13F-HR 1 efc9-0529_13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 ------------------ Check here if Amendment [ ]: Amendment Number: --------------------------- This Amendment (Check only one): | | is a restatement | | adds new holdings entries Institutional Investment Manager Filing this Report: Name: Glenview Capital Management, LLC Address: 767 Fifth Avenue, 44th Floor New York, NY 10153 Form 13F File Number: 028-10134 -------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Mark Horowitz Title: Chief Operating Officer and General Counsel Phone: 212-812-4700 Signature, Place and Date of Signing: /s/ Mark Horowitz New York, New York May 15, 2009 ----------------------------- ------------------ ----------------- [Signature] [City, State] [Date] Report Type (Check only one): |X| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) | | 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) | | 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ------------------------- Form 13F Information Table Entry Total: 40 ------------------------- Form 13F Information Table Value Total: $2,644,782 ------------------------- (in thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. None
GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F QUARTER ENDED MARCH 31, 2009 VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- ---------- --- ---- ------- -------- -------- -------- ----- ----------------------------------------------------------------------------------------------------------------------------------- ADVENT SOFTWARE INC COM 007974108 505 15,174 SH SOLE 15,174 ----------------------------------------------------------------------------------------------------------------------------------- AETNA INC NEW COM 00817Y108 207,136 8,513,612 SH SOLE 8,513,612 ----------------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 64,355 3,474,869 SH SOLE 3,474,869 ----------------------------------------------------------------------------------------------------------------------------------- AMERISOURCEBERGEN CORP COM 03073E105 137,632 4,214,071 SH SOLE 4,214,071 ----------------------------------------------------------------------------------------------------------------------------------- ARVINMERITOR INC COM 043353101 3,887 4,919,770 SH SOLE 4,919,770 ----------------------------------------------------------------------------------------------------------------------------------- B & G FOODS INC NEW CL A 05508R106 311 59,714 SH SOLE 59,714 ----------------------------------------------------------------------------------------------------------------------------------- BANK OF AMERICA CORPORATION COM 060505104 13,777 2,020,134 SH SOLE 2,020,134 ----------------------------------------------------------------------------------------------------------------------------------- BLOCKBUSTER INC CL B 093679207 546 1,213,170 SH SOLE 1,213,170 ----------------------------------------------------------------------------------------------------------------------------------- CIGNA CORP COM 125509109 191,550 10,889,716 SH SOLE 10,889,716 ----------------------------------------------------------------------------------------------------------------------------------- CVS CAREMARK CORPORATION COM 126650100 188,646 6,862,340 SH SOLE 6,862,340 ----------------------------------------------------------------------------------------------------------------------------------- DONNELLEY R R & SONS CO COM 257867101 47,145 6,431,784 SH SOLE 6,431,784 ----------------------------------------------------------------------------------------------------------------------------------- EBAY INC COM 278642103 101,698 8,096,974 SH SOLE 8,096,974 ----------------------------------------------------------------------------------------------------------------------------------- ELECTRONIC ARTS INC COM 285512109 9,095 500,000 SH SOLE 500,000 ----------------------------------------------------------------------------------------------------------------------------------- FEDERAL HOME LN MTG CORP COM 313400301 1,140 1,500,000 SH SOLE 1,500,000 ----------------------------------------------------------------------------------------------------------------------------------- FEDERAL NATL MTG ASSN COM 313586109 1,050 1,500,000 SH SOLE 1,500,000 ----------------------------------------------------------------------------------------------------------------------------------- FIDELITY NATL INFORMATION SV COM 31620M106 128,951 7,085,245 SH SOLE 7,085,245 ----------------------------------------------------------------------------------------------------------------------------------- FIFTH THIRD BANCORP COM 316773100 5,861 2,007,321 SH SOLE 2,007,321 ----------------------------------------------------------------------------------------------------------------------------------- FIRST AMERN CORP CALIF COM 318522307 12,044 454,313 SH SOLE 454,313 ----------------------------------------------------------------------------------------------------------------------------------- FISERV INC COM 337738108 112,594 3,088,142 SH SOLE 3,088,142 ----------------------------------------------------------------------------------------------------------------------------------- FLEXTRONICS INTL LTD ORD Y2573F102 15,841 5,481,297 SH SOLE 5,481,297 ----------------------------------------------------------------------------------------------------------------------------------- GENWORTH FINL INC COM CL A 37247D106 16,793 8,838,445 SH SOLE 8,838,445 ----------------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD CO COM 428236103 29,027 905,400 SH SOLE 905,400 ----------------------------------------------------------------------------------------------------------------------------------- LIFE TECHNOLOGIES CORP COM 53217V109 72,132 2,220,813 SH SOLE 2,220,813 ----------------------------------------------------------------------------------------------------------------------------------- MACROVISION SOLUTIONS CORP COM 55611C108 47,840 2,689,134 SH SOLE 2,689,134 ----------------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 93,586 2,670,838 SH SOLE 2,670,838 ----------------------------------------------------------------------------------------------------------------------------------- OMNICARE INC COM 681904108 175,891 7,182,155 SH SOLE 7,182,155 ----------------------------------------------------------------------------------------------------------------------------------- ORACLE CORP COM 68389X105 47,662 2,637,652 SH SOLE 2,637,652 ----------------------------------------------------------------------------------------------------------------------------------- PFIZER INC COM 717081103 54,264 3,984,133 SH SOLE 3,984,133 ----------------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM NEW 74157K846 6,168 2,497,052 SH SOLE 2,497,052 ----------------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 19,781 6,200,855 SH SOLE 6,200,855 ----------------------------------------------------------------------------------------------------------------------------------- SLM CORP COM 78442P106 12,375 2,500,000 SH SOLE 2,500,000 ----------------------------------------------------------------------------------------------------------------------------------- TERRESTAR CORP COM 881451108 507 905,926 SH SOLE 905,926 ----------------------------------------------------------------------------------------------------------------------------------- THERMO FISHER SCIENTIFIC INC COM 883556102 134,133 3,760,373 SH SOLE 3,760,373 ----------------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD BERMUDA SHS G9143X208 43,717 2,235,000 SH SOLE 2,235,000 ----------------------------------------------------------------------------------------------------------------------------------- UNITEDHEALTH GROUP INC COM 91324P102 166,044 7,933,299 SH SOLE 7,933,299 ----------------------------------------------------------------------------------------------------------------------------------- VERISIGN INC COM 92343E102 37,386 1,981,236 SH SOLE 1,981,236 ----------------------------------------------------------------------------------------------------------------------------------- WALGREEN CO COM 931422109 21,510 828,600 SH SOLE 828,600 ----------------------------------------------------------------------------------------------------------------------------------- WELLPOINT INC COM 94973V107 252,265 6,643,794 SH SOLE 6,643,794 ----------------------------------------------------------------------------------------------------------------------------------- WILLIS GROUP HOLDINGS LTD SHS G96655108 163,718 7,441,722 SH SOLE 7,441,722 ----------------------------------------------------------------------------------------------------------------------------------- WYETH COM 983024100 6,219 144,500 SH SOLE 144,500 -----------------------------------------------------------------------------------------------------------------------------------