Below please find Glenview Capital Management's 2011 letter. Larry Robbins is a savvy investor and his impressive numbers prove that. The letter has some great detail on their forward outlook, their position in McKesson, their position on the managed care space, their view of Laboratory Corporation, Viacom, Goodrich, Expedia, Tyco, AON, and Pfizer.
As you can see there is a lot of good nuggets to chew on here.
Glenview Capital Management - 3-23-11