Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New BHC UHS FTCH positions
Highlights from Q4 2022 filing as compared to Q3 2022:
- New positions in: BHC (~1.5 mln shares), UHS (~0.91 mln), FTCH (~0.62 mln), META (~0.53 mln), TPX (~0.39 mln), GOOGL (~0.35 mln), PYPL (~0.25 mln), SPLK (~0.15 mln)
- Increased positions in: ALIT (to ~7.8 mln shares from ~1.7 mln shares), CLVT (to ~10.1 mln from ~4.5 mln), BKD (to ~13.8 mln from ~9.8 mln), MYGN (to ~3.1 mln from ~1.5 mln), EVLV (to ~5.98 mln from ~4.65 mln), ZI (to ~1.75 mln from ~0.75 mln), THC (to ~8.9 mln from ~8.1 mln) FLEX (to ~4.05 mln from ~3.3 mln), DNB (to ~0.88 mln from ~0.25 mln), ATVI (to ~0.97 mln from ~0.47 mln), EXPE (to ~0.5 mln from ~0.24 mln), GPN (to ~2.39 mln from ~2.16 mln), HCA (to ~0.44 mln from ~0.32 mln), VVV (to ~3.49 mln from ~3.39 mln)
- Maintained positions in: DXC (~9.7 mln shares), UBER (~4.01 mln shares), CCEP (~2.07 mln shares), MCK (~0.65 mln shares)
- Closed positions in: BLCO (from ~1.52 mln shares), AMZN (from ~1.15 mln), HYPR (from ~0.61 mln), OHPAU (from ~0.49 mln), EHC (from ~0.35 mln), BSX (from ~0.17 mln), MSFT (from ~0.16 mln), EHAB (from ~0.1 mln)
- Decreased positions in: SABR (to ~1.14 mln shares from ~3.12 mln shares), APTV (to ~0.92 mln from ~2.28 mln), QSI (to ~4.25 mln from ~5.1 mln), USFD (to ~3.84 mln from ~4.62 mln), ESI (to ~3.1 mln from ~3.86 mln), DD (to ~1.15 mln from ~1.83 mln), CTVA (to ~0.68 mln from ~1.35 mln), LVS (to ~0.77 mln from ~1.14 mln), BAX (to ~2.01 mln from ~2.26 mln)