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Larry Robbins’ Favorite Picks (Ira Sohn Conference): $THC $HMA $HCA $LPNT

GLENVIEW CAPITALLarry Robbins’ recommended for-profit hospitals at the Ira Sohn Conference because they have low PE multiples and investors stay away from the sector because of the uncertainty. Larry Robbins’ favorite picks are Tenet Healthcare (THC), Health Management Associates (HMA), HCA Holdings (HCA), and LifePoint Hospitals (LPNT).

Glenview Capital had $192 million in HCA, $50 million in LPNT, $76 million in HMA, and $135 million in THC at the end of March.