Glenview Capital (Larry Robbins and Mark Horowitz) disclosed updated portfolio positions in 13F filing: New VVV BLI LVS positions, Exited DNB WTW AMGN
Highlights from 2022 Q1 filing as compared to Q4 2021:
- New positions in: VVV (~1.74 mln shares), BLI (~1.19 mln), LVS (~1.02 mln), RPID (~0.67 mln), URI (~0.12 mln), FB (~0.08 mln), CTKB (~0.06 mln), BKNG (~0.01 mln)
- Increased positions in: IS (to ~7.01 mln shares from ~1.97 mln shares), USFD (to ~4.42 mln from ~1.62 mln), DXC (to ~7.55 mln from ~4.99 mln), BKD (to ~12.59 mln from ~10.21 mln), FISV (to ~2.14 mln from ~0.5 mln), FLEX (to ~2.47 mln from ~1 mln), UBER (to ~3.84 mln from ~2.53 mln) MTOR (to ~3.54 mln from ~2.73 mln), EVLV (to ~1.5 mln from ~0.75 mln), ESI (to ~3.07 mln from ~2.34 mln)
- Maintained positions in: BAX (~2.21 mln shares), DD (~1.54 mln)
- Closed positions in: DNB (from ~0.73 mln shares), WTW (from ~0.36 mln), AMGN (from ~0.13 mln), HUM (from ~0.05 mln)
- Decreased positions in: BHC (to ~9.26 mln shares from ~12.5 mln shares), ENDP (to ~1.13 mln from ~2.18 mln), THC (to ~6.38 mln from ~7.33 mln), SABR (to ~3.13 mln from ~3.93 mln), CTVA (to ~1.53 mln from ~2.28 mln), MCK (to ~0.94 mln from ~1.54 mln), FMC (to ~0.36 mln from ~0.77 mln), DVA (to ~0.13 mln from ~0.53 mln)