Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New NUAN SYMC BHC NXPI positionsHighlights from 2018 Q3 filing as compared to 2018 Q2 filing:
- New positions in: NUAN (~9.91 mln shares), SYMC (~6.28 mln), BHC (~3.53 mln), NXPI (~2.04 mln), DLTR (~1.2 mln), WP (~0.92 mln), LYB (~0.46 mln), ALB (~0.34 mln)
- Increased positions in: HOLX (to ~8.34 mln shares from ~1.23 mln shares), ARMK (to ~8.35 mln from ~5.06 mln), MTOR (to ~8.39 mln from ~5.77 mln), ESRX (to ~8.6 mln from ~6.98 mln), CVS (to ~6.61 mln from ~5.42 mln), FBHS (to ~2.44 mln from ~1.63 mln), AET (to ~3.61 mln from ~3.1 mln) CAR (to ~4.34 mln from ~3.86 mln), CNDT (to ~2 mln from ~1.74 mln) FDX (to ~1.41 mln from ~1.17 mln), FMC (~8.53 mln shares from ~8.0 mln)
- Maintained positions in: NWL (~19.39 mln shares), THC (~17.9 mln shares), MCK (~4.87 mln shares)
- Closed positions in: PNR (from ~3.5 mln shares)
- Decreased positions in: FLEX (to ~17.61 mln shares from ~33.07 mln shares), ENDP (to ~13.02 mln from ~22.29 mln), FDC (to ~22.01 mln from ~26.7 mln), WBA (to ~3.88 mln from ~7.02 mln), VER (to ~8.85 mln from ~11.81 mln), SHPG (to ~2.93 mln from ~4.96 mln), DWDP (to ~10.03 mln from ~11.55 mln), WMB (to ~8.56 mln from ~9.65 mln), HCA (to ~4.34 mln from ~5.33 mln), LOW (to ~1.2 mln from ~1.79 mln), DXC (~4.78 mln shares from ~5.3 mln)