Glenview Capital (founder-Larry Robbins, Pres Mark Horowitz) discloses updated portfolio positions in 13F filing: Enters PAH, HPE, TWX, AAPL; Closes MON, LILA, TMUS, SBAC
Highlights from 2016 Q3 filing as compared to 2016 Q2 filing:
- New positions in: PAH (~10.29 mln shares), ENDP (~4.25 mln), HPE (~3.01 mln), TLRD (~2.4 mln), CCE (~1.41 mln), TWX (~1.26 mln), UHS (~0.95 mln), BEAV (~0.85 mln), AAPL (~0.68 mln)
- Increased positions in: ESRX (to ~0.64 mln shares from ~0.07 mln shares), CSC (to ~7.64 mln from ~6.88 mln), WMB (to ~8.44 mln from ~7.13 mln), Q (to ~3.38 mln from ~1.92 mln), ANTM (to ~5.6 mln from ~3.96 mln) FDC (to ~11.54 mln from ~7.25 mln), CBS (to ~13.5 mln from ~7.3 mln)
- Maintained positions in: THC (~17.89 mln shares), HCA (~15.99 mln shares), FMC (~10.42 mln shares), HUM (~9.53 mln shares), CI (~5.99 mln shares), AET (~5.18 mln shares), TMO (~2.69 mln shares)
- Decreased positions in: HTZ (to ~6.6 mln shares from ~33.01 mln shares), FLEX (to ~38.97 mln from ~48 mln), ABBV (to ~6.03 mln from ~12.45 mln), LH (to ~4.21 mln from ~5.46 mln), TEVA (to ~2.18 mln from ~3.08 mln), MAN (to ~2.87 mln from ~3.52 mln), CHTR (to ~0.67 mln from ~1.03 mln)
- Closed positions in: MON (from ~10.79 mln shares), WOOF (from ~1.42 mln), FIS (from ~1.1 mln), LILA.K (from ~0.66 mln), LILA (from ~0.52 mln), TMUS (from ~0.5 mln), SBAC (from ~0.47