Glenview Capital (founder-Larry Robbins, Pres Mark Horowitz) discloses updated portfolio positions in 13F filing: Notable new position include TWTR, CNDT, CMCS.A, MGM
Highlights from 2017 Q3 filing as compared to 2017 Q2 filing:
- New positions in: TWTR (~4.98 mln shares), CNDT (~4 mln), CMCS.A (~2.3 mln), PNR (~1.77 mln), CVS (~1.37 mln), MGM (~0.99 mln), VNTV (~0.16 mln), FDX (~0.13 mln)
- Increased positions in: FDC (to ~16.97 mln shares from ~12.22 mln shares), SHPG (to ~5.87 mln from ~1.72 mln),ZBH (to ~3.16 mln from ~0.77 mln), KND (to ~4.22 mln from ~2.37 mln), EBAY (to ~10.46 mln from ~8.91 mln),MCK (to ~2.72 mln from ~1.19 mln), NKE (to ~2.09 mln from ~0.79 mln) WMB (to ~7.53 mln from ~6.37 mln), CBS(to ~6.57 mln from ~5.84 mln), DLPH (to ~2.38 mln from ~1.86 mln)
- Maintained positions in: FLEX (~39.43 mln shares), HCA (~15.16 mln shares), FMC (~11.72 mln shares), Q (~8.92 mln shares), DXC (~7.82 mln shares), LH (~2.91 mln shares), TMO (~2.73 mln shares), GOOGL (~0.61 mln shares)
- Closed positions in: CAR (from ~7.8 mln shares), ANTM (from ~4.05 mln), PHH (from ~3.93 mln), MRVL (from ~1.42 mln), DNB (from ~1.01 mln), HAIN (from ~1 mln), HUM (from ~0.72 mln)
- Decreased positions in: LOW (to ~4.19 mln shares from ~6.62 mln shares), RLGY (to ~3.9 mln from ~6.3 mln),WBA (to ~0.05 mln from ~1.75 mln), ABBV (to ~5.34 mln from ~6.11 mln), ENXTAM:CCE (to ~3.16 mln from ~3.89 mln), CI (to ~3.08 mln from ~3.74 mln), HTZ (to ~5.06 mln from ~5.71 mln), V (to ~2.03 mln from ~2.65 mln)