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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 · 2023Q3
47 positions
1
THCTENET HEALTHCARE CORP
Healthcare·Medical Care Facilities
10.24%
of portfolio
Number of shares
6,865,142 sh
Holdings current value
$452.34M
Avg closing price
$60.86
+223.1%
Last action
Trimmed 4.7%
2025Q4
Current $196.64
2
CICIGNA CORP NEW
Healthcare·Healthcare Plans
10.03%
of portfolio
Number of shares
1,548,819 sh
Holdings current value
$443.07M
Avg closing price
$257.09
+8.4%
Last action
Added 6.3%
2025Q4
Current $278.64
3
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
4.99%
of portfolio
Number of shares
1,751,416 sh
Holdings current value
$220.21M
Avg closing price
$160.21
+13.9%
Last action
Exited
2025Q4
Current $182.41
4
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
4.83%
of portfolio
Number of shares
1,847,135 sh
Holdings current value
$213.14M
Avg closing price
$110.14
-34.3%
Last action
Added 73.0%
2025Q4
Current $72.37
5
DXCDXC TECHNOLOGY CO
Technology·Information Technology Services
4.59%
of portfolio
Number of shares
9,734,411 sh
Holdings current value
$202.77M
Avg closing price
$27.88
-53.5%
Last action
Trimmed 0.2%
2025Q4
Current $12.97
6
MCKMCKESSON CORP
Healthcare·Medical Distribution
3.53%
of portfolio
Number of shares
358,075 sh
Holdings current value
$155.71M
Avg closing price
$499.08
+73.6%
Last action
Trimmed 3.6%
2025Q4
Current $866.38
7
FISVFISERV INC
3.25%
of portfolio
Number of shares
1,269,933 sh
Holdings current value
$143.45M
Avg closing price
$105.54
-39.4%
Last action
Exited
2024Q3
Current $63.97
8
G21810109CLARIVATE PLC
3.07%
of portfolio
Number of shares
20,178,745 sh
Holdings current value
$135.40M
Avg closing price
$8.88
Last action
Exited
2025Q4
Current —
9
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.75%
of portfolio
Number of shares
954,049 sh
Holdings current value
$121.28M
Avg closing price
$193.47
+29.5%
Last action
Added 36.9%
2025Q4
Current $250.56
10
ALITALIGHT INC
Technology·Software - Application
2.63%
of portfolio
Number of shares
16,366,531 sh
Holdings current value
$116.04M
Avg closing price
$7.95
-92.3%
Last action
Exited
2025Q4
Current $0.61
11
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
2.51%
of portfolio
Number of shares
2,169,186 sh
Holdings current value
$110.98M
Avg closing price
$52.35
+53.5%
Last action
Exited
2025Q2
Current $80.34
12
ATVIEURACTIVISION BLIZZARD INC
2.51%
of portfolio
Number of shares
1,181,744 sh
Holdings current value
$110.65M
Avg closing price
$81.69
Last action
Exited
2023Q4
Current —
13
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
2.20%
of portfolio
Number of shares
2,114,351 sh
Holdings current value
$97.24M
Avg closing price
$73.28
+5.2%
Last action
Added 12.6%
2025Q4
Current $77.12
14
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.02%
of portfolio
Number of shares
2,251,723 sh
Holdings current value
$89.39M
Avg closing price
$46.07
+103.4%
Last action
Added 3.3%
2025Q4
Current $93.69
15
EXPEEXPEDIA GROUP INC
Consumer Cyclical·Travel Services
1.88%
of portfolio
Number of shares
807,135 sh
Holdings current value
$83.19M
Avg closing price
$120.07
+121.4%
Last action
Trimmed 4.5%
2025Q4
Current $265.84
16
VVVVALVOLINE INC
Consumer Cyclical·Auto & Truck Dealerships
1.85%
of portfolio
Number of shares
2,532,022 sh
Holdings current value
$81.63M
Avg closing price
$29.40
+17.6%
Last action
Exited
2024Q3
Current $34.56
17
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
