Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New FBHS MSFT positions, Closed out TMUS RLGY CAH CMCSA
Highlights from 2018 Q2 filing as compared to 2018 Q1 filing:
- New positions in: NVT (~6.37 mln shares-- PNR spin off), FBHS (~1.63 mln), MSFT (~1.24 mln), HOLX (~1.23 mln)
- Increased positions in: ESRX (to ~6.98 mln shares from ~4.64 mln shares), ARMK (to ~5.06 mln from ~4.42 mln), CNDT (to ~1.74 mln from ~1.23 mln), CHTR (to ~0.53 mln from ~0.18 mln), AGN (to ~1.77 mln from ~1.53 mln) MCK (to ~4.71 mln from ~4.4 mln), FDC (to ~26.7 mln from ~25.47 mln) FLEX (to ~33.07 mln from ~32.66 mln), AET (to ~3.1 mln from ~2.83 mln),
THC (~17.9 mln shares), EBAY (~11.94 mln shares), DXC (~5.28 mln shares)- Closed positions in: TMUS (from ~4.5 mln shares), RLGY (from ~3.56 mln), CAH (from ~3.02 mln), CMCSA (from ~2.21 mln), V (from ~0.4 mln), FB (from ~0.21 mln), HUM (from ~0.15 mln)
- Decreased positions in: HCA (to ~5.33 mln shares from ~11.86 mln shares), BKD (to ~10.35 mln from ~16.77 mln), NWL (to ~20 mln from ~25.97 mln), VER (to ~11.81 mln from ~15.46 mln), CVS (to ~5.42 mln from ~7.79 mln), CAR (to ~3.86 mln from ~6.19 mln), FMC (to ~8.02 mln from ~10.21 mln), CBS (to ~4.76 mln from ~6.57 mln), IQV (to ~5.96 mln from ~7.72 mln), DWDP (to ~11.55 mln from ~13.01 mln)