13F FILER • LARRY ROBBINS
Glenview Capital Management
Larry Robbins — GLENVIEW CAPITAL MANAGEMENT, LLC
No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.
45
Positions
$5.5B
Reported Value
60.7%
In Top 10
—
Claims Indexed
Largest reported positions
GLENVIEW CAPITAL MANAGEMENT, LLC • CIK 0001138995 • 2026-06-30 • FILED 2026-08-14
WHAT CHANGED THIS QUARTER
In its Q2 2026 13F, filed Aug 14, 2026, Glenview Capital Management reported 45 positions worth $5.0B in US-listed stock. The largest stock position is Global Pmts Inc at 11.8% of the reported book, and the ten largest lines of any type make up 60.7% of it.
It opened 14 new positions, the largest stock positions being Agilent Technologies Inc ($261.6M), Eli Lilly & Co ($69.3M) and Mks Inc. ($43.8M), and exited 13, the largest stock exits being Dxc Technology Co ($111.8M last quarter), Zoominfo Technologies Inc ($95.1M last quarter) and Us Foods Hldg Corp ($35.4M last quarter).
Among positions it already held, the biggest increases by share count were Danaher Corp Del (+633%), Meta Platforms Inc (+191%) and Thermo Fisher Scientific Inc (+150%), and the biggest cuts were Applied Matls Inc (−67%), Advanced Micro Devices Inc (−54%) and Centene Corp Del (−41%).
| Issuer | Value | Weight | Shares QoQ |
|---|---|---|---|
| GLOBAL PMTS INC | $646.3M | 11.8% | +40% |
| CVS HEALTH CORP | $499.1M | 9.1% | -41% |
| TENET HEALTHCARE CORP | $418.2M | 7.6% | +47% |
| THERMO FISHER SCIENTIFIC INC | $314.5M | 5.7% | +150% |
| AMAZON COM INC | $303.1M | 5.5% | +20% |
| ISHARES TR (Put) | $275.9M | 5.0% | +145% |
| AGILENT TECHNOLOGIES INC | $261.6M | 4.8% | New |
| DANAHER CORP DEL | $218.3M | 4.0% | +633% |
| META PLATFORMS INC | $201.0M | 3.7% | +191% |
| STATE STR SPDR S&P 500 ETF T (Put) | $194.2M | 3.5% | New |
| ADVANCED MICRO DEVICES INC | $173.3M | 3.2% | -54% |
| TEVA PHARMACEUTICAL INDS LTD | $172.1M | 3.1% | -24% |
| VIATRIS INC | $156.9M | 2.9% | +9% |
| UBER TECHNOLOGIES INC | $129.4M | 2.4% | +23% |
| CENTENE CORP DEL | $121.1M | 2.2% | -41% |
| BUTTERFLY NETWORK INC | $120.7M | 2.2% | — |
| THE CIGNA GROUP | $113.6M | 2.1% | -17% |
| HUMANA INC | $101.0M | 1.8% | -24% |
| BLOCK INC | $91.0M | 1.7% | -12% |
| DICKS SPORTING GOODS INC | $91.0M | 1.7% | +34% |
20 of 45 positions. 8.8% of reported value is options, where the figure is the notional value of the underlying rather than money spent. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.
NEW POSITIONS
- Agilent Technologies Inc$261.6M · 4.8%
- Eli Lilly & Co$69.3M · 1.3%
- Mks Inc.$43.8M · 0.8%
- Stmicroelectronics N V$41.9M · 0.8%
- Abbvie Inc$37.5M · 0.7%
EXITS
- Dxc Technology Co$111.8M last quarter
- Zoominfo Technologies Inc$95.1M last quarter
- Us Foods Hldg Corp$35.4M last quarter
- Zillow Group Inc$32.7M last quarter
- Lithia Mtrs Inc$31.9M last quarter
QUESTIONS PEOPLE ASK
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