EBAY - Glenview buys Microsoft exits United Health; raises Lyft stakes cuts eBay
At the end of Q3, Glenview Capital Management (Larry Robbins and Mark Horowitz) reported total fund portfolio value of $3.19B in its recent 13F filing.Exits include United Health Group (UNH), Thermo Fisher Scientific (TMO) and Pacific Biosciences of California (PACB).Notable buys include Medtronic (MDT) and Microsoft (MSFT).Stakes were significantly increased in Expedia (EXPE), Myriad Genetics (MYGN), Lyft (LYFT) and Baxter International (BAX).The fund trimmed stakes in ViacomCBS (VIAC), eBay (EBAY), Nuance Communications (NUAN) and United Rentals (URI).
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Glenview buys Microsoft, exits United Health; raises Lyft stakes, cuts eBay