From: LAURENT CHEKROUN (MAKOR SECURITIES LO) At: 02/15/19 07:43:14
Subject: >>> Glenview Capital (Larry Robbins and Mark Horowitz) discloses upGlenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: Increased DXC FDC BHC holdings
Highlights from 2018 Q4 filing as compared to 2018 Q3 filing:
- New positions in: LTHM (~1.52 mln shares), BAX (~0.88 mln), HUM (~0.19 mln)
- Increased positions in: DXC (to ~9.21 mln shares from ~4.78 mln shares), BKD (to ~14.54 mln from ~10.46 mln), FDC (to ~25.78 mln from ~22.01 mln), BHC (to ~6.59 mln from ~3.53 mln), HOLX (to ~9.91 mln from ~8.34 mln) HCA (to ~4.9 mln from ~4.34 mln), LYB (to ~0.98 mln from ~0.46 mln) NVT (to ~6.66 mln from ~6.16 mln), DLPH (to ~2.78 mln from ~2.31 mln),
- Maintained positions in: THC (~17.9 mln shares), MTOR (~8.3 mln shares), IQV (~5.36 mln shares), CAR (~4.31 mln shares)
- Closed positions in: NWL (from ~19.39 mln shares), SYMC (from ~6.28 mln), MIK (from ~3.34 mln), FBHS (from ~2.44 mln), DLTR (from ~1.2 mln), WP (from ~0.92 mln), CHTR (from ~0.63 mln)
- Decreased positions in: ENDP (to ~4.48 mln shares from ~13.02 mln shares), ARMK (to ~3.02 mln from ~8.35 mln), EBAY (to ~7.19 mln from ~11.58 mln), VER (to ~4.63 mln from ~8.85 mln), NUAN (to ~6.04 mln from ~9.91 mln), ESI (to ~9.08 mln from ~12.49 mln), WBA (to ~0.96 mln from ~3.88 mln), FLEX (to ~15.67 mln from ~17.61 mln), AGN (to ~0.2 mln from ~1.66 mln)