Glenview Capital Lauds Activism, John Malone; Notes J.C.Penney Mistake

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 According to the annual shareholder letter sent to investors on March 31st and recently reviewed by ValueWalk, the…