5%
2025Q4
Current $196.64
3
FISVFISERV INC
5.33%
of portfolio
Number of shares
2,150,798 sh
Holdings current value
$243.10M
Avg closing price
$105.54
-39.4%
Last action
Exited
2024Q3
Current $63.97
4
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
5.18%
of portfolio
Number of shares
2,244,174 sh
Holdings current value
$236.18M
Avg closing price
$110.14
-34.3%
Last action
Added 53.2%
2025Q4
Current $72.37
5
DXCDXC TECHNOLOGY CO
Technology·Information Technology Services
5.02%
of portfolio
Number of shares
8,957,137 sh
Holdings current value
$228.94M
Avg closing price
$27.88
-53.5%
Last action
Trimmed 0.3%
2025Q4
Current $12.97
6
MCKMCKESSON CORP
Healthcare·Medical Distribution
5.00%
of portfolio
Number of shares
639,937 sh
Holdings current value
$227.85M
Avg closing price
$499.08
+73.6%
Last action
Trimmed 2.1%
2025Q4
Current $866.38
7
VVVVALVOLINE INC
Consumer Cyclical·Auto & Truck Dealerships
2.92%
of portfolio
Number of shares
3,802,949 sh
Holdings current value
$132.88M
Avg closing price
$29.40
+17.6%
Last action
Exited
2024Q3
Current $34.56
8
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.91%
of portfolio
Number of shares
3,591,813 sh
Holdings current value
$132.68M
Avg closing price
$46.07
+103.4%
Last action
Added 2.1%
2025Q4
Current $93.69
9
ALITALIGHT INC
Technology·Software - Application
2.86%
of portfolio
Number of shares
14,144,591 sh
Holdings current value
$130.27M
Avg closing price
$7.95
-92.3%
Last action
Exited
2025Q4
Current $0.61
10
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
2.62%
of portfolio
Number of shares
452,227 sh
Holdings current value
$119.24M
Avg closing price
$162.79
+199.8%
Last action
Exited
2024Q3
Current $488.00
11
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
2.40%
of portfolio
Number of shares
862,103 sh
Holdings current value
$109.57M
Avg closing price
$160.21
+13.9%
Last action
Exited
2025Q4
Current $182.41
12
G21810109CLARIVATE PLC
2.40%
of portfolio
Number of shares
11,628,563 sh
Holdings current value
$109.19M
Avg closing price
$8.88
Last action
Exited
2025Q4
Current —
13
G6095L109APTIV PLC
2.30%
of portfolio
Number of shares
932,941 sh
Holdings current value
$104.67M
Avg closing price
$104.82
Last action
Exited
2023Q4
Current —
14
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
2.17%
of portfolio
Number of shares
1,639,208 sh
Holdings current value
$98.86M
Avg closing price
$52.35
+53.5%
Last action
Exited
2025Q2
Current $80.34
15
FMCFMC CORP
Basic Materials·Agricultural Inputs
2.15%
of portfolio
Number of shares
802,666 sh
Holdings current value
$98.03M
Avg closing price
$92.53
-81.4%
Last action
Exited
2025Q1
Current $17.17
16
MYGNMYRIAD GENETICS INC
Healthcare·Diagnostics & Research
2.14%
of portfolio
Number of shares
4,195,112 sh
Holdings current value
$97.45M
Avg closing price
$13.85
-63.3%
Last action
Added 19.6%
2025Q2
Current $5.08
17
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
2.07%
of portfolio
Number of shares
2,977,665 sh
Holdings current value
$94.39M
Avg closing price
$73.28
+5.2%
Last action
Added 8.6%
2025Q4
Current $77.12
18
DDDUPONT DE NEMOURS INC
Basic Materials·Specialty Chemicals
1.92%
of portfolio
Number of shares
1,217,056 sh
Holdings current value
$87.35M
Avg closing price
$76.38
-38.0%
Last action
Exited
2025Q4
Current $47.35
19
ATVIEURACTIVISION BLIZZARD INC
1.57%
of portfolio
Number of shares
838,662 sh
Holdings current value
$71.78M
Avg closing price
$81.69
Last action
Exited
2023Q4
Current —
20
G25839104COCA-COLA EUROPACIFIC PARTNE
1.56%
of portfolio
Number of shares
1,202,932 sh
Holdings current value
$71.20M
Avg closing price
$48.20
Last action
Exited
2023Q3
Current —
21
LIILENNOX INTL INC
Industrials·Building Products & Equipment
