GLENVIEW CAPITAL MANAGEMENT, LLC — 13F holdings

GLENVIEW CAPITAL MANAGEMENT, LLC reported 45 holdings worth $5.49B in its 13F filing for Q2 2026, filed August 14, 2026.

Larry Robbins's portfolio: holdings, buys and sells

Largest positions

1. GPN GLOBAL PMTS INC — $646M (11.8%)
2. CVS CVS HEALTH CORP — $499M (9.1%)
3. THC TENET HEALTHCARE CORP — $418M (7.6%)
4. TMO THERMO FISHER SCIENTIFIC INC — $314M (5.7%)
5. AMZN AMAZON COM INC — $303M (5.5%)
6. A AGILENT TECHNOLOGIES INC — $277M (5.0%)
7. IWM ISHARES TR — $276M (5.0%)
8. DHR DANAHER CORPORATION — $218M (4.0%)
9. META META PLATFORMS INC — $201M (3.7%)
10. SPY SPDR S&P 500 ETF TR — $194M (3.5%)