Larry Robbins
Glenview Capital Management · SEC CIK 1138995
Healthcare-heavy value with an activist edge.
Q1 2026
Latest 13F
$3.98B
Filed US book
44
Positions
Largest holdings, as filed
Top 15 of 44 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| CVS HEALTH CORP | CVS | $588.69M | 14.8% |
| GLOBAL PMTS INC | GPN | $428.05M | 10.8% |
| TENET HEALTHCARE CORP | THC | $287.76M | 7.2% |
| AMAZON COM INC | AMZN | $220.61M | 5.5% |
| TEVA PHARMACEUTICAL INDS LTD | TEVA | $200.61M | 5.0% |
| INVESCO QQQ TR(Call) | QQQ | $189.43M | 4.8% |
| THE CIGNA GROUP | CI | $133.07M | 3.3% |
| ADVANCED MICRO DEVICES INC | AMD | $132.39M | 3.3% |
| THERMO FISHER SCIENTIFIC INC | TMO | $123.14M | 3.1% |
| VIATRIS INC | VTRS | $122.77M | 3.1% |
| DXC TECHNOLOGY CO | DXC | $111.82M | 2.8% |
| CENTENE CORP DEL | CNC | $105.21M | 2.6% |
| UBER TECHNOLOGIES INC | UBER | $104.72M | 2.6% |
| ZOOMINFO TECHNOLOGIES INC | GTM | $95.11M | 2.4% |
| ISHARES TR(Put) | IWM | $93.00M | 2.3% |
Inside the app: the full book for Glenview Capital Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.