Larry Robbins

Last Update: 2014-02-14

Number of Stocks: 67
Number of New Stocks: 7

Total Value: $13,962 Mil
Q/Q Turnover: 16%

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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Rating: 0.0/5 (0 votes)

Glenview Capital on John Malone
There are, of course, substantial winners and losers from 2008, but those are best measured over the course of the past five years. While many will point to hedge fund managers who were short mortgages, financials or the market over this period, we believe the biggest winner has been John Malone, the cable and media entrepreneur who maintained investment composure throughout the period. John Malone entered 2008 with a net worth of $1.7 billion, and now, according to Forbes, has a net worth of $7.5 billion. How did he do it? Firms that he owns and functionally controls were the only firms who consistently repurchased undervalued stock through the decline, and acted like owners while others acted like traders. We do not believe his fortune was simply the result of good fortune – he chose to invest in a highly stable and defensive industry, and he remained true to his investment principles during a confusing and difficult period. More...

GLENVIEW CAPITAL, JOHN MALONE


  • Currently 2.60/5

Rating: 2.6/5 (5 votes)

GuruFocus Real Time Picks of the Week Larry Robbins,Mario Gabelli - 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. This week we saw notable increases in Real Time activity from Mario Gabelli (Trades, Portfolio), Larry Robbins (Trades, Portfolio) and Bill Ackman (Trades, More...

  • Currently 4.00/5

Rating: 4.0/5 (7 votes)

Top-Returning Manager Larry Robbins' Stocks at 52-Week Lows Larry Robbins - 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.   More...

  • Currently 3.75/5

Rating: 3.8/5 (4 votes)

Glenview's Larry Robbins Explains How Long-Term Stock Picking Drove 100% Returns in 2013
Every once in a while the financial networks give us a break from the usual fast talking heads who are willing to predict what a stock is going to do over the next four hours.Today Bloomberg gave viewers a treat by having Glenview's Larry Robbins (Trades, Portfolio) on for an extended interview.Robbins is coming off an incredible 2013 with his fund up over 100%.How did he do it?  Long term investing.His fund has held its twenty largest holdings for at least for years on average.Enjoy the interview:  More...

  • Currently 3.33/5

Rating: 3.3/5 (3 votes)

King of Consistency - Larry Robbins’ High Conviction Stocks in Review Larry Robbins - King Of Consistency - Larry Robbins’ High Conviction Stocks In Review
To ring in the New Year, here’s inspiration from hedge fund hotshot Larry Robbins who once said: “Consistency of effort often makes the difference between who wins and who loses …We know that the key is to realize that on January 1st, when the sheet reads zero point zero, we have to remember that it’s not about what you did before, but about that persistence and continuity of work effort.” More...

MEDICAL DISTRIBUTION, COMPUTER MANUFACTURERS, MEDICAL CARE


  • Currently 3.75/5

Rating: 3.8/5 (4 votes)

Gabelli and Robbins Highlight Guru Buys of the Week Mario Gabelli,Larry Robbins - Gabelli And Robbins Highlight Guru Buys 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. This week we saw notable increases in Real Time activity from Mario Gabelli and Larry Robbins. More...

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Rating: 4.0/5 (2 votes)

Larry Robbins Ups Holdings in Health Care Company Larry Robbins - Larry Robbins Ups Holdings In Health Care Company
Yesterday GuruFocus Real Time Picks reported two guru buys coming from Larry Robbins into the company Tenet Healthcare (THC). The guru made these two buys on two different days over the past week. More...

  • Currently 3.50/5

Rating: 3.5/5 (2 votes)

Robbins, Cohen and Karr Highlight the Guru Real Time Picks of the Week Robert Karr,Larry Robbins - Robbins, Cohen And Karr Highlight The Guru 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. This week we saw notable increases in Real Time activity from Larry Robbins, Steven Cohen and Robert Karr. More...

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Rating: 5.0/5 (1 vote)

Halvorsen v. Robbins: Gurus’ Refining Picks
Industry leading integrated oil and gas companies have seen a performance slowdown as volumes in downstream operations declined. The impact, in some cases, was so important that improvements in the upstream segment were offset. However, demand is expected to rise through 2017, offering a good opportunity to analyze oil and gas refining companies. In this case, I will look at Valero Energy (VLO) and Phillips 66 (PSX). More...

ENERGY, OIL, GAS, REFINER


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Glenview Capital - Larry Robbins in Real Time and Review
Here’s an update on the third quarter 2013 sells made by Larry Robbins of Glenview Capital. The Glenview Capital portfolio currently lists 65 stocks and a total value of $11.8 billion with a quarter-over-quarter turnover of 17%. Guru Robbins has bought 13 new stocks, as of the Nov. 14, 2013 update. His average return over 12 months is 25.37%. More...

DIAGNOSTICS & RESEARCH, TELECOM SERVICES, DATA STORAGE, MEDICAL CARE


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Rating: 3.5/5 (6 votes)

Glenview Capital's Larry Robbins - Full 13-Page Letter to HMA Shareholders Seeking Board Removal
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Rating: 2.5/5 (4 votes)

Glenview Capital's Larry Robbins Explains Why He Wants HMA's Board Removed
Glenview Capital's Larry Robbins has an excellent long-term track record. That track record is mainly the result of passive investments. Today, however, Robbins is making an unusual move (for him) and going activist on Health Management Associates (HMA). Glenview which owns 14% of the company is asking shareholders to replace the current board of directors. In the video below he explains why he is taking his suggestion to remake the board of directors to shareholders: More...

  • Currently 3.11/5

Rating: 3.1/5 (9 votes)

First Quarter Sells - Larry Robbins Unloads Large Positions
Guru Larry Robbins of Glenview Capital Management, the vocal activist investor, did some major selling as of March 31, 2013. Robbins unloaded some concentrated bets like long-held Hewlett-Packard Co. (HPQ) for 2.9 million shares, Cardinal Health Inc. (CAH) for 3.4 million shares and Sirius XM Radio Inc. (SIRI) for 10 million shares. Here are Glenview Capital's first quarter 2013 sell out details: [b] More...

COMPUTER SYSTEMS, LODGING, MEDICAL DISTRIBUTION, ELECTRONIC COMPONENTS, BROADCASTING – RADIO


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Rating: 1.0/5 (1 vote)

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. More...

  • Currently 4.00/5

Rating: 4.0/5 (2 votes)

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. More...

  • Currently 4.00/5

Rating: 4.0/5 (6 votes)

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. More...

  • Currently 4.00/5

Rating: 4.0/5 (6 votes)

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. More...

  • Currently 3.14/5

Rating: 3.1/5 (7 votes)

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. More...

  • Currently 3.17/5

Rating: 3.2/5 (12 votes)

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. More...

  • Currently 2.64/5

Rating: 2.6/5 (11 votes)

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. More...

LIFE,MCK,CCI,TYC,TMO


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