Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New ESRX TMUS ABC positions
Highlights from 2018 Q1 filing as compared to 2017 Q4 filing:
- New positions in: ESRX (~4.64 mln shares), TMUS (~4.5 mln), ABC (~0.97 mln), FB (~0.21 mln), HUM (~0.15 mln)
- Increased positions in: NWL (to ~25.97 mln shares from ~17.01 mln shares), ARMK (to ~4.42 mln from ~1.72 mln), CAH (to ~3.02 mln from ~0.75 mln), ENDP (to ~21.49 mln from ~19.24 mln), PNR (to ~3.95 mln from ~2.23 mln), WBA (to ~8.18 mln from ~6.83 mln), CVS (to ~7.79 mln from ~6.82 mln) LOW (to ~2.21 mln from ~1.35 mln), FDX (to ~1.19 mln from ~0.53 mln), MCK (to ~4.4 mln from ~3.8 mln)
- Maintained positions in: THC (~17.9 mln shares), HCA (~11.86 mln shares), FMC (~10.21 mln shares), IQV (~7.72 mln shares), SHPG (~6 mln shares), UHS (~4.07 mln shares), AET (~2.83 mln shares)
- Closed positions in: CCE (from ~2.92 mln shares), WP (from ~2.09 mln), KND (from ~1.99 mln), KMI (from ~1.82 mln), ABBV (from ~1.36 mln), AAPL (from ~1.26 mln), DNB (from ~1.11 mln)
- Decreased positions in: FLEX (to ~32.66 mln shares from ~39.43 mln shares), VER (to ~15.46 mln from ~20.47 mln), CNDT (to ~1.23 mln from ~5.08 mln), DWDP (to ~13.01 mln from ~14.93 mln), EBAY (to ~11.49 mln from ~13.27 mln)
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