Glenview Capital Management Buys Global Payments Inc, Amazon.com Inc, US Foods Holding Corp, Sells Takeda Pharmaceutical Co, Willis Towers Watson PLC, AmerisourceBergen Corp

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Feb 18, 2022
Investment company Glenview Capital Management (Current Portfolio) buys Global Payments Inc, Amazon.com Inc, US Foods Holding Corp, Meritor Inc, Coca-Cola Europacific Partners PLC, sells Takeda Pharmaceutical Co, Willis Towers Watson PLC, AmerisourceBergen Corp, Alphabet Inc, Molina Healthcare Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Glenview Capital Management. As of 2021Q4, Glenview Capital Management owns 57 stocks with a total value of $4.7 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. Tenet Healthcare Corp (THC) - 7,327,108 shares, 12.76% of the total portfolio. Shares reduced by 15.32%
  2. McKesson Corp (MCK) - 1,539,852 shares, 8.16% of the total portfolio. Shares reduced by 11.04%
  3. Bausch Health Companies Inc (BHC) - 12,502,147 shares, 7.36% of the total portfolio. Shares reduced by 20.11%
  4. Global Payments Inc (GPN) - 2,087,657 shares, 6.01% of the total portfolio. Shares added by 56.23%
  5. Cigna Corp (CI) - 1,109,534 shares, 5.43% of the total portfolio. Shares reduced by 16.12%
New Purchase: Amazon.com Inc (AMZN)

Glenview Capital Management initiated holding in Amazon.com Inc. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $3052.030000. The impact to a portfolio due to this purchase was 1.38%. The holding were 19,375 shares as of 2021-12-31.

New Purchase: US Foods Holding Corp (USFD)

Glenview Capital Management initiated holding in US Foods Holding Corp. The purchase prices were between $30.13 and $38.56, with an estimated average price of $34.78. The stock is now traded at around $38.430000. The impact to a portfolio due to this purchase was 1.2%. The holding were 1,619,112 shares as of 2021-12-31.

New Purchase: Activision Blizzard Inc (ATVI)

Glenview Capital Management initiated holding in Activision Blizzard Inc. The purchase prices were between $57.28 and $81.19, with an estimated average price of $68.02. The stock is now traded at around $81.050000. The impact to a portfolio due to this purchase was 0.44%. The holding were 309,132 shares as of 2021-12-31.

New Purchase: Alibaba Group Holding Ltd (BABA)

Glenview Capital Management initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $111.96 and $177.7, with an estimated average price of $145.1. The stock is now traded at around $118.990000. The impact to a portfolio due to this purchase was 0.21%. The holding were 82,789 shares as of 2021-12-31.

New Purchase: Hyperfine Inc (HYPR)

Glenview Capital Management initiated holding in Hyperfine Inc. The purchase prices were between $7.01 and $9.19, with an estimated average price of $8.1. The stock is now traded at around $3.450000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,000,000 shares as of 2021-12-31.

New Purchase: Digimarc Corp (DMRC)

Glenview Capital Management initiated holding in Digimarc Corp. The purchase prices were between $31.64 and $53.49, with an estimated average price of $43.5. The stock is now traded at around $29.590000. The impact to a portfolio due to this purchase was 0.06%. The holding were 75,000 shares as of 2021-12-31.

Added: Global Payments Inc (GPN)

Glenview Capital Management added to a holding in Global Payments Inc by 56.23%. The purchase prices were between $117.86 and $161.31, with an estimated average price of $137.3. The stock is now traded at around $136.620000. The impact to a portfolio due to this purchase was 2.16%. The holding were 2,087,657 shares as of 2021-12-31.

Added: Meritor Inc (MTOR)

Glenview Capital Management added to a holding in Meritor Inc by 108.33%. The purchase prices were between $23.22 and $28.91, with an estimated average price of $25.58. The stock is now traded at around $24.670000. The impact to a portfolio due to this purchase was 0.75%. The holding were 2,727,342 shares as of 2021-12-31.

Added: Coca-Cola Europacific Partners PLC (CCEP)

Glenview Capital Management added to a holding in Coca-Cola Europacific Partners PLC by 21.64%. The purchase prices were between $49.35 and $57.8, with an estimated average price of $53.88. The stock is now traded at around $55.400000. The impact to a portfolio due to this purchase was 0.57%. The holding were 2,669,687 shares as of 2021-12-31.

Added: Encompass Health Corp (EHC)

Glenview Capital Management added to a holding in Encompass Health Corp by 85.63%. The purchase prices were between $56.6 and $73.44, with an estimated average price of $64.67. The stock is now traded at around $65.910000. The impact to a portfolio due to this purchase was 0.48%. The holding were 743,798 shares as of 2021-12-31.

Added: Amgen Inc (AMGN)

Glenview Capital Management added to a holding in Amgen Inc by 27.18%. The purchase prices were between $198.88 and $227.6, with an estimated average price of $211.1. The stock is now traded at around $220.770000. The impact to a portfolio due to this purchase was 0.14%. The holding were 134,645 shares as of 2021-12-31.

Added: Biohaven Pharmaceutical Holding Co Ltd (BHVN)

Glenview Capital Management added to a holding in Biohaven Pharmaceutical Holding Co Ltd by 38.03%. The purchase prices were between $99.73 and $148.48, with an estimated average price of $126.83. The stock is now traded at around $139.610000. The impact to a portfolio due to this purchase was 0.13%. The holding were 157,835 shares as of 2021-12-31.

Sold Out: Takeda Pharmaceutical Co Ltd (TAK)

Glenview Capital Management sold out a holding in Takeda Pharmaceutical Co Ltd. The sale prices were between $13.17 and $16.12, with an estimated average price of $13.98.

Sold Out: Molina Healthcare Inc (MOH)

Glenview Capital Management sold out a holding in Molina Healthcare Inc. The sale prices were between $269.41 and $324.88, with an estimated average price of $298.26.

Sold Out: Meta Platforms Inc (FB)

Glenview Capital Management sold out a holding in Meta Platforms Inc. The sale prices were between $306.84 and $347.56, with an estimated average price of $332.02.

Sold Out: Anthem Inc (ANTM)

Glenview Capital Management sold out a holding in Anthem Inc. The sale prices were between $370.08 and $467.67, with an estimated average price of $421.99.

Sold Out: Visa Inc (V)

Glenview Capital Management sold out a holding in Visa Inc. The sale prices were between $190.16 and $233.88, with an estimated average price of $214.28.

Sold Out: CCC Intelligent Solutions Holdings Inc (CCCS)

Glenview Capital Management sold out a holding in CCC Intelligent Solutions Holdings Inc. The sale prices were between $10.09 and $13.18, with an estimated average price of $11.69.



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