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Glenview Capital Mgmt (Robbins)

CIK: 0001138995 · Filing period: 2025-12-31
Bold Strategists

Larry Robbins specializes in healthcare investing, making concentrated bets on hospitals, insurers, and medical companies.

1.2×
Trust Weight
54
Positions
2
In our model
15
New
23
Increasing
8
Decreasing
8
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
AMZN 4.5% UBER 1.2%
Recent Moves
What Glenview Capital Mgmt opened, added to, or trimmed in their latest 13F — 38 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
54 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 CVS HEALTH CORP — Other 13.9% — Unchanged —
2 TEVA PHARMACEUTICAL INDS LTD — Other 11.1% — Unchanged +0%
3 GLOBAL PMTS INC — Other 9.8% ▲ Increasing +15%
4 TENET HEALTHCARE CORP THC Other 8.4% ▼ Decreasing -15%
5 AMAZON COM INC AMZN Technology 4.5% ▲ Increasing +39%
6 ZOOMINFO TECHNOLOGIES INC — Other 4.3% ▲ Increasing +8%
7 VIATRIS INC — Other 2.9% ▲ Increasing +34%
8 THERMO FISHER SCIENTIFIC INC TMO Other 2.8% ▼ Decreasing -21%
9 DXC TECHNOLOGY CO — Other 2.6% — Unchanged -0%
10 DIGITALOCEAN HLDGS INC — Other 2.0% ● New NEW
11 EXPEDIA GROUP INC — Other 1.9% ▼ Decreasing -11%
12 US FOODS HLDG CORP — Other 1.8% ▲ Increasing +7%
13 ADVANCED MICRO DEVICES INC AMD Technology 1.8% ● New NEW
14 ZILLOW GROUP INC — Other 1.7% ▲ Increasing +31%
15 THE CIGNA GROUP CI Other 1.6% ▲ Increasing +49%
16 CENTENE CORP DEL — Other 1.6% ▲ Increasing +399%
17 KNIGHT-SWIFT TRANSN HLDGS IN — Other 1.6% ▲ Increasing +70%
18 ELEMENT SOLUTIONS INC — Other 1.5% ▲ Increasing +28%
19 LIONSGATE STUDIOS CORP — Other 1.5% ▲ Increasing +50%
20 ONTO INNOVATION INC — Other 1.4% ▲ Increasing +53%
21 SURGERY PARTNERS INC — Other 1.3% ▲ Increasing +52%
22 UBER TECHNOLOGIES INC UBER Consumer 1.2% ▲ Increasing +50%
23 UNITED AIRLS HLDGS INC — Other 1.2% ▼ Decreasing -12%
24 DICKS SPORTING GOODS INC — Other 1.2% ▼ Decreasing -19%
25 BLOCK INC SQ Other 1.2% ▲ Increasing +164%
26 BUTTERFLY NETWORK INC — Other 1.2% ▲ Increasing +44%
27 ACCENTURE PLC IRELAND — Other 1.1% ● New NEW
28 BIOGEN INC — Other 1.1% ● New NEW
29 DANAHER CORPORATION DHR Industrials 1.0% ▼ Decreasing -24%
30 IQVIA HLDGS INC IQV Other 1.0% ▲ Increasing +14%
31 LITHIA MTRS INC — Other 0.9% ▲ Increasing +72%
32 QNITY ELECTRONICS INC — Other 0.9% ● New NEW
33 NATIONAL VISION HLDGS INC — Other 0.8% ▲ Increasing +4%
34 BIO-TECHNE CORP — Other 0.8% ▲ Increasing +66%
35 MCKESSON CORP MCK Other 0.8% ▼ Decreasing -24%
36 APPLIED MATLS INC AMAT Technology 0.7% ● New NEW
37 BAUSCH PLUS LOMB CORP — Other 0.6% ▲ Increasing +6%
38 MYRIAD GENETICS INC — Other 0.6% — Unchanged —
39 GENIUS SPORTS LIMITED — Other 0.5% ● New NEW
40 SYNOPSYS INC SNPS Other 0.5% ▲ Increasing +124%
41 RH — Other 0.4% ▲ Increasing +39%
42 SIX FLAGS ENTERTAINMENT CORP — Other 0.4% ● New NEW
43 SOLSTICE ADVANCED MATLS INC — Other 0.3% ● New NEW
44 TALEN ENERGY CORP — Other 0.3% ● New NEW
45 MKS INC. — Other 0.2% ▼ Decreasing -57%
