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Larry Robbins

Glenview Capital Management

Glenview Capital Management, Larry Robbins' healthcare and event-driven active equity

Glenview is useful for reading active equity work in healthcare, services, and event-driven situations. Larry Robbins' portfolio often combines business-quality analysis with policy, reimbursement, and corporate event risk.

Healthcare / event-driven active equity CIK 1138995
2026-03-31 Latest 13F 20 Current holdings 203 Last 4 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 44 disclosed positions · $4.0B Top five 43.3%: CVS, GPN, THC, AMZN, TEVA

Performance materials

  • Glenview does not publish a continuous public fund-level return table. Public materials and 13F filings provide context.

Firm and key people

  • Robbins founded Glenview and became known for fundamental long/short equity investing.
  • The firm has often had meaningful healthcare exposure.
  • Public letters and filings can help explain sector and event-driven changes.

Investment style

  • Focus on healthcare fundamentals, policy risk, capital allocation, and valuation.
  • Event-driven exposure should be tied to company announcements and industry changes.
  • Large sector shifts can be more informative than small single-name trades.

Public materials

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Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
CVS 8,196,799 $588.7M 14.8%
GPN 6,360,392 $428.1M 10.7%
THC 1,524,854 $287.8M 7.2%
AMZN 1,059,270 $220.6M 5.5%
TEVA 6,660,220 $200.6M 5.0%
CI 498,841 $133.1M 3.3%
AMD 650,792 $132.4M 3.3%
TMO 250,525 $123.1M 3.1%
VTRS 9,087,244 $122.8M 3.1%
DXC 8,895,875 $111.8M 2.8%
CNC 3,213,646 $105.2M 2.6%
UBER 1,455,872 $104.7M 2.6%
GTM 15,905,242 $95.1M 2.4%
XYZ 1,364,471 $82.1M 2.1%
META 122,662 $70.2M 1.8%
AMAT 197,209 $67.4M 1.7%
ONTO 299,721 $61.5M 1.5%
DKS 298,911 $59.3M 1.5%
HUM 334,892 $58.1M 1.5%
BFLY 14,335,055 $57.9M 1.5%