1.31%
of portfolio
Number of shares
237,829 sh
Holdings current value
$59.76M
Avg closing price
$231.95
+110.0%
Last action
Exited
2023Q2
Current $487.11
22
ESIELEMENT SOLUTIONS INC
Basic Materials·Specialty Chemicals
1.28%
of portfolio
Number of shares
3,024,329 sh
Holdings current value
$58.40M
Avg closing price
$22.59
+72.8%
Last action
Added 26.1%
2025Q4
Current $39.02
23
BKDBROOKDALE SR LIVING INC
Healthcare·Medical Care Facilities
1.21%
of portfolio
Number of shares
18,644,673 sh
Holdings current value
$55.00M
Avg closing price
$6.03
+127.8%
Last action
Exited
2025Q2
Current $13.74
24
NOCNORFOLK SOUTHN CORP
Industrials·Railroads
1.19%
of portfolio
Number of shares
255,455 sh
Holdings current value
$54.16M
Avg closing price
$242.93
+173.8%
Last action
Exited
2023Q2
Current $665.26
25
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
1.03%
of portfolio
Number of shares
454,718 sh
Holdings current value
$46.97M
Avg closing price
$193.47
+29.5%
Last action
Added 130.1%
2025Q4
Current $250.56
26
CORAMERISOURCEBERGEN CORP
Healthcare·Medical Distribution
0.98%
of portfolio
Number of shares
277,618 sh
Holdings current value
$44.45M
Avg closing price
$159.24
+105.7%
Last action
Exited
2023Q2
Current $327.56
27
Y2573F102FLEX LTD
0.97%
of portfolio
Number of shares
1,922,350 sh
Holdings current value
$44.23M
Avg closing price
$17.55
Last action
Exited
2023Q3
Current —
28
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
0.90%
of portfolio
Number of shares
403,063 sh
Holdings current value
$41.18M
Avg closing price
$106.77
+32.1%
Last action
Exited
2023Q2
Current $141.01
29
AVTRAVANTOR INC
Healthcare·Medical Instruments & Supplies
0.86%
of portfolio
Number of shares
1,862,800 sh
Holdings current value
$39.38M
Avg closing price
$21.14
-59.7%
Last action
Exited
2023Q4
Current $8.52
30
EXPEEXPEDIA GROUP INC
Consumer Cyclical·Travel Services
0.82%
of portfolio
Number of shares
383,038 sh
Holdings current value
$37.17M
Avg closing price
$120.07
+121.4%
Last action
Trimmed 9.1%
2025Q4
Current $265.84
31
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.82%
of portfolio
Number of shares
162,583 sh
Holdings current value
$37.15M
Avg closing price
$241.58
+62.4%
Last action
Exited
2023Q3
Current $392.38
32
GOOGLALPHABET INC
Communication Services·Internet Content & Information
0.72%
of portfolio
Number of shares
316,695 sh
Holdings current value
$32.85M
Avg closing price
$144.94
+135.7%
Last action
Exited
2023Q2
Current $341.68
33
DVADAVITA INC
Healthcare·Medical Care Facilities
0.49%
of portfolio
Number of shares
276,175 sh
Holdings current value
$22.40M
Avg closing price
$89.09
+66.0%
Last action
Exited
2023Q2
Current $147.91
34
KNXKNIGHT-SWIFT TRANSN HLDGS IN
Industrials·Trucking
0.47%
of portfolio
Number of shares
376,450 sh
Holdings current value
$21.30M
Avg closing price
$51.19
+25.8%
Last action
Added
2025Q4
Current $64.42
35
EVLVEVOLV TECHNOLOGIES HLDNGS IN
Industrials·Security & Protection Services
0.43%
of portfolio
Number of shares
6,316,874 sh
Holdings current value
$19.71M
Avg closing price
$3.25
+99.7%
Last action
Exited
2024Q4
Current $6.48
36
MTCHMATCH GROUP INC NEW
Communication Services·Internet Content & Information
0.40%
of portfolio
Number of shares
474,886 sh
Holdings current value
$18.23M
Avg closing price
$37.06
-4.2%
Last action
Exited
2024Q4
Current $35.51
37
BKD 2 10/15/26BROOKDALE SR LIVING INC
0.40%
of portfolio
Number of shares
25,450,000 sh
Holdings current value
$18.19M
Avg closing price
$0.71
Last action
Exited
2024Q1
Current —
38
UNHUNITEDHEALTH GROUP INC
Healthcare·Healthcare Plans
0.38%
of portfolio
Number of shares
36,716 sh
Holdings current value
$17.35M
Avg closing price
$246.03
+31.9%
