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Glenview Capital Management Buys UnitedHealth Group Inc, The Walt Disney Co, Humana Inc, Sells Microsoft Corp, Alphabet Inc, Thermo Fisher Scientific Inc

Investment company Glenview Capital Management (Current Portfolio) buys UnitedHealth Group Inc, The Walt Disney Co, Humana Inc, DaVita Inc, T-Mobile US Inc, sells Microsoft Corp, Alphabet Inc, Thermo Fisher Scientific Inc, NXP Semiconductors NV, nVent Electric PLC during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Glenview Capital Management. As of 2019Q2, Glenview Capital Management owns 46 stocks with a total value of $11 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. Cigna Corp (CI) - 4,955,640 shares, 7.08% of the total portfolio. Shares added by 13.22%
  2. HCA Healthcare Inc (HCA) - 5,048,066 shares, 6.18% of the total portfolio. Shares added by 18.96%
  3. IQVIA Holdings Inc (IQV) - 3,872,023 shares, 5.65% of the total portfolio. Shares reduced by 0.98%
  4. FMC Corp (FMC) - 7,478,180 shares, 5.62% of the total portfolio. Shares reduced by 18.43%
  5. McKesson Corp (MCK) - 4,505,619 shares, 5.49% of the total portfolio. Shares reduced by 8.4%
New Purchase: UnitedHealth Group Inc (UNH)

Glenview Capital Management initiated holding in UnitedHealth Group Inc. The purchase prices were between $216.84 and $252.28, with an estimated average price of $240.34. The stock is now traded at around $243.80. The impact to a portfolio due to this purchase was 1.61%. The holding were 726,468 shares as of .

New Purchase: T-Mobile US Inc (TMUS)

Glenview Capital Management initiated holding in T-Mobile US Inc. The purchase prices were between $69 and $78.29, with an estimated average price of $74.31. The stock is now traded at around $77.44. The impact to a portfolio due to this purchase was 0.8%. The holding were 1,192,665 shares as of .

New Purchase: United Rentals Inc (URI)

Glenview Capital Management initiated holding in United Rentals Inc. The purchase prices were between $110.1 and $140.94, with an estimated average price of $126.94. The stock is now traded at around $104.26. The impact to a portfolio due to this purchase was 0.5%. The holding were 417,802 shares as of .

Added: The Walt Disney Co (DIS)

Glenview Capital Management added to a holding in The Walt Disney Co by 161.80%. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $133.59. The impact to a portfolio due to this purchase was 1.47%. The holding were 1,882,898 shares as of .

Added: Humana Inc (HUM)

Glenview Capital Management added to a holding in Humana Inc by 33.94%. The purchase prices were between $232.89 and $276.48, with an estimated average price of $253.55. The stock is now traded at around $294.95. The impact to a portfolio due to this purchase was 1.07%. The holding were 1,757,402 shares as of .

Added: DaVita Inc (DVA)

Glenview Capital Management added to a holding in DaVita Inc by 136.79%. The purchase prices were between $43.42 and $57.79, with an estimated average price of $51.75. The stock is now traded at around $58.49. The impact to a portfolio due to this purchase was 0.95%. The holding were 3,235,712 shares as of .

Added: Centene Corp (CNC)

Glenview Capital Management added to a holding in Centene Corp by 104.38%. The purchase prices were between $47.01 and $57.88, with an estimated average price of $53.96. The stock is now traded at around $47.91. The impact to a portfolio due to this purchase was 0.36%. The holding were 1,481,259 shares as of .

Added: Univar Inc (UNVR)

Glenview Capital Management added to a holding in Univar Inc by 30.33%. The purchase prices were between $20.01 and $22.94, with an estimated average price of $21.85. The stock is now traded at around $18.72. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,736,135 shares as of .

Added: Brookdale Senior Living Inc (BKD)

Glenview Capital Management added to a holding in Brookdale Senior Living Inc by 26.82%. The purchase prices were between $6.02 and $7.21, with an estimated average price of $6.59. The stock is now traded at around $8.13. The impact to a portfolio due to this purchase was 0.25%. The holding were 18,433,572 shares as of .

Sold Out: Hertz Global Holdings Inc (HTZ)

Glenview Capital Management sold out a holding in Hertz Global Holdings Inc. The sale prices were between $14.07 and $19.72, with an estimated average price of $17.07.

Sold Out: The Stars Group Inc (TSG)

Glenview Capital Management sold out a holding in The Stars Group Inc. The sale prices were between $16.14 and $20.11, with an estimated average price of $17.78.



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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