Glenview Capital discloses updated portfolio positions in 13F filing with increased CI / HCA positions, closed out TER / SUNE
Highlights from 2015 Q4 filing as compared to 2015 Q3 filing:
- New positions in: TWC (~0.9 mln shares)
- Increased positions in: CI (to ~7 mln shares from ~4.6 mln shares), FMC (to ~11.9 mln from ~6.7 mln), HCA (to ~14.3 mln from ~5.5 mln)
- Decreased positions in: AMAT (to ~8.2 mln shares from ~19.2 mln shares), JAH (to ~1.5 mln from ~4 mln), PNR (to ~3.6 mln from ~5.5 mln), WRK (to ~1 mln from ~4.4 mln), TMO (to ~5.9 mln from ~8.5 mln)
- Closed positions in: SIRI (from ~14.8 mln shares), RAD (from ~12.4 mln), TER (from ~12.9 mln), SUNE (from ~9.8 mln)