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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/
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  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 · 2023Q4
41 positions
1
CICIGNA CORP NEW
Healthcare·Healthcare Plans
13.72%
of portfolio
Number of shares
2,142,526 sh
Holdings current value
$641.58M
Avg closing price
$257.09
+8.4%
Last action
Added 4.5%
2025Q4
Current $278.64
2
THCTENET HEALTHCARE CORP
Healthcare·Medical Care Facilities
12.51%
of portfolio
Number of shares
7,742,322 sh
Holdings current value
$585.09M
Avg closing price
$60.86
+223.1%
Last action
Trimmed 4.2%
2025Q4
Current $196.64
3
DXCDXC TECHNOLOGY CO
Technology·Information Technology Services
6.36%
of portfolio
Number of shares
13,006,623 sh
Holdings current value
$297.46M
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
5.55%
of portfolio
Number of shares
1,701,416 sh
Holdings current value
$259.36M
Avg closing price
$160.21
+13.9%
Last action
Exited
2025Q4
Current $182.41
5
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
5.29%
of portfolio
Number of shares
1,948,128 sh
Holdings current value
$247.41M
Avg closing price
$110.14
-34.3%
Last action
Added 66.7%
2025Q4
Current $72.37
6
G21810109CLARIVATE PLC
4.88%
of portfolio
Number of shares
24,651,047 sh
Holdings current value
$228.27M
Avg closing price
$8.88
Last action
Exited
2025Q4
Current —
7
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
4.81%
of portfolio
Number of shares
4,698,725 sh
Holdings current value
$225.16M
Avg closing price
$52.35
+53.5%
Last action
Exited
2025Q2
Current $80.34
8
ALITALIGHT INC
Technology·Software - Application
3.32%
of portfolio
Number of shares
18,202,012 sh
Holdings current value
$155.26M
Avg closing price
$7.95
-92.3%
Last action
Exited
2025Q4
Current $0.61
9
MCKMCKESSON CORP
Healthcare·Medical Distribution
3.24%
of portfolio
Number of shares
326,896 sh
Holdings current value
$151.35M
Avg closing price
$499.08
+73.6%
Last action
Trimmed 4.0%
2025Q4
Current $866.38
10
FISVFISERV INC
2.68%
of portfolio
Number of shares
943,277 sh
Holdings current value
$125.30M
Avg closing price
$105.54
-39.4%
Last action
Exited
2024Q3
Current $63.97
11
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
2.59%
of portfolio
Number of shares
1,964,351 sh
Holdings current value
$120.95M
Avg closing price
$73.28
+5.2%
Last action
Added 13.6%
2025Q4
Current $77.12
12
EXPEEXPEDIA GROUP INC
Consumer Cyclical·Travel Services
2.28%
of portfolio
Number of shares
701,261 sh
Holdings current value
$106.44M
Avg closing price
$120.07
+121.4%
Last action
Trimmed 5.2%
2025Q4
Current $265.84
13
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
2.25%
of portfolio
Number of shares
694,077 sh
Holdings current value
$105.46M
Avg closing price
$193.47
+29.5%
Last action
Added 58.8%
2025Q4
Current $250.56
14
MYGNMYRIAD GENETICS INC
Healthcare·Diagnostics & Research
2.16%
of portfolio
Number of shares
5,283,982 sh
Holdings current value
$101.14M
Avg closing price
$13.85
-63.3%
Last action
Added 15.0%
2025Q2
Current $5.08
15
BKDBROOKDALE SR LIVING INC
Healthcare·Medical Care Facilities
2.11%
of portfolio
Number of shares
16,944,673 sh
Holdings current value
$98.62M
Avg closing price
$6.03
+127.8%
Last action
Exited
2025Q2
Current $13.74
16
VVVVALVOLINE INC
Consumer Cyclical·Auto & Truck Dealerships
1.86%
of portfolio
Number of shares
2,320,173 sh
Holdings current value
$87.19M
Avg closing price
$29.40
+17.6%
Last action
Exited
2024Q3
Current $34.56
17
ESIELEMENT SOLUTIONS INC
Basic Materials·Specialty Chemicals
1.86%
of portfolio
Number of shares
3,762,620 sh
Holdings current value
$87.07M
Avg closing price
$22.59
+72.8%
Last action
Added 20.0%
2025Q4
Current $39.02
18
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
1.70%
of portfolio
Number of shares
1,753,729 sh
Holdings current value
$79.64M
Avg closing price
$46.07
+103.4%
Last action
Added 4.3%
2025Q4
Current $93.69
19
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
1.46%
of portfolio
Number of shares
251,516 sh
Holdings current value
$68.08M
Avg closing price
$162.79
+199.8%
Last action
Exited
2024Q3
Current $488.00
20
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.40%
of portfolio
Number of shares
6,065,047 sh
Holdings current value
$65.68M
Avg closing price
$11.52
+27.5%
Last action
Added 88.0%
2025Q4
Current $14.68
21
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
1.26%
of portfolio
Number of shares
746,144 sh
Holdings current value
$58.92M
Avg closing price
$62.41
+23.9%
Last action
Trimmed 83.4%
2025Q2
Current $77.30
22
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
1.19%
of portfolio
Number of shares
157,140 sh
