Glenview Capital’s Key Q1 Buys and Sells- $8 billion hedge fund
Source: http://ceoblogger.wordpress.com/2008/06/11/glenview-capitals-key-q1-buys-and-sells-8-billion-hedge-fund/Posted on Wednesday, June 11th, 2008 | In Current Market News, Stocks to Watch
Glenview Capital, an $8 billion+ hedge fund run by Larry Robbins, made the following major buys and sells in Q1:
Significant New Positions
1. Brocade Communications (BRCD) -5.6 million shares
2. Coach (COH) – 4.8 million shares
3. Ebay (EBAY) – 4.5 million shares
4. ITT Educational services (ESI) – 2 million shares
5. Polo Ralph Lauren (RL) – 500,000 shares
6. Qualcomm (QCOM) – 1.9 million shares
7. Smart Balance (SMBL)- 2.5 million shares
8. Wyeth (WYE)- 1.25 million shares
Significant Sold Positions
1. Goldman Sachs (GS)- 250k shares
2. GPO Aeroportuario (PAC) -1.2 million shares
3. Teradata (TDC) -2 million shares
4. Thomson (TRI)- 3 million shares
5. Wesco (WSC) – 1.3 million shares
6. Tween Brands (TWB) – 450k shares
Significant Reductions/Additions
1. Telllabs (TLAB) – sold 10 million shares (60% of holding)
2. Wellpoint (WLP) -sold 2 million shares (50% of holding)
3. Amdocs (DOX) – added 4 million shares (now owns 8.7 million shares)
4. Arvinmeritor (ARM) – added 2 million shares (now owns 4.8 million shares)
5. AT&T (T) – sold 8 million shares (67% of holding)
6. Cardinal Health (CAH) – added 600k shares (now owns 700,000+ shares)
7. Cigna (CI)- added 4.6 million shares (now owns 6.8 million shares)
8. Corning (GLW)- sold 5.3 million shares (64% of holding)
9. Crown Castle (CCI) – added 3.5 million shares (now owns 8 million shares)
10. First American California (FAF) – added 5 million shares (now owns 6.7 million shares)
11. MeadWestvaco (MWV)- sold 3.3 million shares (87% of holding)
12. Medco Health (MHS) – added 2 million (now owns 2.7 million shares)
13. McKesson (MCK) -added 3.7 million shares (now owns 7.2 million shares)
14. NCR (NCR) – added 4.4 million shares (now owns 13.6 million shares)
15. NRG Energy (NRG) – added 2.5 million shares (now owns 5 million shares)
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