Glenview Capital Management Buys Takeda Pharmaceutical Co, Humana Inc, LyondellBasell Industries NV, Sells Shire PLC, CVS Health Corp, DowDuPont Inc

Investment company Glenview Capital Management buys Takeda Pharmaceutical Co, Humana Inc, LyondellBasell Industries NV, Cigna Corp, NXP Semiconductors NV, AmerisourceBergen Corp, Livent Corp, Univar Inc, Worldpay Inc, The Walt Disney Co, Microsoft Corp, DaVita Inc, Bausch Health Inc, Flex, WellCare Health Plans Inc, Centene Corp, Endo International PLC, The Stars Group Inc, Element Solutions Inc, Jabil Inc, sells Shire PLC, CVS Health Corp, DowDuPont Inc, eBay Inc, First Data Corp, IQVIA Holdings Inc, Aramark, Aptiv PLC, Walgreens Boots Alliance Inc, FedEx Corp, VEREIT Inc, Albemarle Corp, Allergan PLC, Hertz Global Holdings Inc, Conduent Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Glenview Capital Management. As of 2019Q1, Glenview Capital Management owns 45 stocks with a total value of $11.2 billion. These are the details of the buys and sells.

For the details of Larry Robbins's stock buys and sells, go to https://www.gurufocus.com/guru/larry+robbins/current-portfolio/portfolio

These are the top 5 holdings of Larry Robbins
  1. DXC Technology Co (DXC) - 10,994,368 shares, 6.31% of the total portfolio. Shares added by 19.33%
  2. FMC Corp (FMC) - 9,167,262 shares, 6.28% of the total portfolio. Shares added by 2.85%
  3. Cigna Corp (CI) - 4,376,891 shares, 6.28% of the total portfolio. Shares added by 61.00%
  4. McKesson Corp (MCK) - 4,918,907 shares, 5.14% of the total portfolio. Shares added by 8.80%
  5. IQVIA Holdings Inc (IQV) - 3,910,507 shares, 5.02% of the total portfolio. Shares reduced by 27.08%
New Purchase: Takeda Pharmaceutical Co Ltd (TAK)

Glenview Capital Management initiated holding in Takeda Pharmaceutical Co Ltd. The purchase prices were between $16.7 and $21.52, with an estimated average price of $20.07. The stock is now traded at around $18.01. The impact to a portfolio due to this purchase was 4.75%. The holding were 26,112,660 shares as of .

New Purchase: Univar Inc (UNVR)

Glenview Capital Management initiated holding in Univar Inc. The purchase prices were between $17.53 and $23.9, with an estimated average price of $21.51. The stock is now traded at around $21.90. The impact to a portfolio due to this purchase was 0.87%. The holding were 4,401,087 shares as of .

New Purchase: Worldpay Inc (WP)

Glenview Capital Management initiated holding in Worldpay Inc. The purchase prices were between $72.47 and $113.5, with an estimated average price of $90.32. The stock is now traded at around $120.08. The impact to a portfolio due to this purchase was 0.74%. The holding were 732,114 shares as of .

New Purchase: The Walt Disney Co (DIS)

Glenview Capital Management initiated holding in The Walt Disney Co. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $133.91. The impact to a portfolio due to this purchase was 0.71%. The holding were 719,201 shares as of .

New Purchase: DaVita Inc (DVA)

Glenview Capital Management initiated holding in DaVita Inc. The purchase prices were between $49.95 and $59.21, with an estimated average price of $55.37. The stock is now traded at around $48.87. The impact to a portfolio due to this purchase was 0.66%. The holding were 1,366,498 shares as of .

New Purchase: Centene Corp (CNC)

Glenview Capital Management initiated holding in Centene Corp. The purchase prices were between $52.12 and $65.89, with an estimated average price of $60.76. The stock is now traded at around $55.51. The impact to a portfolio due to this purchase was 0.34%. The holding were 724,752 shares as of .

