Larry Robbins's GPN Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 5.92 M shares of Global Payments Inc. (GPN) worth $458.29 M, representing 9.33% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in GPN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2014, adding 1.68 M shares. Largest reduction occurred in Q2 2015, reducing 1.78 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +779,227 | Add 15.15% | 5.92 M | $77.40 |
| Q3 2025 | +825,000 | Add 19.11% | 5.14 M | $83.08 |
| Q2 2025 | +523,209 | Add 13.79% | 4.32 M | $80.04 |
| Q1 2025 | -132,469 | Reduce 3.37% | 3.79 M | $97.92 |
| Q4 2024 | -215,008 | Reduce 5.19% | 3.93 M | $112.06 |
| Q3 2024 | +1.02 M | Add 32.80% | 4.14 M | $102.42 |
| Q2 2024 | +730,098 | Add 30.57% | 3.12 M | $96.70 |
| Q1 2024 | +440,094 | Add 22.59% | 2.39 M | $133.66 |
| Q4 2023 | +100,993 | Add 5.47% | 1.95 M | $127.00 |
| Q3 2023 | -397,039 | Reduce 17.69% | 1.85 M | $115.39 |
| Q1 2023 | -147,138 | Reduce 6.15% | 2.24 M | $105.24 |
| Q4 2022 | +229,302 | Add 10.61% | 2.39 M | $99.32 |
| Q3 2022 | -190,702 | Reduce 8.11% | 2.16 M | $108.05 |
| Q2 2022 | -3,600 | Reduce 0.15% | 2.35 M | $110.64 |
| Q1 2022 | +268,655 | Add 12.87% | 2.36 M | $136.84 |
| Q4 2021 | +751,400 | Add 56.23% | 2.09 M | $135.18 |
| Q3 2021 | +409,291 | Add 44.15% | 1.34 M | $157.58 |
| Q2 2021 | +670,100 | Add 260.88% | 926,966 | $187.54 |
| Q1 2021 | +196,723 | Add 327.09% | 256,866 | $201.58 |
| Q4 2020 | +60,143 | New Buy | 60,143 | $215.42 |
| Q2 2020 | -254,865 | Sold Out | 0 | $0.00 |
| Q1 2020 | -124,217 | Reduce 32.77% | 254,865 | $144.23 |
| Q4 2019 | -410,799 | Reduce 52.01% | 379,082 | $182.56 |
| Q3 2019 | +789,881 | New Buy | 789,881 | $159.00 |
| Q2 2016 | -58,471 | Sold Out | 0 | $0.00 |
| Q1 2016 | +58,471 | New Buy | 58,471 | $65.30 |
| Q2 2015 | -1.78 M | Sold Out | 0 | $0.00 |
| Q1 2015 | -1.76 M | Reduce 49.68% | 1.78 M | $45.84 |
| Q4 2014 | -1.05 M | Reduce 22.84% | 3.54 M | $40.36 |
| Q2 2014 | +1.68 M | Add 58.03% | 4.58 M | $36.42 |
| Q1 2014 | +214,200 | Add 7.97% | 2.9 M | $35.55 |
| Q4 2013 | -307,800 | Reduce 10.28% | 2.69 M | $32.49 |
| Q3 2013 | +2.99 M | New Buy | 2.99 M | $25.54 |
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 35 quarters since Q3 2013.
Larry Robbins's largest addition to Global Payments Inc. (GPN) was in Q3 2013, adding 2,994,160 shares worth $76.47 M.
According to the latest 13F filing for Q4 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 5,921,119 shares of Global Payments Inc. (GPN), valued at approximately $458.29 M.
As of the Q4 2025 filing, Global Payments Inc. (GPN) represents approximately 9.33% of Larry Robbins's publicly disclosed stock portfolio, making it one of their key holdings.
Larry Robbins's peak holding in Global Payments Inc. (GPN) was 5,921,119 shares, as reported at the end of Q4 2025.