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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
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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 · 2025Q3
53 positions
1
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
13.76%
of portfolio
Number of shares
8,196,799 sh
Holdings current value
$617.96M
Avg closing price
$62.41
+23.9%
Last action
Trimmed 31.4%
2025Q2
Current $77.30
2
THCTENET HEALTHCARE CORP
Healthcare·Medical Care Facilities
10.50%
of portfolio
Number of shares
2,323,679 sh
Holdings current value
$471.80M
Avg closing price
$60.86
+223.1%
Last action
Trimmed 12.8%
2025Q4
Current $196.64
3
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
9.51%
of portfolio
Number of shares
5,141,892 sh
Holdings current value
$427.19M
Avg closing price
$110.14
-34.3%
Last action
Added 17.9%
2025Q4
Current $72.37
4
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
7.51%
of portfolio
Number of shares
16,692,680 sh
Holdings current value
$337.19M
Avg closing price
$18.78
+72.5%
Last action
Added 0.2%
2025Q4
Current $32.40
5
GTMZOOMINFO TECHNOLOGIES INC
Technology·Software - Application
4.49%
of portfolio
Number of shares
18,505,242 sh
Holdings current value
$201.89M
Avg closing price
$12.17
-49.0%
Last action
Added 8.8%
2025Q4
Current $6.21
6
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.19%
of portfolio
Number of shares
652,138 sh
Holdings current value
$143.19M
Avg closing price
$193.47
+29.5%
Last action
Added 65.1%
2025Q4
Current $250.56
7
TMOTHERMO FISHER SCIENTIFIC INC
Healthcare·Diagnostics & Research
3.05%
of portfolio
Number of shares
282,941 sh
Holdings current value
$137.23M
Avg closing price
$383.32
+37.4%
Last action
Trimmed 17.3%
2025Q4
Current $526.60
8
DXCDXC TECHNOLOGY CO
Technology·Information Technology Services
2.53%
of portfolio
Number of shares
8,339,897 sh
Holdings current value
$113.67M
Avg closing price
$27.88
-53.5%
Last action
Trimmed 0.3%
2025Q4
Current $12.97
9
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
2.19%
of portfolio
Number of shares
482,169 sh
Holdings current value
$98.57M
Avg closing price
$160.21
+13.9%
Last action
Exited
2025Q4
Current $182.41
10
PYPLPAYPAL HLDGS INC
Financial Services·Credit Services
1.99%
of portfolio
Number of shares
1,333,370 sh
Holdings current value
$89.42M
Avg closing price
$66.62
-23.7%
Last action
Exited
2025Q4
Current $50.81
11
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.82%
of portfolio
Number of shares
8,247,584 sh
Holdings current value
$81.65M
Avg closing price
$11.52
+27.5%
Last action
Added 52.5%
2025Q4
Current $14.68
12
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
1.82%
of portfolio
Number of shares
1,065,329 sh
Holdings current value
$81.63M
Avg closing price
$46.07
+103.4%
Last action
Added 7.3%
2025Q4
Current $93.69
13
DKSDICKS SPORTING GOODS INC
Consumer Cyclical·Specialty Retail
1.74%
of portfolio
Number of shares
351,601 sh
Holdings current value
$78.13M
Avg closing price
$202.05
+11.0%
Last action
Trimmed 16.1%
2025Q4
Current $224.36
14