Last 4 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Stocks Action 13F period Current shares Previous shares Share change 13F value change
TEVA Major reduction 2026-03-31 Filed 2026-05-15 6,660,220 16,720,209 -60.2% -$321.2M
GTM Major reduction 2026-03-31 Filed 2026-05-15 15,905,242 20,005,242 -20.5% -$108.3M
THC Major reduction 2026-03-31 Filed 2026-05-15 1,524,854 1,983,753 -23.1% -$106.5M
EXPE Sold out 2026-03-31 Filed 2026-05-15 0 321,625 -100.0% -$91.1M
KNX Sold out 2026-03-31 Filed 2026-05-15 0 1,458,891 -100.0% -$76.3M
DOCN Major reduction 2026-03-31 Filed 2026-05-15 250,000 2,004,299 -87.5% -$75.0M
META Major increase 2026-03-31 Filed 2026-05-15 122,662 11,572 960.0% +$62.5M
HUM New 2026-03-31 Filed 2026-05-15 334,892 0 - +$58.1M
CI Major increase 2026-03-31 Filed 2026-05-15 498,841 279,367 78.6% +$56.2M
ACN Sold out 2026-03-31 Filed 2026-05-15 0 191,326 -100.0% -$51.3M
USFD Major reduction 2026-03-31 Filed 2026-05-15 384,007 1,137,763 -66.2% -$50.3M
AMD Major increase 2026-03-31 Filed 2026-05-15 650,792 394,188 65.1% +$48.0M
UBER Major increase 2026-03-31 Filed 2026-05-15 1,455,872 707,701 105.7% +$46.9M
Z Major reduction 2026-03-31 Filed 2026-05-15 789,670 1,163,555 -32.1% -$46.7M
IQV Sold out 2026-03-31 Filed 2026-05-15 0 199,726 -100.0% -$45.0M
Q Sold out 2026-03-31 Filed 2026-05-15 0 518,486 -100.0% -$42.3M
LION Major reduction 2026-03-31 Filed 2026-05-15 2,778,781 7,506,800 -63.0% -$41.9M
BIIB Major reduction 2026-03-31 Filed 2026-05-15 57,019 290,605 -80.4% -$40.7M
MCK Sold out 2026-03-31 Filed 2026-05-15 0 42,994 -100.0% -$35.3M
AMAT Major increase 2026-03-31 Filed 2026-05-15 197,209 129,656 52.1% +$34.1M
GPN Minor increase 2026-03-31 Filed 2026-05-15 6,360,392 5,921,119 7.4% -$30.2M
CNC Major increase 2026-03-31 Filed 2026-05-15 3,213,646 1,855,894 73.2% +$28.8M
TECH Major reduction 2026-03-31 Filed 2026-05-15 186,312 619,944 -69.9% -$26.7M
XYZ Major increase 2026-03-31 Filed 2026-05-15 1,364,471 851,493 60.2% +$26.7M
CSCO New 2026-03-31 Filed 2026-05-15 339,819 0 - +$26.4M
SNPS Sold out 2026-03-31 Filed 2026-05-15 0 47,671 -100.0% -$22.4M
FUN Major increase 2026-03-31 Filed 2026-05-15 2,223,149 1,122,374 98.1% +$22.2M
RH Sold out 2026-03-31 Filed 2026-05-15 0 111,338 -100.0% -$19.9M
BKR New 2026-03-31 Filed 2026-05-15 303,675 0 - +$18.5M
AKAM New 2026-03-31 Filed 2026-05-15 156,453 0 - +$18.0M
INTC New 2026-03-31 Filed 2026-05-15 399,506 0 - +$17.6M
TLN Sold out 2026-03-31 Filed 2026-05-15 0 43,761 -100.0% -$16.4M
SOLS Sold out 2026-03-31 Filed 2026-05-15 0 337,266 -100.0% -$16.4M
DHR Major reduction 2026-03-31 Filed 2026-05-15 156,275 200,191 -21.9% -$16.2M
VTRS Major reduction 2026-03-31 Filed 2026-05-15 9,087,244 11,087,244 -18.0% -$15.3M
ESI Major reduction 2026-03-31 Filed 2026-05-15 1,628,683 2,833,887 -42.5% -$15.2M
MKSI Sold out 2026-03-31 Filed 2026-05-15 0 74,200 -100.0% -$11.9M
UAL Minor reduction 2026-03-31 Filed 2026-05-15 496,860 511,281 -2.8% -$11.4M
