Glenview Capital (Larry Robbins and Mark Horowitz) discloses updated portfolio positions in 13F filing: New PYPL XRAY OSCR positions
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: PYPL (1.22 mln shares), XRAY (855K), OSCR (799K), BLCO (500k), DKNG (470K), DIS (368K), W (338K), UAL (321K), SNDK (262K - WDC spin out), MRVL (206K), SXT (67K), META (45K), DD (33K), MRVL (206K)
- Increased positions in: TEVA (to 14.8 mln shares from 8.5 mln shares), GTM (to 12.8 mln from 10 mln), ALIT (to 32.7 mln from 31.9 mln), PINS (to 1.1 mln from 0.4 mln), THC (to 3.4 mln from 2.8 mln), CAR (to 1.1 mln from 0.65 mln), AMZN (to 0.74 mln from 0.33 mln), BC (to 0.73 mln from 0.44 mln), KNX (to 1.4 mln from 1.2 mln), USFD (to 1.79 mln from 1.61 mln), WDC (to 786K from 699K), CNC (to 1.30 mln from 1.29 mln), UHS (to 887K from 879K)
- Maintained positions in: CVS (11.95 mln shares)
- Closed positions in: TFX (from 330K), HSIC (from 318K), FMC (from 153K), MSFT (from 104K), DMRC (from 26K)
- Decreased positions in: CLVT (to 5.9 mln shares from 18.6 mln shares), DNB (to 9.8 mln from 14.8 mln), UBER (to 0.44 mln from 1.39 mln), DXC (to 7 mln from 7.9 mln), VTRS (to 8.5 mln from 9.3 mln), CTVA (to 1.4 mln from 2.1 mln), CI (to 374K from 632K), MYGN (to 3.9 mln from 4.2 mln), BKD (to 1.3 mln from 1.5 mln), EXPE (to 648K from 879K)