- New Purchases: BSX, BAX, MOH, ISRG, CHRS, ABT, MDT, EW,
- Added Positions: URI, UHS, NSP, MIK,
- Reduced Positions: CI, HCA, HOLX, IQV, MCK, HUM, GOOGL, VIAC, TAK, ABC, LOW, UNH, NUAN, CAR, FISV, FLEX, FMC, CTVA, EBAY, MYGN, ENDP, ESI, GPN, PACB, CNC,
- Sold Out: DIS, ANTM, WMB, DVA, UNVR, BA, TMUS, ELAN, AGN, TMO, FIS, LYB, FB, PRAH,
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- Takeda Pharmaceutical Co Ltd (TAK) - 19,956,999 shares, 8.28% of the total portfolio. Shares reduced by 34.74%
- Tenet Healthcare Corp (THC) - 19,735,625 shares, 7.77% of the total portfolio.
- Cigna Corp (CI) - 1,467,759 shares, 7.11% of the total portfolio. Shares reduced by 64.86%
- Bausch Health Companies Inc (BHC) - 16,617,008 shares, 7.04% of the total portfolio.
- HCA Healthcare Inc (HCA) - 2,812,681 shares, 6.91% of the total portfolio. Shares reduced by 52.85%
Glenview Capital Management initiated holding in Boston Scientific Corp. The purchase prices were between $25.83 and $45.71, with an estimated average price of $39.29. The stock is now traded at around $34.83. The impact to a portfolio due to this purchase was 2.13%. The holding were 2,387,859 shares as of .
New Purchase: Baxter International Inc (BAX)Glenview Capital Management initiated holding in Baxter International Inc. The purchase prices were between $71.57 and $93.3, with an estimated average price of $86.41. The stock is now traded at around $87.16. The impact to a portfolio due to this purchase was 1.07%. The holding were 482,786 shares as of .
New Purchase: Molina Healthcare Inc (MOH)Glenview Capital Management initiated holding in Molina Healthcare Inc. The purchase prices were between $107.79 and $153.84, with an estimated average price of $134.07. The stock is now traded at around $181.42. The impact to a portfolio due to this purchase was 1.06%. The holding were 278,702 shares as of .
New Purchase: Intuitive Surgical Inc (ISRG)Glenview Capital Management initiated holding in Intuitive Surgical Inc. The purchase prices were between $367.75 and $618.29, with an estimated average price of $551.71. The stock is now traded at around $520.41. The impact to a portfolio due to this purchase was 0.2%. The holding were 14,779 shares as of .
New Purchase: Coherus BioSciences Inc (CHRS)Glenview Capital Management initiated holding in Coherus BioSciences Inc. The purchase prices were between $11.67 and $22.53, with an estimated average price of $18.53. The stock is now traded at around $16.62. The impact to a portfolio due to this purchase was 0.19%. The holding were 426,738 shares as of .
New Purchase: Abbott Laboratories (ABT)Glenview Capital Management initiated holding in Abbott Laboratories. The purchase prices were between $62.82 and $91.86, with an estimated average price of $83.67. The stock is now traded at around $89.89. The impact to a portfolio due to this purchase was 0.1%. The holding were 46,752 shares as of .
Added: United Rentals Inc (URI)Glenview Capital Management added to a holding in United Rentals Inc by 235.47%. The purchase prices were between $69.59 and $168.65, with an estimated average price of $133.86. The stock is now traded at around $118.57. The impact to a portfolio due to this purchase was 0.78%. The holding were 395,583 shares as of .
Added: Universal Health Services Inc (UHS)Glenview Capital Management added to a holding in Universal Health Services Inc by 110.51%. The purchase prices were between $67.69 and $147.78, with an estimated average price of $127.36. The stock is now traded at around $92.63. The impact to a portfolio due to this purchase was 0.5%. The holding were 354,375 shares as of .
Added: Insperity Inc (NSP)Glenview Capital Management added to a holding in Insperity Inc by 87.20%. The purchase prices were between $26.11 and $93.78, with an estimated average price of $71.55. The stock is now traded at around $44.80. The impact to a portfolio due to this purchase was 0.21%. The holding were 440,733 shares as of .
Added: The Michaels Companies Inc (MIK)Glenview Capital Management added to a holding in The Michaels Companies Inc by 337.50%. The purchase prices were between $1.46 and $8.73, with an estimated average price of $4.81. The stock is now traded at around $2.89. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,582,377 shares as of .
Sold Out: The Walt Disney Co (DIS)Glenview Capital Management sold out a holding in The Walt Disney Co. The sale prices were between $85.76 and $148.2, with an estimated average price of $127.19.
Sold Out: Anthem Inc (ANTM)Glenview Capital Management sold out a holding in Anthem Inc. The sale prices were between $174.68 and $307.74, with an estimated average price of $273.87.
Sold Out: Williams Companies Inc (WMB)Glenview Capital Management sold out a holding in Williams Companies Inc. The sale prices were between $9.25 and $24.04, with an estimated average price of $19.53.
Sold Out: DaVita Inc (DVA)Glenview Capital Management sold out a holding in DaVita Inc. The sale prices were between $64.99 and $88.5, with an estimated average price of $78.69.
Sold Out: Univar Solutions Inc (UNVR)Glenview Capital Management sold out a holding in Univar Solutions Inc. The sale prices were between $7.08 and $24.35, with an estimated average price of $18.78.
Sold Out: Boeing Co (BA)Glenview Capital Management sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
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