Larry Robbins

Glenview Capital

Last Update: 2013-05-16

Number of Stocks: 60
Number of New Stocks: 11

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

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Larry Robbins's Profile & Performance

Profile

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.

Total Holding History

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Performance of Glenview Capital

Year	Return (%)	S&P500 (%)	Excess Gain (%)
2010	15.3	15.06	0.2
2009	82.7	26.46	56.2
2008	-50	-37	-13.0
3-Year Cumulative	5.3 (1.7%/year)	-8.3 (-2.9%/year)	13.6 (4.6%/year)

Top Ranked Articles

Latest Issue of Graham and Doddsville Is Here!

February 12, 2011

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

March 29, 2011

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...

Guru New Buys Update: Steven Cohen, Larry Robbins

September 20, 2012

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...

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

November 16, 2011

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...

Weekly Guru Bargains Highlights: CLWR, ACXM, FRO, TLAB, MTG

June 12, 2011

Last week’s top five guru bargain stocks were CLWR, ACXM, FRO, TLAB and MTG. According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Read more...

» More Larry Robbins Articles

Commentaries and Stories

Currently 4.00/5

Rating: 4.0/5 (3 votes)

First Quarter Sells - Larry Robbins Unloads Large Positions

May 20, 2013

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

Currently 0.00/5

Rating: 0.0/5 (0 votes)

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

February 26, 2013

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

January 11, 2013

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

December 24, 2012

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

November 26, 2012

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

October 24, 2012

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 3.36/5

Rating: 3.4/5 (11 votes)

Guru New Buys Update: Steven Cohen, Larry Robbins

September 20, 2012

Currently 2.40/5

Rating: 2.4/5 (10 votes)

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

January 31, 2012

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

Currently 3.25/5

Rating: 3.3/5 (12 votes)

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

November 16, 2011

Currently 3.56/5

Rating: 3.6/5 (9 votes)

Weekly Guru Bargains Highlights: CLWR, ACXM, FRO, TLAB, MTG

June 12, 2011

Last week’s top five guru bargain stocks were CLWR, ACXM, FRO, TLAB and MTG. According to GuruFocus updates, these stocks have declined the most since Gurus have bought. More...

GURU BARGAIN

Currently 2.45/5

Rating: 2.5/5 (11 votes)

Hedge Fund Glenview Capital Q1 Portfolio Update

May 18, 2011

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. More...

Currently 3.54/5

Rating: 3.5/5 (13 votes)

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

March 29, 2011

Currently 2.64/5

Rating: 2.6/5 (11 votes)

Glenview Capital Annual Letter Full of Investment Ideas

March 24, 2011

This one is well worth the read. More...

Currently 2.90/5

Rating: 2.9/5 (10 votes)

Larry Robbins on Heath Maintenance Organizations

February 17, 2011

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. More...

Currently 2.13/5

Rating: 2.1/5 (8 votes)

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

February 15, 2011

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. More...

Currently 4.45/5

Rating: 4.5/5 (11 votes)

Latest Issue of Graham and Doddsville Is Here!

February 12, 2011

Students of Columbia Business School published their Winter 2011 issue of Graham and Doddsville. More...

Currently 1.57/5

Rating: 1.6/5 (7 votes)

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

September 2, 2010

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. More...