A Look At Glenview Capital's Portfolio (ESRX, ORCL, FIS, MCK)

Glenview Capital is a $7 billion hedge fund run by Larry Robbins. Prior to forming Glenview, Mr. Robbins was a trader at Leon Cooperman's Omega Advisors. Glenview is known for taking concentrated positions in large cap stocks. The fund also employs an activist approach from time to time when they feel that management is not acting in the best interest of their shareholders.

As of 12/31/2009, Glenview's largest position was Express Scripts (NASDAQ: ESRX), a stock that it is hard to imagine Robbins has not made money on. ESRX shares have gained in excess of 70% in the last year alone. In the last 5 years, the stock has appreciated over 382%. At the time of his last SEC filing, Glenview's position was valued at over $235 million.

Glenview also had a very large position in Oracle (NASDAQ: ORCL) when they last filed with the SEC. That position was valued at over $231 million. Over the last six months, ORCL shares have gained 16.82% to $26.19.

Fidelity National Information Services (NYSE: FIS) was the third largest position in Glenview's portfolio as of 12/31/2009. This company is a global provider of banking and payments technology solutions, processing services and information-based services.

Another stock that Robbins had a position in valued at over $200 million was McKesson Corp. (NYSE: MCK). This stock has gained in excess of 77% in the last year. McKesson Corporation (MCK) provides supply, information and care management products and services across the healthcare industry.