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WTW - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q2 2022 Update

Willis Towers Watson Public Limited Company

Summary

  • Glenview Capital Management’s 13F portfolio value decreased from $4.94B to $4B this quarter. The number of positions decreased from 60 to 55.
  • They increased Cigna, Aptiv plc, and Change Healthcare while dropping Bausch Health, Meritor, and AmerisourceBergen.
  • The top three stakes are Cigna, Tenet Healthcare, and Global Payments. They add up to ~31% of the portfolio.

For further details see:

Tracking Larry Robbins' Glenview Capital Management Portfolio - Q2 2022 Update
Stock Information
Company Name: Willis Towers Watson Public Limited Company
Stock Symbol: WTW
Market: NASDAQ
Website: willistowerswatson.com
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