CAH - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Larry Robbins' 13F portfolio on a quarterly basis. It is based on Robbins' regulatory 13F Form filed on 02/14/2018. Please visit our Tracking Larry Robbins' Glenview Capital Management Portfolio article for an idea on his investment philosophy and our previous update for the fund's moves during Q3 2017.
This quarter, Robbins' 13F portfolio value increased ~7% from $17.23B to $18.50B. The number of holdings increased from 56 to 58. The top five positions are HCA Holdings (HCA), DowDuPont