Glenview Capital (Larry Robbins)
Famous investors & activistsFiles as GLENVIEW CAPITAL MANAGEMENT, LLC (SEC CIK 1138995). Portfolio from its latest quarterly 13F-HR filing.
- $5.22B
- Tracked value
- 43
- Positions
- Q2 2026
- Portfolio as of
- Aug 15, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | GPNGLOBAL PAYMENTS INC | 12.4% | ▲ 37.9% | 8,906,709 | $646.27M |
| 2 | CVSCVS HEALTH Corp | 9.6% | ▼ 41.1% | 4,824,799 | $499.13M |
| 3 | THCTENET HEALTHCARE CORP | 8.0% | ▲ 46.6% | 2,235,666 | $418.25M |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC. | 6.0% | ▲ 150% | 627,240 | $314.47M |
| 5 | AMZNAMAZON COM INC | 5.8% | ▲ 20.1% | 1,271,687 | $303.09M |
| 6 | AAGILENT TECHNOLOGIES, INC. | 5.3% | NEW | 2,086,141 | $277.1M |
| 7 | DHRDANAHER CORP /DE/ | 4.2% | ▲ 633% | 1,145,979 | $218.29M |
| 8 | METAMeta Platforms, Inc. | 3.9% | ▲ 191% | 356,841 | $201M |
| 9 | SPYSPDR S&P 500 ETF TRUST | 3.7% | NEW | 260,000 | $194.16M |
| 10 | AMDADVANCED MICRO DEVICES INC | 3.3% | ▼ 54.1% | 298,410 | $173.35M |
| 11 | TEVATEVA PHARMACEUTICAL INDUSTRIES LTD | 3.3% | ▼ 23.7% | 5,081,091 | $172.15M |
| 12 | VTRSViatris Inc | 3.0% | ▲ 8.7% | 9,877,409 | $156.85M |
| 13 | UBERUber Technologies, Inc | 2.5% | ▲ 23.2% | 1,793,598 | $129.43M |
| 14 | CNCCENTENE CORP | 2.3% | ▼ 41.3% | 1,886,055 | $121.07M |
| 15 | BFLYButterfly Network, Inc. | 2.3% | unch. | 14,335,055 | $120.7M |
| 16 | CICigna Group | 2.2% | ▼ 17.4% | 412,223 | $113.64M |
| 17 | HUMHUMANA INC | 1.9% | ▼ 24.1% | 254,216 | $100.98M |
| 18 | XYZBlock, Inc. | 1.7% | ▼ 12.3% | 1,197,046 | $90.98M |
| 19 | DKSDICK'S SPORTING GOODS, INC. | 1.7% | ▲ 34.2% | 401,067 | $90.97M |
| 20 | GENIGenius Sports Ltd | 1.6% | ▲ 57.6% | 13,495,287 | $81.78M |
| 21 | ONTOONTO INNOVATION INC. | 1.5% | ▼ 31.3% | 205,791 | $77.88M |
| 22 | LLYELI LILLY & Co | 1.3% | NEW | 57,771 | $69.29M |
| 23 | UALUnited Airlines Holdings, Inc. | 1.3% | ▼ 0.4% | 494,736 | $67.28M |
| 24 | EYENational Vision Holdings, Inc. | 1.1% | ▲ 98.0% | 3,101,083 | $58.95M |
| 25 | CSCOCISCO SYSTEMS, INC. | 0.9% | ▲ 21.6% | 413,332 | $48.55M |
| 26 | ESIElement Solutions Inc | 0.9% | ▼ 38.9% | 994,579 | $47.49M |
| 27 | AMATAPPLIED MATERIALS INC /DE | 0.9% | ▼ 66.9% | 65,201 | $47.14M |
| 28 | MKSIMKS INC | 0.8% | NEW | 98,532 | $43.83M |
| 29 | FUNSix Flags Entertainment Corporation/NEW | 0.8% | ▼ 9.2% | 2,017,821 | $42.98M |
| 30 | STMSTMicroelectronics N.V. | 0.8% | NEW | 560,060 | $41.94M |
| 31 | ABBVAbbVie Inc. | 0.7% | NEW | 148,913 | $37.47M |
| 32 | AZNASTRAZENECA PLC | 0.7% | NEW | 184,279 | $34.94M |
| 33 | BLCOBausch & Lomb Corp | 0.6% | ▲ 0.4% | 1,918,148 | $31.76M |
| 34 | BKRBaker Hughes Co | 0.5% | ▲ 62.5% | 493,519 | $27.39M |
| 35 | ELVElevance Health, Inc. | 0.5% | NEW | 66,599 | $25.76M |
| 36 | MCHPMICROCHIP TECHNOLOGY INC | 0.5% | NEW | 265,577 | $24.22M |
| 37 | BRKRBRUKER CORP | 0.3% | NEW | 252,169 | $15.18M |
| 38 | NVSNOVARTIS AG | 0.3% | NEW | 86,909 | $13.62M |
| 39 | DOCNDigitalOcean Holdings, Inc. | 0.3% | ▼ 66.1% | 84,812 | $13.32M |
| 40 | PRMBPrimo Brands Corp | 0.2% | ▼ 23.7% | 404,971 | $9.9M |
| 41 | BSXBOSTON SCIENTIFIC CORP | 0.1% | NEW | 113,096 | $4.83M |
| 42 | CAHCARDINAL HEALTH INC | 0.1% | NEW | 18,018 | $4.28M |
| 43 | TECHBIO-TECHNE Corp | 0.1% | ▼ 68.7% | 58,324 | $4.12M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.