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Larry Robbins

Larry Robbins

Last Update: 2013-05-15

Number of Stocks: 60
Number of New Stocks: 11

Total Value: $9,504 Mil
Q/Q Turnover: 18%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Larry Robbins Watch

  • Larry Robbins Increases LifePoint Stake to 6.7% Ahead of Earnings Announcement

    Larry Robbins - Larry Robbins Increases LifePoint Stake To 6.7% Ahead Of Earnings Announcement Larry Robbins added 32.64% to his holding of LifePoint Hospitals Inc. (LPNT) at the average price of $44.21 on Feb. 14, 2013, as reported by GuruFocus Real Time Picks. He now owns 3,186,280 shares, or 6.71% of the company. The stock price has changed by -3%. LifePoint Hospitals Inc., a Delaware corporation, acting through its subsidiaries, operates general acute care hospitals primarily in non-urban communities in the U.S.

    Robbins began buying LifePoint Hospitals shares in the first quarter of 2011 when the price was $37.32 per share on average.  


  • Robbins’ HMA Stake Just Keeps Getting Bigger

    Larry Robbins - Robbins’ HMA Stake Just Keeps Getting Bigger Former trader at Leon Cooperman’s Omega Advisors, Larry Robbins, with his hedge fund, Glenview Capital, has reported its eleventh installment of increases to his stake in Health Management Associates (HMA), since purchasing the stock in 2011.

    Filed with the SEC yesterday, Robbins’ latest add maximizes his holding by 6.74 percent, according to GuruFocus Real Time Picks.  


  • HMA Stock Rises After False 60 Minutes Report, Glenview Capital Buys More Shares

    Larry Robbins - HMA Stock Rises After False 60 Minutes Report, Glenview Capital Buys More Shares Guru investor Larry Robbins, along with his hedge fund Glenview Capital Management, has increased the fund’s stake in healthcare provider Health Management Associates (HMA) two separate times since the start of December, according to GuruFocus Real Time Picks.

    The share purchases came about two weeks after HMA issued a statement in regards to a report done by television program 60 Minutes, which claimed that HMA pressured patients into pursuing unneeded treatments to boost profits.  


  • Glenview’s Larry Robbins Declares 8.39% Ownership of Community Health Systems

    Larry Robbins - Glenview’s Larry Robbins Declares 8.39% Ownership Of Community Health Systems Larry Robbins, of New York-based Glenview Capital Management, has purchased more than 6 million shares of Community Health Systems Inc. (CYH) as of Nov. 13, according to GuruFocus Real Time Picks. The purchase makes him 8.39 percent owner of the company, and represents an increase of 368.41 percent.

    As one of Robbins’ new buys in the third quarter, Community Health Systems is one of 45 stocks in his $6.11 billion portfolio. With a market cap of $2.73 billion, Community Health Systems operates more than 135 general acute care hospitals in 29 U.S. states. The company is headquartered in Tennessee and has been publicly traded since June 9, 2000.  


  • Larry Robbins Grows in Tenet Healthcare Shares

    Larry Robbins - Larry Robbins Grows In Tenet Healthcare Shares Glenview Capital’s Larry Robbins has increased his holding of Tenet Healthcare Corp. (THC) in the past six weeks with four separate purchases; his most recent purchase was reported Oct. 19, adding 200,000 shares to his previous holding, according to GuruFocus Real Time Picks.

    This places Robbins’ total holding of Tenet Healthcare to 56.5 million shares, boosting his ownership of the company to almost 15 percent.  


  • Larry Robbins' Top Conviction Picks - 'In Glenview, we like health care and industrial solid companies'

    Larry Robbins manages Glenview Capital Management, a hedge fund that comprises other two: Glenview Funds, a short fund and Little Arbor Funds, a multi-strategy fund.

    Larry Robbins is known in the investment sphere for betting on large-cap stocks. In addition, he is known for taking an activist role in terms of management, that is to say, he expresses his concerns on what management teams at some of his investments do and requires changes.  


  • Hedge Fund Glenview Capital Larry Robbins Buys BMC Software, HCA Holdings, Sealed Air, Sells Aetna Inc., Goodrich Corp., Apple Inc.

    Hedge fund Glenview Capital Management just reported its third quarter portfolio. The firm is founded by Larry Robbins. According to its shareholder, for the 10-year period ended on Dec. 31, 2010, Glenview Funds gained 301%, while the average hedge fund gained 71% and S&P500 gained just 15%. For the 5-year period ended in 2010, Glenview funds gained 122%, while S&P500 gained just 9% and the average hedge fund gained 18%.

