Glenview Capital (Larry Robbins) discloses updated portfolio positions in 13F filing: New position in DD, FDC; Increased stake in HUM, LBTYA; Trimmed position in TEVA; Closed stake in ARMK, CDNS
Highlights from 2016 Q2 filing as compared to 2016 Q1 filing:
- New positions in: DD (~1.8 mln shares), FDC (~7.3 mln), IMS (~6.8 mln), MRVL (~4.3 mln), Q (~1.9 mln), WMB (~7.1 mln)
- Increased positions in: AN (to ~1.9 mln shares from ~1.4 mln shares), HUM (to ~8.7 mln from ~6.4 mln), LBTY.A (to ~4.1 mln from ~2.4 mln)
- Decreased positions in: TEVA (to ~3.1 mln shares from ~5.6 mln shares), WOOF (to ~1.4 mln from ~4.9 mln)
- Closed positions in: AAP (from ~0.2 mln shares), ARMK (from ~2.6 mln), CDNS (from ~2.3 mln), FNF (from ~1.2 mln), MCK (from ~0.9 mln), PNR(from ~1.1 mln