Glenview Capital Management’s 2Q14 positions
Larry Robbins’ Glenview Capital Management delivers attractive absolute returns through fundamental research and individual security selection. In this series, we’ll discuss some of the notable positions it traded during the second quarter. The positions were disclosed in the fund’s 13F.
The size of the portfolio increased from $15.2 billion in 1Q14 to $17.2 billion last quarter.
The hedge fund bought new positions in National Oilwell Varco (NOV), Cadence Design Systems (CDNS), and Brookdale Senior Living (BKD). The fund raised positions in VCA Inc. (WOOF) and Flextronics International (FLEX).