What stocks does Larry Robbins own?

As of Q2 2026, Glenview Capital Management reported 45 positions with a combined 13F value of $5.5B. Its largest stock positions are GPN ($646.3M), CVS ($499.1M) and THC ($418.2M).

How often does Glenview Capital Management update its portfolio?

Glenview Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Glenview Capital Management's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Glenview Capital Management's portfolio data come from?

From the 13F filings Glenview Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Glenview Capital Management, LLC

Larry Robbins

Return history

Last 4 years · filing-date model

$100,000 to $184,798

$100,000 in SPY: $217,206.

Total return

+84.8%

Annualized (4Y CAGR)

+16.6%

vs SPY

−4.8 pts/yr

Moves a year

205

Avg hold

14.0 months

17 filings · quarters -5.1% to +16.7%

All time

+413% since Aug 14, 2013

Fund size $5B today

Oct 6, 2022 to Oct 5, 2026 · min. 89% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New A and exited QQQ in Q2 2026.

$5.5B in this filing45 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Stocks and funds

Share change vs Mar 31

1GPNGlobal PMTS Inc12.91%
$646.3M - 8.9M shares+40.0%
2CVSCVS Health Corp9.97%
$499.1M - 4.8M shares-41.1%
3THCTenet Healthcare Corp8.35%
$418.2M - 2.2M shares+46.6%
4TMOThermo Fisher Scientific I6.28%
$314.5M - 627K shares+150.4%
5AMZNAmazon Com Inc6.05%
$303.1M - 1.3M shares+20.1%
6AAgilent Technologies Inc5.23%
$261.6M - 2.0M sharesNEW
7DHRDanaher Corp Del4.36%
$218.3M - 1.1M shares+633.3%

#	Stock				At Jun 30	Now
1	GPNGlobal PMTS Inc	12.91%	$646.3M	+40.0%	$72.56	$84.17 +16.0%
2	CVSCVS Health Corp	9.97%	$499.1M	-41.1%	$103.45	$92.58 -10.5%
3	THCTenet Healthcare Corp	8.35%	$418.2M	+46.6%	$187.08	$275.13 +47.1%
4	TMOThermo Fisher Scientific I	6.28%	$314.5M	+150.4%	$501.36	$696.49 +38.9%
5	AMZNAmazon Com Inc	6.05%	$303.1M	+20.1%	$238.34	$254.76 +6.9%
6	AAgilent Technologies Inc	5.23%	$261.6M	NEW	$132.83	$175.55 +32.2%
7	DHRDanaher Corp Del	4.36%	$218.3M	+633.3%	$190.48	$231.50 +21.5%

Options positions3 positions (2 puts, 1 calls) - $485.5M. Priced off the underlying stock - 13F never discloses strike or premium.

Share change vs Mar 31

1IWM putsiShares TR56.82%
$275.9M - 918K shares+144.9%

#	Stock				At Jun 30	Now
1	IWM putsiShares TR	56.82%	$275.9M	+144.9%	$300.45	$275.08 -8.4%

37 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 37 holdings

What is missing

Top 10 concentration: 61%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Common questions

What stocks does Larry Robbins own?: As of Q2 2026, Glenview Capital Management reported 45 positions with a combined 13F value of $5.5B. Its largest stock positions are GPN ($646.3M), CVS ($499.1M) and THC ($418.2M).
How often does Glenview Capital Management update its portfolio?: Glenview Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Glenview Capital Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Glenview Capital Management's portfolio data come from?: From the 13F filings Glenview Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Glenview Capital Management, LLC

Larry Robbins

Return history

Last 4 years · filing-date model

$100,000 to $184,798

$100,000 in SPY: $217,206.

Total return

+84.8%

Annualized (4Y CAGR)

+16.6%

vs SPY

−4.8 pts/yr

Moves a year

205

Avg hold

14.0 months

17 filings · quarters -5.1% to +16.7%

All time

+413% since Aug 14, 2013

Fund size $5B today

Oct 6, 2022 to Oct 5, 2026 · min. 89% quarterly priced · Disclosed book, unaudited · Method

New A and exited QQQ in Q2 2026.

$5.5B in this filing45 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Stocks and funds

Share change vs Mar 31

1GPNGlobal PMTS Inc12.91%
$646.3M - 8.9M shares+40.0%
2CVSCVS Health Corp9.97%
$499.1M - 4.8M shares-41.1%
3THCTenet Healthcare Corp8.35%
$418.2M - 2.2M shares+46.6%
4TMOThermo Fisher Scientific I6.28%
$314.5M - 627K shares+150.4%
5AMZNAmazon Com Inc6.05%
$303.1M - 1.3M shares+20.1%
6AAgilent Technologies Inc5.23%
$261.6M - 2.0M sharesNEW
7DHRDanaher Corp Del4.36%
$218.3M - 1.1M shares+633.3%

#	Stock				At Jun 30	Now
1	GPNGlobal PMTS Inc	12.91%	$646.3M	+40.0%	$72.56	$84.17 +16.0%
2	CVSCVS Health Corp	9.97%	$499.1M	-41.1%	$103.45	$92.58 -10.5%
3	THCTenet Healthcare Corp	8.35%	$418.2M	+46.6%	$187.08	$275.13 +47.1%
4	TMOThermo Fisher Scientific I	6.28%	$314.5M	+150.4%	$501.36	$696.49 +38.9%
5	AMZNAmazon Com Inc	6.05%	$303.1M	+20.1%	$238.34	$254.76 +6.9%
6	AAgilent Technologies Inc	5.23%	$261.6M	NEW	$132.83	$175.55 +32.2%
7	DHRDanaher Corp Del	4.36%	$218.3M	+633.3%	$190.48	$231.50 +21.5%

Options positions3 positions (2 puts, 1 calls) - $485.5M. Priced off the underlying stock - 13F never discloses strike or premium.

Share change vs Mar 31

1IWM putsiShares TR56.82%
$275.9M - 918K shares+144.9%

#	Stock				At Jun 30	Now
1	IWM putsiShares TR	56.82%	$275.9M	+144.9%	$300.45	$275.08 -8.4%

37 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 37 holdings

What is missing

Top 10 concentration: 61%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Common questions

What stocks does Larry Robbins own?: As of Q2 2026, Glenview Capital Management reported 45 positions with a combined 13F value of $5.5B. Its largest stock positions are GPN ($646.3M), CVS ($499.1M) and THC ($418.2M).
How often does Glenview Capital Management update its portfolio?: Glenview Capital Management files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Glenview Capital Management's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Glenview Capital Management's portfolio data come from?: From the 13F filings Glenview Capital Management makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Glenview Capital Management, LLC

Last 4 years · filing-date model

New A and exited QQQ in Q2 2026.

Disclosed changes

Common questions

Glenview Capital Management, LLC

Last 4 years · filing-date model

New A and exited QQQ in Q2 2026.

Disclosed changes

Common questions