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GLENVIEW CAPITAL MANAGEMENT, LLC

Value
CIK 1138995101 13F filings on recordNew York, NY~$8B

Larry Robbins' healthcare-focused value fund. Concentrates in large-cap healthcare, managed care, and biopharma with long investment horizons.

Principal · Larry RobbinsFounded · 2000
$10k mirror, since 2013
Mirror return
+467%
View backtest & performance →

Top current holdings · Q1 2026

All 44 positions →
#IssuerValue% PortShares
1
CVS · 126650100
$588.69M14.78%8,196,799
2
GPN · 37940X102
$428.05M10.75%6,360,392
3
THC · 88033G407
$287.76M7.22%1,524,854
4
AMZN · 023135106
$220.61M5.54%1,059,270
5
TEVA · 881624209
$200.61M5.04%6,660,220
6
QQQ · 46090E103 · Call
$189.43M4.76%328,200
7
CI · 125523100
$133.07M3.34%498,841
8
AMD · 007903107
$132.39M3.32%650,792
9
TMO · 883556102
$123.14M3.09%250,525
10
VTRS · 92556V106
$122.77M3.08%9,087,244
Top 10 are 60.9% of the portfolio · filing total $3.98B

5%+ ownership filings

SC 13D / 13G · activist or passive 5%+ stakes

Filed whenever this investor crosses 5% ownership of a public company's voting equity. SC 13D = active (intent to influence management). SC 13G= passive. Amendments (…/A) follow each subsequent material change. These often precede 13F disclosure by weeks and are the canonical activism signal.

Showing 25 of 365 recent ownership filings. Browse all on EDGAR ↗

Quarterly filings

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