Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New SEE HTZ WDC STX DD positions, Increased DNB CVS DXC ZI positions
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- New positions in: SEE (675K), HTZ (439K), WDC (434K), STX (403K), DD (275K), HSIC (175K)
- Increased positions in: DNB (to 9.56 mln shares from 3.61 mln), CVS (to 11.95 mln from 9.16 mln), DXC (to 11.17 mln from 8.71 mln), ZI (to 3.94 mln from 1.57 mln), BFLY (to 10 mln from 8 mln), VTRS (to 7.57 mln from 6.49 mln), GPN (to 4.14 mln from 3.12 mln), MTCH (to 1.15 mln from 0.35 mln), CLVT (to 26.24 mln from 25.65 mln), MCK (to 0.27 mln from 0.27 mln), EXPE (to 1.09 mln from 0.6 mln), MRVL (to 1.17 mln from 0.86 mln), CTVA (to 5.24 mln from 5.07 mln), CAR (to 0.67 mln from 0.53 mln), AMZN (to 0.48 mln from 0.35 mln), KNX (to 1.53 mln from 1.45 mln), TFX (to 0.17 mln from 0.12 mln)
- Closed positions in: CNC (from 1.43 mln shares), BHC (from 1.31 mln), EXAS (from 629K), VVV (from 484K), HCA (from 196K), CRS (from 130K), ELV (from 99K), FI (from 54K)
- Decreased positions in: ALIT (to 17.71 mln shares from 30.86 mln shares), BKD (to 2.5 mln from 7.01 mln), MYGN (to 1.26 mln from 3.75 mln), THC (to 2.66 mln from 4.67 mln), ESI (to 4.51 mln from 6.33 mln), EVLV (to 4.89 mln from 6.55 mln), OFIX (to 0.06 mln from 1.11 mln), TEVA (to 8.46 mln from 9.16 mln), USFD (to 1.81 mln from 2.49 mln), RPID (to 0.55 mln from 1.2 mln), UHS (to 0.73 mln from 1.18 mln), CI (to 1.05 mln from 1.29 mln), UBER (to 1.05 mln from 1.2 mln), BC (to 285K from 426K), WCC (to 275K from 382K), DMRC (to 199K from 292K), LYV (to 174K from 234K), LYFT (to 789K from 816K)