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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 · 2024Q2
46 positions
1
THCTENET HEALTHCARE CORP
Healthcare·Medical Care Facilities
12.22%
of portfolio
Number of shares
4,665,733 sh
Holdings current value
$620.68M
Avg closing price
$60.86
+223.1%
Last action
Trimmed 6.8%
2025Q4
Current $196.64
2
CVSCVS HEALTH CORP
Healthcare·Healthcare Plans
10.65%
of portfolio
Number of shares
9,162,389 sh
Holdings current value
$541.13M
Avg closing price
$62.41
+23.9%
Last action
Trimmed 29.0%
2025Q2
Current $77.30
3
CICIGNA CORP NEW
Healthcare·Healthcare Plans
8.42%
of portfolio
Number of shares
1,293,799 sh
Holdings current value
$427.69M
Avg closing price
$257.09
+8.4%
Last action
Added 7.6%
2025Q4
Current $278.64
4
GPNGLOBAL PMTS INC
Industrials·Specialty Business Services
5.93%
of portfolio
Number of shares
3,118,320 sh
Holdings current value
$301.54M
Avg closing price
$110.14
-34.3%
Last action
Added 33.3%
2025Q4
Current $72.37
5
CTVACORTEVA INC
Basic Materials·Agricultural Inputs
5.39%
of portfolio
Number of shares
5,072,456 sh
Holdings current value
$273.61M
Avg closing price
$52.35
+53.5%
Last action
Exited
2025Q2
Current $80.34
6
ALITALIGHT INC
Technology·Software - Application
4.48%
of portfolio
Number of shares
30,855,773 sh
Holdings current value
$227.72M
Avg closing price
$7.95
-92.3%
Last action
Exited
2025Q4
Current $0.61
7
UHSUNIVERSAL HLTH SVCS INC
Healthcare·Medical Care Facilities
4.31%
of portfolio
Number of shares
1,184,295 sh
Holdings current value
$219.01M
Avg closing price
$160.21
+13.9%
Last action
Exited
2025Q4
Current $182.41
8
ESIELEMENT SOLUTIONS INC
Basic Materials·Specialty Chemicals
3.38%
of portfolio
Number of shares
6,326,903 sh
Holdings current value
$171.59M
Avg closing price
$22.59
+72.8%
Last action
Added 11.0%
2025Q4
Current $39.02
9
DXCDXC TECHNOLOGY CO
Technology·Information Technology Services
3.27%
of portfolio
Number of shares
8,706,739 sh
Holdings current value
$166.21M
Avg closing price
$27.88
-53.5%
Last action
Trimmed 0.3%
2025Q4
Current $12.97
10
MCKMCKESSON CORP
Healthcare·Medical Distribution
3.05%
of portfolio
Number of shares
265,717 sh
Holdings current value
$155.19M
Avg closing price
$499.08
+73.6%
Last action
Trimmed 4.8%
2025Q4
Current $866.38
11
TEVATEVA PHARMACEUTICAL INDS LTDADR
Healthcare·Drug Manufacturers - Specialty & Generic
2.93%
of portfolio
Number of shares
9,157,641 sh
Holdings current value
$148.81M
Avg closing price
$18.78
+72.5%
Last action
Added 0.3%
2025Q4
Current $32.40
12
G21810109CLARIVATE PLC
2.87%
of portfolio
Number of shares
25,651,317 sh
Holdings current value
$145.96M
Avg closing price
$8.88
Last action
Exited
2025Q4
Current —
13
USFDUS FOODS HLDG CORP
Consumer Defensive·Food Distribution
2.60%
of portfolio
Number of shares
2,494,887 sh
Holdings current value
$132.18M
Avg closing price
$46.07
+103.4%
Last action
Added 3.0%
2025Q4
Current $93.69
14
CNCCENTENE CORP DEL
Healthcare·Healthcare Plans
1.87%
of portfolio
Number of shares
1,431,312 sh
Holdings current value
$94.90M
Avg closing price
$45.77
-16.6%
Last action
Added
2025Q4
Current $38.17
15
MYGNMYRIAD GENETICS INC
Healthcare·Diagnostics & Research
1.80%
of portfolio
Number of shares
3,748,432 sh
Holdings current value
$91.69M
Avg closing price
$13.85
-63.3%
Last action
Added 22.5%
2025Q2
Current $5.08
16
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
1.71%
of portfolio
Number of shares
1,197,173 sh
Holdings current value
$87.01M
Avg closing price
$73.28
+5.2%
Last action
Added 24.5%
2025Q4
