Larry Robbins's BAX Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 742,542 shares of Baxter International Inc. (BAX) worth $16.91 M, representing 0.38% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in BAX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 998,335 shares. Largest reduction occurred in Q1 2023, reducing 2.01 M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's Baxter International (BAX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Baxter International (BAX) Trades by Larry Robbins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +877,001 | New Buy | 877,001 | $65.82 |
| Q1 2019 | +63,777 | Add 7.27% | 940,778 | $81.31 |
| Q2 2019 | -728,723 | Reduce 77.46% | 212,055 | $81.90 |
| Q3 2019 | -212,055 | Sold Out | 0 | $0.00 |
| Q1 2020 | +482,786 | New Buy | 482,786 | $81.19 |
| Q2 2020 | -406,048 | Reduce 84.11% | 76,738 | $86.10 |
| Q3 2020 | +55,885 | Add 72.83% | 132,623 | $80.42 |
| Q4 2020 | +426,209 | Add 321.37% | 558,832 | $80.24 |
| Q1 2021 | +819,166 | Add 146.59% | 1.38 M | $84.34 |
| Q2 2021 | -208,611 | Reduce 15.14% | 1.17 M | $80.50 |
| Q3 2021 | +998,335 | Add 85.37% | 2.17 M | $80.43 |
| Q4 2021 | +14,700 | Add 0.68% | 2.18 M | $85.84 |
| Q1 2022 | +28,614 | Add 1.31% | 2.21 M | $77.54 |
| Q2 2022 | -38,017 | Reduce 1.72% | 2.17 M | $64.23 |
| Q3 2022 | +84,000 | Add 3.87% | 2.26 M | $53.86 |
| Q4 2022 | -247,046 | Reduce 10.95% | 2.01 M | $50.97 |
| Q1 2023 | -2.01 M | Sold Out | 0 | $0.00 |
| Q3 2025 | +742,542 | New Buy | 742,542 | $22.77 |
Larry Robbins's Baxter International Investment FAQs
Larry Robbins first purchased Baxter International Inc. (BAX) in Q4 2018, acquiring 877,001 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held Baxter International Inc. (BAX) for 18 quarters since Q4 2018.
Larry Robbins's largest addition to Baxter International Inc. (BAX) was in Q3 2021, adding 2,167,722 shares worth $174.35 M.
According to the latest 13F filing for Q3 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 742,542 shares of Baxter International Inc. (BAX), valued at approximately $16.91 M.
As of the Q3 2025 filing, Baxter International Inc. (BAX) represents approximately 0.38% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in Baxter International Inc. (BAX) was 2,257,019 shares, as reported at the end of Q3 2022.