Billionaire Larry Robbins’ Top Stock Picks

In its latest 13F, Glenview Capital, managed by Larry Robbins, reported its holdings for the fourth quarter of 2013. The value of the fund’s equity portfolio jumped to $13.96 billion, from $11.87 billion in the third quarter.

GLENVIEW CAPITAL

Robbins found Glenview Capital in February 2001. Prior to that, he was a trader at Leon Cooperman’s Omega Advisors. Glenview Capital, once a $9 billion hedge fund, lost around half of its assets and underperformed the market in 2008. The fund returned 82.7% in 2009.

In this piece, we will talk about the top five holdings in terms of value that Glenview Capital has held at the end of the year. The first one is Thermo Fisher Scientific Inc. (NYSE:TMO). The fund owns 8.54 million shares of the company, up from 8.08 million shares in the previous quarter. The value of the stake amounts to $950.38 million.

The second position is held by HCA Holdings Inc (NYSE:HCA), in which the fund raised its position to 12.84 million shares, worth $612.68 million, from 10.34 million shares owned previously. HCA Holdings Inc (NYSE:HCA) is a provider of healthcare services.

The next on the list is Tenet Healthcare Corp (NYSE:THC), a health care services company. Glenview Capital boosted its stake to 13.81 million shares, worth $581.80 million, from around 10 million shares.

In Monsanto Company (NYSE:MON) the fund increased its position to 4.97 million shares, worth of $579.67 million, from 645,400 shares. Monsanto Company (NYSE:MON) is a global provider of technology-based solutions and agricultural products that improve farm productivity and food quality.

The fifth position is represented by Crown Castle International Corp. (NYSE:CCI). The funds reported holding 7.83 million shares of the company, with a reported value of $574.61 million. The stake has been raised from 5.63 million shares the fund held at the end of the third quarter. Crown Castle International Corp. (NYSE:CCI) is an independent owner and operator of shared wireless infrastructure. The company owns, operates, builds, and leases towers, rooftops, and distributed antenna systems (DAS) in prime markets for wireless communications.

Disclosure: none

Recommended Reading:

See Where Billionaire Michael Dell Invests His Money

Leon Cooperman Is Betting on These Stocks

Insider Monkey’s New Stock Picks Are Out

blog comments powered by Disqus
Insider Monkey Headlines
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format!

Lists

6 Films About the Financial World You Need To Watch (While “The Wolf” is Not Around)

Warren Buffett and Billionaires Are Crazy About These 7 Stocks

The Top 10 States With Fastest Internet Speeds

10 Best Places to Visit in USA in August

Top 10 Cities to Visit Before You Die

Top 10 Genetically Modified Food In the US

15 Highest Grossing Movies Opening Weekend

5 Best Poker Books For Beginners

10 Strategies Hedge Funds Use to Make Huge Returns

Top 10 Fast Food Franchises to Buy

10 Best Places to Visit in Canada

Best Summer Jobs for Teachers

10 Youngest Hedge Fund Billionaires

Top 10 One Hit Wonders of the 90s

Fastest Growing Cities In America

Top 10 U.S. Cities for Freelancers

Top 9 Most Popular Free iPhone Apps

Top 10 Least Expensive Private Business Schools in the US

Top 15 Most Expensive Countries in the World – 2014

Top Businesses to Invest In

Top 5 Things You Might Be Doing Wrong With Your Business

Top 5 Strategic Technology Trends in 2014

Top Rags to Riches Stories

Parenting Behavior That Promotes Future Leaders

Top 5 Mistakes Made by Small Businesses

Top 5 Most Common and Potentially Devastating Financial Blunders

Top 5 Highest Paying Jobs for Web Designers

Top 6 Most Respected Professions that Also Pay Well

Top 5 Pitfalls Investors Should Avoid

Top 6 Lawyers and Policy Makers Under 30

Top 6 New Year’s Resolutions for Entrepreneurs

Top 7 Locations to Check in on Facebook

Top 5 Mistakes made by Rookie eBay Sellers

Top 7 eBook Publishers in 2013

Top 6 Health Industry Trends in 2014

5 Lessons for Entrepreneurs from Seth Godin

Top 5 Success Tips from Jordan Belfort – the Wolf of Wall Street

Best Master’s in Finance Degree Programs

Top 6 Earning Celebrities Over 50

The most expensive sports to play

Top 7 Earning Celebrities Under 25

Best 7 Online Courses to Take: Free Finance MOOCs

Top 6 Bad Habits that Promote Failure

20 Most Valuable Soccer Teams in the World in 2013

12 Most Expensive Countries for Foreign Students

Top 30 Most Influential Women in the World

Top 20 Most Expensive New Year Eve Shows

Top 5 Best Vocational Careers

Top 10 Jobs for 2014 by Salary Gain (Predictions)

Top 5 Digital Trends for 2014

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!