VIAC - Larry Robbins hedge fund indicates top fund holdings as 2021 picks a mixed pack

Larry Robbins, Founder and CEO of Glenview Capital Management picks top 10 stock. Glenview Capital 13F portfolio reported a value decline of $22B in the past five years.At the end of the latest quarter, the 13F portfolio value stood ~$3.18B at the end of the latest quarter. Fund slashed its position in 27 stocks during the September quarter and sold out his stake in 6 stocks.In the latest quarter, it bought only 7 stocks in the latest quarter and added to 9 existing positions.2021 stock pack from the billionaire's treasure is a mix of healthcare, tech, finance, communications, consumer discretionary, and materials industries and they form 67% of the overall portfolio.Tech pack is highlighted by ViacomCBS (VIAC) which is also the tenth largest stock holding (2.8%) of Larry's stock portfolio; recently the fund offloaded 40% stake to capitalize on the recent price gains. Currently, the hedge fund holds 3.4M shares. Below chart display

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Larry Robbins hedge fund indicates top fund holdings as 2021 picks, a mixed pack