Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New UNVR TSG DVA positions
Highlights from 2019 Q1 filing as compared to 2018 Q4 filing:
- New positions in: UNVR (~4.4 mln shares), TSG (~1.68 mln), DVA (~1.37 mln), WP (~0.73 mln), CNC (~0.72 mln) WCG (~0.14 mln), JBL (~0.1 mln)
- Increased positions in: FLEX (to ~20.54 mln shares from ~15.67 mln shares), ENDP (to ~8.66 mln from ~4.48 mln), LYB (to ~4.29 mln from ~0.98 mln), BHC (to ~9.32 mln from ~6.59 mln), ESI (to ~11.69 mln from ~9.08 mln) NXPI (to ~3.24 mln from ~1.1 mln), ABC (to ~2.18 mln from ~0.18 mln) DXC (to ~10.99 mln from ~9.21 mln),
- Maintained positions in: THC (~17.9 mln shares), LBTYA (~5.2 mln shares), CBS (~4.13 mln shares)
- Closed positions in: CVS (from ~8.49 mln shares), EBAY (from ~7.19 mln), VER (from ~4.63 mln), ARMK (from ~3.02 mln), CNDT (from ~2.17 mln), APTV (from ~1.31 mln), WBA (from ~0.96 mln), FDX (from ~0.36 mln), ALB (from ~0.34 mln), AGN (from ~0.2 mln)
- Decreased positions in: FDC (to ~14.55 mln shares from ~25.78 mln shares), HTZ (to ~2.42 mln from ~4.21 mln), IQV (to ~3.91 mln from ~5.36 mln), WMB (to ~7.49 mln from ~8.81 mln), NVT (to ~5.58 mln from ~6.66 mln), NUAN (to ~5.28 mln from ~6.04 mln), CAR (to ~3.59 mln from ~4.31 mln), HCA (to ~4.24 mln from ~4.9 mln), GOOGL (to ~0.41 mln from ~0.45 mln)