Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New ALIT BLCO BABA positions
Highlights from 2022 Q3 filing as compared to Q3 2022:
- New positions in: ALIT (~1.72 mln shares), BLCO (~1.52 mln), BABA (~0.42 mln), DNB (~0.25 mln), EXPE (~0.24 mln), NEWR (~0.16 mln), LII (~0.15 mln), EHAB (~0.1 mln), NOW (~0.03 mln)
- Increased positions in: FLEX (to ~3.3 mln shares from ~0.01 mln shares), CLVT (to ~4.52 mln from ~2.39 mln), DXC (to ~9.65 mln from ~7.92 mln), EVLV (to ~4.65 mln from ~3 mln), VVV (to ~3.39 mln from ~2 mln), THC (to ~8.1 mln from ~6.83 mln), APTV (to ~2.28 mln from ~1.49 mln) FISV (to ~2.65 mln from ~2.14 mln), ZI (to ~0.75 mln from ~0.31 mln), AMZN (to ~1.15 mln from ~0.72 mln)
- Maintained positions in: BKD (~9.84 mln shares USFD (~4.62 mln shares), HCA (~0.32 mln shares), NSC (~0.25 mln shares)
- Closed positions in: OUST (from ~1.13 mln shares), CNC (from ~1.07 mln), CTKB (from ~0.5 mln), KNX (from ~0.5 mln), HOLX (from ~0.36 mln), GOOGL (from ~0.22 mln), MRTX (from ~0.2 mln), META (from ~0.09 mln)
- Decreased positions in: CCEP (to ~2.06 mln shares from ~3.21 mln shares), EHC (to ~0.35 mln from ~1.37 mln), BSX (to ~0.17 mln from ~0.9 mln), ESI (to ~3.86 mln from ~4.17 mln), MYGN (to ~1.46 mln from ~1.7 mln), CTVA (to ~1.35 mln from ~1.56 mln), UBER (to ~4.09 mln from ~4.29 mln), GPN (to ~2.16 mln from ~2.35 mln), QSI (to ~5.1 mln from ~5.25 mln), MSFT (to ~0.16 mln from ~0.21 mln)