Current $77.12
17
EXPEEXPEDIA GROUP INC
Consumer Cyclical·Travel Services
1.49%
of portfolio
Number of shares
599,438 sh
Holdings current value
$75.52M
Avg closing price
$120.07
+121.4%
Last action
Trimmed 6.0%
2025Q4
Current $265.84
18
KNXKNIGHT-SWIFT TRANSN HLDGS IN
Industrials·Trucking
1.43%
of portfolio
Number of shares
1,454,647 sh
Holdings current value
$72.62M
Avg closing price
$51.19
+25.8%
Last action
Added 70.0%
2025Q4
Current $64.42
19
VTRSVIATRIS INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.36%
of portfolio
Number of shares
6,494,782 sh
Holdings current value
$69.04M
Avg closing price
$11.52
+27.5%
Last action
Added 77.7%
2025Q4
Current $14.68
20
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
1.33%
of portfolio
Number of shares
350,429 sh
Holdings current value
$67.72M
Avg closing price
$193.47
+29.5%
Last action
Added 275.6%
2025Q4
Current $250.56
21
HCAHCA HEALTHCARE INC
Healthcare·Medical Care Facilities
1.24%
of portfolio
Number of shares
195,585 sh
Holdings current value
$62.84M
Avg closing price
$162.79
+199.8%
Last action
Exited
2024Q3
Current $488.00
22
WCCWESCO INTL INC
Industrials·Industrial Distribution
1.19%
of portfolio
Number of shares
381,766 sh
Holdings current value
$60.52M
Avg closing price
$158.52
+101.3%
Last action
Exited
2024Q4
Current $319.06
23
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
1.19%
of portfolio
Number of shares
862,675 sh
Holdings current value
$60.30M
Avg closing price
$77.86
+79.4%
Last action
Exited
2025Q4
Current $139.69
24
CARAVIS BUDGET GROUP
Industrials·Rental & Leasing Services
1.09%
of portfolio
Number of shares
529,826 sh
Holdings current value
$55.38M
Avg closing price
$79.04
+524.9%
Last action
Exited
2025Q2
Current $493.86
25
ELVANTHEM INC
Healthcare·Healthcare Plans
1.05%
of portfolio
Number of shares
98,578 sh
Holdings current value
$53.42M
Avg closing price
$490.43
-34.1%
Last action
Exited
2024Q3
Current $323.05
26
BKDBROOKDALE SR LIVING INC
Healthcare·Medical Care Facilities
0.94%
of portfolio
Number of shares
7,006,929 sh
Holdings current value
$47.86M
Avg closing price
$6.03
+127.8%
Last action
Exited
2025Q2
Current $13.74
27
DNBDUN & BRADSTREET HLDGS INC
0.66%
of portfolio
Number of shares
3,609,884 sh
Holdings current value
$33.43M
Avg closing price
$11.71
Last action
Exited
2025Q2
Current —
28
BCBRUNSWICK CORP
Consumer Cyclical·Recreational Vehicles
0.61%
of portfolio
Number of shares
425,634 sh
Holdings current value
$30.97M
Avg closing price
$69.09
+17.6%
Last action
Exited
2025Q4
Current $81.23
29
EXKEXACT SCIENCES CORP
Basic Materials·Silver
0.52%
of portfolio
Number of shares
629,455 sh
Holdings current value
$26.59M
Avg closing price
$51.94
-80.4%
Last action
Exited
2024Q3
Current $10.18
30
TFXTELEFLEX INCORPORATED
Healthcare·Medical Instruments & Supplies
0.51%
of portfolio
Number of shares
122,482 sh
Holdings current value
$25.76M
Avg closing price
$193.78
-32.1%
Last action
Exited
2025Q1
Current $131.58
31
LYVLIVE NATION ENTERTAINMENT IN
Communication Services·Entertainment
0.43%
of portfolio
Number of shares
233,896 sh
Holdings current value
$21.93M
Avg closing price
$93.74
+67.0%
Last action
Exited
2024Q4
Current $156.56
32
VVVVALVOLINE INC
Consumer Cyclical·Auto & Truck Dealerships
0.41%
of portfolio
Number of shares
484,009 sh
Holdings current value
$20.91M
Avg closing price
$29.40
+17.6%
Last action
Exited
2024Q3
Current $34.56
33
GTMZOOMINFO TECHNOLOGIES INC
Technology·Software - Application
0.39%
of portfolio
Number of shares
1,567,923 sh
Holdings current value
