Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New DD DNB ARMK positions
Highlights from 2020 Q4 filing as compared to Q3 2020:
- New positions in: DD (~0.26 mln shares), DNB (~0.2 mln), ARMK (~0.19 mln), ANTM (~0.18 mln), NSP (~0.16 mln), APTV (~0.11 mln), NSC (~0.09 mln), UNP (~0.06 mln), GPN (~0.06 mln)
- Increased positions in: BKD (to ~18.01 mln shares from ~12.59 mln shares), BSX (to ~2.7 mln from ~1.05 mln), BHC (to ~16.43 mln from ~14.96 mln), LYFT (to ~2.06 mln from ~0.68 mln), ESI (to ~3.87 mln from ~2.48 mln), MYGN (to ~3.68 mln from ~2.76 mln), PEAK (to ~1.04 mln from ~0.41 mln) BAX (to ~0.56 mln from ~0.13 mln), CAR (to ~1.72 mln from ~1.32 mln), FMC (to ~0.71 mln from ~0.69 mln)
- Maintained positions in: DXC (~10.15 mln shares)
- Closed positions in: EBAY (from ~0.29 mln shares), BHVN (from ~0.1 mln)
- Decreased positions in: VIAC (to ~1.34 mln shares from ~3.44 mln shares), TAK (to ~15.26 mln from ~16.79 mln), THC (to ~18.26 mln from ~19.76 mln), ENDP (to ~7.49 mln from ~8.71 mln), MTOR (to ~2.76 mln from ~3.87 mln), HOLX (to ~0.8 mln from ~1.45 mln), CTVA (to ~1.29 mln from ~1.67 mln), HCA (to ~1.3 mln from ~1.64 mln), MIK (to ~2 mln from ~2.25 mln), MAR (to ~0.23 mln from ~0.44 mln)