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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Larry Robbins (Glenview Capital)
  • Overview
  • Portfolio54
  • Performance40Q
  • Options3
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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 · 2023Q2
46 positions
1
CICIGNA CORP NEW
Healthcare·Healthcare Plans
13.07%
of portfolio
Number of shares
2,065,551 sh
Holdings current value
$579.59M
Avg closing price
$257.09
+8.4%
Last action
Added 4.6%
2025Q4
Current $278.64
2
THCTENET HEALTHCARE CORP
Healthcare·Medical Care Facilities
11.87%
of portfolio
Number of shares
6,468,798 sh
Holdings current value
$526.43M
Avg closing price
$60.86
+223.1%
Last action
Trimmed 5.0%
2025Q4
Current $196.64
3
DXCDXC TECHNOLOGY CO
Technology·Information Technology Services
5.86%
of portfolio
Number of shares
9,734,411 sh
Holdings current value
$260.10M
Avg closing price
$27.88
-53.5%
Last action
Trimmed 0.2%
2025Q4
Current $12.97
4
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
5.02%
of portfolio
Number of shares
1,410,525 sh
Holdings current value
$222.54M
Avg closing price
$160.21
+13.9%
Last action
Exited
2025Q4
Current $182.41
5
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
4.98%
of portfolio
Number of shares
2,244,174 sh
Holdings current value
$221.10M
Avg closing price
$110.14
-34.3%
Last action
Added 53.2%
2025Q4
Current $72.37
6
G21810109CLARIVATE PLC
3.72%
of portfolio
Number of shares
17,315,445 sh
Holdings current value
$165.02M
Avg closing price
$8.88
Last action
Exited
2025Q4
Current —
7
MCKMCKESSON CORP
Healthcare·Medical Distribution
3.64%
of portfolio
Number of shares
378,193 sh
Holdings current value
$161.61M
Avg closing price
$499.08
+73.6%
Last action
Trimmed 3.4%
2025Q4
Current $866.38
8
ALITALIGHT INC
Technology·Software - Application
3.14%
of portfolio
Number of shares
15,097,193 sh
Holdings current value
$139.50M
Avg closing price
$7.95
-92.3%
Last action
Exited
2025Q4
Current $0.61
9
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
2.70%
of portfolio
Number of shares
2,093,260 sh
Holdings current value
$119.94M
Avg closing price
$52.35
+53.5%
Last action
Exited
2025Q2
Current $80.34
10
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.53%
of portfolio
Number of shares
2,553,354 sh
Holdings current value
$112.35M
Avg closing price
$46.07
+103.4%
Last action
Added 2.9%
2025Q4
Current $93.69
11
FISVFISERV INC
2.51%
of portfolio
Number of shares
881,068 sh
Holdings current value
$111.15M
Avg closing price
$105.54
-39.4%
Last action
Exited
2024Q3
Current $63.97
12
VVVVALVOLINE INC
Consumer Cyclical·Auto & Truck Dealerships
2.37%
of portfolio
Number of shares
2,802,581 sh
Holdings current value
$105.12M
Avg closing price
$29.40
+17.6%
Last action
Exited
2024Q3
Current $34.56
13
FMCFMC CORP
Basic Materials·Agricultural Inputs
2.00%
of portfolio
Number of shares
852,243 sh
Holdings current value
$88.92M
Avg closing price
$92.53
-81.4%
Last action
Exited
2025Q1
Current $17.17
14
MYGNMYRIAD GENETICS INC
Healthcare·Diagnostics & Research
1.96%
of portfolio
Number of shares
3,744,888 sh
Holdings current value
$86.81M
Avg closing price
$13.85
-63.3%
Last action
Added 22.5%
2025Q2
Current $5.08
15
G6095L109APTIV PLC
1.91%
of portfolio
Number of shares
827,937 sh
Holdings current value
$84.52M
Avg closing price
$104.82
Last action
Exited
2023Q4
Current —
16
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
1.80%
