Prior to founding Glenview Capital in February 2001, Larry Robbins was a trader at Leon Cooperman’s Omega Advisors. Larry Robbins’ Glenview returned 301% after fees and expenses between January 2001 and December 2010. Glenview Capital also returned 15.7% in 2010, performing better than average hedge funds and the S&P 500 index. Larry Robbins’ Glenview, once a$9 billion hedge fund, lost around half of its assets and underperformed the market in 2008. Asset losses and a poor performance made them lay off 12 employees right before Christmas that year. Glenview lost around 50% in 2008, but the bad days may be behind them now. The fund returned 82.7% in 2009.
| Fund Name: | Glenview Capital |
| Manager | Larry Robbins |
| Portfolio Value | $9,503,639,000 |
| Change This QTR | +1.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | LIFE | 14,539,992 | $939,720 |  |
9.88% | |
| 2.) | THC | 13,839,339 | $658,476 | |
6.92% | |
| 3.) | HMA | 37,757,583 | $485,940 | |
5.11% | |
| 4.) | CYH | 9,015,163 | $427,229 | |
4.49% | |
| 5.) | MCK | 3,711,037 | $400,644 | |
4.21% | |
| 6.) | AIG | 9,637,698 | $374,135 | |
3.93% | |
| 7.) | HCA | 8,881,956 | $360,874 | |
3.79% | |
| 8.) | FLEX | 52,093,862 | $352,155 | |
3.7% | |
| 9.) | XRX | 32,675,868 | $281,012 | |
2.95% | |
| 10.) | HUM | 3,970,205 | $274,381 | +100% |
2.88% |
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