CEG Sold out 2026-03-31 Filed 2026-05-15 0 30,412 -100.0% -$10.7M
AMZN Major increase 2026-03-31 Filed 2026-05-15 1,059,270 909,270 16.5% +$10.7M
VST Sold out 2026-03-31 Filed 2026-05-15 0 66,074 -100.0% -$10.7M
DXC Minor increase 2026-03-31 Filed 2026-05-15 8,895,875 8,316,347 7.0% -$10.0M
PRMB New 2026-03-31 Filed 2026-05-15 531,051 0 - +$10.0M
AMBA Sold out 2026-03-31 Filed 2026-05-15 0 100,000 -100.0% -$7.1M
TMO Minor increase 2026-03-31 Filed 2026-05-15 250,525 223,947 11.9% -$6.6M
ONTO Major reduction 2026-03-31 Filed 2026-05-15 299,721 414,812 -27.7% -$4.0M
EYE Minor increase 2026-03-31 Filed 2026-05-15 1,565,917 1,429,333 9.6% +$3.7M
DKS Minor increase 2026-03-31 Filed 2026-05-15 298,911 283,911 5.3% +$3.1M
BLCO Major increase 2026-03-31 Filed 2026-05-15 1,910,496 1,653,855 15.5% +$2.1M
TEVA Minor increase 2025-12-31 Filed 2026-02-17 16,720,209 16,692,680 0.2% +$184.6M
UHS Sold out 2025-12-31 Filed 2026-02-17 0 482,169 -100.0% -$98.6M
DOCN New 2025-12-31 Filed 2026-02-17 2,004,299 0 - +$96.4M
PYPL Sold out 2025-12-31 Filed 2026-02-17 0 1,333,370 -100.0% -$89.4M
AMD New 2025-12-31 Filed 2026-02-17 394,188 0 - +$84.4M
THC Minor reduction 2025-12-31 Filed 2026-02-17 1,983,753 2,323,679 -14.6% -$77.6M
AMZN Major increase 2025-12-31 Filed 2026-02-17 909,270 652,138 39.4% +$66.7M
ALIT Sold out 2025-12-31 Filed 2026-02-17 0 20,377,772 -100.0% -$66.4M
ICLR Sold out 2025-12-31 Filed 2026-02-17 0 371,418 -100.0% -$65.0M
CNC Major increase 2025-12-31 Filed 2026-02-17 1,855,894 371,972 398.9% +$63.1M
MRVL Sold out 2025-12-31 Filed 2026-02-17 0 676,980 -100.0% -$56.9M
VTRS Major increase 2025-12-31 Filed 2026-02-17 11,087,244 8,247,584 34.4% +$56.4M
ACN New 2025-12-31 Filed 2026-02-17 191,326 0 - +$51.3M
BIIB New 2025-12-31 Filed 2026-02-17 290,605 0 - +$51.1M
Q New 2025-12-31 Filed 2026-02-17 518,486 0 - +$42.3M
KNX Major increase 2025-12-31 Filed 2026-02-17 1,458,891 859,820 69.7% +$42.3M
BFLY Major increase 2025-12-31 Filed 2026-02-17 14,335,055 9,955,144 44.0% +$35.3M
LION Major increase 2025-12-31 Filed 2026-02-17 7,506,800 5,000,000 50.1% +$34.0M
AMAT New 2025-12-31 Filed 2026-02-17 129,656 0 - +$33.3M
XYZ Major increase 2025-12-31 Filed 2026-02-17 851,493 322,319 164.2% +$32.1M
GPN Major increase 2025-12-31 Filed 2026-02-17 5,921,119 5,141,892 15.2% +$31.1M
ONTO Major increase 2025-12-31 Filed 2026-02-17 414,812 270,605 53.3% +$30.5M
PINS Sold out 2025-12-31 Filed 2026-02-17 0 807,700 -100.0% -$26.0M
CI Major increase 2025-12-31 Filed 2026-02-17 279,367 187,757 48.8% +$22.8M
DKS Major reduction 2025-12-31 Filed 2026-02-17 283,911 351,601 -19.3% -$21.9M
EHC Sold out 2025-12-31 Filed 2026-02-17 0 167,637 -100.0% -$21.3M
BC Sold out 2025-12-31 Filed 2026-02-17 0 312,921 -100.0% -$19.8M
CLVT Sold out 2025-12-31 Filed 2026-02-17 0 4,960,255 -100.0% -$19.0M
LAD Major increase 2025-12-31 Filed 2026-02-17 127,605 74,108 72.2% +$19.0M
FUN New 2025-12-31 Filed 2026-02-17 1,122,374 0 - +$17.2M
BAX Sold out 2025-12-31 Filed 2026-02-17 0 742,542 -100.0% -$16.9M
