13F-HR 1 efc8-1434_emailform13fhr.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, 2008 --------------------------- 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 November 14, 2008 ----------------------------- ------------------ ----------------- [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: $7,794,767 --------------------------- (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, 2008 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ----- ----------------------------------------------------------------------------------------------------------------------------------- 3COM CORP COM 885535104 2,244 963,009 SH SOLE 963,009 ------------------------------------------------------------------------------------------------------------------------------------ AETNA INC NEW COM 00817Y108 267,219 7,400,129 SH SOLE 7,400,129 ------------------------------------------------------------------------------------------------------------------------------------ AMDOCS LTD ORD G02602103 323,478 11,814,393 SH SOLE 11,814,393 ------------------------------------------------------------------------------------------------------------------------------------ AMERICAN TOWER CORP CL A 029912201 113,205 3,147,205 SH SOLE 3,147,205 ------------------------------------------------------------------------------------------------------------------------------------ AMERISOURCEBERGEN CORP COM 03073E105 265,170 7,043,029 SH SOLE 7,043,029 ------------------------------------------------------------------------------------------------------------------------------------ APOLLO GROUP INC CL A 037604105 88,950 1,500,000 SH SOLE 1,500,000 ------------------------------------------------------------------------------------------------------------------------------------ APPLIED BIOSYSTEMS INC DEL COM 038149100 43,326 1,265,007 SH SOLE 1,265,007 ------------------------------------------------------------------------------------------------------------------------------------ ARVINMERITOR INC COM 043353101 69,875 5,358,486 SH SOLE 5,358,486 ------------------------------------------------------------------------------------------------------------------------------------ AT&T INC COM 00206R102 94,587 3,387,778 SH SOLE 3,387,778 ------------------------------------------------------------------------------------------------------------------------------------ B & G FOODS INC NEW CL A 05508R106 5,154 720,810 SH SOLE 720,810 ------------------------------------------------------------------------------------------------------------------------------------ BEARINGPOINT INC COM 074002106 12,675 24,375,100 SH SOLE 24,375,100 ------------------------------------------------------------------------------------------------------------------------------------ BLOCKBUSTER INC CL B 093679207 3,234 2,468,800 SH SOLE 2,468,800 ------------------------------------------------------------------------------------------------------------------------------------ CIGNA CORP COM 125509109 177,000 5,208,948 SH SOLE 5,208,948 ------------------------------------------------------------------------------------------------------------------------------------ COACH INC COM 189754104 45,519 1,817,864 SH SOLE 1,817,864 ------------------------------------------------------------------------------------------------------------------------------------ COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 81,419 3,566,299 SH SOLE 3,566,299 ------------------------------------------------------------------------------------------------------------------------------------ CONSTELLATION ENERGY GROUP I COM 210371100 97,362 4,006,650 SH SOLE 4,006,650 ------------------------------------------------------------------------------------------------------------------------------------ CROWN CASTLE INTL CORP COM 228227104 98,929 3,414,863 SH SOLE 3,414,863 ------------------------------------------------------------------------------------------------------------------------------------ CROWN HOLDINGS INC COM 228368106 41,446 1,866,103 SH SOLE 1,866,103 ------------------------------------------------------------------------------------------------------------------------------------ CVS CAREMARK CORPORATION COM 126650100 100,868 2,996,666 SH SOLE 2,996,666 ------------------------------------------------------------------------------------------------------------------------------------ DICKS SPORTING GOODS INC COM 253393102 11,748 600,000 SH SOLE 600,000 ------------------------------------------------------------------------------------------------------------------------------------ DIEBOLD INC COM 253651103 38,158 1,152,471 SH SOLE 1,152,471 ------------------------------------------------------------------------------------------------------------------------------------ DONNELLEY R R & SONS CO COM 257867101 119,897 4,887,784 SH SOLE 4,887,784 ------------------------------------------------------------------------------------------------------------------------------------ EBAY INC COM 278642103 304,210 13,592,943 SH SOLE 13,592,943 ------------------------------------------------------------------------------------------------------------------------------------ FEDERAL HOME LN MTG CORP COM 313400301 12,377 7,238,000 SH SOLE 7,238,000 ------------------------------------------------------------------------------------------------------------------------------------ FIBERTOWER CORP NOTE 9.000% 11/1 31567RAC4 20,550 30,000,000 PRN SOLE NONE ------------------------------------------------------------------------------------------------------------------------------------ FIDELITY NATL INFORMATION SV COM 31620M106 271,486 14,706,727 SH SOLE 14,706,727 ------------------------------------------------------------------------------------------------------------------------------------ FIRST AMERN CORP CALIF COM 318522307 167,585 5,680,858 SH SOLE 5,680,858 ------------------------------------------------------------------------------------------------------------------------------------ FISERV INC COM 337738108 49,220 1,040,147 SH SOLE 1,040,147 ------------------------------------------------------------------------------------------------------------------------------------ GOLDMAN SACHS GROUP INC COM 38141G104 51,200 400,000 SH SOLE 400,000 ------------------------------------------------------------------------------------------------------------------------------------ HEWLETT PACKARD CO COM 428236103 59,248 1,281,308 SH SOLE 1,281,308 ------------------------------------------------------------------------------------------------------------------------------------ INFOSYS TECHNOLOGIES LTD SPONSORED ADR 456788108 4,064 122,009 SH SOLE 122,009 ------------------------------------------------------------------------------------------------------------------------------------ INGERSOLL-RAND