Larry Robbins
Glenview Capital. Holdings reported for Q2 2026, filed Aug 14, 2026.
- Portfolio
- $4.72B
- Stocks
- 39
- Top 10
- 68%
- Turnover
- 33%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 13.4% | $646.27M | 9M | +40% | +33.5% | |
| 2 | 10.3% | $499.13M | 5M | -41% | -12.8% | |
| 3 | 8.7% | $418.25M | 2M | +47% | +46.1% | |
| 4 | 6.5% | $314.47M | 1M | +150% | +39.0% | |
| 5 | 6.3% | $303.09M | 1M | +20% | +0.8% | |
| 6 | 5.4% | $261.61M | 2M | New | +31.6% | |
| 7 | 4.5% | $218.29M | 1M | +633% | +24.4% | |
| 8 | 4.2% | $201.00M | 0M | +191% | +9.2% | |
| 9 | 3.6% | $173.35M | 0M | -54% | -13.1% | |
| 10 | 3.2% | $156.85M | 10M | +9% | +19.9% | |
| 11 | 2.7% | $129.43M | 2M | +23% | -9.6% | |
| 12 | 2.5% | $121.07M | 2M | -41% | +6.6% | |
| 13 | 2.5% | $120.70M | 14M | Unchanged | -24.1% | |
| 14 | 2.4% | $113.64M | 0M | -17% | +8.2% | |
| 15 | 2.1% | $100.98M | 0M | -24% | +4.4% | |
| 16 | 1.9% | $90.98M | 1M | -12% | +0.3% | |
| 17 | 1.9% | $90.97M | 0M | +34% | -36.6% | |
| 18 | 1.7% | $81.78M | 13M | +58% | +5.0% | |
| 19 | 1.6% | $77.88M | 0M | -31% | -46.7% | |
| 20 | 1.4% | $69.29M | 0M | New | +18.2% | |
| 21 | 1.4% | $67.28M | 0M | -0% | -23.3% | |
| 22 | 1.2% | $58.95M | 3M | +98% | -12.7% | |
| 23 | 1.0% | $48.55M | 0M | +22% | -11.0% | |
| 24 | 1.0% | $47.49M | 1M | -39% | -28.2% | |
| 25 | 1.0% | $47.14M | 0M | -67% | -46.0% | |
| 26 | 0.9% | $43.83M | 0M | New | -54.6% | |
| 27 | 0.9% | $42.98M | 2M | -9% | -64.9% | |
| 28 | 0.9% | $41.94M | 1M | New | -37.6% | |
| 29 | 0.8% | $37.47M | 0M | New | +17.2% | |
| 30 | aznAstraZeneca PLC | 0.7% | $34.94M | 0M | New | – |
| 31 | 0.7% | $31.76M | 2M | +0% | +20.8% | |
| 32 | 0.6% | $27.39M | 0M | +63% | -0.5% | |
| 33 | 0.5% | $25.76M | 0M | New | +8.6% | |
| 34 | 0.5% | $24.22M | 0M | New | -15.2% | |
| 35 | 0.3% | $15.18M | 0M | New | -5.2% | |
| 36 | 0.3% | $13.62M | 0M | New | +2.8% | |
| 37 | 0.3% | $13.32M | 0M | -66% | -42.9% | |
| 38 | 0.2% | $9.90M | 0M | -24% | -19.2% | |
| 39 | 0.1% | $4.83M | 0M | New | -1.6% | |
| 40 | 0.1% | $4.28M | 0M | New | +5.4% | |
| 41 | 0.1% | $4.12M | 0M | -69% | +2.8% |