Larry Robbins

Last Update: 05-15-2015

Number of Stocks: 79
Number of New Stocks: 11

Total Value: $21,882 Mil
Q/Q Turnover: 19%

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

Larry Robbins' s Profile & Performance

Profile

Glenview Capital Management, founded in 2000 by Larry Robbins, is a privately held investment management firm. In its 14th year of operation, Glenview manages approximately $7.4B of assets split between two products: the Glenview Funds (long/short) and the Glenview Opportunity (“GO”) Funds (concentrated, opportunistic). Since inception, the compounded annualized rates of return for the Glenview and GO Funds are approximately 15% and 25%, respectively (through January 2014). Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Their investments are primarily focused on the US, with a smaller amount of exposure in Western Europe.

Total Holding History

Top Ranked Articles

Latest Issue of Graham and Doddsville Is Here!
Students of Columbia Business School published their Winter 2011 issue of Graham and Doddsville. Read more...
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%. Read more...
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%. Read more...
Top-Returning Manager Larry Robbins' Stocks at 52-Week Lows
The market may have soared, but the average hedge fund returned only 7.4% in 2013. Meanwhile, Larry Robbins (Trades, Portfolio)’ Glenview Capital did multiple laps around them, with his $1.8 billion Glenview Capital Opportunity Fund return more than 100% over the year, to become the top-performing hedge fund.   Read more...
Guru New Buys Update: Steven Cohen, Larry Robbins
Steven Cohen, founder of hedge fund SAC Capital Advisors, purchased 6,379,900 shares of Forest Oil Corporation (FST) at an average price of $8.84 per share last week, according to GuruFocus Real Time Picks. This represents a 54999.14% increase from the 11,600 shares of the company he owned previously, after shrinking his position for three consecutive quarters. Read more...
» More Larry Robbins Articles

Commentaries and Stories

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Glenview Capital Initiates Position in Manitowoc
Glenview Capital Management, founded in 2000 by Larry Robbins (Trades, Portfolio), is a privately held investment management firm. Glenview manages approximately $7.4B of assets split between two products: the Glenview Funds (long/short) and the Glenview Opportunity Funds (concentrated, opportunistic). Since inception, the compounded annualized rates of return for the Glenview and GO Funds are approximately 15% and 25%, respectively. Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Their investments are primarily focused on the US, with a smaller amount of exposure in Western Europe. More...

LONG, INDUSTRIALS


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Larry Robbins' Glenview Capital Top New Stocks Larry Robbins - Larry Robbins' Glenview Capital Top New Stocks
Top-returning fund manger of 2013 Larry Robbins (Trades, Portfolio) announced last week that he bought 11 new first-quarter stocks at his hedge fund Glenview Capital Management. More...

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Glenview Capital Raises Stake In Monsanto
Monsanto Company (MON) More...

OMNICARE, OCR, NYSE:OCR, MONSANTO, MON, NYSE:MON, SYNGENTA, SYT, NYSE:SYT, CVS HEALTH, CVS, NYSE:CVS, GLENVIEW CAPITAL MANAGEMENT, LARRY ROBBINS


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Larry Robbins Adds To Stake In Brookdale Senior Living
Glenview Capital Management, founded in 2000 by Larry Robbins (Trades, Portfolio), is a privately held investment management firm. In its 14th year of operation, Glenview manages approximately $7.4B of assets split between two products: the Glenview Funds (long/short) and the Glenview Opportunity Funds (concentrated, opportunistic). Since inception, the compounded annualized rates of return for the Glenview and GO Funds are approximately 15% and 25%, respectively (through January 2014). Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Their investments are primarily focused on the US, with a smaller amount of exposure in Western Europe. More...

Larry Robbins, Brookdale Senior Living


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Larry Robbins' Top Growth Stocks
Glenview Capital Management, founded in 2000 by Larry Robbins (Trades, Portfolio), is a privately held investment management firm. In its 14th year of operation, Glenview manages approximately $7.4B of assets split between two products: the Glenview Funds (long/short) and the Glenview Opportunity Funds (concentrated, opportunistic). Since inception, the compounded annualized rates of return for the Glenview and GO Funds are approximately 15% and 25%, respectively (through January 2014). Glenview is focused on delivering attractive absolute returns through an intense focus on deep fundamental research and individual security selection. Their investments are primarily focused on the US, with a smaller amount of exposure in Western Europe. More...

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Should You follow Carl Icahn and Larry Robbins and Buy Manitowoc?
Larry Robbins (Trades, Portfolio) of Glenview Capital Management has recently initiated a long position in Manitowoc (MTW) by buying over 8.6 mn shares of the company. Last quarter, another noted investor Carl Icahn (Trades, Portfolio) bought Manitowoc's shares with intention to force management to spin-off the company's Food Service equipment business. Icahn also added more shares to his position in January and currently holds 10,582,660 shares of Manitowoc. More...

