Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New CTVA ELAN EBAY BA MSFT FB positions
Highlights from 2019 Q4 filing as compared to Q3 2019:
- New positions in: PACB (~3.81 mln shares), CTVA (~3.5 mln), ELAN (~2.62 mln), EBAY (~2.48 mln), MIK (~0.59 mln), BA (~0.42 mln), PRAH (~0.25 mln), MSFT (~0.21 mln), FB (~0.18 mln), NSP (~0.24 mln)
- Increased positions in: VIAC (to ~15.08 mln shares from ~4.14 mln shares), NUAN (to ~13.7 mln from ~7.9 mln), TAK (to ~30.58 mln from ~27.44 mln), CAR (to ~7.2 mln from ~4.33 mln), BHC (to ~16.62 mln from ~13.81 mln), HOLX (to ~10.07 mln from ~8.21 mln), ABC (to ~2.4 mln from ~1.26 mln) FLEX (to ~20.34 mln from ~19.34 mln), DIS (to ~2.09 mln from ~1.88 mln), THC (to ~19.74 mln from ~19.47 mln)
- Maintained positions in: BKD (~17.63 mln shares), MTOR (~7.21 mln shares), GOOGL (~0.22 mln shares)
- Closed positions in: LTHM (from ~3.01 mln shares), LBTYA (from ~2.49 mln), NWL (from ~2.38 mln), DLPH (from ~1.51 mln), NXPI (from ~1.06 mln), LBTYK (from ~0.79 mln), TPR (from ~0.65 mln)
- Decreased positions in: ESI (to ~7.54 mln shares from ~11.69 mln shares), ENDP (to ~18.47 mln from ~21.05 mln), DVA (to ~1.91 mln from ~3.24 mln), FMC (to ~3.03 mln from ~4.28 mln), LYB (to ~0.53 mln from ~1.77 mln), CI (to ~4.18 mln from ~5.13 mln), FISV (to ~1.78 mln from ~2.72 mln), DXC (to ~10.99 mln from ~11.8 mln), UHS (to ~0.17 mln from ~0.74 mln), HUM (to ~1.06 mln from ~1.6 mln)