Larry Robbins's GPN Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 5.1M shares of Global Payments Inc. (GPN) worth $427.19 M, representing 9.51% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Larry Robbins has maintained a long-term strategic position in GPN, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 1.7M shares. Largest reduction occurred in Q1 2015, reducing 1.8M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's Global Payments (GPN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Global Payments (GPN) Trades by Larry Robbins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +2.99 M | New Buy | 2.99 M | $25.54 |
| Q4 2013 | -307,800 | Reduce 10.28% | 2.69 M | $32.49 |
| Q1 2014 | +214,200 | Add 7.97% | 2.9 M | $35.55 |
| Q2 2014 | +1.68 M | Add 58.03% | 4.58 M | $36.42 |
| Q4 2014 | -1.05 M | Reduce 22.84% | 3.54 M | $40.36 |
| Q1 2015 | -1.76 M | Reduce 49.68% | 1.78 M | $45.84 |
| Q2 2015 | -1.78 M | Sold Out | 1.78 M | $0.00 |
| Q1 2016 | +58,471 | New Buy | 58,471 | $65.30 |
| Q2 2016 | -58,471 | Sold Out | 58,471 | $0.00 |
| Q3 2019 | +789,881 | New Buy | 789,881 | $159.00 |
| Q4 2019 | -410,799 | Reduce 52.01% | 379,082 | $182.56 |
| Q1 2020 | -124,217 | Reduce 32.77% | 254,865 | $144.23 |
| Q2 2020 | -254,865 | Sold Out | 254,865 | $0.00 |
| Q4 2020 | +60,143 | New Buy | 60,143 | $215.42 |
| Q1 2021 | +196,723 | Add 327.09% | 256,866 | $201.58 |
| Q2 2021 | +670,100 | Add 260.88% | 926,966 | $187.54 |
| Q3 2021 | +409,291 | Add 44.15% | 1.34 M | $157.58 |
| Q4 2021 | +751,400 | Add 56.23% | 2.09 M | $135.18 |
| Q1 2022 | +268,655 | Add 12.87% | 2.36 M | $136.84 |
| Q2 2022 | -3,600 | Reduce 0.15% | 2.35 M | $110.64 |
| Q3 2022 | -190,702 | Reduce 8.11% | 2.16 M | $108.05 |
| Q4 2022 | +229,302 | Add 10.61% | 2.39 M | $99.32 |
| Q1 2023 | -147,138 | Reduce 6.15% | 2.24 M | $105.24 |
| Q3 2023 | -397,039 | Reduce 17.69% | 1.85 M | $115.39 |
| Q4 2023 | +100,993 | Add 5.47% | 1.95 M | $127.00 |
| Q1 2024 | +440,094 | Add 22.59% | 2.39 M | $133.66 |
| Q2 2024 | +730,098 | Add 30.57% | 3.12 M | $96.70 |
| Q3 2024 | +1.02 M | Add 32.80% | 4.14 M | $102.42 |
| Q4 2024 | -215,008 | Reduce 5.19% | 3.93 M | $112.06 |
| Q1 2025 | -132,469 | Reduce 3.37% | 3.79 M | $97.92 |
| Q2 2025 | +523,209 | Add 13.79% | 4.32 M | $80.04 |
| Q3 2025 | +825,000 | Add 19.11% | 5.14 M | $83.08 |
Larry Robbins's Global Payments Investment FAQs
Larry Robbins first purchased Global Payments Inc. (GPN) in Q3 2013, acquiring 2,994,160 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 Global Payments Inc. (GPN) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's largest addition to Global Payments Inc. (GPN) was in Q3 2013, adding 2,994,160 shares worth $76.47 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 5,141,892 shares of Global Payments Inc. (GPN), valued at approximately $427.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Global Payments Inc. (GPN) represents approximately 9.51% 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 Global Payments Inc. (GPN) was 5,141,892 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.