LONG


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Larry Robbins Takes Stake in Company That Agreed to Carl Icahn Deal Larry Robbins - Larry Robbins Takes Stake In Company That Agreed To Carl Icahn Deal
Larry Robbins (Trades, Portfolio), the manager of Glenview Capital who made headlines last year for beating out almost every other hedge fund’s returns, has amassed a stake in a new company, Manitowoc Co. (MTW). More...

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A Look at Larry Robbins and His Latest Portfolio Update Larry Robbins - A Look At Larry Robbins And His Latest Portfolio Update
When looking for companies to invest in, Larry Robbins (Trades, Portfolio) of Glenview Capital Management focuses on companies that are stable, predictable and steady. The company must have recurring revenue streams or entrenched market positions. His investing style is most commonly known as "GARP," which stands for Growth at a Reasonable Price. More...

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Larry Robbins Boosts Stakes in 3 Companies Larry Robbins - Larry Robbins Boosts Stakes In 3 Companies
Top-performing hedge fund manager Larry Robbins (Trades, Portfolio) on Dec. 10 increased his holdings in three companies, GuruFocus Real Time Picks reported: Avis Budget Group Inc. (CAR), PVH Corp (PVH) and Lithia Motors Inc. (LAD). More...

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Larry Robbins Lives Up to Reputation for Investing in Healthcare Sector Larry Robbins - Larry Robbins Lives Up To Reputation For Investing In Healthcare Sector
During the campaigns in the recently concluded midterm elections, incumbent Democrats were reluctant to speak of Obamacare, almost as hesitant as they were to be seen with the president, on the campaign trail. More...

larry robbins, healthcare, obamacare, democrat


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Top Reasons to Invest in National Oilwell
In this article, let's take a look at National Oilwell Varco, Inc. (NOV), a $30.43 billion market cap company that designs and manufactures drill rig equipment, provides downhole tools and services, and also provides supply chain integration services to the upstream oil and gas industry. More...

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Glenview's Larry Robbins Adds to Stake in Watchmaker Fossil Larry Robbins - Glenview's Larry Robbins Adds To Stake In Watchmaker Fossil
Glenview Capital Management’s Larry Robbins (Trades, Portfolio), the top-performing hedge fund manager last year, reported on Monday adding shares to his stake in Fossil Group Inc. (FOSL), according to GuruFocus Real Time Picks. More...

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Top Hedge Funder Larry Robbins Boosts Shareholding in VCA Inc. Larry Robbins - Top Hedge Funder Larry Robbins Boosts Shareholding In VCA Inc.
Larry Robbins (Trades, Portfolio), noted for being top-performing hedge fund manager of 2013, with an 84.2% at his $1.8 billion Glenview Capital Opportunity Fund returned 84.2% through Oct. 31, has reported adding to his stake in one of his current holdings. Robbins increased his shareholding in VCA Inc. (WOOF) by 45.6%, or 4,009,200 shares, according to GuruFocus Real Time Picks. More...

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Hedge Fund Legend Leon Cooperman's Full Interview At Delivering Alpha
Leon Cooperman (Trades, Portfolio) is known as the hardest working man on Wall Street. More...

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Larry Robbins Tops GuruFocus Real Time Picks of the Week Larry Robbins - Larry Robbins Tops GuruFocus Real Time Picks Of The Week
The following information is a highlight of the real-time guru activity we saw this week. To view more information on these gurus, check out their guru portfolios. The “Real Time Picks” reports the stock purchases and sells that Gurus have made within the prior two weeks. If a Guru makes a purchase or sell of a company in which they own a greater-than 5% stake, SEC regulations require them to report their transaction within two days. It was a quiet week in guru trades but we did Larry Robbins (Trades, Portfolio) making a notable increase in the babies and children’s outfitter Carter’s (CRI). More...

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Gabelli and Robbins Report Real Time Buys Larry Robbins,Mario Gabelli - Gabelli And Robbins Report Real Time Buys
Both Larry Robbins (Trades, Portfolio) and Mario Gabelli (Trades, Portfolio) made increases into previously held stocks over the past week. Robbins added to his already sizeable stake in Carter’s Inc (CRI) and Gabelli added to his consistently growing stake in Layne Christensen Co. (LAYN). Both of these buys come as their respective share prices have recently fallen close to their 52-week lows. More...

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Widely Held Guru Stocks Near 52-Week Lows Larry Robbins,PRIMECAP Management - Widely Held Guru Stocks Near 52-Week Lows
Below are the most widely held stocks by the investing gurus trading near their 52-week lows. It is interesting to note that every single one of them is a retail stock. With retail, the stocks could be down due to many reasons including online competition, decreases in discretionary spending, changes in fashion trends, as well as others. More...

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Top Five Guru-Owned Mid Cap Stocks Brian Rogers,Larry Robbins - Top Five Guru-Owned Mid Cap Stocks
Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see mid-cap companies which are held by the most gurus. The following five mid-capped companies are held by the largest number of gurus during the past quarter. More...

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Glenview's Larry Robbins Talks to Bloomberg at the Ira Sohn Conference
Robbins thinks that 2014 is going to be tougher sledding in the equity markets. More...

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