TLN New 2025-12-31 Filed 2026-02-17 43,761 0 - +$16.4M
SOLS New 2025-12-31 Filed 2026-02-17 337,266 0 - +$16.4M
TECH Major increase 2025-12-31 Filed 2026-02-17 619,944 374,051 65.7% +$15.7M
ESI Major increase 2025-12-31 Filed 2026-02-17 2,833,887 2,207,167 28.4% +$15.3M
EXPE Minor reduction 2025-12-31 Filed 2026-02-17 321,625 359,793 -10.6% +$14.2M
SNPS Major increase 2025-12-31 Filed 2026-02-17 47,671 21,300 123.8% +$11.9M
IQV Minor increase 2025-12-31 Filed 2026-02-17 199,726 174,727 14.3% +$11.8M
UBER Major increase 2025-12-31 Filed 2026-02-17 707,701 471,801 50.0% +$11.6M
Z Major increase 2025-12-31 Filed 2026-02-17 1,163,555 889,666 30.8% +$10.8M
CEG New 2025-12-31 Filed 2026-02-17 30,412 0 - +$10.7M
VST New 2025-12-31 Filed 2026-02-17 66,074 0 - +$10.7M
BRKR Sold out 2025-12-31 Filed 2026-02-17 0 319,674 -100.0% -$10.4M
DD Sold out 2025-12-31 Filed 2026-02-17 0 128,480 -100.0% -$10.0M
ILMN Sold out 2025-12-31 Filed 2026-02-17 0 101,720 -100.0% -$9.7M
MKSI Major reduction 2025-12-31 Filed 2026-02-17 74,200 171,922 -56.8% -$9.4M
MCK Major reduction 2025-12-31 Filed 2026-02-17 42,994 56,469 -23.9% -$8.4M
DXC Minor reduction 2025-12-31 Filed 2026-02-17 8,316,347 8,339,897 -0.3% +$8.2M
OSCR Sold out 2025-12-31 Filed 2026-02-17 0 408,221 -100.0% -$7.7M
TMO Major reduction 2025-12-31 Filed 2026-02-17 223,947 282,941 -20.9% -$7.5M
AMBA New 2025-12-31 Filed 2026-02-17 100,000 0 - +$7.1M
DHR Major reduction 2025-12-31 Filed 2026-02-17 200,191 264,418 -24.3% -$6.6M
BLCO Minor increase 2025-12-31 Filed 2026-02-17 1,653,855 1,553,855 6.4% +$4.8M
USFD Minor increase 2025-12-31 Filed 2026-02-17 1,137,763 1,065,329 6.8% +$4.1M
RH Major increase 2025-12-31 Filed 2026-02-17 111,338 80,341 38.6% +$3.6M
EYE Minor increase 2025-12-31 Filed 2026-02-17 1,429,333 1,378,226 3.7% -$3.3M
GTM Minor increase 2025-12-31 Filed 2026-02-17 20,005,242 18,505,242 8.1% +$1.6M
UAL Minor reduction 2025-12-31 Filed 2026-02-17 511,281 582,009 -12.2% +$1.0M
TMO Major increase 2025-09-30 Filed 2025-11-14 282,941 100,000 182.9% +$96.7M
GPN Major increase 2025-09-30 Filed 2025-11-14 5,141,892 4,316,892 19.1% +$81.7M
META Major reduction 2025-09-30 Filed 2025-11-14 11,572 115,934 -90.0% -$77.1M
TEVA Minor increase 2025-09-30 Filed 2025-11-14 16,692,680 15,824,223 5.5% +$72.0M
ALIT Major reduction 2025-09-30 Filed 2025-11-14 20,377,772 24,382,328 -16.4% -$71.6M
CI Major reduction 2025-09-30 Filed 2025-11-14 187,757 371,893 -49.5% -$68.8M
Z New 2025-09-30 Filed 2025-11-14 889,666 0 - +$68.5M
ICLR New 2025-09-30 Filed 2025-11-14 371,418 0 - +$65.0M
THC Major reduction 2025-09-30 Filed 2025-11-14 2,323,679 2,930,005 -20.7% -$43.9M
DHR Major increase 2025-09-30 Filed 2025-11-14 264,418 50,000 428.8% +$42.5M
WDC Sold out 2025-09-30 Filed 2025-11-14 0 600,570 -100.0% -$38.4M
GTM Minor increase 2025-09-30 Filed 2025-11-14 18,505,242 16,381,399 13.0% +$36.1M
ONTO New 2025-09-30 Filed 2025-11-14 270,605 0 - +$35.0M
LION New 2025-09-30 Filed 2025-11-14 5,000,000 0 - +$34.5M
