Glenview Capital Management Buys Fiserv Inc, Global Payments Inc, Myriad Genetics Inc, Sells First Data Corp, FMC Corp, LyondellBasell Industries NV

Author's Avatar
Nov 14, 2019
Article's Main Image
Investment company Glenview Capital Management (Current Portfolio) buys Fiserv Inc, Global Payments Inc, Myriad Genetics Inc, Bausch Health Inc, Fidelity National Information Services Inc, sells First Data Corp, FMC Corp, LyondellBasell Industries NV, Universal Health Services Inc, NXP Semiconductors NV during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Glenview Capital Management. As of 2019Q3, Glenview Capital Management owns 50 stocks with a total value of $9.5 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) - 5,131,781 shares, 8.19% of the total portfolio. Shares added by 3.55%
  2. HCA Healthcare Inc (HCA) - 5,340,716 shares, 6.77% of the total portfolio. Shares added by 5.80%
  3. McKesson Corp (MCK) - 4,004,618 shares, 5.76% of the total portfolio. Shares reduced by 11.12%
  4. IQVIA Holdings Inc (IQV) - 3,617,697 shares, 5.69% of the total portfolio. Shares reduced by 6.57%
  5. Takeda Pharmaceutical Co Ltd (TAK) - 27,443,846 shares, 4.97% of the total portfolio. Shares added by 3.83%
New Purchase: Fiserv Inc (FISV)

Glenview Capital Management initiated holding in Fiserv Inc. The purchase prices were between $92.51 and $108.7, with an estimated average price of $102.05. The stock is now traded at around $114.11. The impact to a portfolio due to this purchase was 2.96%. The holding were 2,717,742 shares as of .

New Purchase: Global Payments Inc (GPN)

Glenview Capital Management initiated holding in Global Payments Inc. The purchase prices were between $153.58 and $174.84, with an estimated average price of $163.24. The stock is now traded at around $177.48. The impact to a portfolio due to this purchase was 1.32%. The holding were 789,881 shares as of .

New Purchase: Myriad Genetics Inc (MYGN)

Glenview Capital Management initiated holding in Myriad Genetics Inc. The purchase prices were between $22.08 and $47.08, with an estimated average price of $29.04. The stock is now traded at around $24.51. The impact to a portfolio due to this purchase was 1.11%. The holding were 3,683,306 shares as of .

New Purchase: Fidelity National Information Services Inc (FIS)

Glenview Capital Management initiated holding in Fidelity National Information Services Inc. The purchase prices were between $124.57 and $139.62, with an estimated average price of $132.74. The stock is now traded at around $135.56. The impact to a portfolio due to this purchase was 0.81%. The holding were 583,129 shares as of .

New Purchase: Newell Brands Inc (NWL)

Glenview Capital Management initiated holding in Newell Brands Inc. The purchase prices were between $13.43 and $18.72, with an estimated average price of $16.12. The stock is now traded at around $19.96. The impact to a portfolio due to this purchase was 0.47%. The holding were 2,381,247 shares as of .

New Purchase: Allergan PLC (AGN)

Glenview Capital Management initiated holding in Allergan PLC. The purchase prices were between $156.34 and $169.61, with an estimated average price of $162.97. The stock is now traded at around $182.47. The impact to a portfolio due to this purchase was 0.27%. The holding were 154,400 shares as of .

Added: Bausch Health Companies Inc (BHC)

Glenview Capital Management added to a holding in Bausch Health Companies Inc by 42.15%. The purchase prices were between $20.88 and $25.66, with an estimated average price of $22.9. The stock is now traded at around $27.75. The impact to a portfolio due to this purchase was 0.94%. The holding were 13,810,514 shares as of .

Added: Avis Budget Group Inc (CAR)

Glenview Capital Management added to a holding in Avis Budget Group Inc by 40.64%. The purchase prices were between $24.08 and $36.51, with an estimated average price of $30.63. The stock is now traded at around $30.40. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,325,470 shares as of .

Added: Nuance Communications Inc (NUAN)

Glenview Capital Management added to a holding in Nuance Communications Inc by 33.89%. The purchase prices were between $13.14 and $15.39, with an estimated average price of $14.37. The stock is now traded at around $16.53. The impact to a portfolio due to this purchase was 0.3%. The holding were 7,902,017 shares as of .

Added: Endo International PLC (ENDP)

Glenview Capital Management added to a holding in Endo International PLC by 52.51%. The purchase prices were between $2.23 and $4.61, with an estimated average price of $3.23. The stock is now traded at around $4.16. The impact to a portfolio due to this purchase was 0.24%. The holding were 21,050,891 shares as of .

Sold Out: First Data Corp (FDC)

Glenview Capital Management sold out a holding in First Data Corp. The sale prices were between $27.48 and $31.69, with an estimated average price of $28.37.

Sold Out: Worldpay Inc (WP)

Glenview Capital Management sold out a holding in Worldpay Inc. The sale prices were between $126.43 and $137.85, with an estimated average price of $131.16.

Sold Out: nVent Electric PLC (NVT)

Glenview Capital Management sold out a holding in nVent Electric PLC. The sale prices were between $19.61 and $25.45, with an estimated average price of $22.49.

Sold Out: Microsoft Corp (MSFT)

Glenview Capital Management sold out a holding in Microsoft Corp. The sale prices were between $132.21 and $141.34, with an estimated average price of $137.52.

Sold Out: Baxter International Inc (BAX)

Glenview Capital Management sold out a holding in Baxter International Inc. The sale prices were between $81.4 and $89.78, with an estimated average price of $85.35.

Sold Out: Jabil Inc (JBL)

Glenview Capital Management sold out a holding in Jabil Inc. The sale prices were between $25.92 and $35.77, with an estimated average price of $30.14.



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