COMPANY LTD CL A G4776G101 284,860 9,138,914 SH SOLE 9,138,914 ------------------------------------------------------------------------------------------------------------------------------------ INVITROGEN CORP COM 46185R100 26,299 695,736 SH SOLE 695,736 ------------------------------------------------------------------------------------------------------------------------------------ ISHARES TR RUSSELL 2000 464287655 340,000 5,000,000 SH PUT SOLE 5,000,000 ------------------------------------------------------------------------------------------------------------------------------------ ITT EDUCATIONAL SERVICES INC COM 45068B109 115,433 1,426,682 SH SOLE 1,426,682 ------------------------------------------------------------------------------------------------------------------------------------ LENDER PROCESSING SVCS INC COM 52602E102 122,817 4,024,146 SH SOLE 4,024,146 ------------------------------------------------------------------------------------------------------------------------------------ LIGAND PHARMACEUTICALS INC CL B 53220K207 12,865 4,361,071 SH SOLE 4,361,071 ------------------------------------------------------------------------------------------------------------------------------------ LIMITED BRANDS INC COM 532716107 2,679 154,705 SH SOLE 154,705 ------------------------------------------------------------------------------------------------------------------------------------ MACROVISION SOLUTIONS CORP COM 55611C108 143,667 9,341,139 SH SOLE 9,341,139 ------------------------------------------------------------------------------------------------------------------------------------ MCKESSON CORP COM 58155Q103 237,570 4,414,974 SH SOLE 4,414,974 ------------------------------------------------------------------------------------------------------------------------------------ MEDCO HEALTH SOLUTIONS INC COM 58405U102 9,203 204,503 SH SOLE 204,503 ------------------------------------------------------------------------------------------------------------------------------------ MORGAN STANLEY COM NEW 617446448 19,550 850,000 SH SOLE 850,000 ------------------------------------------------------------------------------------------------------------------------------------ NALCO HOLDING COMPANY COM 62985Q101 142,559 7,689,279 SH SOLE 7,689,279 ------------------------------------------------------------------------------------------------------------------------------------ NCR CORP NEW COM 62886E108 165,770 7,517,919 SH SOLE 7,517,919 ------------------------------------------------------------------------------------------------------------------------------------ NRG ENERGY INC COM NEW 629377508 99,424 4,017,137 SH SOLE 4,017,137 ------------------------------------------------------------------------------------------------------------------------------------ OMNICARE INC COM 681904108 245,723 8,540,952 SH SOLE 8,540,952 ------------------------------------------------------------------------------------------------------------------------------------ ORACLE CORP COM 68389X105 268,557 13,222,915 SH SOLE 13,222,915 ------------------------------------------------------------------------------------------------------------------------------------ OWENS ILL INC COM NEW 690768403 15,006 510,400 SH SOLE 510,400 ------------------------------------------------------------------------------------------------------------------------------------ PALL CORP COM 696429307 43,042 1,251,586 SH SOLE 1,251,586 ------------------------------------------------------------------------------------------------------------------------------------ PRIMEDIA INC COM NEW 74157K846 8,402 3,457,636 SH SOLE 3,457,636 ------------------------------------------------------------------------------------------------------------------------------------ RELIANT ENERGY INC COM 75952B105 45,812 6,232,944 SH SOLE 6,232,944 ------------------------------------------------------------------------------------------------------------------------------------ SBA COMMUNICATIONS CORP COM 78388J106 1,136 43,900 SH SOLE 43,900 ------------------------------------------------------------------------------------------------------------------------------------ SMART BALANCE INC COM 83169Y108 16,161 2,463,581 SH SOLE 2,463,581 ------------------------------------------------------------------------------------------------------------------------------------ TERRESTAR CORP COM 881451108 1,470 1,470,086 SH SOLE 1,470,086 ------------------------------------------------------------------------------------------------------------------------------------ THERMO FISHER SCIENTIFIC INC COM 883556102 222,130 4,038,729 SH SOLE 4,038,729 ------------------------------------------------------------------------------------------------------------------------------------ TYCO INTL LTD BERMUDA SHS G9143X208 261,671 7,472,043 SH SOLE 7,472,043 ------------------------------------------------------------------------------------------------------------------------------------ UNITEDHEALTH GROUP INC COM 91324P102 336,107 13,237,788 SH SOLE 13,237,788 ------------------------------------------------------------------------------------------------------------------------------------ URS CORP NEW COM 903236107 72,073 1,965,449 SH SOLE 1,965,449 ------------------------------------------------------------------------------------------------------------------------------------ VERISIGN INC COM 92343E102 244,710 9,383,038 SH SOLE 9,383,038 ------------------------------------------------------------------------------------------------------------------------------------ VIACOM INC NEW CL B 92553P201 8,898 358,200 SH SOLE 358,200 ------------------------------------------------------------------------------------------------------------------------------------ VIRGIN MEDIA INC COM 92769L101 140,266 17,755,133 SH SOLE 17,755,133 ------------------------------------------------------------------------------------------------------------------------------------ WELLPOINT INC COM 94973V107 321,085 6,865,195 SH SOLE 6,865,195 ------------------------------------------------------------------------------------------------------------------------------------ WILLIS GROUP HOLDINGS LTD SHS G96655108 391,049 12,121,803 SH SOLE 12,121,803 ------------------------------------------------------------------------------------------------------------------------------------ WYETH COM 983024100 65,583 1,775,400 SH CALL SOLE 1,775,400 ------------------------------------------------------------------------------------------------------------------------------------ WYETH COM 983024100 321,787 8,711,080 SH SOLE 8,711,080 ------------------------------------------------------------------------------------------------------------------------------------