Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: Confirms new WBA FAII positions
Highlights from 2021 Q1 filing as compared to Q4 2020:
- New positions in: BFLY (~4.77 mln shares), TBA (~3.29 mln), FAII (~3.2 mln), SABR (~3.19 mln), CCEP (~1.37 mln), WBA (~1.29 mln), CAPA (~1.04 mln), FST (~1 mln), FLEX (~0.79 mln), V (~0.25 mln)
- Increased positions in: DNB (to ~1.23 mln shares from ~0.2 mln shares), ABC (to ~1.81 mln from ~0.88 mln), NUAN (to ~3.09 mln from ~2.24 mln), TAK (to ~16.1 mln from ~15.26 mln), BAX (to ~1.38 mln from ~0.56 mln) CI (to ~1.86 mln from ~1.26 mln), MCK (to ~1.76 mln from ~1.17 mln) UHS (to ~1.16 mln from ~0.62 mln), BSX (to ~3.2 mln from ~2.7 mln),
- Maintained positions in: BKD (~18.05 mln shares), ESI (~3.83 mln)
- Closed positions in: PEAK (from ~1.04 mln shares), FLDM (from ~0.81 mln), EXPE (from ~0.43 mln), WELL (from ~0.31 mln), VVI (from ~0.25 mln), ARMK (from ~0.19 mln), AMGN (from ~0.14 mln), DGX (from ~0.1 mln)
- Decreased positions in: THC (to ~13.73 mln shares from ~18.26 mln shares), ENDP (to ~4.87 mln from ~7.49 mln), MTOR (to ~1.07 mln from ~2.76 mln), LYFT (to ~0.47 mln from ~2.06 mln), CAR (to ~0.5 mln from ~1.72 mln), MYGN (to ~2.57 mln from ~3.68 mln), VIAC (to ~0.5 mln from ~1.34 mln), BHC (to ~15.61 mln from ~16.43 mln), HOLX (to ~0.43 mln from ~0.8 mln