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BHC:CC - Tracking Larry Robbins' Glenview Capital Management Portfolio - Q1 2022 Update
Bausch Health Companies Inc.
Glenview Capital Management’s 13F portfolio value increased from $4.69B to $4.94B this quarter. The number of positions increased from 57 to 60.
They increased Cigna, DXC Technology, Fiserv, US Foods Holding, Amazon.com, and Aptiv plc while decreasing McKesson, Bausch Health, FMC Corp., Hologic, and DaVita.
The top three stakes are Tenet Healthcare, Cigna, and Global Payments. They add up to ~26% of the portfolio.