Larry Robbins's EXPE Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 321,625 shares of Expedia Group, Inc. (EXPE) worth $91.12 M, representing 1.85% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 18 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 491,309 shares. Largest reduction occurred in Q1 2021, reducing 428,895 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -38,168 | Reduce 10.61% | 321,625 | $283.31 |
| Q3 2025 | -148,463 | Reduce 29.21% | 359,793 | $213.75 |
| Q2 2025 | -139,705 | Reduce 21.56% | 508,256 | $168.68 |
| Q1 2025 | -230,619 | Reduce 26.25% | 647,961 | $168.10 |
| Q4 2024 | -212,167 | Reduce 19.45% | 878,580 | $186.33 |
| Q3 2024 | +491,309 | Add 81.96% | 1.09 M | $148.02 |
| Q2 2024 | -15,000 | Reduce 2.44% | 599,438 | $125.99 |
| Q1 2024 | -86,823 | Reduce 12.38% | 614,438 | $137.75 |
| Q4 2023 | -105,874 | Reduce 13.12% | 701,261 | $151.79 |
| Q3 2023 | +424,097 | Add 110.72% | 807,135 | $103.07 |
| Q1 2023 | -121,508 | Reduce 24.08% | 383,038 | $97.03 |
| Q4 2022 | +266,146 | Add 111.64% | 504,546 | $87.60 |
| Q3 2022 | +238,400 | New Buy | 238,400 | $93.69 |
| Q1 2021 | -428,895 | Sold Out | 0 | $0.00 |
| Q4 2020 | +83,462 | Add 24.16% | 428,895 | $132.40 |
| Q3 2020 | +90,384 | Add 35.44% | 345,433 | $91.69 |
| Q2 2020 | +255,049 | New Buy | 255,049 | $82.20 |
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 18 quarters since Q2 2020.
Larry Robbins's largest addition to Expedia Group, Inc. (EXPE) was in Q3 2024, adding 1,090,747 shares worth $161.45 M.
According to the latest 13F filing for Q4 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 321,625 shares of Expedia Group, Inc. (EXPE), valued at approximately $91.12 M.
As of the Q4 2025 filing, Expedia Group, Inc. (EXPE) represents approximately 1.85% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in Expedia Group, Inc. (EXPE) was 1,090,747 shares, as reported at the end of Q3 2024.