Larry Robbins, one of the star performers in the hedge fund industry, scored brilliantly in healthcare stocks in last year. Glenview Capital has 54% of its assets invested in its top ten holdings which includes names like Thermo Fisher Scientific Inc. (NYSE:TMO), McKesson Corporation (NYSE:MCK), HCA Holdings Inc (NYSE:HCA) in healthcare sector and others like American International Group Inc (NYSE:AIG), Crown Castle International Corp. (NYSE:CCI), Flextronics International Ltd.(NASDAQ:FLEX), and Time Warner Cable Inc (NYSE:TWC).
See more of our coverage from Glenview Capital’s 2013 letter here and also make sure you sign up for our free newsletter
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