Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New CCCS WLTW OGN positions
Highlights from 2021 Q3 filing as compared to Q2 2021:
- New positions in: CCCS (~2.41 mln shares), WLTW (~0.83 mln), OGN (~0.75 mln), EHC (~0.4 mln), MRTX (~0.05 mln)
- Increased positions in: UBER (to ~2.43 mln shares from ~0.46 mln shares), CHNG (to ~2.28 mln from ~0.7 mln), ENDP (to ~6.55 mln from ~5.37 mln), BAX (to ~2.17 mln from ~1.17 mln), GPN (to ~1.34 mln from ~0.93 mln) FLEX (to ~1.12 mln from ~0.74 mln), APTV (to ~0.82 mln from ~0.52 mln) DD (to ~1.52 mln from ~1.24 mln),
- Maintained positions in: CTVA (~2.22 mln shares
- Closed positions in: WBA (from ~2.3 mln shares), QSI (from ~1.19 mln) MDT (from ~0.27 mln), IQV (from ~0.16 mln), BABA (from ~0.14 mln), MUDS (from ~0.09 mln), AMZN (from ~0.02 mln)
- Decreased positions in: THC (to ~8.65 mln shares from ~10.65 mln shares), VIAC (to ~2.67 mln from ~4.37 mln), DXC (to ~5.6 mln from ~7.21 mln), BKD (to ~13.45 mln from ~14.71 mln), ESI (to ~2.75 mln from ~3.84 mln), TAK (to ~8.1 mln from ~9.12 mln), IS (to ~4.14 mln from ~5.12 mln), BHC (to ~15.65 mln from ~16.34 mln)