1.84%
of portfolio
Number of shares
330,459 sh
Holdings current value
$81.29M
Avg closing price
$162.79
+199.8%
Last action
Exited
2024Q3
Current $488.00
18
G6095L109APTIV PLC
1.84%
of portfolio
Number of shares
823,537 sh
Holdings current value
$81.19M
Avg closing price
$104.82
Last action
Exited
2023Q4
Current —
19
BKDBROOKDALE SR LIVING INC
Healthcare·Medical Care Facilities
1.75%
of portfolio
Number of shares
18,644,673 sh
Holdings current value
$77.19M
Avg closing price
$6.03
+127.8%
Last action
Exited
2025Q2
Current $13.74
20
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
1.70%
of portfolio
Number of shares
171,087 sh
Holdings current value
$75.25M
Avg closing price
$411.91
-42.6%
Last action
Exited
2024Q1
Current $236.62
21
TFXTELEFLEX INCORPORATED
Healthcare·Medical Instruments & Supplies
1.69%
of portfolio
Number of shares
380,711 sh
Holdings current value
$74.78M
Avg closing price
$193.78
-32.1%
Last action
Exited
2025Q1
Current $131.58
22
INTCINTEL CORP
Technology·Semiconductors
1.68%
of portfolio
Number of shares
2,088,592 sh
Holdings current value
$74.25M
Avg closing price
$36.07
+89.9%
Last action
Exited
2024Q1
Current $68.50
23
MYGNMYRIAD GENETICS INC
Healthcare·Diagnostics & Research
1.37%
of portfolio
Number of shares
3,783,982 sh
Holdings current value
$60.70M
Avg closing price
$13.85
-63.3%
Last action
Added 22.2%
2025Q2
Current $5.08
24
ESIELEMENT SOLUTIONS INC
Basic Materials·Specialty Chemicals
1.24%
of portfolio
Number of shares
2,782,822 sh
Holdings current value
$54.57M
Avg closing price
$22.59
+72.8%
Last action
Added 29.1%
2025Q4
Current $39.02
25
KNXKNIGHT-SWIFT TRANSN HLDGS IN
Industrials·Trucking
1.15%
of portfolio
Number of shares
1,012,838 sh
Holdings current value
$50.79M
Avg closing price
$51.19
+25.8%
Last action
Added 144.8%
2025Q4
Current $64.42
26
DDDUPONT DE NEMOURS INC
Basic Materials·Specialty Chemicals
0.73%
of portfolio
Number of shares
432,580 sh
Holdings current value
$32.27M
Avg closing price
$76.38
-38.0%
Last action
Exited
2025Q4
Current $47.35
27
EVLVEVOLV TECHNOLOGIES HLDNGS IN
Industrials·Security & Protection Services
0.51%
of portfolio
Number of shares
4,599,039 sh
Holdings current value
$22.35M
Avg closing price
$3.25
+99.7%
Last action
Exited
2024Q4
Current $6.48
28
CAHCARDINAL HEALTH INC
Healthcare·Medical Distribution
0.51%
of portfolio
Number of shares
257,330 sh
Holdings current value
$22.34M
Avg closing price
$76.90
+178.3%
Last action
Exited
2024Q1
Current $213.99
29
DNBDUN & BRADSTREET HLDGS INC
0.50%
of portfolio
Number of shares
2,204,374 sh
Holdings current value
$22.02M
Avg closing price
$11.71
Last action
Exited
2025Q2
Current —
30
AVTRAVANTOR INC
Healthcare·Medical Instruments & Supplies
0.49%
of portfolio
Number of shares
1,019,890 sh
Holdings current value
$21.50M
Avg closing price
$21.14
-59.7%
Last action
Exited
2023Q4
Current $8.52
31
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.46%
of portfolio
Number of shares
255,350 sh
Holdings current value
$20.17M
Avg closing price
$69.09
+17.6%
Last action
Exited
2025Q4
Current $81.23
32
BKD 2 10/15/26BROOKDALE SR LIVING INC
0.45%
of portfolio
Number of shares
25,450,000 sh
Holdings current value
$19.74M
Avg closing price
$0.71
Last action
Exited
2024Q1
Current —
33
MASIMASIMO CORP
Healthcare·Medical Devices
0.41%
of portfolio
Number of shares
208,848 sh
Holdings current value
$18.31M
Avg closing price
$87.68
+103.5%
Last action
Exited
2023Q4
Current $178.39
34
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.38%