JBTM Sold out 2025-09-30 Filed 2025-11-14 0 241,387 -100.0% -$29.0M
UHS Major increase 2025-09-30 Filed 2025-11-14 482,169 389,477 23.8% +$28.0M
W Sold out 2025-09-30 Filed 2025-11-14 0 527,892 -100.0% -$27.0M
PINS New 2025-09-30 Filed 2025-11-14 807,700 0 - +$26.0M
MRVL Major increase 2025-09-30 Filed 2025-11-14 676,980 407,012 66.3% +$25.4M
MCK Major increase 2025-09-30 Filed 2025-11-14 56,469 25,584 120.7% +$24.9M
USFD Major reduction 2025-09-30 Filed 2025-11-14 1,065,329 1,378,881 -22.7% -$24.6M
DXC Major increase 2025-09-30 Filed 2025-11-14 8,339,897 5,866,547 42.2% +$24.0M
LAD New 2025-09-30 Filed 2025-11-14 74,108 0 - +$23.4M
XYZ New 2025-09-30 Filed 2025-11-14 322,319 0 - +$23.3M
EYE Major increase 2025-09-30 Filed 2025-11-14 1,378,226 812,534 69.6% +$21.5M
UBER Major increase 2025-09-30 Filed 2025-11-14 471,801 266,671 76.9% +$21.3M
EHC New 2025-09-30 Filed 2025-11-14 167,637 0 - +$21.3M
TECH New 2025-09-30 Filed 2025-11-14 374,051 0 - +$20.8M
DKS Major increase 2025-09-30 Filed 2025-11-14 351,601 290,532 21.0% +$20.7M
COO Sold out 2025-09-30 Filed 2025-11-14 0 280,688 -100.0% -$20.0M
AMZN Major increase 2025-09-30 Filed 2025-11-14 652,138 562,874 15.9% +$19.7M
KNX Major reduction 2025-09-30 Filed 2025-11-14 859,820 1,169,876 -26.5% -$17.8M
IQV Major increase 2025-09-30 Filed 2025-11-14 174,727 100,000 74.7% +$17.4M
BAX New 2025-09-30 Filed 2025-11-14 742,542 0 - +$16.9M
BC Major reduction 2025-09-30 Filed 2025-11-14 312,921 658,501 -52.5% -$16.6M
PYPL Major increase 2025-09-30 Filed 2025-11-14 1,333,370 1,006,144 32.5% +$14.6M
CNC New 2025-09-30 Filed 2025-11-14 371,972 0 - +$13.3M
UAL Minor increase 2025-09-30 Filed 2025-11-14 582,009 568,862 2.3% +$10.9M
SNPS New 2025-09-30 Filed 2025-11-14 21,300 0 - +$10.5M
BRKR New 2025-09-30 Filed 2025-11-14 319,674 0 - +$10.4M
DD New 2025-09-30 Filed 2025-11-14 128,480 0 - +$10.0M
ILMN New 2025-09-30 Filed 2025-11-14 101,720 0 - +$9.7M
ON Sold out 2025-09-30 Filed 2025-11-14 0 174,191 -100.0% -$9.1M
EXPE Major reduction 2025-09-30 Filed 2025-11-14 359,793 508,256 -29.2% -$8.8M
ESI Major reduction 2025-09-30 Filed 2025-11-14 2,207,167 2,816,046 -21.6% -$8.2M
OSCR New 2025-09-30 Filed 2025-11-14 408,221 0 - +$7.7M
RH Major increase 2025-09-30 Filed 2025-11-14 80,341 65,922 21.9% +$3.9M
MKSI Major reduction 2025-09-30 Filed 2025-11-14 171,922 232,296 -26.0% -$1.8M
CLVT Minor increase 2025-09-30 Filed 2025-11-14 4,960,255 4,758,136 4.2% -$1.5M
CVS Major reduction 2025-06-30 Filed 2025-08-14 8,196,799 11,946,799 -31.4% -$244.0M
UHS Major reduction 2025-06-30 Filed 2025-08-14 389,477 887,370 -56.1% -$96.2M
CTVA Sold out 2025-06-30 Filed 2025-08-14 0 1,392,104 -100.0% -$87.6M
DNB Sold out 2025-06-30 Filed 2025-08-14 0 9,768,483 -100.0% -$87.3M
CAR Sold out 2025-06-30 Filed 2025-08-14 0 1,102,904 -100.0% -$83.7M
CNC Sold out 2025-06-30 Filed 2025-08-14 0 1,301,660 -100.0% -$79.0M
META Major increase 2025-06-30 Filed 2025-08-14 115,934 45,104 157.0% +$59.6M