EXPEEXPEDIA GROUP INC
Consumer Cyclical·Travel Services
1.71%
of portfolio
Number of shares
359,793 sh
Holdings current value
$76.91M
Avg closing price
$120.07
+121.4%
Last action
Trimmed 9.6%
2025Q4
Current $265.84
15
ZZILLOW GROUP INC
Communication Services·Internet Content & Information
1.53%
of portfolio
Number of shares
889,666 sh
Holdings current value
$68.55M
Avg closing price
$74.97
-37.5%
Last action
Added 44.5%
2025Q4
Current $46.86
16
ALITALIGHT INC
Technology·Software - Application
1.48%
of portfolio
Number of shares
20,377,772 sh
Holdings current value
$66.43M
Avg closing price
$7.95
-92.3%
Last action
Exited
2025Q4
Current $0.61
17
G4705A100ICON PLC
1.45%
of portfolio
Number of shares
371,418 sh
Holdings current value
$65.00M
Avg closing price
$175.00
Last action
Exited
2025Q4
Current —
18
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
1.27%
of portfolio
Number of shares
676,980 sh
Holdings current value
$56.91M
Avg closing price
$77.86
+79.4%
Last action
Exited
2025Q4
Current $139.69
19
UALUNITED AIRLS HLDGS INC
Industrials·Airlines
1.25%
of portfolio
Number of shares
582,009 sh
Holdings current value
$56.16M
Avg closing price
$74.17
+37.2%
Last action
Trimmed 10.8%
2025Q4
Current $101.80
20
ESIELEMENT SOLUTIONS INC
Basic Materials·Specialty Chemicals
1.24%
of portfolio
Number of shares
2,207,167 sh
Holdings current value
$55.55M
Avg closing price
$22.59
+72.8%
Last action
Added 39.7%
2025Q4
Current $39.02
21
SGRYSURGERY PARTNERS INC
Healthcare·Medical Care Facilities
1.23%
of portfolio
Number of shares
2,546,735 sh
Holdings current value
$55.11M
Avg closing price
$19.77
-29.2%
Last action
Added 106.1%
2025Q4
Current $14.00
22
CICIGNA CORP NEW
Healthcare·Healthcare Plans
1.20%
of portfolio
Number of shares
187,757 sh
Holdings current value
$54.12M
Avg closing price
$257.09
+8.4%
Last action
Added 95.3%
2025Q4
Current $278.64
23
DHRDANAHER CORPORATION
Healthcare·Diagnostics & Research
1.17%
of portfolio
Number of shares
264,418 sh
Holdings current value
$52.42M
Avg closing price
$198.12
-1.7%
Last action
Trimmed 19.5%
2025Q4
Current $194.75
24
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
1.03%
of portfolio
Number of shares
471,801 sh
Holdings current value
$46.22M
Avg closing price
$73.28
+5.2%
Last action
Added 100.0%
2025Q4
Current $77.12
25
MCKMCKESSON CORP
Healthcare·Medical Distribution
0.97%
of portfolio
Number of shares
56,469 sh
Holdings current value
$43.62M
Avg closing price
$499.08
+73.6%
Last action
Trimmed 19.3%
2025Q4
Current $866.38
26
EYENATIONAL VISION HLDGS INC
Consumer Cyclical·Specialty Retail
0.90%
of portfolio
Number of shares
1,378,226 sh
Holdings current value
$40.23M
Avg closing price
$25.56
+0.5%
Last action
Added 3.9%
2025Q4
Current $25.68
27
ONTOONTO INNOVATION INC
Technology·Semiconductor Equipment & Materials
0.78%
of portfolio
Number of shares
270,605 sh
Holdings current value
$34.97M
Avg closing price
$139.18
+108.9%
Last action
Added 114.1%
2025Q4
Current $290.76
28
LIONLIONSGATE STUDIOS CORP
0.77%
of portfolio
Number of shares
5,000,000 sh
Holdings current value
$34.50M
