FBR Capital Revises Estimates on CBS Corp. (CBS) Closer to Street; Reiterates Outperform

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Meister's Corvex Management Sold McDonald's (MCD), Google (GOOG) in Q3; Took Pfizer (PFE), Office Depot (ODP) Stakes - 13F

November 16, 2015 4:30 PM EST

Keith A. Meister's Corvex Management filed a 13F for Q315.

New stakes include Pfizer, Office Depot, and eBay, while lowered stakes include Endo International, AB InBev, and Signet Jewelers. The firm sold Abbvie, Google, and McDonald's.

New Stakes
Allergan Inc (NYSE: AGN) (CALL) new 700,000 share position
Anadarko Petroleum Corp (NYSE: APC) new 1,970,233 share position
Applied Materials Inc (NASDAQ: AMAT) new 101,500 share position
eBay Inc. (NASDAQ: EBAY) new 1,612,919 share position
Mylan Inc. (NASDAQ: MYL) (CALL)... More

Glenview Capital Enters Kindred Health (KND), Sirius XM (SIRI) (more...)

November 16, 2015 4:27 PM EST

Glenview Capital released its 13F for the quarter ended September 30, 2015. Below is a summary:

New Stakes
Agilent Technologies Inc (NYSE: A) new 4,585,170 share position
Apple Inc. (NASDAQ: AAPL) new 301,778 share position
CANADIAN PACIFIC RAILWAY (NYSE: CP) new 245,629 share position
CHARTER COMM-A (NASDAQ: CHTR) new 202,104 share position
KINDRED HEALTHCARE, Inc. (NYSE: KND) new 1,712,613 share position
SIRIUS XM HLDGS (NASDAQ: SIRI) new 14,788,333 share position
TerraForm Global (NASDAQ: GLBL) new 3,508,770 share position... More