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VELO - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q1 2021 Update
Velocity Acquisition Corp.
Glenview Capital Management’s 13F portfolio value increased from $4.36B to $5.90B this quarter. The number of positions increased from 54 to 63.
They increased AmerisourceBergen, Facebook, Alphabet, and Baxter International while reducing Laboratory Corp. and dropping Expedia Group during the quarter.
The top three stakes are Tenet Healthcare, Bausch Health Companies, and Cigna Corp. They add up to ~28% of the portfolio.