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

• New Purchases: UNH, TMUS, URI,
• Added Positions: DIS, HUM, HCA, DVA, CI, CNC, UNVR, BKD, ENDP, WP, WCG, BHC, NUAN, TAK, DLPH,
• Reduced Positions: MSFT, FMC, GOOGL, TMO, NXPI, NVT, BAX, MCK, HOLX, ABC, ANTM, UHS, LTHM, FDC, CAR, LBTYA, LYB, FLEX, MTOR, WMB, LOW,
• Sold Out: HTZ, TSG,

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

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%

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 $232.46. The impact to a portfolio due to this purchase was 1.61%. The holding were 726,468 shares as of .

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 $78.38. The impact to a portfolio due to this purchase was 0.8%. The holding were 1,192,665 shares as of .

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 $124.05. The impact to a portfolio due to this purchase was 0.5%. The holding were 417,802 shares as of .

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 $135.79. The impact to a portfolio due to this purchase was 1.47%. The holding were 1,882,898 shares as of .

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 $276.85. The impact to a portfolio due to this purchase was 1.07%. The holding were 1,757,402 shares as of .

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 $61.66. The impact to a portfolio due to this purchase was 0.95%. The holding were 3,235,712 shares as of .

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 $47.31. The impact to a portfolio due to this purchase was 0.36%. The holding were 1,481,259 shares as of .

Glenview Capital Management added to a holding in Univar Solutions 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 $21.86. The impact to a portfolio due to this purchase was 0.27%. The holding were 5,736,135 shares as of .

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 $8.18. The impact to a portfolio due to this purchase was 0.25%. The holding were 18,433,572 shares as of .

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.

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.

Glenview Capital Management reduced to a holding in Microsoft Corp by 70.17%. The sale prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $136.08. The impact to a portfolio due to this sale was -1.4%. Glenview Capital Management still held 567,485 shares as of .

Glenview Capital Management reduced to a holding in Alphabet Inc by 27.18%. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1205.70. The impact to a portfolio due to this sale was -1.16%. Glenview Capital Management still held 295,659 shares as of .

Glenview Capital Management reduced to a holding in Thermo Fisher Scientific Inc by 43.85%. The sale prices were between $257.51 and $295.55, with an estimated average price of $275.13. The stock is now traded at around $289.50. The impact to a portfolio due to this sale was -1.05%. Glenview Capital Management still held 550,564 shares as of .

Glenview Capital Management reduced to a holding in NXP Semiconductors NV by 26.24%. The sale prices were between $88.16 and $108.08, with an estimated average price of $96.88. The stock is now traded at around $107.86. The impact to a portfolio due to this sale was -0.67%. Glenview Capital Management still held 2,388,888 shares as of .

Glenview Capital Management reduced to a holding in nVent Electric PLC by 41.93%. The sale prices were between $23.06 and $28.4, with an estimated average price of $25.77. The stock is now traded at around $22.33. The impact to a portfolio due to this sale was -0.56%. Glenview Capital Management still held 3,240,147 shares as of .

Glenview Capital Management reduced to a holding in Baxter International Inc by 77.46%. The sale prices were between $73.44 and $82.41, with an estimated average price of $77.55. The stock is now traded at around $85.91. The impact to a portfolio due to this sale was -0.53%. Glenview Capital Management still held 212,055 shares as of .