13F-HR 1 efc9-0122_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: December 31, 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 February 17, 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: 38 ------------------------- Form 13F Information Table Value Total: $2,935,329 ------------------------- (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 DECEMBER 31, 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 ------------------------------ ---------------- --------- -------- ---------- --- ---- ------- -------- -------- -------- ----- ----------------------------------------------------------------------------------------------------------------------------------- ADVENT SOFTWARE INC COM 007974108 303 15,174 SH SOLE 15,174 ----------------------------------------------------------------------------------------------------------------------------------- AETNA INC NEW COM 00817Y108 244,987 8,596,022 SH SOLE 8,596,022 ----------------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 79,548 4,349,247 SH SOLE 4,349,247 ----------------------------------------------------------------------------------------------------------------------------------- AMERICAN TOWER CORP CL A 029912201 23,430 799,120 SH SOLE 799,120 ----------------------------------------------------------------------------------------------------------------------------------- AMERISOURCEBERGEN CORP COM 03073E105 190,938 5,354,389 SH SOLE 5,354,389 ----------------------------------------------------------------------------------------------------------------------------------- ARVINMERITOR INC COM 043353101 9,084 3,187,212 SH SOLE 3,187,212 ----------------------------------------------------------------------------------------------------------------------------------- BLOCKBUSTER INC CL B 093679207 1,346 2,071,400 SH SOLE 2,071,400 ----------------------------------------------------------------------------------------------------------------------------------- BURLINGTON NORTHN SANTA FE C COM 12189T104 4,596 60,700 SH SOLE 60,700 ----------------------------------------------------------------------------------------------------------------------------------- CIGNA CORP COM 125509109 119,374 7,084,504 SH SOLE 7,084,504 ----------------------------------------------------------------------------------------------------------------------------------- CSX CORP COM 126408103 7,614 234,500 SH SOLE 234,500 ----------------------------------------------------------------------------------------------------------------------------------- CVS CAREMARK CORPORATION COM 126650100 137,246 4,775,440 SH SOLE 4,775,440 ----------------------------------------------------------------------------------------------------------------------------------- DONNELLEY R R & SONS CO COM 257867101 52,954 3,899,441 SH SOLE 3,899,441 ----------------------------------------------------------------------------------------------------------------------------------- EBAY INC COM 278642103 115,381 8,265,115 SH SOLE 8,265,115 ----------------------------------------------------------------------------------------------------------------------------------- ELECTRONIC ARTS INC COM 285512109 16,040 1,000,000 SH SOLE 1,000,000 ----------------------------------------------------------------------------------------------------------------------------------- FIBERTOWER CORP NOTE 9.000%11/1 31567RAC4 3,943 19,000,000 PRN SOLE NONE ----------------------------------------------------------------------------------------------------------------------------------- FIDELITY NATL INFORMATION SV COM 31620M106 173,189 10,644,675 SH SOLE 10,644,675 ----------------------------------------------------------------------------------------------------------------------------------- FIRST AMERN CORP CALIF COM 318522307 35,383 1,224,739 SH SOLE 1,224,739 ----------------------------------------------------------------------------------------------------------------------------------- FISERV INC COM 337738108 14,867 408,783 SH SOLE 408,783 ----------------------------------------------------------------------------------------------------------------------------------- LENDER PROCESSING SVCS INC COM 52602E102 22,352 758,969 SH SOLE 758,969 ----------------------------------------------------------------------------------------------------------------------------------- LIFE TECHNOLOGIES CORP COM 53217V109 10,576 453,718 SH SOLE 453,718 ----------------------------------------------------------------------------------------------------------------------------------- MACROVISION SOLUTIONS CORP COM 55611C108 75,255 5,949,033 SH SOLE 5,949,033 ----------------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 148,262 3,828,090 SH SOLE 3,828,090 ----------------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 45,543 1,175,900 SH CALL SOLE 1,175,900 ----------------------------------------------------------------------------------------------------------------------------------- NALCO HOLDING COMPANY COM 62985Q101 37,118 3,216,489 SH SOLE 3,216,489 ----------------------------------------------------------------------------------------------------------------------------------- NORFOLK SOUTHERN CORP COM 655844108 4,658 99,000 SH SOLE 99,000 ----------------------------------------------------------------------------------------------------------------------------------- NRG ENERGY INC COM NEW 629377508 66,438 2,847,760 SH SOLE 2,847,760 ----------------------------------------------------------------------------------------------------------------------------------- OMNICARE INC COM 681904108 249,548 8,989,488 SH SOLE 8,989,488 ----------------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM NEW 74157K846 5,419 2,497,052 SH SOLE 2,497,052 ----------------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 52,211 9,033,082 SH SOLE 9,033,082 ----------------------------------------------------------------------------------------------------------------------------------- TERRESTAR CORP COM 881451108 362 905,926 SH SOLE 905,926 ----------------------------------------------------------------------------------------------------------------------------------- THERMO FISHER SCIENTIFIC INC COM 883556102 144,381 4,237,773 SH SOLE 4,237,773 ----------------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD BERMUDA SHS G9143X208 33,798 1,564,710 SH SOLE 1,564,710 ----------------------------------------------------------------------------------------------------------------------------------- UNION PAC CORP COM 907818108 4,589 96,000 SH SOLE 96,000 ----------------------------------------------------------------------------------------------------------------------------------- UNITEDHEALTH GROUP INC COM 91324P102 244,309 9,184,545 SH SOLE 9,184,545 ----------------------------------------------------------------------------------------------------------------------------------- VERISIGN INC COM 92343E102 63,951 3,351,755 SH SOLE 3,351,755 ----------------------------------------------------------------------------------------------------------------------------------- VIRGIN MEDIA INC COM 92769L101 19,960 4,000,000 SH SOLE 4,000,000 ----------------------------------------------------------------------------------------------------------------------------------- WELLPOINT INC COM 94973V107 275,281 6,534,090 SH SOLE 6,534,090 ----------------------------------------------------------------------------------------------------------------------------------- WILLIS GROUP HOLDINGS LTD SHS G96655108 201,095 8,082,595 SH SOLE 8,082,595 -----------------------------------------------------------------------------------------------------------------------------------