Glenview Capital (founder-Larry Robbins, Pres Mark Horowitz) discloses updated portfolio positions in 13F filing:
Highlights from 2017 Q1 filing as compared to 2016 Q4 filing:
- New positions in: INTC (~4.93 mln shares), HAIN (~2.75 mln), SHPG (~1.02 mln), TMUS (~0.79 mln), ZBH (~0.77 mln), TSS (~0.73 mln), MHK (~0.36 mln), DD (~0.21 mln)
- Increased positions in: ENDP (to ~10.38 mln shares from ~4.25 mln shares), DOW (to ~11.86 mln from ~8.8 mln), CCE (to ~4.32 mln from ~2.01 mln), LOW (to ~5.45 mln from ~4.08 mln), FMC (to ~10.58 mln from ~9.55 mln) MCK (to ~0.92 mln from ~0.68 mln), V (to ~2.11 mln from ~1.88 mln)
- Maintained positions in: Q (~6.9 mln shares), CBS (~5.47 mln shares), AET (~5.03 mln shares), AAPL (~3.14 mln shares)
- Closed positions in: HLS (from ~7.27 mln shares), MAN (from ~1.73 mln), WBA (from ~1.5 mln), ABG (from ~0.57 mln), TWX (from ~0.4 mln)
- Decreased positions in: FLEX (to ~31.48 mln shares from ~37.17 mln shares) FDC (to ~10.72 mln from ~13.55 mln), PAH (to ~11.2 mln from ~13.85 mln), BKD (to ~14.73 mln from ~16.63 mln), ABBV (to ~7.3 mln from ~9.12 mln), LH (to ~2.66 mln from ~4.19 mln), MRVL (to ~2.64 mln from ~3.92 mln), WMB (to ~7.24 mln from ~8.44 mln), ANTM (to ~4.71 mln from ~5.87 mln)