of portfolio
Number of shares
55,225 sh
Holdings current value
$16.58M
Avg closing price
$560.31
+22.9%
Last action
Trimmed 65.4%
2025Q3
Current $688.55
35
G5960L103MEDTRONIC PLC
0.32%
of portfolio
Number of shares
179,928 sh
Holdings current value
$14.10M
Avg closing price
$113.48
Last action
Exited
2023Q4
Current —
36
DMRCDIGIMARC CORP NEW
Technology·Software - Application
0.30%
of portfolio
Number of shares
405,722 sh
Holdings current value
$13.18M
Avg closing price
$17.60
-59.3%
Last action
Exited
2025Q1
Current $7.16
37
BFLYBUTTERFLY NETWORK INC
Healthcare·Medical Devices
0.21%
of portfolio
Number of shares
8,033,501 sh
Holdings current value
$9.48M
Avg closing price
$7.70
-29.2%
Last action
Added 119.9%
2025Q4
Current $5.45
38
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
0.21%
of portfolio
Number of shares
29,915 sh
Holdings current value
$9.45M
Avg closing price
$364.16
+16.1%
Last action
Exited
2025Q1
Current $422.79
39
MTCHMATCH GROUP INC NEW
Communication Services·Internet Content & Information
0.19%
of portfolio
Number of shares
218,012 sh
Holdings current value
$8.54M
Avg closing price
$37.06
-4.2%
Last action
Exited
2024Q4
Current $35.51
40
ELVANTHEM INC
Healthcare·Healthcare Plans
0.15%
of portfolio
Number of shares
14,927 sh
Holdings current value
$6.50M
Avg closing price
$490.43
-34.1%
Last action
Exited
2024Q3
Current $323.05
41
MKSIMKS INSTRS INC
Technology·Scientific & Technical Instruments
0.11%
of portfolio
Number of shares
56,350 sh
Holdings current value
$4.88M
Avg closing price
$96.25
+189.4%
Last action
Trimmed 63.4%
2025Q4
Current $278.59
42
084310101BERKELEY LTS INC
0.09%
of portfolio
Number of shares
3,816,313 sh
Holdings current value
$3.81M
Avg closing price
$4.26
Last action
Exited
2023Q4
Current —
43
CBUSCIBUS INC
0.05%
of portfolio
Number of shares
119,963 sh
Holdings current value
$2.19M
Avg closing price
$10.50
-84.9%
Last action
Exited
2024Q2
Current $1.59
44
RPIDRAPID MICRO BIOSYSTEMS INC
0.03%
of portfolio
Number of shares
1,318,288 sh
Holdings current value
$1.42M
Avg closing price
$4.14
-45.0%
Last action
Exited
2024Q4
Current $2.28
45
13781Y103CANO HEALTH INC
0.01%
of portfolio
Number of shares
1,000,000 sh
Holdings current value
$253.6K
Avg closing price
$1.12
Last action
Exited
2023Q4
Current —
46
BFLYWBUTTERFLY NETWORK INCWT
0.00%
of portfolio
Number of shares
1,713,333 sh
Holdings current value
$113.4K
Avg closing price
$4.83
Last action
New holding
2023Q1
Current —
47
25703A203DOMA HOLDINGS INC
0.00%
of portfolio
Number of shares
19,994 sh
Holdings current value
$101.6K
Avg closing price
$4.94
Last action
Exited
2024Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
THC
10.24% · +198.4%
CI
10.03% · -2.6%
UHS
4.99% · +45.1%
GPN
4.83% · -37.3%
DXC
4.59% · -37.7%
MCK
3.53% · +99.2%
FISV
3.25% · -43.4%
CLARIVATE PLC
3.07%
AMZN
2.75% · +97.1%
ALIT
2.63% · -91.3%
CTVA
2.51% · +57.0%
ATVIEUR
2.51%
UBER
2.20% · +67.7%
USFD
2.02% · +136.0%
EXPE
1.88% · +157.9%
VVV
1.85% · +7.2%
HCA
1.84% · +98.4%
APTIV PLC
1.84%
BKD
1.75% · +231.9%
CHTR
1.70% · -46.2%
TFX
1.69% · -33.0%
INTC
1.68% · +92.7%
MYGN
1.37% · -68.3%
ESI
1.24% · +99.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare13 pos$1.64B52.3%
  • Technology7 pos$517.8M16.5%
  • Consumer Cyclical4 pos$306.3M9.7%
  • Industrials3 pos$286.3M9.1%
  • Basic Materials3 pos$197.8M6.3%
  • Communication Services3 pos$100.4M3.2%
  • Consumer Defensive1 pos$89.4M2.8%
(14.5% unclassified, excluded from %)