Last action
Exited
2023Q2
Current $324.63
39
BFLYBUTTERFLY NETWORK INC
Healthcare·Medical Devices
0.33%
of portfolio
Number of shares
8,033,501 sh
Holdings current value
$15.10M
Avg closing price
$7.70
-29.2%
Last action
Added 119.9%
2025Q4
Current $5.45
40
UNPUNION PAC CORP
Industrials·Railroads
0.28%
of portfolio
Number of shares
62,504 sh
Holdings current value
$12.58M
Avg closing price
$213.71
+17.5%
Last action
Exited
2023Q3
Current $251.14
41
50540R409LABORATORY CORP AMER HLDGS
0.25%
of portfolio
Number of shares
50,402 sh
Holdings current value
$11.56M
Avg closing price
$161.24
Last action
Exited
2023Q2
Current —
42
G96629103WILLIS TOWERS WATSON PLC LTD
0.24%
of portfolio
Number of shares
46,541 sh
Holdings current value
$10.82M
Avg closing price
$186.12
Last action
Exited
2023Q2
Current —
43
CAHCARDINAL HEALTH INC
Healthcare·Medical Distribution
0.23%
of portfolio
Number of shares
141,032 sh
Holdings current value
$10.65M
Avg closing price
$76.90
+178.3%
Last action
Exited
2024Q1
Current $213.99
44
SABRSABRE CORP
Technology·Software - Infrastructure
0.21%
of portfolio
Number of shares
2,200,398 sh
Holdings current value
$9.44M
Avg closing price
$9.26
-79.6%
Last action
Exited
2023Q2
Current $1.89
45
DMRCDIGIMARC CORP NEW
Technology·Software - Application
0.19%
of portfolio
Number of shares
434,497 sh
Holdings current value
$8.54M
Avg closing price
$17.60
-59.3%
Last action
Exited
2025Q1
Current $7.16
46
QSIQUANTUM SI INC
Healthcare·Medical Devices
0.16%
of portfolio
Number of shares
4,215,990 sh
Holdings current value
$7.42M
Avg closing price
$12.26
-91.3%
Last action
Exited
2023Q3
Current $1.07
47
ELVANTHEM INC
Healthcare·Healthcare Plans
0.12%
of portfolio
Number of shares
11,867 sh
Holdings current value
$5.46M
Avg closing price
$490.43
-34.1%
Last action
Exited
2024Q3
Current $323.05
48
084310101BERKELEY LTS INC
0.10%
of portfolio
Number of shares
3,816,313 sh
Holdings current value
$4.43M
Avg closing price
$4.26
Last action
Exited
2023Q4
Current —
49
DNBDUN & BRADSTREET HLDGS INC
0.04%
of portfolio
Number of shares
154,374 sh
Holdings current value
$1.81M
Avg closing price
$11.71
Last action
Exited
2025Q2
Current —
50
RPIDRAPID MICRO BIOSYSTEMS INC
0.02%
of portfolio
Number of shares
818,288 sh
Holdings current value
$1.07M
Avg closing price
$4.14
-45.0%
Last action
Exited
2024Q4
Current $2.28
51
13781Y103CANO HEALTH INC
0.02%
of portfolio
Number of shares
950,127 sh
Holdings current value
$864.6K
Avg closing price
$1.12
Last action
Exited
2023Q4
Current —
52
BFLYWBUTTERFLY NETWORK INCWT
0.01%
of portfolio
Number of shares
1,713,333 sh
Holdings current value
$455.9K
Avg closing price
$4.83
Last action
New holding
2023Q1
Current —
53
25703A104DOMA HOLDINGS INC
0.00%
of portfolio
Number of shares
500,000 sh
Holdings current value
$203.8K
Avg closing price
$0.41
Last action
Exited
2023Q2
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CI
10.38% · +9.0%
THC
9.47% · +230.9%
FISV
5.33% · -43.4%
GPN
5.18% · -31.2%
DXC
5.02% · -49.3%
MCK
5.00% · +143.3%
VVV
2.92% · -1.1%
USFD
2.91% · +153.6%
ALIT
2.86% · -93.3%
HCA
2.62% · +85.1%
UHS
2.40% · +43.5%
CLARIVATE PLC
2.40%
APTIV PLC
2.30%
CTVA
2.17% · +33.2%
FMC
2.15% · -85.9%
MYGN
2.14% · -78.1%
UBER
2.07% · +143.3%
DD
1.92% · -34.0%
ATVIEUR
1.57%
COCA-COLA EUROPACIFIC PARTNE
1.56%
LII
1.31% · +93.9%
ESI
1.28% · +102.1%
BKD
1.21% · +365.8%
NOC
1.19% · +213.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare15 pos$1.68B49.7%
  • Technology5 pos$471.6M14.0%
  • Industrials7 pos$440.8M13.1%
  • Basic Materials4 pos$342.6M10.2%
  • Consumer Cyclical4 pos$258.2M7.7%
  • Consumer Defensive1 pos$132.7M3.9%
  • Communication Services2 pos$51.1M1.5%
(17.1% unclassified, excluded from %)