of portfolio
Number of shares
263,624 sh
Holdings current value
$80.00M
Avg closing price
$162.79
+199.8%
Last action
Exited
2024Q3
Current $488.00
17
BKDBROOKDALE SR LIVING INC
Healthcare·Medical Care Facilities
1.77%
of portfolio
Number of shares
18,644,673 sh
Holdings current value
$78.68M
Avg closing price
$6.03
+127.8%
Last action
Exited
2025Q2
Current $13.74
18
DDDUPONT DE NEMOURS INC
Basic Materials·Specialty Chemicals
1.68%
of portfolio
Number of shares
1,042,200 sh
Holdings current value
$74.45M
Avg closing price
$76.38
-38.0%
Last action
Exited
2025Q4
Current $47.35
19
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
1.52%
of portfolio
Number of shares
1,558,119 sh
Holdings current value
$67.26M
Avg closing price
$73.28
+5.2%
Last action
Added 17.8%
2025Q4
Current $77.12
20
ATVIEURACTIVISION BLIZZARD INC
1.30%
of portfolio
Number of shares
683,849 sh
Holdings current value
$57.65M
Avg closing price
$81.69
Last action
Exited
2023Q4
Current —
21
ESIELEMENT SOLUTIONS INC
Basic Materials·Specialty Chemicals
1.10%
of portfolio
Number of shares
2,546,619 sh
Holdings current value
$48.90M
Avg closing price
$22.59
+72.8%
Last action
Added 32.6%
2025Q4
Current $39.02
22
EXPEEXPEDIA GROUP INC
Consumer Cyclical·Travel Services
0.94%
of portfolio
Number of shares
383,038 sh
Holdings current value
$41.90M
Avg closing price
$120.07
+121.4%
Last action
Trimmed 9.1%
2025Q4
Current $265.84
23
EVLVEVOLV TECHNOLOGIES HLDNGS IN
Industrials·Security & Protection Services
0.65%
of portfolio
Number of shares
4,829,195 sh
Holdings current value
$28.98M
Avg closing price
$3.25
+99.7%
Last action
Exited
2024Q4
Current $6.48
24
CAHCARDINAL HEALTH INC
Healthcare·Medical Distribution
0.55%
of portfolio
Number of shares
257,330 sh
Holdings current value
$24.34M
Avg closing price
$76.90
+178.3%
Last action
Exited
2024Q1
Current $213.99
25
FDXFEDEX CORP
Industrials·Integrated Freight & Logistics
0.53%
of portfolio
Number of shares
95,628 sh
Holdings current value
$23.71M
Avg closing price
$241.58
+62.4%
Last action
Exited
2023Q3
Current $392.38
26
HPEHEWLETT PACKARD ENTERPRISE C
Technology·Communication Equipment
0.47%
of portfolio
Number of shares
1,250,000 sh
Holdings current value
$21.00M
Avg closing price
$22.75
+16.2%
Last action
Exited
2023Q3
Current $26.44
27
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.46%
of portfolio
Number of shares
1,624,300 sh
Holdings current value
$20.37M
Avg closing price
$12.54
+119.1%
Last action
Exited
2023Q3
Current $27.47
28
BKD 2 10/15/26BROOKDALE SR LIVING INC
0.45%
of portfolio
Number of shares
25,450,000 sh
Holdings current value
$20.03M
Avg closing price
$0.71
Last action
Exited
2024Q1
Current —
29
MTCHMATCH GROUP INC NEW
Communication Services·Internet Content & Information
0.45%
of portfolio
Number of shares
474,886 sh
Holdings current value
$19.87M
Avg closing price
$37.06
-4.2%
Last action
Exited
2024Q4
Current $35.51
30
BFLYBUTTERFLY NETWORK INC
Healthcare·Medical Devices
0.42%
of portfolio
Number of shares
8,033,501 sh
Holdings current value
$18.48M
Avg closing price
$7.70
-29.2%
Last action
Added 119.9%
2025Q4
Current $5.45
31
Y2573F102FLEX LTD
0.39%
of portfolio
Number of shares
621,859 sh
Holdings current value
$17.19M
Avg closing price
$17.55
Last action
Exited
2023Q3
Current —
32
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.32%
of portfolio
Number of shares
1,766,395 sh
Holdings current value
$14.13M
Avg closing price
$21.52
-72.6%
Last action
