13F-HR 1 efc12-50_fm13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2011 ----------------- 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 Captal 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 February 14, 2012 -------------------------- ------------------ ------------------- [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: 51 ------------------- Form 13F Information Table Value Total: $4,993,683 ------------------- (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 INFORMATION TABLE QUARTER ENDED DECEMBER 31, 2011 ------------------------------------------------------------------------------------------------------------------------------------ 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 ------------------------------------------------------------------------------------------------------------------------------------ AMERICAN INTL GROUP INC COM NEW 026874784 168,654 7,269,556 SH SOLE 7,269,556 AMERICAN TOWER CORP CL A 029912201 158,083 2,634,280 SH SOLE 2,634,280 AON CORP COM 037389103 168,018 3,590,138 SH SOLE 3,590,138 BABCOCK & WILCOX CO NEW COM 05615F102 59,759 2,475,503 SH SOLE 2,475,503 BMC SOFTWARE INC COM 055921100 177,302 5,408,840 SH SOLE 5,408,840 CARDINAL HEALTH INC COM 14149Y108 96,841 2,384,652 SH SOLE 2,384,652 CIGNA CORPORATION COM 125509109 115,254 2,744,151 SH SOLE 2,744,151 CITIGROUP INC *W EXP 01/04/201 172967226 2,483 8,561,020 SH SOLE 8,561,020 CLEARWIRE CORP NEW CL A 18538Q105 33,871 17,459,027 SH SOLE 17,459,027 CROWN CASTLE INTL CORP COM 228227104 323,983 7,231,756 SH SOLE 7,231,756 CVS CAREMARK CORPORATION COM 126650100 31,148 763,800 SH SOLE 763,800 DONNELLEY R R & SONS CO COM 257867101 35,743 2,476,983 SH SOLE 2,476,983 EXPEDIA INC DEL COM NEW 30212P303 26,315 906,788 SH SOLE 906,788 EXPRESS SCRIPTS INC COM 302182100 49,022 1,096,936 SH SOLE 1,096,936 FAMILY DLR STORES INC COM 307000109 17,598 305,207 SH SOLE 305,207 FIDELITY NATL INFORMATION SV COM 31620M106 194,759 7,324,538 SH SOLE 7,324,538 FISERV INC COM 337738108 53,249 906,527 SH SOLE 906,527 FLEXTRONICS INTL LTD ORD Y2573F102 209,049 36,934,369 SH SOLE 36,934,369 GENERAL MTRS CO COM 37045V100 51,154 2,523,621 SH SOLE 2,523,621 HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 4,815 526,750 SH SOLE 526,750 HCA HOLDINGS INC COM 40412C101 193,208 8,770,229 SH SOLE 8,770,229 HEALTH MGMT ASSOC INC NEW CL A 421933102 38,112 5,171,276 SH SOLE 5,171,276 LABORATORY CORP AMER HLDGS COM NEW 50540R409 92,985 1,081,594 SH SOLE 1,081,594 LIBERTY GLOBAL INC COM SER A 530555101 48,467 1,181,251 SH SOLE 1,181,251 LIFE TECHNOLOGIES CORP COM 53217V109 536,218 13,780,972 SH SOLE 13,780,972 LIFEPOINT HOSPITALS INC COM 53219L109 18,397 495,207 SH SOLE 495,207 LINCARE HLDGS INC COM 532791100 141,313 5,496,422 SH SOLE 5,496,422 LOWES COS INC COM 548661107 114,556 4,513,645 SH SOLE 4,513,645 MCKESSON CORP COM 58155Q103 359,363 4,612,538 SH SOLE 4,612,538 MERITOR INC COM 59001K100 41,854 7,867,279 SH SOLE 7,867,279 MUELLER WTR PRODS INC COM SER A 624758108 16,177 6,629,738 SH SOLE 6,629,738 OPENWAVE SYS INC COM NEW 683718308 4,057 2,568,031 SH SOLE 2,568,031 ORACLE CORP COM 68389X105 19,868 774,600 SH SOLE 774,600 QUEST DIAGNOSTICS INC COM 74834L100 60,755 1,046,414 SH SOLE 1,046,414 ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P 780097762 368 32,819 SH SOLE 32,819 ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 780097770 642 57,565 SH SOLE 57,565 ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS R 780097747 224 20,000 SH SOLE 20,000 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 2,885 250,000 SH SOLE 250,000 SEAGATE TECHNOLOGY PLC SHS G7945M107 27,193 1,658,097 SH SOLE 1,658,097 SEALED AIR CORP NEW COM 81211K100 81,323 4,725,310 SH SOLE 4,725,310 SPRINT NEXTEL CORP COM SER 1 852061100 25,855 11,049,106 SH SOLE 11,049,106 STATE STR CORP COM 857477103 24,142 598,900 SH SOLE 598,900 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 76,135 5,618,838 SH SOLE 5,618,838 TARGET CORP COM 87612E106 134,101 2,618,130 SH SOLE 2,618,130 TEXTRON INC COM 883203101 12,838 694,313 SH SOLE 694,313 THERMO FISHER SCIENTIFIC INC COM 883556102 209,056 4,648,787 SH SOLE 4,648,787 TIME WARNER CABLE INC COM 88732J207 97,502 1,533,773 SH SOLE 1,533,773 TYCO INTERNATIONAL LTD SHS H89128104 209,019 4,474,818 SH SOLE 4,474,818 URS CORP NEW COM 903236107 124,721 3,551,286 SH SOLE 3,551,286 VIACOM INC NEW CL B 92553P201 103,210 2,272,852 SH SOLE 2,272,852 XEROX CORP COM 984121103 202,039 25,381,823 SH SOLE 25,381,823