13F-HR 1 efc10-321_fmfhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2010 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. Persons 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 17, 2010 --------------------------------- --------------------------- ------------ [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: 65 ---------------------------- Form 13F Information Table Value Total: $ 5,340,165 ---------------------------- (in thousands) List of Other Included Managers: Provide a numbered list of the name(s) and 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, 2010 ---------------------------- ---------------- --------- -------- ------------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- ALCON INC COM SHS H01301102 48,500 300,200 SH SOLE 300,200 ALCON INC COM SHS H01301102 84,819 525,000 SH CALL SOLE 525,000 AMDOCS LTD ORD G02602103 25,180 836,273 SH SOLE 836,273 AMERICAN TOWER CORP CL A 029912201 27,937 655,636 SH SOLE 655,636 AMERICAN WTR WKS CO INC NEW COM 030420103 685 31,500 SH SOLE 31,500 AON CORP COM 037389103 85,746 2,007,642 SH SOLE 2,007,642 APPLIED MATLS INC COM 038222105 85,816 6,372,100 SH SOLE 6,372,100 ARVINMERITOR INC COM 043353101 73,218 5,484,493 SH SOLE 5,484,493 BANK OF AMERICA CORPORATION COM 060505104 146,741 8,220,762 SH SOLE 8,220,762 BMC SOFTWARE INC COM 055921100 49,647 1,306,494 SH SOLE 1,306,494 CIGNA CORP COM 125509109 162,879 4,452,668 SH SOLE 4,452,668 CIT GROUP INC COM NEW 125581801 67,168 1,724,036 SH SOLE 1,724,036 CITIGROUP INC COM 172967101 36,450 9,000,000 SH SOLE 9,000,000 CLEARWIRE CORP NEW CL A 18538Q105 8,946 1,249,400 SH SOLE 1,249,400 CLEARWIRE CORP NEW RIGHT 06/21/2010 18538Q139 355 1,916,666 SH SOLE 1,916,666 COMCAST CORP NEW CL A 20030N101 27,541 1,462,600 SH SOLE 1,462,600 CVS CAREMARK CORPORATION COM 126650100 98,321 2,689,295 SH SOLE 2,689,295 DAVITA INC COM 23918K108 128,893 2,033,007 SH SOLE 2,033,007 DIRECTV COM CL A 25490A101 33,310 985,200 SH SOLE 985,200 DONNELLEY R R & SONS CO COM 257867101 57,670 2,701,157 SH SOLE 2,701,157 EBAY INC COM 278642103 90,966 3,373,159 SH SOLE 3,373,159 EXPEDIA INC DEL COM 30212P105 33,096 1,326,492 SH SOLE 1,326,492 EXPRESS SCRIPTS INC COM 302182100 269,372 2,647,130 SH SOLE 2,647,130 FIDELITY NATL INFORMATION SV COM 31620M106 212,998 9,086,963 SH SOLE 9,086,963 FISERV INC COM 337738108 85,542 1,685,226 SH SOLE 1,685,226 FLEXTRONICS INTL LTD ORD Y2573F102 167,541 21,370,018 SH SOLE 21,370,018 FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106 1,624 28,911 SH SOLE 28,911 HARTFORD FINL SVCS GROUP INC COM 416515104 90,944 3,200,000 SH SOLE 3,200,000 HEWLETT PACKARD CO COM 428236103 169,630 3,191,542 SH SOLE 3,191,542 JPMORGAN CHASE & CO COM 46625H100 164,471 3,675,332 SH SOLE 3,675,332 KROGER CO COM 501044101 21,660 1,000,000 SH SOLE 1,000,000 LEAR CORP COM NEW 521865204 23,283 293,422 SH SOLE 293,422 LIFE TECHNOLOGIES CORP COM 53217V109 325,291 6,223,282 SH SOLE 6,223,282 LINCARE HLDGS INC COM 532791100 26,286 585,700 SH SOLE 585,700 LIVE NATION ENTERTAINMENT IN COM 538034109 18,482 1,274,646 SH SOLE 1,274,646 LOUISIANA PAC CORP COM 546347105 20,658 2,282,600 SH SOLE 2,282,600 MASCO CORP COM 574599106 15,520 1,000,000 SH SOLE 1,000,000 MCDERMOTT INTL INC COM 580037109 21,563 801,000 SH SOLE 801,000 MCKESSON CORP COM 58155Q103 348,408 5,301,406 SH SOLE 5,301,406 MEDCO HEALTH SOLUTIONS INC COM 58405U102 113,169 1,752,926 SH SOLE 1,752,926 MERCK & CO INC NEW COM 58933Y105 37,350 1,000,000 SH SOLE 1,000,000 MONSANTO CO NEW COM 61166W101 1,336 18,700 SH SOLE 18,700 MORGAN STANLEY COM NEW 617446448 35,148 1,200,000 SH SOLE 1,200,000 MUELLER WTR PRODS INC COM SER A 624758108 32,549 6,809,493 SH SOLE 6,809,493 OMNICARE INC COM 681904108 204,168 7,216,981 SH SOLE 7,216,981 ORACLE CORP COM 68389X105 158,262 6,155,654 SH SOLE 6,155,654 OWENS CORNING NEW COM 690742101 39,672 1,559,439 SH SOLE 1,559,439 PFIZER INC COM 717081103 53,439 3,115,996 SH SOLE 3,115,996 PHH CORP COM NEW 693320202 23,864 1,012,464 SH SOLE 1,012,464 PITNEY BOWES INC COM 724479100 68,686 2,809,248 SH SOLE 2,809,248 PSS WORLD MED INC COM 69366A100 11,162 474,764 SH SOLE 474,764 REPUBLIC SVCS INC COM 760759100 91,705 3,160,054 SH SOLE 3,160,054 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,190 1,944,771 SH SOLE 1,944,771 TARGET CORP COM 87612E106 88,084 1,674,600 SH SOLE 1,674,600 TERRESTAR CORP COM 881451108 1,616 1,223,988 SH SOLE 1,223,988 TEXTRON INC COM 883203101 8,505 400,600 SH SOLE 400,600 THERMO FISHER SCIENTIFIC INC COM 883556102 218,692 4,251,395 SH SOLE 4,251,395 TYCO INTERNATIONAL LTD SHS H89128104 50,212 1,312,730 SH SOLE 1,312,730 URS CORP NEW COM 903236107 82,506 1,663,083 SH SOLE 1,663,083 VIACOM INC NEW CL B 92553P201 111,725 3,249,700 SH SOLE 3,249,700

GLENVIEW CAPITAL MANAGEMENT LLC FORM 13F Quarter Ended March 31, 2010 ---------------------------- ---------------- --------- -------- ------------------- ---------- -------- ---------------------- VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ---------------------------- ---------------- --------- -------- ---------- --- ---- ---------- -------- ---------- ------ ---- WALGREEN CO COM 931422109 7,418 200,000 SH SOLE 200,000 WELLPOINT INC COM 94973V107 159,191 2,472,680 SH SOLE 2,472,680 WILLIS GROUP HOLDINGS PUBLIC SHS G96666105 65,337 2,088,123 SH SOLE 2,088,123 WYNDHAM WORLDWIDE CORP COM 98310W108 66,200 2,572,855 SH SOLE 2,572,855 XEROX CORP COM 984121103 233,822 23,981,728 SH SOLE 23,981,728