ESI - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q2 2019 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 08/14/2019. 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 Q1 2019.
This quarter, Robbins’ 13F portfolio value decreased marginally, from $11.21B to $11.03B. The number of holdings increased from 44 to 47. The top five positions are CIGNA Corp.