Glenview Capital’s Biggest Healthcare Stock Picks: LIFE, TMO, HCA, LNCR, CI, LH, PFE, LPNT, DVA

Wall St. Watchdog reveals information regarding Glenview Capital Management’s top holdings in the Healthcare sector for the quarter ending September 30th, 2011. The firm held 11 stocks in the Healthcare sector at the end of the quarter with an aggregate market value of $1.343 billion.

  • Life Technologies Corporation (NASDAQ:LIFE): On 06/30/2011, Glenview Capital Management reported holding 12,762,399 shares with a market value of $664,538,112. This comprised 9.01% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 14,154,289 shares with a market value of $543,949,331. This comprised 9.98% of the total portfolio. The net change in shares for this position over the two quarters is 1,391,890. About Company: Life Technologies Corporation develops biotechnology tools used by researchers. The Company offers a broad range of products and services, including systems, instruments, reagents, and custom services. Life’s portfolio of products includes technologies for capillary electrophoresis based sequencing, sequencing, mass spectrometry sample preparation, and cell culture.
  • Thermo Fisher Scientific Inc. (NYSE:TMO): On 06/30/2011, Glenview Capital Management reported holding 4,072,964 shares with a market value of $262,258,149. This comprised 3.55% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 4,322,964 shares with a market value of $218,914,894. This comprised 4.02% of the total portfolio. The net change in shares for this position over the two quarters is 250,000. About Company: Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.
  • Hca Hldgs Inc Com (NYSE:HCA): On 06/30/2011, Glenview Capital Management reported holding 3,231,705 shares with a market value of $106,646,265. This comprised 1.45% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 7,844,267 shares with a market value of $158,140,422. This comprised 2.9% of the total portfolio. The net change in shares for this position over the two quarters is 4,612,562. About Company: HCA Holdings, Inc. operates hospitals. The Company operates acute care hospitals, outpatient facilities, clinics and other patient care delivery settings. HCA operates hospitals in the United States and the United Kingdom.
  • Lincare Holdings Inc. (NASDAQ:LNCR): On 06/30/2011, Glenview Capital Management reported holding 3,095,535 shares with a market value of $90,606,311. This comprised 1.23% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 5,631,403 shares with a market value of $126,706,568. This comprised 2.32% of the total portfolio. The net change in shares for this position over the two quarters is 2,535,868. About Company: Lincare Holdings Inc. provides oxygen and other respiratory therapy services to patients in the home. The Company’s patients typically suffer from emphysema, chronic bronchitis, or asthma. The Company serves customers throughout the United States through its operating centers.
  • Cigna Corporation (NYSE:CI): On 06/30/2011, Glenview Capital Management reported holding 3,061,580 shares with a market value of $157,457,060. This comprised 2.13% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 2,699,709 shares with a market value of $113,225,792. This comprised 2.08% of the total portfolio. The net change in shares for this position over the two quarters is -361,871. About Company: CIGNA Corporation, through its subsidiaries, provides group life and health insurance, managed care products and services, retirement products and services, and individual financial services worldwide. The Company also sells individual life and health insurance and annuity products in selected international locations.
  • Laboratory Corp. Of America Holdings (NYSE:LH): On 06/30/2011, Glenview Capital Management reported holding 0 shares. On 09/30/2011, Glenview Capital Management reported holding 768,200 shares with a market value of $60,726,212. This comprised 1.11% of the total portfolio. The net change in shares for this position over the two quarters is 768,200. About Company: Laboratory Corporation of America Holdings is a clinical laboratory organization. The Company offers a wide range of clinical laboratory tests which are used by the medical profession in routine testing, patient diagnosis, and in the monitoring and treatment of disease. Laboratory Corporation operates a network of laboratories and service sites which serve clients across the United States.
  • Health Management Associates Inc. (NYSE:HMA): On 06/30/2011, Glenview Capital Management reported holding 4,544,193 shares with a market value of $48,986,399. This comprised 0.66% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 6,044,193 shares with a market value of $41,825,816. This comprised 0.77% of the total portfolio. The net change in shares for this position over the two quarters is 1,500,000. About Company: Health Management Associates Inc. operates general acute care hospitals in rural communities located primarily in the southeastern and southwestern United States. The Company’s facilities offer a wide range of medical and surgical services.
  • Pfizer Inc. (NYSE:PFE): On 06/30/2011, Glenview Capital Management reported holding 0 shares. On 09/30/2011, Glenview Capital Management reported holding 1,750,000 shares with a market value of $30,940,001. This comprised 0.57% of the total portfolio. The net change in shares for this position over the two quarters is 1,750,000. About Company: Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals. The Company’s products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.
  • Lifepoint Hospitals Inc. (NASDAQ:LPNT): On 06/30/2011, Glenview Capital Management reported holding 378,800 shares with a market value of $14,803,505. This comprised 0.2% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 578,800 shares with a market value of $21,207,232. This comprised 0.39% of the total portfolio. The net change in shares for this position over the two quarters is 200,000. About Company: LifePoint Hospitals, Inc. provides health care services through its hospitals. The Company’s facilities are primarily located in non-urban areas where its hospital is the only one in the community. LifePoint’s hospitals are currently located in Alabama, Florida, Georgia, Kansas, Tennessee, Kentucky, Louisiana, Utah, and Wyoming.
  • Davita Inc. (NYSE:DVA): On 06/30/2011, Glenview Capital Management reported holding 0 shares. On 09/30/2011, Glenview Capital Management reported holding 223,316 shares with a market value of $13,995,213. This comprised 0.26% of the total portfolio. The net change in shares for this position over the two quarters is 223,316. About Company: DaVita, Inc. provides dialysis services in the United States for patients suffering from chronic kidney failure. The Company treats patients through a network of owned and managed dialysis facilities in the continental United States.

(Note: Data regarding Glenview Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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