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TKPHF - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q2 2021 Update
Takeda Pharmaceutical Co Ltd
Glenview Capital Management’s 13F portfolio value increased marginally from $5.90B to $5.96B this quarter. The number of positions increased from 63 to 64.
They increased ViacomCBS and Global Payments while reducing Cigna, DXC Technology, Takeda Pharmaceuticals, and HCA Healthcare during the quarter.
The top three stakes are Tenet Healthcare, Bausch Health Group, and Cigna Corp. They add up to ~25% of the portfolio.