Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New BSX BAX CHRS positions
Highlights from 2020 Q1 filing as compared to Q4 2019:
- New positions in: BSX (~2.39 mln shares), BAX (~0.48 mln), CHRS (~0.43 mln), MOH (~0.28 mln), ABT (~0.05 mln), MDT (~0.04 mln)
- Increased positions in: MIK (to ~2.58 mln shares from ~0.59 mln shares), URI (to ~0.4 mln from ~0.12 mln), NSP (to ~0.44 mln from ~0.24 mln), UHS (to ~0.35 mln from ~0.17 mln)
- Maintained positions in: THC (~19.74 mln shares), BKD (~17.63 mln shares), BHC (~16.62 mln shares), DXC (~10.99 mln shares), MTOR (~7.21 mln shares)
- Closed positions in: WMB (from ~7.84 mln shares), UNVR (from ~5.77 mln), ELAN (from ~2.62 mln), DIS (from ~2.09 mln), DVA (from ~1.91 mln), BA (from ~0.42 mln), ANTM (from ~0.75 mln), LYB (from ~0.53 mln)
- Decreased positions in: TAK (to ~19.96 mln shares from ~30.58 mln shares), ENDP (to ~9.68 mln from ~18.47 mln), FLEX (to ~11.74 mln from ~20.34 mln), NUAN (to ~6.11 mln from ~13.7 mln), HOLX (to ~3.91 mln from ~10.07 mln), VIAC (to ~9.28 mln from ~15.08 mln), CAR (to ~3.34 mln from ~7.2 mln), ESI (to ~4.05 mln from ~7.54 mln), HCA (to ~2.81 mln from ~5.96 mln), CI (to ~1.47 mln from ~4.18 mln)