Glenview Capital (founder-Larry Robbins, Pres Mark Horowitz) discloses updated portfolio positions in 13F filing: New LOW V KMI EBAY positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: LOW (~4.08 mln shares), V (~1.88 mln),KMI (~1.82 mln), EBAY (~1.65 mln), WBA (~1.5 mln), MCK(~0.68 mln), MON (~0.3 mln)
- Increased positions in: PAH (to ~13.85 mln shares from ~10.29 mln shares), Q (to ~6.93 mln from ~3.38 mln),LBTY.A (to ~7.82 mln from ~4.29 mln), VER (to ~17.92 mln from ~14.39 mln), ABBV (to ~9.12 mln from ~6.03 mln) DOW(to ~8.8 mln from ~5.9 mln), AAPL (to ~3.15 mln from ~0.68 mln)
- Maintained positions in: FLEX (~37.17 mln shares), FMC(~9.55 mln shares), ANTM (~5.87 mln shares), CI (~5.66 mln shares), AET (~5.19 mln shares), LH (~4.19 mln shares)
- Closed positions in: HPE (from ~3.01 mln shares), TEVA(from ~2.18 mln), AN (from ~1.89 mln), DD (from ~1.82 mln), BEAV (from ~0.85 mln), ESRX (from ~0.64 mln),WLTW (from ~0.27 mln), LPNT (from ~0.25 mln)
- Decreased positions in: CBS (to ~5.13 mln shares from ~13.5 mln shares), HUM (to ~6.31 mln from ~9.53 mln), HTZ(to ~4.36 mln from ~6.6 mln), MAN (to ~1.73 mln from ~2.87 mln), TWX (to ~0.4 mln from ~1.26 mln), MRVL (to ~3.92 mln from ~4.57 mln), ABG (to ~0.57 mln from ~0.97 mln