Dear Valued Visitor,

We have noticed that you are using an ad blocker software.

Although advertisements on the web pages may degrade your experience, our business certainly depends on them and we can only keep providing you high-quality research based articles as long as we can display ads on our pages.

To view this article, you can disable your ad blocker and refresh this page or simply login.

We only allow registered users to use ad blockers. You can sign up for free by clicking here or you can login if you are already a member.

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

Biotech Stock Alert - 20% Guaranteed Return in One Year

Hedge Funds and Insiders Are Piling Into

One of 2015's best hedge funds and two insiders snapped up shares of this medical device stock recently. We believe its transformative and disruptive device will storm the $3+ billion market and help it achieve 500%-1000% gains in 3 years.

Get your FREE REPORT and the details of our 20% return guarantee today.

Subscribe me to Insider Monkey's Free Daily Newsletter
This is a FREE report from Insider Monkey. Credit Card is NOT required.
Loading Comments...
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 102% in 3 years!! Wondering How?

Download a complete edition of our newsletter for free!