13F-HR 1 efc11-452_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: June 30, 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 August 15, 2011 -------------------------- ------------------ ----------------- [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: 60 ------------------- Form 13F Information Table Value Total: $7,400,514 ------------------- (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 JUNE 30, 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 ------------------------------------------------------------------------------------------------------------------------------------ AETNA INC NEW COM 00817Y108 231,249 5,244,936 SH SOLE 5,244,936 AMERICAN INTL GROUP INC COM NEW 026874784 286,001 9,754,453 SH SOLE 9,754,453 AMERICAN TOWER CORP CL A 029912201 99,152 1,894,750 SH SOLE 1,894,750 AON CORP COM 037389103 222,567 4,338,536 SH SOLE 4,338,536 APOLLO GROUP INC CL A 037604105 85,964 1,968,050 SH SOLE 1,968,050 APPLE INC COM 037833100 161,846 482,159 SH SOLE 482,159 BABCOCK & WILCOX CO NEW COM 05615F102 53,795 1,941,372 SH SOLE 1,941,372 BANK OF AMERICA CORPORATION COM 060505104 91,321 8,332,250 SH SOLE 8,332,250 BMC SOFTWARE INC COM 055921100 173,297 3,168,127 SH SOLE 3,168,127 CARDINAL HEALTH INC COM 14149Y108 146,797 3,231,986 SH SOLE 3,231,986 CHIMERA INVT CORP COM 16934Q109 3,619 1,045,850 SH SOLE 1,045,850 CIGNA CORP COM 125509109 157,457 3,061,580 SH SOLE 3,061,580 CITIGROUP INC *W EXP 01/04/201 172967226 6,910 10,000,000 SH SOLE 10,000,000 CITIGROUP INC COM NEW 172967424 176,246 4,232,610 SH SOLE 4,232,610 CLEARWIRE CORP NEW CL A 18538Q105 44,383 11,741,480 SH SOLE 11,741,480 COMCAST CORP NEW CL A 20030N101 26,336 1,039,300 SH SOLE 1,039,300 COMPUTER SCIENCES CORP COM 205363104 41,600 1,095,894 SH SOLE 1,095,894 CORNING INC COM 219350105 92,211 5,080,500 SH SOLE 5,080,500 CROWN CASTLE INTL CORP COM 228227104 242,676 5,949,400 SH SOLE 5,949,400 DONNELLEY R R & SONS CO COM 257867101 56,782 2,895,580 SH SOLE 2,895,580 EXPEDIA INC DEL COM 30212P105 208,104 7,178,472 SH SOLE 7,178,472 EXPRESS SCRIPTS INC COM 302182100 100,020 1,852,914 SH SOLE 1,852,914 FAMILY DLR STORES INC COM 307000109 62,864 1,196,040 SH SOLE 1,196,040 FIDELITY NATL INFORMATION SV COM 31620M106 238,102 7,733,109 SH SOLE 7,733,109 FISERV INC COM 337738108 114,948 1,835,358 SH SOLE 1,835,358 FLEXTRONICS INTL LTD ORD Y2573F102 242,716 37,806,234 SH SOLE 37,806,234 GENERAL MTRS CO COM 37045V100 56,160 1,849,800 SH SOLE 1,849,800 GOODRICH CORP COM 382388106 211,364 2,213,233 SH SOLE 2,213,233 HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 11,002 615,000 SH SOLE 615,000 HARTFORD FINL SVCS GROUP INC COM 416515104 88,648 3,361,700 SH SOLE 3,361,700 HCA HOLDINGS INC COM 40412C101 106,646 3,231,705 SH SOLE 3,231,705 HEALTH MGMT ASSOC INC NEW CL A 421933102 48,986 4,544,193 SH SOLE 4,544,193 HEWLETT PACKARD CO COM 428236103 61,287 1,683,719 SH SOLE 1,683,719 LIFE TECHNOLOGIES CORP COM 53217V109 664,538 12,762,399 SH SOLE 12,762,399 LIFEPOINT HOSPITALS INC COM 53219L109 14,804 378,800 SH SOLE 378,800 LINCARE HLDGS INC COM 532791100 90,606 3,095,535 SH SOLE 3,095,535 LOWES COS INC COM 548661107 58,639 2,515,600 SH SOLE 2,515,600 MCKESSON CORP COM 58155Q103 454,395 5,432,099 SH SOLE 5,432,099 MERITOR INC COM 59001K100 120,040 7,483,796 SH SOLE 7,483,796 METLIFE INC COM 59156R108 61,418 1,400,000 SH SOLE 1,400,000 MICROSOFT CORP COM 594918104 57,200 2,200,000 SH SOLE 2,200,000 MUELLER WTR PRODS INC COM SER A 624758108 30,719 7,718,293 SH SOLE 7,718,293 ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P 780097762 541 32,819 SH SOLE 32,819 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 4,325 250,000 SH SOLE 250,000 SEAGATE TECHNOLOGY PLC SHS G7945M107 34,054 2,107,300 SH SOLE 2,107,300 SPRINT NEXTEL CORP COM SER 1 852061100 42,453 7,876,261 SH SOLE 7,876,261 STATE STR CORP COM 857477103 90,166 1,999,700 SH SOLE 1,999,700 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 27,830 1,821,334 SH SOLE 1,821,334 TARGET CORP COM 87612E106 170,437 3,633,282 SH SOLE 3,633,282 TELLABS INC COM 879664100 692 150,000 SH SOLE 150,000 TEXTRON INC COM 883203101 37,974 1,608,400 SH SOLE 1,608,400 THERMO FISHER SCIENTIFIC INC COM 883556102 262,258 4,072,964 SH SOLE 4,072,964 TIME WARNER CABLE INC COM 88732J207 131,692 1,687,495 SH SOLE 1,687,495 TYCO INTERNATIONAL LTD SHS H89128104 235,483 4,763,966 SH SOLE 4,763,966 UNITEDHEALTH GROUP INC COM 91324P102 130,425 2,528,596 SH SOLE 2,528,596 URS CORP NEW COM 903236107 170,388 3,808,395 SH SOLE 3,808,395 VIACOM INC NEW CL B 92553P201 141,275 2,770,099 SH SOLE 2,770,099 WELLPOINT INC COM 94973V107 138,226 1,754,801 SH SOLE 1,754,801 WYNDHAM WORLDWIDE CORP COM 98310W108 31,842 946,280 SH SOLE 946,280 XEROX CORP COM 984121103 247,038 23,730,806 SH SOLE 23,730,806