Glenview Capital discloses updated portfolio positions in 13F filing: Initiates new positions in FIS & AAP; increases positions in LBTYA, TWC, & GOOGL; & closes positions in CYH, MTW, & AMAT
Highlights from 2016 Q1 filing as compared to 2015 Q4 filing:
- New positions in: FIS (~1 mln shares), AAP (~0.2 mln), GPN (~0.1 mln)
- Increased positions in: LBTYA (to ~5.6 mln shares from ~4 mln shares), TWC (to ~1.4 mln from ~0.9 mln), GOOGL (to ~0.4 mln from ~0.2 mln)
- Decreased positions in: CDNS (to ~2.3 mln shares from ~8.7 mln shares), ARMK (to ~2.6 mln from ~5.4 mln), PNR (to ~1.1 mln from ~3.6 mln), TMO (to ~3.6 mln from ~5.9 mln), CFG (to ~0.9 mln from ~3 mln)
- Closed positions in: CYH (from ~11.6 mln shares), MTW (from ~9.6 mln), AMAT (from ~8.2 mln), GLBS (from ~3.5 mln), PVH (from ~2.4 mln)