Avg closing price
$7.64
+62.9%
Last action
Added 100.5%
2025Q4
Current $12.45
29
KNXKNIGHT-SWIFT TRANSN HLDGS IN
Industrials·Trucking
0.76%
of portfolio
Number of shares
859,820 sh
Holdings current value
$33.97M
Avg closing price
$51.19
+25.8%
Last action
Added 229.8%
2025Q4
Current $64.42
30
IQVIQVIA HLDGS INC
Healthcare·Diagnostics & Research
0.74%
of portfolio
Number of shares
174,727 sh
Holdings current value
$33.19M
Avg closing price
$149.42
+18.1%
Last action
Added 16.7%
2025Q4
Current $176.46
31
MYGNMYRIAD GENETICS INC
Healthcare·Diagnostics & Research
0.74%
of portfolio
Number of shares
4,587,407 sh
Holdings current value
$33.17M
Avg closing price
$13.85
-63.3%
Last action
Added 17.6%
2025Q2
Current $5.08
32
PINSPINTEREST INC
Communication Services·Internet Content & Information
0.58%
of portfolio
Number of shares
807,700 sh
Holdings current value
$25.98M
Avg closing price
$30.33
-33.7%
Last action
Exited
2025Q4
Current $20.12
33
LADLITHIA MTRS INC
Consumer Cyclical·Auto & Truck Dealerships
0.52%
of portfolio
Number of shares
74,108 sh
Holdings current value
$23.42M
Avg closing price
$322.85
-12.3%
Last action
Added 259.6%
2025Q4
Current $283.04
34
BLCOBAUSCH PLUS LOMB CORP
Healthcare·Medical Instruments & Supplies
0.52%
of portfolio
Number of shares
1,553,855 sh
Holdings current value
$23.42M
Avg closing price
$13.96
+20.5%
Last action
Added 6.9%
2025Q4
Current $16.82
35
XYZBLOCK INC
Technology·Software - Infrastructure
0.52%
of portfolio
Number of shares
322,319 sh
Holdings current value
$23.29M
Avg closing price
$67.81
+5.1%
Last action
Added
2025Q4
Current $71.26
36
EHCENCOMPASS HEALTH CORP
Healthcare·Medical Care Facilities
0.47%
of portfolio
Number of shares
167,637 sh
Holdings current value
$21.29M
Avg closing price
$66.97
+58.9%
Last action
Exited
2025Q4
Current $106.39
37
MKSIMKS INSTRS INC
Technology·Scientific & Technical Instruments
0.47%
of portfolio
Number of shares
171,922 sh
Holdings current value
$21.28M
Avg closing price
$96.25
+189.4%
Last action
Trimmed 36.2%
2025Q4
Current $278.59
38
TECHBIO-TECHNE CORP
Healthcare·Biotechnology
0.46%
of portfolio
Number of shares
374,051 sh
Holdings current value
$20.81M
Avg closing price
$56.89
+4.1%
Last action
Added 191.9%
2025Q4
Current $59.23
39
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.44%
of portfolio
Number of shares
312,921 sh
Holdings current value
$19.79M
Avg closing price
$69.09
+17.6%
Last action
Exited
2025Q4
Current $81.23
40
BFLYBUTTERFLY NETWORK INC
Healthcare·Medical Devices
0.43%
of portfolio
Number of shares
9,955,144 sh
Holdings current value
$19.21M
Avg closing price
$7.70
-29.2%
Last action
Added 78.6%
2025Q4
Current $5.45
41
G21810109CLARIVATE PLC
0.42%
of portfolio
Number of shares
4,960,255 sh
Holdings current value
$19.00M
Avg closing price
$8.88
Last action
Exited
2025Q4
Current —
42
BAXBAXTER INTL INC
Healthcare·Medical Instruments & Supplies
0.38%
of portfolio
Number of shares
742,542 sh
Holdings current value
$16.91M
Avg closing price
$82.79
-77.4%
Last action
Exited
2025Q4
Current $18.71
43
RHRH
Consumer Cyclical·Specialty Retail
