Warren Buffett 29 Bill Ackman 11 Charlie Munger 4 MB Michael Burry Q3 2025 Carl Icahn 12 JG Joel Greenblatt 1791 Seth Klarman 23 Howard Marks 54 DE David Einhorn Q4 2023 David Tepper 27 SD Stanley Druckenmiller 90 DL Dan Loeb 39 MP Mohnish Pabrai 4 LL Li Lu 8 Prem Watsa 32 CC Chase Coleman 46 PL Philippe Laffont 66 Cliff Asness 3896 MG Mario Gabelli 916 BM Bill Miller 56 TG Tom Gayner 130 CA Chuck Akre 19 RB Ron Baron 345 BN Bill Nygren 161 John Rogers 106 SM Stephen Mandel 34 AH Andreas Halvorsen 90 LA Lee Ainslie 177 Tom Steyer 85 JE Jean-Marie Eveillard 424 BB Bruce Berkowitz 13 TB Tweedy, Browne 91 D& Dodge & Cox 222 MH Mason Hawkins 47 DA David Abrams 11 MM Mason Morfit 18 BR Barry Rosenstein 10 MW Marty Whitman 55 SB Sardar Biglari 12 RP Richard Pzena 161 PM PRIMECAP Management 324 HC Hersh Cohen 698 BC Boykin Curry 56 CB Charles Brandes 193 RD Ric Dillon 186 MS Murray Stahl 351 EW Ed Wachenheim 28 DY Donald Yacktman 74 SR Steven Romick 72 AW Andrew Wellington 41 RC Ruane, Cunniff & Goldfarb 54 DS Donald Smith 66 LR Larry Robbins 44 BS Bill Smead 32 GG Glenn Greenberg 40 MM Mark Massey 8 AR Andrew Redleaf 487 CF C.T. Fitzpatrick 36 FR Francois Rochon 51 WN Will Nasgovitz 244 DI David Iben 30 EM Eric Marshall 223 WW Wallace Weitz 50 SS Sean Stannard-Stockton Q3 2024 JP Jay Petschek 164 TK Thomas Kahn 48 RR Robert Robotti 61 CD Charles de Vaulx Q4 2020 DR David Rolfe 18 AW Adam Wyden 8 GW Glenn Welling 9 LP Larry Pitkowsky 24 BL Bryan Lawrence 9 FC Francis Chou 31 AR Alex Roepers 12 MB Mark Boyar 77 Warren Lichtenstein 9 JR James Roumell Q2 2024 RO Robert Olstein 1 TB Tom Bancroft 1
LR
Larry Robbins
Glenview Capital Management
Portfolio value
$5,491,647,047
Stocks
44
Period
Q2 2026
Filed
14 Aug 2026
Holdings Activity HistoryPRO Analytics Across all investors →

Healthcare and consumer-focused long/short with event catalysts.

✦

Cut Bio-Techne Corp 68.7%, added 191% to Meta Platforms Inc and opened 13 new positions, the largest A at 5.0%. Healthcare is still the biggest weight in the book at 43.1%. The top five names are 40% of it.

