Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New MSFT FLDM PEAK WELL positions
Highlights from 2020 Q3 filing as compared to Q2 2020:
- New positions in: FLDM (~0.81 mln shares), PEAK (~0.41 mln), WELL (~0.12 mln), MDT (~0.11 mln), MSFT (~0.05 mln), VVI (~0.05 mln), AMGN (~0.05 mln)
- Increased positions in: MYGN (to ~2.76 mln shares from ~1.81 mln shares), TAK (to ~16.79 mln from ~16.2 mln), LYFT (to ~0.68 mln from ~0.39 mln), EXPE (to ~0.35 mln from ~0.26 mln), PRAH (to ~0.09 mln from ~0.02 mln) BAX (to ~0.13 mln from ~0.08 mln), MCK (to ~1.27 mln from ~1.22 mln) FISV (to ~0.19 mln from ~0.17 mln),
- Maintained positions in: THC (~19.76 mln shares), CI (~1.31 mln)
- Closed positions in: PACB (from ~3.15 mln shares), HST (from ~0.74 mln), UNH (from ~0.11 mln), TMO (from ~0.08 mln), EW (from ~0 mln)
- Decreased positions in: NUAN (to ~2.41 mln shares from ~5.04 mln shares), VIAC (to ~3.44 mln from ~5.76 mln), DXC (to ~10.22 mln from ~11.99 mln), MTOR (to ~3.87 mln from ~5.45 mln), MIK (to ~2.25 mln from ~3.5 mln), BSX (to ~1.05 mln from ~2.11 mln), CAR (to ~1.32 mln from ~2.28 mln), CTVA (to ~1.67 mln from ~2.52 mln), BKD (to ~12.59 mln from ~13.34 mln), ENDP (to ~8.71 mln from ~9.45 mln), ESI (to ~2.48 mln from ~3.19 mln), BHC (to ~14.96 mln from ~15.64 mln), DVA (to ~0.19 mln from ~0.79 mln), HCA (to ~1.64 mln from ~2.16 mln), HOLX (to ~1.45 mln from ~1.94 mln), FMC (to ~0.69 mln from ~1.15 mln), DGX (to ~0.16 mln from ~0.55 mln), MAR (to ~0.44 mln from ~0.72 mln), EBAY (to ~0.29 mln from ~0.55 mln), URI (to ~0.08 mln from ~0.32 mln), ABC (to ~0.82 mln from ~0.96 mln), IQV (to ~0.42 mln from ~0.55 mln), MOH (to ~0.21 mln from ~0.33 mln)