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. | Pzena Investment Management Richard S. Pzena | 5,470,982 | $948,613,569 | +35% | 3.08% |
| 2. | Sessa Capital John Petry | 3,727,740 | $646,352,839 | +61% | 11.73% |
| 3. | Eagle Capital Management Boykin Curry | 2,967,074 | $514,460,967 | -9% | 1.73% |
| 4. | 1,044,900 | $181,175,211 | +4% | 0.03% | |
| 5. | 616,800 | $106,946,952 | -6% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $185.21 | 810 | $150,016.05 | 11,657 | 2026-02-23 | Filing | |
| $229.25 | 6,530 | $1,496,983.56 | 30,474 | 2025-05-14 | Filing | |
| $367.09 | 545 | $200,066.07 | 2,578 | 2024-02-20 | Filing | |
| $403.37 | 375 | $151,263.19 | 375 | 2021-03-08 | Filing | |
| $289.40 | 1,500 | $434,100.00 | 3,162 | 2020-03-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $256.26 | 3,703 | $948,925.23 | 8,181 | 2024-12-31 | Filing | |
| $526.75 | 1,500 | $790,118.85 | 3,931 | 2023-05-04 | Filing | |
| $526.02 | 2,656 | $1,397,107.53 | 5,431 | 2023-05-04 | Filing | |
| $505.85 | 17,575 | $8,890,232.91 | 70,040 | 2023-02-27 | Filing | |
| $507.97 | 2,048 | $1,040,328.29 | 4,256 | 2023-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,380,673 | $1,973,294,891 | 1.08% | |
| 2. | 10,199,055 | $1,768,414,219 | 0.03% | |
| 3. | 7,838,762 | $1,359,162,943 | 0.03% | |
| 4. | 5,808,435 | $1,007,124,545 | 0.05% | |
| 5. | 5,452,992 | $950,248,630 | 0.03% |