13F-HR 1 efc6-2679_form13f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2006 ------------------ 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: Lawrence M. Robbins Title: Chief Executive Officer Phone: 212-812-4700 Signature, Place and Date of Signing: /s/ Lawrence M. Robbins New York, New York November 14, 2006 ------------------------------------ ------------------ ----------------- [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: 59 -------------------------- Form 13F Information Table Value Total: $8,325,567 -------------------------- (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 September 30, 2006

-------------------------------------------------------------------------------------------------------------------------- CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY ------ ------ -------- --- ---- ----------- ------ ---------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ---- -------------------------------------------------------------------------------------------------------------------------- ADVANCED MEDICAL OPTIC COM 00763M108 $69,636 1,760,700 SH SOLE 1,760,700 -------------------------------------------------------------------------------------------------------------------------- ALTRIA GROUP INC COM 02209S103 $168,066 2,195,500 SH SOLE 2,195,500 -------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 $321,697 8,123,668 SH SOLE 8,123,668 -------------------------------------------------------------------------------------------------------------------------- AMERICAN TOWER CORP CL A 029912201 $258,306 7,076,867 SH SOLE 7,076,867 -------------------------------------------------------------------------------------------------------------------------- ANDREW CORP COM 034425108 $22,426 2,424,451 SH SOLE 2,424,451 -------------------------------------------------------------------------------------------------------------------------- AU OPTRONICS CORP ADR 002255107 $37,949 2,663,100 SH SOLE 2,663,100 -------------------------------------------------------------------------------------------------------------------------- BEARINGPOINT INC COM 074002106 $123,206 15,675,100 SH SOLE 15,675,100 -------------------------------------------------------------------------------------------------------------------------- CVS CORP COM 126650100 $356,930 11,112,391 SH SOLE 11,112,391 -------------------------------------------------------------------------------------------------------------------------- CVS CORP COM 126650100 $6,903 214,900 SH CALL SOLE 214,900 -------------------------------------------------------------------------------------------------------------------------- CAREMARK RX INC COM 141705103 $419,664 7,405,398 SH SOLE 7,405,398 -------------------------------------------------------------------------------------------------------------------------- CAREMARK RX INC COM 141705103 $42,503 750,000 SH CALL SOLE 750,000 -------------------------------------------------------------------------------------------------------------------------- CHARTER COMMUNICATIONS CL A 16117M107 $13,784 9,068,600 SH SOLE 9,068,600 -------------------------------------------------------------------------------------------------------------------------- CHESAPEAKE ENERGY CORP COM 165167107 $579 20,000 SH SOLE 20,000 -------------------------------------------------------------------------------------------------------------------------- COMVERSE TECHNOLOGY COM 205862402 $94,780 4,420,702 SH SOLE 4,420,702 PAR $0.10 -------------------------------------------------------------------------------------------------------------------------- CORNING INC COM 219350105 $233,441 9,563,326 SH SOLE 9,563,326 -------------------------------------------------------------------------------------------------------------------------- CRYSTAL RIV CAP INC COM 229393301 $25,168 1,100,000 SH SOLE 1,100,000 -------------------------------------------------------------------------------------------------------------------------- EXPRESS SCRIPTS INC COM 302182100 $326,268 4,324,294 SH SOLE 4,324,294 -------------------------------------------------------------------------------------------------------------------------- FIRST DATA CORP COM 319963104 $126,000 3,000,000 SH SOLE 3,000,000 -------------------------------------------------------------------------------------------------------------------------- FIRST DATA CORP COM 319963104 $84,000 2,000,000 SH CALL SOLE 2,000,000 -------------------------------------------------------------------------------------------------------------------------- FIDELITY NATL INFO COM 31620M106 $178,888 4,834,806 SH SOLE 4,834,806 -------------------------------------------------------------------------------------------------------------------------- FIDELITY NATL FINL INC COM 316326107 $205,695 4,938,650 SH SOLE 4,938,650 -------------------------------------------------------------------------------------------------------------------------- FOOT LOCKER INC COM 344849104 $31,563 1,250,000 SH SOLE 1,250,000 -------------------------------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------------------------------- FISHER SCIENTIFIC INTL COM 338032204 $405,363 5,181,019 SH SOLE 5,181,019 NEW -------------------------------------------------------------------------------------------------------------------------- FISHER SCIENTIFIC INTL COM 338032204 $54,768 700,000 SH CALL SOLE 700,000 NEW -------------------------------------------------------------------------------------------------------------------------- FREESCALE SEMICONDUCTR COM 35687M107 $14,897 391,500 SH SOLE 391,500 CL A -------------------------------------------------------------------------------------------------------------------------- GAMESTOP CORP NEW CL B 36467W208 $45,913 1,026,900 SH SOLE 1,026,900 -------------------------------------------------------------------------------------------------------------------------- GENESIS MICROCHIP INC COM 37184C103 $15,378 1,306,500 SH SOLE 1,306,500 -------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD CO COM 428236103 $357,160 9,734,523 SH SOLE 9,734,523 -------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD CO COM 428236103 $18,345 500,000 SH CALL SOLE 500,000 -------------------------------------------------------------------------------------------------------------------------- HUNTSMAN CORP COM 447011107 $72,514 3,984,260 SH SOLE 3,984,260 -------------------------------------------------------------------------------------------------------------------------- INTEGRATED ALARM SVCS COM 45890M109 $2,407 617,156 SH SOLE 617,156 -------------------------------------------------------------------------------------------------------------------------- INTERCONTINENTALEXCHGE COM 45865V100 $7,507 100,000 SH SOLE 100,000 -------------------------------------------------------------------------------------------------------------------------- KRAFT FOODS INC CL A 50075N104 $14,264 400,000 SH PUT SOLE 400,000 -------------------------------------------------------------------------------------------------------------------------- LIGAND PHARMACEUTICALS CL B 5322OK207 $67,492 6,722,288 SH SOLE 6,722,288 -------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 $361,755 6,861,822 SH SOLE 6,861,822 -------------------------------------------------------------------------------------------------------------------------- MEDCO HEALTH SOLUTIONS COM 58405U102 $398,761 6,633,855 SH SOLE 6,633,855 -------------------------------------------------------------------------------------------------------------------------- MEDCO HEALTH SOLUTIONS COM 58405U102 $30,055 500,000 SH CALL SOLE 500,000 -------------------------------------------------------------------------------------------------------------------------- NCR CORP NEW COM 62886E108 $131,078 3,320,122 SH SOLE 3,320,122 -------------------------------------------------------------------------------------------------------------------------- NALCO HOLDING COMPANY COM 62985Q101 $182,986 9,880,467 SH SOLE 9,880,467 -------------------------------------------------------------------------------------------------------------------------- NOKIA CORP ADR 654902204 $292,684 14,864,591 SH SOLE 14,864,591 -------------------------------------------------------------------------------------------------------------------------- NRG ENERGY INC COM 629377508 $190,908 4,214,305 SH SOLE 4,214,305 NEW -------------------------------------------------------------------------------------------------------------------------- NTL INC DEL COM 62941W101 $385,232 15,148,719 SH SOLE 15,148,719 -------------------------------------------------------------------------------------------------------------------------- OMI CORP NEW COM Y6476W104 $7,106 327,300 SH SOLE 327,300 -------------------------------------------------------------------------------------------------------------------------- OMNICARE INC COM 681904108 $375,387 8,711,694 SH SOLE 8,711,694 -------------------------------------------------------------------------------------------------------------------------- PFIZER INC COM 717081103 $236,806 8,350,000 SH CALL SOLE 8,350,000 -------------------------------------------------------------------------------------------------------------------------- POWERWAVE TECHNOLOGIES COM 739363109 $22,424 2,950,528 SH SOLE 2,950,528 -------------------------------------------------------------------------------------------------------------------------- -------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM 74157K101 $10,560 6,947,618 SH SOLE 6,947,618 -------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 $317,236 25,770,607 SH SOLE 25,770,607 -------------------------------------------------------------------------------------------------------------------------- RITE AID CORP COM 767754104 $114,601 25,242,562 SH SOLE 25,242,562 -------------------------------------------------------------------------------------------------------------------------- SARA LEE CORP COM 803111103 $4,018 250,000 SH CALL SOLE 250,000 -------------------------------------------------------------------------------------------------------------------------- TAKE-TWO INTERACTIVE COM 874054109 $112,417 7,883,372 SH SOLE 7,883,372 -------------------------------------------------------------------------------------------------------------------------- TELLABS INC COM 879664100 $44,735 4,081,700 SH SOLE 4,081,700 -------------------------------------------------------------------------------------------------------------------------- NON-VTG TELUS CORP SHS 87971M202 $87,442 1,562,300 SH SOLE 1,562,300 -------------------------------------------------------------------------------------------------------------------------- THERMO ELECTRON CORP COM 883556102 $93,586 2,379,500 SH SOLE 2,379,500 -------------------------------------------------------------------------------------------------------------------------- TXU CORP COM 873168108 $87,139 1,393,770 SH SOLE 1,393,770 -------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 $367,159 13,117,500 SH SOLE 13,117,500 -------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 $97,965 3,500,000 SH CALL SOLE 3,500,000 -------------------------------------------------------------------------------------------------------------------------- WALGREEN CO COM 931422109 $96,943 2,183,900 SH SOLE 2,183,900 -------------------------------------------------------------------------------------------------------------------------- YRC WORLDWIDE INC COM 984249102 $53,124 1,434,223 SH SOLE 1,434,223 --------------------------------------------------------------------------------------------------------------------------