$20.02M
Avg closing price
$12.17
-49.0%
Last action
Added 2208.4%
2025Q4
Current $6.21
34
EVLVEVOLV TECHNOLOGIES HLDNGS IN
Industrials·Security & Protection Services
0.33%
of portfolio
Number of shares
6,547,937 sh
Holdings current value
$16.70M
Avg closing price
$3.25
+99.7%
Last action
Exited
2024Q4
Current $6.48
35
OFIXORTHOFIX MED INC
Healthcare·Medical Devices
0.29%
of portfolio
Number of shares
1,105,053 sh
Holdings current value
$14.65M
Avg closing price
$13.80
-7.9%
Last action
Exited
2024Q4
Current $12.71
36
CRSCARPENTER TECHNOLOGY CORP
Industrials·Metal Fabrication
0.28%
of portfolio
Number of shares
130,000 sh
Holdings current value
$14.25M
Avg closing price
$109.58
+306.7%
Last action
Exited
2024Q3
Current $445.69
37
LYFTLYFT INC
Technology·Software - Application
0.23%
of portfolio
Number of shares
816,451 sh
Holdings current value
$11.51M
Avg closing price
$30.62
-51.2%
Last action
Exited
2024Q4
Current $14.95
38
MTCHMATCH GROUP INC NEW
Communication Services·Internet Content & Information
0.21%
of portfolio
Number of shares
354,222 sh
Holdings current value
$10.76M
Avg closing price
$37.06
-4.2%
Last action
Exited
2024Q4
Current $35.51
39
BHCBAUSCH HEALTH COS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.18%
of portfolio
Number of shares
1,307,068 sh
Holdings current value
$9.11M
Avg closing price
$21.52
-72.6%
Last action
Exited
2024Q3
Current $5.90
40
DMRCDIGIMARC CORP NEW
Technology·Software - Application
0.18%
of portfolio
Number of shares
291,855 sh
Holdings current value
$9.05M
Avg closing price
$17.60
-59.3%
Last action
Exited
2025Q1
Current $7.16
41
DNA4EURGINKGO BIOWORKS HOLDINGS INC
0.17%
of portfolio
Number of shares
26,500,000 sh
Holdings current value
$8.86M
Avg closing price
$1.08
Last action
Exited
2024Q3
Current —
42
FISVFISERV INC
0.16%
of portfolio
Number of shares
53,768 sh
Holdings current value
$8.01M
Avg closing price
$105.54
-39.4%
Last action
Exited
2024Q3
Current $63.97
43
BFLYBUTTERFLY NETWORK INC
Healthcare·Medical Devices
0.13%
of portfolio
Number of shares
8,033,501 sh
Holdings current value
$6.75M
Avg closing price
$7.70
-29.2%
Last action
Added 119.9%
2025Q4
Current $5.45
44
RPIDRAPID MICRO BIOSYSTEMS INC
0.02%
of portfolio
Number of shares
1,200,788 sh
Holdings current value
$792.5K
Avg closing price
$4.14
-45.0%
Last action
Exited
2024Q4
Current $2.28
45
25703A203DOMA HOLDINGS INC
0.00%
of portfolio
Number of shares
15,994 sh
Holdings current value
$97.1K
Avg closing price
$4.94
Last action
Exited
2024Q3
Current —
46
BFLYWBUTTERFLY NETWORK INCWT
0.00%
of portfolio
Number of shares
1,713,333 sh
Holdings current value
$40.3K
Avg closing price
$4.83
Last action
New holding
2023Q1
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
THC
12.22% · +47.8%
CVS
10.65% · +30.9%
CI
8.42% · -15.7%
GPN
5.93% · -25.2%
CTVA
5.39% · +48.9%
ALIT
4.48% · -91.7%
UHS
4.31% · -1.4%
ESI
3.38% · +43.9%
DXC
3.27% · -32.1%
MCK
3.05% · +48.3%
TEVA
2.93% · +99.4%
CLARIVATE PLC
2.87%
USFD
2.60% · +76.8%
CNC
1.87% · -42.4%
MYGN
1.80% · -79.2%
UBER
1.71% · +6.1%
EXPE
1.49% · +111.0%
KNX
1.43% · +29.0%
VTRS
1.36% · +38.1%
AMZN
1.33% · +29.7%
HCA
1.24% · +51.9%
WCC
1.19% · +101.3%
MRVL
1.19% · +99.8%
CAR
1.09% · +372.5%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Healthcare16 pos$2.59B57.2%
  • Technology7 pos$581.8M12.9%
  • Industrials6 pos$521.0M11.5%
  • Basic Materials3 pos$471.8M10.4%
  • Consumer Cyclical4 pos$195.1M4.3%
  • Consumer Defensive1 pos$132.2M2.9%
  • Communication Services2 pos$32.7M0.7%
(4.2% unclassified, excluded from %)