THC Minor reduction 2025-06-30 Filed 2025-08-14 2,930,005 3,394,834 -13.7% +$59.1M
DKS New 2025-06-30 Filed 2025-08-14 290,532 0 - +$57.5M
ALIT Major reduction 2025-06-30 Filed 2025-08-14 24,382,328 32,709,682 -25.5% -$56.0M
TMO New 2025-06-30 Filed 2025-08-14 100,000 0 - +$40.5M
TEVA Minor increase 2025-06-30 Filed 2025-08-14 15,824,223 14,778,641 7.1% +$38.1M
GTM Major increase 2025-06-30 Filed 2025-08-14 16,381,399 12,786,800 28.1% +$37.9M
MCK Major reduction 2025-06-30 Filed 2025-08-14 25,584 81,852 -68.7% -$36.3M
DIS Sold out 2025-06-30 Filed 2025-08-14 0 367,712 -100.0% -$36.3M
PINS Sold out 2025-06-30 Filed 2025-08-14 0 1,063,523 -100.0% -$33.0M
DXC Major reduction 2025-06-30 Filed 2025-08-14 5,866,547 6,959,119 -15.7% -$29.0M
GPN Minor increase 2025-06-30 Filed 2025-08-14 4,316,892 3,793,683 13.8% -$26.0M
EXPE Major reduction 2025-06-30 Filed 2025-08-14 508,256 647,961 -21.6% -$23.2M
UAL Major increase 2025-06-30 Filed 2025-08-14 568,862 321,216 77.1% +$23.1M
MKSI New 2025-06-30 Filed 2025-08-14 232,296 0 - +$23.1M
COO New 2025-06-30 Filed 2025-08-14 280,688 0 - +$20.0M
MRVL Major increase 2025-06-30 Filed 2025-08-14 407,012 206,160 97.4% +$18.8M
EYE New 2025-06-30 Filed 2025-08-14 812,534 0 - +$18.7M
AMZN Major reduction 2025-06-30 Filed 2025-08-14 562,874 742,962 -24.2% -$17.9M
W Major increase 2025-06-30 Filed 2025-08-14 527,892 338,178 56.1% +$16.2M
IQV New 2025-06-30 Filed 2025-08-14 100,000 0 - +$15.8M
DKNG Sold out 2025-06-30 Filed 2025-08-14 0 470,283 -100.0% -$15.6M
BLCO Major increase 2025-06-30 Filed 2025-08-14 1,553,855 500,000 210.8% +$13.0M
XRAY Sold out 2025-06-30 Filed 2025-08-14 0 855,342 -100.0% -$12.8M
RH New 2025-06-30 Filed 2025-08-14 65,922 0 - +$12.5M
SNDK Major reduction 2025-06-30 Filed 2025-08-14 26,030 262,142 -90.1% -$11.3M
USFD Major reduction 2025-06-30 Filed 2025-08-14 1,378,881 1,785,729 -22.8% -$10.7M
OSCR Sold out 2025-06-30 Filed 2025-08-14 0 798,981 -100.0% -$10.5M
DHR New 2025-06-30 Filed 2025-08-14 50,000 0 - +$9.9M
KNX Major reduction 2025-06-30 Filed 2025-08-14 1,169,876 1,404,054 -16.7% -$9.3M
ON New 2025-06-30 Filed 2025-08-14 174,191 0 - +$9.1M
BKD Sold out 2025-06-30 Filed 2025-08-14 0 1,300,000 -100.0% -$8.1M
UBER Major reduction 2025-06-30 Filed 2025-08-14 266,671 440,193 -39.4% -$7.2M
WDC Major reduction 2025-06-30 Filed 2025-08-14 600,570 786,435 -23.6% +$6.6M
ESI Minor increase 2025-06-30 Filed 2025-08-14 2,816,046 2,531,937 11.2% +$6.5M
JBTM Major increase 2025-06-30 Filed 2025-08-14 241,387 186,695 29.3% +$6.2M
PYPL Major reduction 2025-06-30 Filed 2025-08-14 1,006,144 1,216,652 -17.3% -$4.6M
BC Minor reduction 2025-06-30 Filed 2025-08-14 658,501 731,638 -10.0% -$3.0M
CLVT Major reduction 2025-06-30 Filed 2025-08-14 4,758,136 5,885,056 -19.1% -$2.7M
VTRS Minor reduction 2025-06-30 Filed 2025-08-14 8,247,584 8,492,943 -2.9% -$322,609
CI Minor reduction 2025-06-30 Filed 2025-08-14 371,893 374,057 -0.6% -$124,365

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