0.36%
of portfolio
Number of shares
80,341 sh
Holdings current value
$16.32M
Avg closing price
$188.10
-25.0%
Last action
Added 62.8%
2025Q4
Current $141.04
44
CNCCENTENE CORP DEL
Healthcare·Healthcare Plans
0.30%
of portfolio
Number of shares
371,972 sh
Holdings current value
$13.27M
Avg closing price
$45.77
-16.6%
Last action
Added
2025Q4
Current $38.17
45
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
0.23%
of portfolio
Number of shares
21,300 sh
Holdings current value
$10.51M
Avg closing price
$480.30
-6.4%
Last action
Added
2025Q4
Current $449.58
46
BRKRBRUKER CORP
Healthcare·Medical Devices
0.23%
of portfolio
Number of shares
319,674 sh
Holdings current value
$10.39M
Avg closing price
$32.49
+25.3%
Last action
Exited
2025Q4
Current $40.70
47
DDDUPONT DE NEMOURS INC
Basic Materials·Specialty Chemicals
0.22%
of portfolio
Number of shares
128,480 sh
Holdings current value
$10.01M
Avg closing price
$76.38
-38.0%
Last action
Exited
2025Q4
Current $47.35
48
ILMNILLUMINA INC
Healthcare·Diagnostics & Research
0.22%
of portfolio
Number of shares
101,720 sh
Holdings current value
$9.66M
Avg closing price
$94.97
+41.6%
Last action
Exited
2025Q4
Current $134.50
49
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
0.19%
of portfolio
Number of shares
11,572 sh
Holdings current value
$8.50M
Avg closing price
$560.31
+22.9%
Last action
Trimmed 90.0%
2025Q3
Current $688.55
50
OSCROSCAR HEALTH INC
Healthcare·Healthcare Plans
0.17%
of portfolio
Number of shares
408,221 sh
Holdings current value
$7.73M
Avg closing price
$13.11
+20.4%
Last action
Exited
2025Q4
Current $15.79
51
RTORENTOKIL INITIAL PLCADR
Industrials·Specialty Business Services
0.12%
of portfolio
Number of shares
205,175 sh
Holdings current value
$5.18M
Avg closing price
$25.25
+34.1%
Last action
New holding
2025Q3
Current $33.87
52
DNAGINKGO BIOWORKS HOLDINGS INC
Healthcare·Biotechnology
0.05%
of portfolio
Number of shares
149,379 sh
Holdings current value
$2.18M
Avg closing price
$8.15
-1.5%
Last action
Trimmed 20.3%
2025Q2
Current $8.03
53
BFLYWBUTTERFLY NETWORK INCWT
0.00%
of portfolio
Number of shares
1,713,333 sh
Holdings current value
$78.1K
Avg closing price
$4.83
Last action
New holding
2023Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CVS
13.76% · +2.5%
THC
10.50% · -3.2%
GPN
9.51% · -12.9%
TEVA
7.51% · +60.4%
GTM
4.49% · -43.1%
AMZN
3.19% · +14.1%
TMO
3.05% · +8.6%
DXC
2.53% · -4.8%
UHS
2.19% · -10.8%
PYPL
1.99% · -24.2%
VTRS
1.82% · +48.3%
USFD
1.82% · +22.3%
DKS
1.74% · +1.0%
EXPE
1.71% · +24.4%
Z
1.53% · -39.2%
ALIT
1.48% · -81.1%
ICON PLC
1.45%
MRVL
1.27% · +66.2%
UAL
1.25% · +5.5%
ESI
1.24% · +55.0%
SGRY
1.23% · -35.3%
CI
1.20% · -3.3%
DHR
1.17% · -1.8%
UBER
1.03% · -21.3%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare22 pos$2.16B54.1%
  • Technology9 pos$575.2M14.4%
  • Industrials4 pos$522.5M13.1%
  • Consumer Cyclical7 pos$398.0M10.0%
  • Communication Services3 pos$103.0M2.6%
  • Financial Services1 pos$89.4M2.2%
  • Consumer Defensive1 pos$81.6M2.0%
  • Basic Materials2 pos$65.6M1.6%
(2.9% unclassified, excluded from %)