Sector exposure
Healthcare 43.1%
Unknown 16.8%
Technology 12.6%
Industrials 11.8%
Consumer Cyclical 9.0%
Communication Services 5.1%
Basic Materials 0.9%
Energy 0.5%
Consumer Defensive 0.2%
Portfolio return
Time-weighted · held at window start
Stock % Portfolio Recent Activity Shares Reported Price Value
GPN — Global Payments Inc 11.77% Add 37.87% 8,906,709 $72.56 $646,270,805 ↗ ◎
CVS — Cvs Health Corp 9.09% Reduce 41.14% 4,824,799 $103.45 $499,125,457 ↗ ◎
THC — Tenet Healthcare Corp 7.62% Add 46.62% 2,235,666 $187.08 $418,248,395 ↗ ◎
TMO — Thermo Fisher Scientific Inc. 5.73% Add 150.37% 627,240 $501.36 $314,473,046 ↗ ◎
AMZN — Amazon Com Inc 5.52% Add 20.05% 1,271,687 $238.34 $303,093,880 ↗ ◎
A — Agilent Technologies Inc 5.05% New 2,086,141 $132.83 $277,102,109 ↗ ◎
ISHARES TR 5.02% 918,200 $300.45 $275,873,190
DANAHER CORP DEL 3.98% 1,145,979 $190.48 $218,286,080
META — Meta Platforms Inc 3.66% Add 190.91% 356,841 $563.29 $201,004,967 ↗ ◎
SPY — Ss Spdr S&p 500 Etf Trust-Us 3.54% New 260,000 $746.77 $194,160,200 ↗ ◎
AMD — Advanced Micro Devices 3.16% Reduce 54.15% 298,410 $580.91 $173,349,353 ↗ ◎
TEVA — Teva Pharmaceutical-Sp Adr 3.13% Reduce 23.71% 5,081,091 $33.88 $172,147,363 ↗ ◎
VTRS — Viatris Inc 2.86% Add 8.70% 9,877,409 $15.88 $156,853,255 ↗ ◎
UBER — Uber Technologies Inc 2.36% Add 23.20% 1,793,598 $72.16 $129,426,032 ↗ ◎
CNC — Centene Corp 2.21% Reduce 41.31% 1,886,055 $64.19 $121,065,870 ↗ ◎
BFLY — Butterfly Network Inc 2.20% 14,335,055 $8.42 $120,701,163 ↗ ◎
CI — The Cigna Group 2.07% Reduce 17.36% 412,223 $275.68 $113,641,637 ↗ ◎
HUM — Humana Inc 1.84% Reduce 24.09% 254,216 $397.22 $100,979,680 ↗ ◎
XYZ — Block Inc 1.66% Reduce 12.27% 1,197,046 $76.00 $90,975,496 ↗ ◎
DKS — Dick's Sporting Goods Inc 1.66% Add 34.18% 401,067 $226.81 $90,966,006 ↗ ◎
GENI — Genius Sports Ltd 1.49% Add 57.64% 13,495,287 $6.06 $81,781,439 ↗ ◎
ONTO — Onto Innovation Inc 1.42% Reduce 31.34% 205,791 $378.45 $77,881,604 ↗ ◎
LLY — Eli Lilly & Co 1.26% New 57,771 $1199.43 $69,292,271 ↗ ◎
UNITED AIRLS HLDGS INC 1.23% 494,736 $135.99 $67,279,149
EYE — National Vision Holdings Inc 1.07% Add 98.04% 3,101,083 $19.01 $58,951,588 ↗ ◎
CSCO — Cisco Systems Inc 0.88% Add 21.63% 413,332 $117.46 $48,549,977 ↗ ◎
ESI — Element Solutions Inc 0.86% Reduce 38.93% 994,579 $47.75 $47,491,147 ↗ ◎
AMAT — Applied Materials Inc 0.86% Reduce 66.94% 65,201 $723.00 $47,140,323 ↗ ◎
MKSI — Mks Inc 0.80% New 98,532 $444.80 $43,827,034 ↗ ◎
FUN — Six Flags Entertainment Corp 0.78% Reduce 9.24% 2,017,821 $21.30 $42,979,587 ↗ ◎
STM — Stmicroelectronics Nv-Ny Shs 0.76% New 560,060 $74.89 $41,942,893 ↗ ◎
ABBV — Abbvie Inc 0.68% New 148,913 $251.64 $37,472,467 ↗ ◎
AZN — Astrazeneca Plc 0.64% New 184,279 $189.62 $34,942,984 ↗ ◎
BAUSCH PLUS LOMB CORP 0.58% 1,918,148 $16.56 $31,764,531
BKR — Baker Hughes Co 0.50% Add 62.52% 493,519 $55.50 $27,390,305 ↗ ◎
ELV — Elevance Health Inc 0.47% New 66,599 $386.73 $25,755,831 ↗ ◎
MCHP — Microchip Technology Inc 0.44% New 265,577 $91.20 $24,220,622 ↗ ◎
BRKR — Bruker Corp 0.28% New 252,169 $60.18 $15,175,530 ↗ ◎
NVS — Novartis Ag-Sponsored Adr 0.25% New 86,909 $156.72 $13,620,378 ↗ ◎
DOCN — Digitalocean Holdings Inc 0.24% Reduce 66.08% 84,812 $157.03 $13,318,028 ↗ ◎
PRMB — Primo Brands Corp 0.18% Reduce 23.74% 404,971 $24.44 $9,897,491 ↗ ◎
BSX — Boston Scientific Corp 0.09% New 113,096 $42.68 $4,826,937 ↗ ◎
CAH — Cardinal Health Inc 0.08% New 18,018 $237.56 $4,280,356 ↗ ◎
TECH — Bio-Techne Corp 0.07% Reduce 68.70% 58,324 $70.65 $4,120,591 ↗ ◎