Follow the Pundits: When Institutional Trades Matter | Funanc1al – tagged "Thermo Fisher Scientific"

Follow the Pundits

Tag: Thermo Fisher Scientific

Larry Robbins-inspired hedge fund investor on a Wall Street hockey rink, representing Glenview Capital, CVS activism and high-conviction investing.

September 4, 2026

🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡

Larry Robbins has built Glenview Capital around fundamental research, concentrated conviction and an unusual willingness to act like an owner. We examine its ~$5.5B Q2 2026 portfolio, CVS activism, healthcare bets, extraordinary early track record—and why hockey may explain more about Robbins than you'd expect. 🏒

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Tags: 13F, Agilent Technologies, Amazon, AMZN, capital allocation, Carpe Diem, CarpeDiem, concentrated investing, CVS, CVS Health, CVS stock, Danaher, FUNanc1al, FunFund Index, Glenview Capital, Glenview Capital Management, GlenviewCapital, Global Payments, GPN, healthcare investing, HealthcareInvesting, hedge fund managers, hedge fund portfolio, hedge funds, HedgeFunds, hockey, institutional investors, investing, investment strategy, Larry Robbins, LarryRobbins, LongTermInvesting, Meta Platforms, portfolio management, Q2 2026 13F, smart money, stock market, Tenet Healthcare, THC, Thermo Fisher Scientific, TMO, value investing, ValueInvesting

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Follow the Pundits

Tag: Thermo Fisher Scientific

September 4, 2026

🏒 Glenview Capital & Larry Robbins: The $5.5B “Hockey Jersey” Hedge Fund Slashing Wall Street 🏥⚡

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