Added: Humana Inc (HUM)

Glenview Capital Management added to a holding in Humana Inc by 608.46%. The purchase prices were between $262.61 and $310.3, with an estimated average price of $288.61. The stock is now traded at around $250.03. The impact to a portfolio due to this purchase was 2.67%. The holding were 1,312,039 shares as of .

Added: LyondellBasell Industries NV (LYB)

Glenview Capital Management added to a holding in LyondellBasell Industries NV by 338.43%. The purchase prices were between $82.26 and $89.28, with an estimated average price of $86.41. The stock is now traded at around $79.86. The impact to a portfolio due to this purchase was 2.49%. The holding were 4,291,569 shares as of .

Added: Cigna Corp (CI)

Glenview Capital Management added to a holding in Cigna Corp by 61.00%. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $153.67. The impact to a portfolio due to this purchase was 2.38%. The holding were 4,376,891 shares as of .

Added: NXP Semiconductors NV (NXPI)

Glenview Capital Management added to a holding in NXP Semiconductors NV by 195.22%. The purchase prices were between $71.97 and $97.14, with an estimated average price of $87.6. The stock is now traded at around $92.60. The impact to a portfolio due to this purchase was 1.69%. The holding were 3,238,670 shares as of .

Added: AmerisourceBergen Corp (ABC)

Glenview Capital Management added to a holding in AmerisourceBergen Corp by 1136.42%. The purchase prices were between $73.37 and $86.85, with an estimated average price of $80.35. The stock is now traded at around $79.23. The impact to a portfolio due to this purchase was 1.42%. The holding were 2,180,396 shares as of .

Added: Livent Corp (LTHM)

Glenview Capital Management added to a holding in Livent Corp by 679.26%. The purchase prices were between $12.09 and $14.56, with an estimated average price of $13.04. The stock is now traded at around $7.19. The impact to a portfolio due to this purchase was 1.13%. The holding were 11,844,047 shares as of .

Sold Out: Shire PLC (SHPG)

Glenview Capital Management sold out a holding in Shire PLC. The sale prices were between $172.15 and $179.2, with an estimated average price of $176.08.

Sold Out: CVS Health Corp (CVS)

Glenview Capital Management sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.

Sold Out: DowDuPont Inc (DWDP)

Glenview Capital Management sold out a holding in DowDuPont Inc. The sale prices were between $34.76 and $39.85, with an estimated average price of $36.86.

Sold Out: eBay Inc (EBAY)

Glenview Capital Management sold out a holding in eBay Inc. The sale prices were between $28.07 and $37.58, with an estimated average price of $34.56.

Sold Out: Aramark (ARMK)

Glenview Capital Management sold out a holding in Aramark. The sale prices were between $28.68 and $33.81, with an estimated average price of $31.01.

Sold Out: Aptiv PLC (APTV)

Glenview Capital Management sold out a holding in Aptiv PLC. The sale prices were between $60.42 and $84.27, with an estimated average price of $76.59.

Reduced: First Data Corp (FDC)

Glenview Capital Management reduced to a holding in First Data Corp by 43.54%. The sale prices were between $16.21 and $26.27, with an estimated average price of $23.66. The stock is now traded at around $25.88. The impact to a portfolio due to this sale was -1.84%. Glenview Capital Management still held 14,553,631 shares as of .

Reduced: IQVIA Holdings Inc (IQV)

Glenview Capital Management reduced to a holding in IQVIA Holdings Inc by 27.08%. The sale prices were between $109.96 and $144.45, with an estimated average price of $133.07. The stock is now traded at around $133.67. The impact to a portfolio due to this sale was -1.63%. Glenview Capital Management still held 3,910,507 shares as of .

Reduced: Hertz Global Holdings Inc (HTZ)

Glenview Capital Management reduced to a holding in Hertz Global Holdings Inc by 42.52%. The sale prices were between $13.27 and $20.07, with an estimated average price of $16.71. The stock is now traded at around $16.01. The impact to a portfolio due to this sale was -0.24%. Glenview Capital Management still held 2,417,898 shares as of .



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