46 CONSTELLATION ENERGY CORP CEG Energy 0.2% ● New NEW
47 VISTRA CORP VST Other 0.2% ● New NEW
48 META PLATFORMS INC META Technology 0.2% — Unchanged —
49 AMBARELLA INC — Other 0.1% ● New NEW
50 RENTOKIL INITIAL PLC — Other 0.1% — Unchanged —
… and 4 more positions
#1 CVS HEALTH CORP 13.9%
Other — Unchanged
#2 TEVA PHARMACEUTICAL INDS LTD 11.1%
Other — Unchanged
#3 GLOBAL PMTS INC 9.8%
Other ▲ Increasing +15%
#4 TENET HEALTHCARE CORP 8.4%
THC · Other ▼ Decreasing -15%
#5 AMAZON COM INC 4.5%
AMZN · Technology ▲ Increasing +39%
#6 ZOOMINFO TECHNOLOGIES INC 4.3%
Other ▲ Increasing +8%
#7 VIATRIS INC 2.9%
Other ▲ Increasing +34%
#8 THERMO FISHER SCIENTIFIC INC 2.8%
TMO · Other ▼ Decreasing -21%
#9 DXC TECHNOLOGY CO 2.6%
Other — Unchanged
#10 DIGITALOCEAN HLDGS INC 2.0%
Other ● New
#11 EXPEDIA GROUP INC 1.9%
Other ▼ Decreasing -11%
#12 US FOODS HLDG CORP 1.8%
Other ▲ Increasing +7%
#13 ADVANCED MICRO DEVICES INC 1.8%
AMD · Technology ● New
#14 ZILLOW GROUP INC 1.7%
Other ▲ Increasing +31%
#15 THE CIGNA GROUP 1.6%
CI · Other ▲ Increasing +49%
#16 CENTENE CORP DEL 1.6%
Other ▲ Increasing +399%
#17 KNIGHT-SWIFT TRANSN HLDGS IN 1.6%
Other ▲ Increasing +70%
#18 ELEMENT SOLUTIONS INC 1.5%
Other ▲ Increasing +28%
#19 LIONSGATE STUDIOS CORP 1.5%
Other ▲ Increasing +50%
#20 ONTO INNOVATION INC 1.4%
Other ▲ Increasing +53%
#21 SURGERY PARTNERS INC 1.3%
Other ▲ Increasing +52%
#22 UBER TECHNOLOGIES INC 1.2%
UBER · Consumer ▲ Increasing +50%
#23 UNITED AIRLS HLDGS INC 1.2%
Other ▼ Decreasing -12%
#24 DICKS SPORTING GOODS INC 1.2%
Other ▼ Decreasing -19%
#25 BLOCK INC 1.2%
SQ · Other ▲ Increasing +164%
#26 BUTTERFLY NETWORK INC 1.2%
Other ▲ Increasing +44%
#27 ACCENTURE PLC IRELAND 1.1%
Other ● New
#28 BIOGEN INC 1.1%
Other ● New
#29 DANAHER CORPORATION 1.0%
DHR · Industrials ▼ Decreasing -24%
#30 IQVIA HLDGS INC 1.0%
IQV · Other ▲ Increasing +14%
#31 LITHIA MTRS INC 0.9%
Other ▲ Increasing +72%
#32 QNITY ELECTRONICS INC 0.9%
Other ● New
#33 NATIONAL VISION HLDGS INC 0.8%
Other ▲ Increasing +4%
#34 BIO-TECHNE CORP 0.8%
Other ▲ Increasing +66%
#35 MCKESSON CORP 0.8%
MCK · Other ▼ Decreasing -24%
#36 APPLIED MATLS INC 0.7%
AMAT · Technology ● New
#37 BAUSCH PLUS LOMB CORP 0.6%
Other ▲ Increasing +6%
#38 MYRIAD GENETICS INC 0.6%
Other — Unchanged
#39 GENIUS SPORTS LIMITED 0.5%
Other ● New
#40 SYNOPSYS INC 0.5%
SNPS · Other ▲ Increasing +124%
#41 RH 0.4%
Other ▲ Increasing +39%
#42 SIX FLAGS ENTERTAINMENT CORP 0.4%
Other ● New
#43 SOLSTICE ADVANCED MATLS INC 0.3%
Other ● New
#44 TALEN ENERGY CORP 0.3%
Other ● New
#45 MKS INC. 0.2%
Other ▼ Decreasing -57%
#46 CONSTELLATION ENERGY CORP 0.2%
CEG · Energy ● New
#47 VISTRA CORP 0.2%
VST · Other ● New
#48 META PLATFORMS INC 0.2%
META · Technology — Unchanged
#49 AMBARELLA INC 0.1%
Other ● New
#50 RENTOKIL INITIAL PLC 0.1%
Other — Unchanged
… and 4 more positions
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Glenview Capital Mgmt (Robbins), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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