Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New CNC UBER OUST positions, increased VIAC WBA holdings
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: CNC (~2.02 mln shares), OUST (~1.2 mln), QSI (~1.19 mln), BOWX (~0.79 mln), CHNG (~0.7 mln), UBER (~0.46 mln), BABA (~0.14 mln)
- Increased positions in: VIAC (to ~4.37 mln shares from ~0.5 mln shares), WBA (to ~2.3 mln from ~1.29 mln), CCEP (to ~2.29 mln from ~1.37 mln), CTVA (to ~2.23 mln from ~1.41 mln), BHC (to ~16.34 mln from ~15.61 mln), SABR (to ~3.87 mln from ~3.19 mln), GPN (to ~0.93 mln from ~0.26 mln) DD (to ~1.24 mln from ~0.65 mln), ENDP (to ~5.37 mln from ~4.87 mln), HOLX (to ~0.79 mln from ~0.43 mln)
- Maintained positions in: ESI (~3.84 mln shares), FMC (~0.87 mln shares), MOH (~0.3 mln shares)
- Closed positions in: NUAN (from ~3.09 mln shares), CAR (from ~0.5 mln), LYFT (from ~0.47 mln), LH (from ~0.22 mln), PPD (from ~0.22 mln), MSFT (from ~0.18 mln), MAR (from ~0.12 mln)
- Decreased positions in: TAK (to ~9.12 mln shares from ~16.1 mln shares), DXC (to ~7.21 mln from ~10.58 mln), BKD (to ~14.71 mln from ~18.05 mln), THC (to ~10.65 mln from ~13.73 mln), BSX (to ~2.32 mln from ~3.2 mln), CI (to ~1.28 mln from ~1.86 mln), DNB (to ~0.76 mln from ~1.23 mln), HCA (to ~0.67 mln from ~1.07 mln), MCK (to ~1.48 mln from ~1.76 mln), BAX (to ~1.17 mln from ~1.38 mln)