Exited
2024Q3
Current $5.90
33
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
0.29%
of portfolio
Number of shares
100,017 sh
Holdings current value
$13.04M
Avg closing price
$193.47
+29.5%
Last action
Added
2025Q4
Current $250.56
34
DMRCDIGIMARC CORP NEW
Technology·Software - Application
0.29%
of portfolio
Number of shares
434,497 sh
Holdings current value
$12.79M
Avg closing price
$17.60
-59.3%
Last action
Exited
2025Q1
Current $7.16
35
UNPUNION PAC CORP
Industrials·Railroads
0.29%
of portfolio
Number of shares
62,504 sh
Holdings current value
$12.79M
Avg closing price
$213.71
+17.5%
Last action
Exited
2023Q3
Current $251.14
36
G25839104COCA-COLA EUROPACIFIC PARTNE
0.27%
of portfolio
Number of shares
187,810 sh
Holdings current value
$12.10M
Avg closing price
$48.20
Last action
Exited
2023Q3
Current —
37
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
0.26%
of portfolio
Number of shares
31,366 sh
Holdings current value
$11.52M
Avg closing price
$411.91
-42.6%
Last action
Exited
2024Q1
Current $236.62
38
KNXKNIGHT-SWIFT TRANSN HLDGS IN
Industrials·Trucking
0.13%
of portfolio
Number of shares
100,000 sh
Holdings current value
$5.56M
Avg closing price
$51.19
+25.8%
Last action
Added
2025Q4
Current $64.42
39
QSIQUANTUM SI INC
Healthcare·Medical Devices
0.10%
of portfolio
Number of shares
2,415,990 sh
Holdings current value
$4.32M
Avg closing price
$12.26
-91.3%
Last action
Exited
2023Q3
Current $1.07
40
13781Y103CANO HEALTH INC
0.05%
of portfolio
Number of shares
1,700,127 sh
Holdings current value
$2.36M
Avg closing price
$1.12
Last action
Exited
2023Q4
Current —
41
084310101BERKELEY LTS INC
0.04%
of portfolio
Number of shares
3,816,313 sh
Holdings current value
$1.87M
Avg closing price
$4.26
Last action
Exited
2023Q4
Current —
42
DNBDUN & BRADSTREET HLDGS INC
0.04%
of portfolio
Number of shares
154,374 sh
Holdings current value
$1.79M
Avg closing price
$11.71
Last action
Exited
2025Q2
Current —
43
RPIDRAPID MICRO BIOSYSTEMS INC
0.03%
of portfolio
Number of shares
1,318,288 sh
Holdings current value
$1.32M
Avg closing price
$4.14
-45.0%
Last action
Exited
2024Q4
Current $2.28
44
CBUSCIBUS INC
0.03%
of portfolio
Number of shares
119,963 sh
Holdings current value
$1.26M
Avg closing price
$10.50
-84.9%
Last action
Exited
2024Q2
Current $1.59
45
BFLYWBUTTERFLY NETWORK INCWT
0.01%
of portfolio
Number of shares
1,713,333 sh
Holdings current value
$403.5K
Avg closing price
$4.83
Last action
New holding
2023Q1
Current —
46
25703A203DOMA HOLDINGS INC
0.00%
of portfolio
Number of shares
19,994 sh
Holdings current value
$98.8K
Avg closing price
$4.94
Last action
Exited
2024Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CI
13.07% · -0.7%
THC
11.87% · +141.6%
DXC
5.86% · -51.5%
UHS
5.02% · +15.6%
GPN
4.98% · -26.5%
CLARIVATE PLC
3.72%
MCK
3.64% · +102.8%
ALIT
3.14% · -93.3%
CTVA
2.70% · +40.2%
USFD
2.53% · +112.9%
FISV
2.51% · -49.3%
VVV
2.37% · -7.9%
FMC
2.00% · -83.5%
MYGN
1.96% · -78.1%
APTIV PLC
1.91%
HCA
1.80% · +60.8%
BKD
1.77% · +225.6%
DD
1.68% · -33.7%
UBER
1.52% · +78.6%
ATVIEUR
1.30%
ESI
1.10% · +103.2%
EXPE
0.94% · +143.0%
EVLV
0.65% · +8.0%
CAH
0.55% · +126.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare11 pos$1.80B55.4%
  • Technology5 pos$500.7M15.4%
  • Basic Materials4 pos$332.2M10.2%
  • Industrials5 pos$292.1M9.0%
  • Consumer Cyclical3 pos$160.1M4.9%
  • Consumer Defensive1 pos$112.3M3.5%
  • Communication Services3 pos$51.8M1.6%
(12.8% unclassified, excluded from %)