Glenview’s Curveball Trade Pays Off

Larry Robbins’s unconventional bet on AMD drives May’s performance and reshapes the fund’s top holdings.

Stephen Taub June 23, 2026

Glenview Capital Partners was up sharply in May.The hedge fund headed by Larry Robbins posted a strong 7.8 percent gain in May. As a result, it is up 13.8 percent for the year, according to an investor, a gain that has already exceeded the fund’s

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