    Larry Robins was proud that his firm can “continue to generate attractive risk adjusted returns”. Although he “remains constructive on the investment environment over the medium term supported by attractive valuations, excessive corporate liquidity and a growing economy”, Robbins broadened his short positions in REIS, cruise lines and other travel related equities, companies that derive a significant portion of their revenue from government and healthcare.  


  • Hedge Fund Glenview Capital Q1 Portfolio Update

    Larry Robbins - Hedge Fund Glenview Capital Q1 Portfolio Update Hedge fund Glenview Capital Management just celebrated its tenth anniversary with stellar returns, according to the latest shareholder letter from its founder Larry Robbins. For the 10-year period ended on Dec. 31, 2010, Glenview Funds gained 301%, while the average hedge fund gained 71% and S&P500 gained just 15%. For the five-year period ended in 2010, Glenview funds gained 122%, while S&P500 gained just 9% and the average hedge fund gained 18%. As of 03/31/2011, Glenview Capital owns 57 stocks with a total value of $6.7 billion. These are the details of the buys and sells.

    Larry Robins is proud that his firm can “continue to generate attractive risk adjusted returns.” Although he “remains constructive on the investment environment over the medium term supported by attractive valuations, excessive corporate liquidity and a growing economy,” Robbins broadened his short positions in REIS, cruise lines and other travel related equities, companies that derive a significant portion of their revenue from government and healthcare.  


  • Hedge Fund Glenview Capital’s Larry Robbins Keeps Buying MCK, LH, TYC, GR, CLWR

    Larry Robbins - Hedge Fund Glenview Capital’s Larry Robbins Keeps Buying MCK, LH, TYC, GR, CLWR Hedge fund Glenview Capital Management just celebrated its tenth anniversary with stellar returns, according to the latest shareholder from its founder Larry Robbins. For the 10-year period ended on Dec. 31, 2010, Glenview Funds gained 301%, while the average hedge fund gained 71% and S&P500 gained just 15%. For the 5-year period ended in 2010, Glenview funds gained 122%, while S&P500 gained just 9% and the average hedge fund gained 18%.

    Larry Robins is proud that his firm can “continue to generate attractive risk adjusted returns”. Although he “remains constructive on the investment environment over the medium term supported by attractive valuations, excessive corporate liquidity and a growing economy”, Robbins broadened his short positions in REIS, cruise lines and other travel related equities, companies that derive a significant portion of their revenue from government and healthcare.  


  • Glenview Capital Annual Letter Full of Investment Ideas

    This one is well worth the read.  


  • Larry Robbins on Heath Maintenance Organizations

    Before founding Glenview Institutional Partners in year 2000, Larry Robbins had worked for Leon Cooperman at Omega Advisors for 6 years. Currently, he manages about $7 billion, which is split between Glenview Funds, a short fund, and Little Arbor Funds, a multi-strategy fund. Robbins makes his returns making concentrated bets on large cap stocks. In addition, Robbins has been known to take a more activist approach to some of his large bets, voicing concerns about what management is doing and publicly demanding change.

    Robbins was featured in the latest issue of Columbia Business School’s Graham & Doddsville. Here is an excerpt with Robbins taking about the his thesis on Heath Maintenance Organizations:
      


  • Hedge Fund Glenview Capital Buys TYC, LH, HPQ, CI, BAX, MSFT, GLW, Sells MHS, DVA, BMC, RSG, OCR, APD, FLS

    Larry Robbins - Hedge Fund Glenview Capital Buys TYC, LH, HPQ, CI, BAX, MSFT, GLW, Sells MHS, DVA, BMC, RSG, OCR, APD, FLS Larry Robbins at Glenview Capital reported his Q4 portfolio. As of 12/31/2010, Glenview Capital owns 57 stocks with a total value of $6 billion. These are the details of the buys and sells.

    To learn more about Larry Robbins and his firm Glenview Capital, please read the Latest Issue of Graham and Doddsville. Some excerpts of the interview:  


  • Hedge Fund Glenview Capital Q2: Buys CLWR, DFS, DGX, GILD, GOOG; Larry Robbins Added

    Hedge fund manager Larry Robbins, founder of Glenview Capital, has been added into our list of premium gurus. These are the buys and sells of the fund during the second quarter.

    Glenview Capital Management is a $7 billion hedge fund under the management of Larry Robbins. The $7 billion is split between Glenview Funds, a short fund, and Little Arbor Funds, a multi-strategy fund. Robbins makes his returns making concentrated bets on large cap stocks. In addition, Robbins has been known to take a more activist approach to some of his large bets, voicing concerns about what management is doing and publicly demanding change. Glenview Capital Management was founded in 2000 and is based in New York.  





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