Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New TMUS UNH URI positionsHighlights from 2019 Q2 filing as compared to Q1 2019:
- New positions in: TMUS (~1.19 mln shares), UNH (~0.73 mln), URI (~0.42 mln)
- Increased positions in: ENDP (to ~13.8 mln shares from ~8.66 mln shares), BKD (to ~18.43 mln from ~14.54 mln), DVA (to ~3.24 mln from ~1.37 mln), UNVR (to ~5.74 mln from ~4.4 mln), DIS (to ~1.88 mln from ~0.72 mln), HCA (to ~5.05 mln from ~4.24 mln), CNC (to ~1.48 mln from ~0.72 mln) NUAN (to ~5.9 mln from ~5.28 mln), CI (to ~4.96 mln from ~4.38 mln), HUM (to ~1.76 mln from ~1.31 mln)
- Maintained positions in: TAK (~26.43 mln shares), THC (~17.92 mln shares), ESI (~11.69 mln shares), DXC (~10.94 mln shares), LBTYK (~4.56 mln shares), CBS (~4.15 mln shares)
- Closed positions in: HTZ (from ~2.42 mln shares), TSG (from ~1.68 mln)
- Decreased positions in: LTHM (to ~9.29 mln shares from ~11.84 mln shares), NVT (to ~3.24 mln from ~5.58 mln), FMC (to ~7.48 mln from ~9.17 mln), MSFT (to ~0.57 mln from ~1.9 mln), FLEX (to ~19.33 mln from ~20.54 mln), HOLX (to ~9.78 mln from ~10.76 mln), NXPI (to ~2.39 mln from ~3.24 mln), BAX (to ~0.21 mln from ~0.94 mln), ABC (to ~1.63 mln from ~2.18 mln), WMB (to ~7.34 mln from ~7.49 mln), LBTYA (to ~4.66 mln from ~5.2 mln), CAR (to ~3.08 mln from ~3.59 mln), MTOR (to ~7.21 mln from ~7.7 mln), TMO (to ~0.55 mln from ~0.98 mln), MCK (to ~4.51 mln from ~4.92 mln), UHS (to ~1.79 mln from ~2.06 mln), LYB (to ~4.13 mln from ~4.29 mln), ANTM (to ~0.87 mln from ~1.02 mln)