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)

Track Glenview’s stocks at:

http://www.trackthepros.com/categories.php?category_id=921