Billionaire Larry Robbins’ 10 Dividend Stock Picks
Taking the stage at the 2026 Sohn New York Conference, the Founder and CEO of Glenview Capital Management wasted little time setting the stage. He pointed to an unusual market dynamic.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Sachem Head Capital Scott Ferguson | 1,605,000 | $318,255,450 | +32% | 7.67% |
| 2. | Darsana Capital Partners Anand Desai | 1,375,000 | $272,648,750 | +175% | 5.81% |
| 3. | Viking Global Andreas Halvorsen | 1,264,170 | $250,672,269 | -51% | 0.7% |
| 4. | Maverick Capital Lee Ainslie | 1,044,903 | $207,193,816 | +26% | 2.39% |
| 5. | Select Equity Group Robert Joseph Caruso | 556,913 | $110,430,279 | +6% | 0.57% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $194.99 | 1,280 | $249,587.20 | 6,048 | 2025-06-26 | Filing | |
| $185.31 | 1,357 | $251,465.67 | 4,768 | 2025-06-25 | Filing | |
| $215.05 | 230 | $49,462.60 | 11,526 | 2024-12-02 | Filing | |
| $213.93 | 40,000 | $8,557,200.00 | 8,818,615 | 2024-03-15 | Filing | |
| $127.97 | 783 | $100,201.29 | 10,484 | 2023-11-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $228.34 | 13,292 | $3,035,095.28 | 321,763 | 2026-05-28 | Filing | |
| $227.69 | 6,791 | $1,546,242.79 | 335,055 | 2026-05-28 | Filing | |
| $227.26 | 1,640 | $372,698.36 | 24,757 | 2026-04-17 | Filing | |
| $221.13 | 2,500 | $552,825.00 | 26,397 | 2026-04-17 | Filing | |
| $200.02 | 15,940 | $3,188,318.80 | 6,549,026 | 2026-03-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,811,899 | $1,747,311,454 | 0.33% | |
| 2. | 6,614,236 | $1,311,536,867 | 0.02% | |
| 3. | 5,389,701 | $1,068,723,860 | 0.06% | |
| 4. | 3,382,472 | $670,710,460 | 0.05% | |
| 5. | 3,317,848 | $657,896,080 | 0.03% |