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5 Health Care Stocks in Gurus' Portfolios

- By Tiziano Frateschi

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among guru investors.


Eli Lilly and Co. (LLY) is held by 19 gurus. The manufacturer of human pharmaceutical and animal health products has a market cap of $124 billion. Its revenue of $24.27 billion has grown 0.90% over a 10-year period.

The stock is trading with a price-earnings ratio of 250. The share price of $115 is 4.31% below its 52-week high and 55.62% above its 52-week low. Over the last 10 years, it has returned a 201% gain.

The company's largest shareholder among the gurus is PRIMECAP Management (Trades, Portfolio) with 5.17% of outstanding shares, followed by the Dodge & Cox with 2.14%, the Vanguard Health Care Fund (Trades, Portfolio) with 2.09% and Ken Fisher (Trades, Portfolio) with 0.35%

Six gurus have positions in LifePoint Health Inc. (LPNT). The company, which operates community hospitals and other outpatient centers and facilities, has a market cap of $2.52 billion. Its revenue of $22.28 billion has grown 15.50% over a 10-year period.

The stock is trading with a price-earnings ratio of 64.99. The current price of $64.99 is 0.55% below its 52-week high and 56.79% above its 52-week low. Over the past decade, it has returned a gain of 188%.

Diamond Hill Capital (Trades, Portfolio) is the largest guru shareholder of the company with 3.93% of outstanding shares, followed by Hotchkis & Wiley with 1.16%, the Vanguard Health Care Fund with 0.88% and Mario Gabelli (Trades, Portfolio) with 0.41%.

McKesson Corp. (MCK) is held by 19 gurus. The provider of medicines and pharmaceutical supplies has a $24 billion market cap. Its revenue of $210.92 billion has grown 11.80% over the last 10 years.

The stock is trading with a price-earnings ratio of 178.96. The current price of $121.69 is 31.96% below its 52-week high and 14.68% above its 52-week low. Over the past decade, it has returned a gain of 195%.

The company's largest guru shareholder is the Vanguard Health Care Fund with 3.58% of outstanding shares, followed by Larry Robbins (Trades, Portfolio) with 2.49%, Richard Pzena (Trades, Portfolio) with 1.62% and Seth Klarman (Trades, Portfolio) with 1.11%.

Medtronic PLC (MDT) is held by 25 gurus. The company, which manufacturers therapeutic medical devices, has a market cap of $113.82 billion. Its revenue of $30.37 billion has risen 6.30% over the last 10 years.

The stock is trading with a price-earnings ratio of 51.36. The current price of $87 is 15.38% below its 52-week high and 10.91% above its 52-week low. Over the last 10 years, it has returned a gain of 159%.

With 1.31% of outstanding shares, Dodge & Cox is the company's largest guru shareholder, followed by Vanguard with 0.97%, Barrow, Hanley, Mewhinney & Strauss with 0.91% and Pioneer Investments (Trades, Portfolio) with 0.57%.

Mallinckrodt PLC (MNK) is held by eight gurus. The manufacturer of specialty pharmaceutical and biopharmaceutical products has a $1.67 billion market cap.

The stock is trading with a price-earnings ratio of 1.11. The price of $20 is 45.35% below its 52-week high and 71.93% above its 52-week low. Over the last 10 years, it has returned a loss of 55%.

The company's largest guru shareholder is John Paulson (Trades, Portfolio) with 2.4% of outstanding shares, followed by Hotchkis & Wiley with 1.99% and Chuck Royce (Trades, Portfolio) with 1.28%.

Disclosure: I do not own any stocks mentioned.

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This article first appeared on GuruFocus.