Glenview Capital discloses updated portfolio positions in 13F filing: New positions in CDNS, SUNE; lowered position in CYH, LPNT, AET; closed position in EA, MSFT, UNH
Highlights from 2014 Q2 filing as compared to 2014 Q1 filing:
* New positions in: CDNS (~11.9 mln shares), VCA (~8.8 mln), SUNE (~5.5 mln), NOV (~5.3 mln), BKD (~4 mln), TER (~3.1 mln) * Increased positions in: HTZ (to ~19.7 mln shares from ~13.3 mln shares), AMAT (to ~15.2 mln from ~11 mln), CBS (to ~5.3 mln from ~3.1 mln) * Decreased positions in: CYH (to ~12.1 mln shares from ~37.1 mln shares), JCP (to ~5.4 mln from ~9.4 mln), ADT (to ~2.1 mln from ~5.4 mln), LPNT (to ~1.5 mln from ~4.3 mln), AET (to ~3.5 mln from ~5.4 mln) * Closed positions in: EA (from ~4.8 mln shares), EVTC (from ~4.2 mln), MSFT (from ~2.5 mln), UNH (from ~1.7 mln), AMT (from ~1.8 mln)