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

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