Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New DVA HST LH MAR positions, Exited MSFT FLEX
Highlights from 2020 Q2 filing as compared to Q1 2020:
- New positions in: DVA (~0.79 mln shares), HST (~0.74 mln), LH (~0.73 mln), MAR (~0.72 mln), DGX (~0.55 mln), LYFT (~0.39 mln), EXPE (~0.26 mln), BHVN (~0.12 mln), TMO (~0.08 mln), PRAH (~0.02 mln)
- Increased positions in: CTVA (to ~2.52 mln shares from ~1.42 mln shares), DXC (to ~11.99 mln from ~10.99 mln), MIK (to ~3.5 mln from ~2.58 mln), UHS (to ~0.68 mln from ~0.35 mln), MYGN (to ~1.81 mln from ~1.54 mln) ABC (to ~0.96 mln from ~0.74 mln), MOH (to ~0.33 mln from ~0.28 mln)
- Maintained positions in: THC (~19.76 mln shares)
- Closed positions in: FLEX (from ~11.74 mln shares), CNC (from ~0.94 mln), NSP (from ~0.44 mln), CHRS (from ~0.43 mln), GPN (from ~0.25 mln), MSFT (from ~0.21 mln), ABT (from ~0.05 mln), MDT (from ~0.04 mln), LOW (from ~0.03 mln), ISRG (from ~0.01 mln)
- Decreased positions in: EBAY (to ~0.55 mln shares from ~0.84 mln shares), TAK (to ~16.2 mln from ~19.96 mln), VIAC (to ~5.76 mln from ~9.28 mln), HOLX (to ~1.94 mln from ~3.91 mln), MTOR (to ~5.45 mln from ~7.21 mln), IQV (to ~0.55 mln from ~1.71 mln), NUAN (to ~5.04 mln from ~6.11 mln), MCK (to ~1.22 mln from ~1.64 mln), BHC (to ~15.64 mln from ~16.62 mln), ESI (to ~3.19 mln from ~4.05 mln)