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Glenview Capital Management Buys Express Scripts Holding Co, T-Mobile US Inc, Newell Brands Inc, Sells Apple Inc, Anthem Inc, DXC Technology Co

Investment company Glenview Capital Management buys Express Scripts Holding Co, T-Mobile US Inc, Newell Brands Inc, FedEx Corp, Cardinal Health Inc, Pentair PLC, Aramark, AmerisourceBergen Corp, Lowe's Inc, Allergan PLC, sells Apple Inc, Anthem Inc, DXC Technology Co, Worldpay Inc, Visa Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Glenview Capital Management. As of 2018-03-31, Glenview Capital Management owns 54 stocks with a total value of $17.1 billion. These are the details of the buys and sells.

For the details of Larry Robbins's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Larry+Robbins

These are the top 5 holdings of Larry Robbins
  1. HCA Healthcare Inc (HCA) - 11,859,592 shares, 6.73% of the total portfolio. Shares reduced by 3.98%
  2. Shire PLC (SHPG) - 6,001,684 shares, 5.24% of the total portfolio. Shares added by 4.58%
  3. DowDuPont Inc (DWDP) - 13,007,271 shares, 4.85% of the total portfolio. Shares reduced by 12.9%
  4. FMC Corp (FMC) - 10,208,898 shares, 4.57% of the total portfolio. Shares reduced by 4.31%
  5. IQVIA Holdings Inc (IQV) - 7,719,983 shares, 4.43% of the total portfolio. Shares reduced by 9.99%
New Purchase: Express Scripts Holding Co (ESRX)

Glenview Capital Management initiated holding in Express Scripts Holding Co. The purchase prices were between $69.08 and $81.92, with an estimated average price of $76.29. The stock is now traded at around $73.52. The impact to a portfolio due to this purchase was 1.88%. The holding were 4,641,986 shares as of 2018-03-31.

New Purchase: T-Mobile US Inc (TMUS)

Glenview Capital Management initiated holding in T-Mobile US Inc. The purchase prices were between $57.69 and $65.6, with an estimated average price of $62.56. The stock is now traded at around $56.43. The impact to a portfolio due to this purchase was 1.61%. The holding were 4,501,420 shares as of 2018-03-31.

New Purchase: AmerisourceBergen Corp (ABC)

Glenview Capital Management initiated holding in AmerisourceBergen Corp. The purchase prices were between $84.01 and $105.48, with an estimated average price of $96.06. The stock is now traded at around $85.57. The impact to a portfolio due to this purchase was 0.49%. The holding were 971,936 shares as of 2018-03-31.

New Purchase: Humana Inc (HUM)

Glenview Capital Management initiated holding in Humana Inc. The purchase prices were between $251.28 and $291.23, with an estimated average price of $270.72. The stock is now traded at around $290.11. The impact to a portfolio due to this purchase was 0.23%. The holding were 146,560 shares as of 2018-03-31.

New Purchase: Facebook Inc (FB)

Glenview Capital Management initiated holding in Facebook Inc. The purchase prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $183.38. The impact to a portfolio due to this purchase was 0.2%. The holding were 212,473 shares as of 2018-03-31.

Added: Newell Brands Inc (NWL)

Glenview Capital Management added to a holding in Newell Brands Inc by 52.64%. The purchase prices were between $24.81 and $32.26, with an estimated average price of $28.27. The stock is now traded at around $26.07. The impact to a portfolio due to this purchase was 1.33%. The holding were 25,968,987 shares as of 2018-03-31.

Added: FedEx Corp (FDX)

Glenview Capital Management added to a holding in FedEx Corp by 124.37%. The purchase prices were between $229.48 and $274.32, with an estimated average price of $252.93. The stock is now traded at around $247.69. The impact to a portfolio due to this purchase was 0.93%. The holding were 1,187,217 shares as of 2018-03-31.

Added: Cardinal Health Inc (CAH)

Glenview Capital Management added to a holding in Cardinal Health Inc by 301.61%. The purchase prices were between $61.22 and $75.23, with an estimated average price of $68.54. The stock is now traded at around $54.33. The impact to a portfolio due to this purchase was 0.83%. The holding were 3,016,195 shares as of 2018-03-31.

Added: Pentair PLC (PNR)

Glenview Capital Management added to a holding in Pentair PLC by 76.63%. The purchase prices were between $44.77 and $49.78, with an estimated average price of $47.6. The stock is now traded at around $45.31. The impact to a portfolio due to this purchase was 0.68%. The holding were 3,947,316 shares as of 2018-03-31.

Added: Aramark (ARMK)

Glenview Capital Management added to a holding in Aramark by 157.79%. The purchase prices were between $39.07 and $45.99, with an estimated average price of $42.45. The stock is now traded at around $38.05. The impact to a portfolio due to this purchase was 0.62%. The holding were 4,421,330 shares as of 2018-03-31.

Added: Lowe's Companies Inc (LOW)

Glenview Capital Management added to a holding in Lowe's Companies Inc by 63.24%. The purchase prices were between $83.77 and $107.4, with an estimated average price of $94.65. The stock is now traded at around $85.40. The impact to a portfolio due to this purchase was 0.44%. The holding were 2,205,920 shares as of 2018-03-31.

Sold Out: Apple Inc (AAPL)

Glenview Capital Management sold out a holding in Apple Inc. The sale prices were between $155.15 and $181.72, with an estimated average price of $172.19.

Sold Out: Worldpay Inc (WP)

Glenview Capital Management sold out a holding in Worldpay Inc. The sale prices were between $72.64 and $85.03, with an estimated average price of $79.32.

Sold Out: AbbVie Inc (ABBV)

Glenview Capital Management sold out a holding in AbbVie Inc. The sale prices were between $92.01 and $123.21, with an estimated average price of $109.85.

Sold Out: Dun & Bradstreet Corp (DNB)

Glenview Capital Management sold out a holding in Dun & Bradstreet Corp. The sale prices were between $109.19 and $130.23, with an estimated average price of $121.67.

Sold Out: Coca-Cola European Partners PLC (CCE)

Glenview Capital Management sold out a holding in Coca-Cola European Partners PLC. The sale prices were between $37.21 and $42.05, with an estimated average price of $39.44.

Sold Out: LyondellBasell Industries NV (LYB)

Glenview Capital Management sold out a holding in LyondellBasell Industries NV. The sale prices were between $103.15 and $121.49, with an estimated average price of $111.76.



Here is the complete portfolio of Larry Robbins. Also check out:

1. Larry Robbins's Undervalued Stocks
2. Larry Robbins's Top Growth Companies, and
3. Larry Robbins's High Yield stocks
4. Stocks that Larry Robbins keeps buying

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