Holdings current value
$55.62M
Avg closing price
$560.31
+22.9%
Last action
Trimmed 39.9%
2025Q3
Current $688.55
23
KNXKNIGHT-SWIFT TRANSN HLDGS IN
Industrials·Trucking
1.05%
of portfolio
Number of shares
855,577 sh
Holdings current value
$49.32M
Avg closing price
$51.19
+25.8%
Last action
Added 233.6%
2025Q4
Current $64.42
24
CHTRCHARTER COMMUNICATIONS INC N
Communication Services·Telecom Services
0.97%
of portfolio
Number of shares
116,933 sh
Holdings current value
$45.45M
Avg closing price
$411.91
-42.6%
Last action
Exited
2024Q1
Current $236.62
25
DNBDUN & BRADSTREET HLDGS INC
0.97%
of portfolio
Number of shares
3,859,884 sh
Holdings current value
$45.16M
Avg closing price
$11.71
Last action
Exited
2025Q2
Current —
26
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.75%
of portfolio
Number of shares
360,677 sh
Holdings current value
$34.90M
Avg closing price
$69.09
+17.6%
Last action
Exited
2025Q4
Current $81.23
27
EVLVEVOLV TECHNOLOGIES HLDNGS IN
Industrials·Security & Protection Services
0.57%
of portfolio
Number of shares
5,599,039 sh
Holdings current value
$26.43M
Avg closing price
$3.25
+99.7%
Last action
Exited
2024Q4
Current $6.48
28
BKD 2 10/15/26BROOKDALE SR LIVING INC
0.50%
of portfolio
Number of shares
25,450,000 sh
Holdings current value
$23.36M
Avg closing price
$0.71
Last action
Exited
2024Q1
Current —
29
CAHCARDINAL HEALTH INC
Healthcare·Medical Distribution
0.44%
of portfolio
Number of shares
203,254 sh
Holdings current value
$20.49M
Avg closing price
$76.90
+178.3%
Last action
Exited
2024Q1
Current $213.99
30
ELVANTHEM INC
Healthcare·Healthcare Plans
0.38%
of portfolio
Number of shares
37,909 sh
Holdings current value
$17.88M
Avg closing price
$490.43
-34.1%
Last action
Exited
2024Q3
Current $323.05
31
INTCINTEL CORP
Technology·Semiconductors
0.37%
of portfolio
Number of shares
344,263 sh
Holdings current value
$17.30M
Avg closing price
$36.07
+89.9%
Last action
Exited
2024Q1
Current $68.50
32
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
0.36%
of portfolio
Number of shares
1,604,633 sh
Holdings current value
$16.75M
Avg closing price
$18.78
+72.5%
Last action
Added 1.7%
2025Q4
Current $32.40
33
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
0.23%
of portfolio
Number of shares
179,709 sh
Holdings current value
$10.84M
Avg closing price
$77.86
+79.4%
Last action
Exited
2025Q4
Current $139.69
34
DMRCDIGIMARC CORP NEW
Technology·Software - Application
0.23%
of portfolio
Number of shares
291,855 sh
Holdings current value
$10.54M
Avg closing price
$17.60
-59.3%
Last action
Exited
2025Q1
Current $7.16
35
BFLYBUTTERFLY NETWORK INC
Healthcare·Medical Devices
0.19%
of portfolio
Number of shares
8,033,501 sh
Holdings current value
$8.68M
Avg closing price
$7.70
-29.2%
Last action
Added 119.9%
2025Q4
Current $5.45
36
OFIXORTHOFIX MED INC
Healthcare·Medical Devices
0.14%
of portfolio
Number of shares
500,000 sh
Holdings current value
$6.74M
Avg closing price
$13.80
-7.9%
Last action
Exited
2024Q4
Current $12.71
37
G61188101LIBERTY GLOBAL LTD
0.07%
of portfolio
Number of shares
176,110 sh
Holdings current value
$3.13M
Avg closing price
$17.77
Last action
Exited
2024Q2
Current —
38
CBUSCIBUS INC
0.05%
of portfolio
Number of shares
116,465 sh
Holdings current value
$2.29M
Avg closing price
$10.50
-84.9%
Last action
Exited
2024Q2
Current $1.59
39
RPIDRAPID MICRO BIOSYSTEMS INC
0.02%
of portfolio
Number of shares
1,318,288 sh
Holdings current value
$975.5K
Avg closing price
$4.14
-45.0%
Last action
Exited
2024Q4
Current $2.28
40
25703A203DOMA HOLDINGS INC
0.00%
of portfolio
Number of shares
15,994 sh
Holdings current value
$74.1K
Avg closing price
$4.94
Last action
Exited
2024Q3
Current —
41
BFLYWBUTTERFLY NETWORK INCWT
0.00%
of portfolio
Number of shares
1,713,333 sh
Holdings current value
$60.0K
Avg closing price
$4.83
Last action
New holding
2023Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CI
13.72% · -6.9%
THC
12.51% · +160.2%
DXC
6.36% · -43.3%
UHS
5.55% · +19.7%
GPN
5.29% · -43.0%
CLARIVATE PLC
4.88%
CTVA
4.81% · +67.7%
ALIT
3.32% · -92.8%
MCK
3.24% · +87.1%
FISV
2.68% · -51.8%
UBER
2.59% · +25.3%
EXPE
2.28% · +75.1%
AMZN
2.25% · +64.9%
MYGN
2.16% · -73.5%
BKD
2.11% · +136.1%
VVV
1.86% · -8.0%
ESI
1.86% · +68.6%
USFD
1.70% · +106.3%
HCA
1.46% · +80.3%
VTRS
1.40% · +35.5%
CVS
1.26% · -2.1%
META
1.19% · +94.5%
KNX
1.05% · +11.7%
CHTR
0.97% · -39.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare14 pos$2.10B54.4%
  • Technology6 pos$612.3M15.9%
  • Consumer Cyclical4 pos$334.0M8.6%
  • Industrials3 pos$323.2M8.4%
  • Basic Materials2 pos$312.2M8.1%
  • Communication Services2 pos$101.1M2.6%
  • Consumer Defensive1 pos$79.6M2.1%
(10.0% unclassified, excluded from %)