Larry Robbins's EXPE Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 359.8K shares of Expedia Group, Inc. (EXPE) worth $76.91 M, representing 1.71% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in EXPE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 491.3K shares. Largest reduction occurred in Q1 2025, reducing 230.6K shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's Expedia Group (EXPE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Expedia Group (EXPE) Trades by Larry Robbins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +255,049 | New Buy | 255,049 | $82.20 |
| Q3 2020 | +90,384 | Add 35.44% | 345,433 | $91.69 |
| Q4 2020 | +83,462 | Add 24.16% | 428,895 | $132.40 |
| Q1 2021 | -428,895 | Sold Out | 428,895 | $0.00 |
| Q3 2022 | +238,400 | New Buy | 238,400 | $93.69 |
| Q4 2022 | +266,146 | Add 111.64% | 504,546 | $87.60 |
| Q1 2023 | -121,508 | Reduce 24.08% | 383,038 | $97.03 |
| Q3 2023 | +424,097 | Add 110.72% | 807,135 | $103.07 |
| Q4 2023 | -105,874 | Reduce 13.12% | 701,261 | $151.79 |
| Q1 2024 | -86,823 | Reduce 12.38% | 614,438 | $137.75 |
| Q2 2024 | -15,000 | Reduce 2.44% | 599,438 | $125.99 |
| Q3 2024 | +491,309 | Add 81.96% | 1.09 M | $148.02 |
| Q4 2024 | -212,167 | Reduce 19.45% | 878,580 | $186.33 |
| Q1 2025 | -230,619 | Reduce 26.25% | 647,961 | $168.10 |
| Q2 2025 | -139,705 | Reduce 21.56% | 508,256 | $168.68 |
| Q3 2025 | -148,463 | Reduce 29.21% | 359,793 | $213.75 |
Larry Robbins's Expedia Group Investment FAQs
Larry Robbins first purchased Expedia Group, Inc. (EXPE) in Q2 2020, acquiring 255,049 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 Expedia Group, Inc. (EXPE) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's largest addition to Expedia Group, Inc. (EXPE) was in Q3 2024, adding 1,090,747 shares worth $161.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 359,793 shares of Expedia Group, Inc. (EXPE), valued at approximately $76.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Expedia Group, Inc. (EXPE) represents approximately 1.71% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's peak holding in Expedia Group, Inc. (EXPE) was 1,090,747 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.