13F-HR 1 efc11-604_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: September 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 November 14, 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: 58 ------------------- Form 13F Information Table Value Total: $5,464,776 ------------------- (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 SEPTEMBER 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 ------------------------------------------------------------------------------------------------------------------------------------ AGILENT TECHNOLOGIES INC COM 00846U101 28,125 900,000 SH SOLE 900,000 AMERICAN INTL GROUP INC COM NEW 026874784 174,890 7,967,653 SH SOLE 7,967,653 AMERICAN TOWER CORP CL A 029912201 132,883 2,469,950 SH SOLE 2,469,950 AON CORP COM 037389103 175,835 4,188,536 SH SOLE 4,188,536 BABCOCK & WILCOX CO NEW COM 05615F102 56,572 2,893,689 SH SOLE 2,893,689 BMC SOFTWARE INC COM 055921100 217,095 5,630,062 SH SOLE 5,630,062 CARDINAL HEALTH INC COM 14149Y108 116,510 2,781,986 SH SOLE 2,781,986 CIGNA CORP COM 125509109 113,226 2,699,709 SH SOLE 2,699,709 CITIGROUP INC *W EXP 01/04/201 172967226 4,400 10,000,000 SH SOLE 10,000,000 CITIGROUP INC COM NEW 172967424 83,318 3,252,710 SH SOLE 3,252,710 CLEARWIRE CORP NEW CL A 18538Q105 35,482 15,228,264 SH SOLE 15,228,264 COCA COLA ENTERPRISES INC NE COM 19122T109 21,666 870,837 SH SOLE 870,837 COMCAST CORP NEW CL A 20030N101 70,484 3,369,200 SH SOLE 3,369,200 CORNING INC COM 219350105 62,795 5,080,500 SH SOLE 5,080,500 CROWN CASTLE INTL CORP COM 228227104 262,659 6,458,296 SH SOLE 6,458,296 CVS CAREMARK CORPORATION COM 126650100 25,656 763,800 SH SOLE 763,800 DAVITA INC COM 23918K108 13,995 223,316 SH SOLE 223,316 DONNELLEY R R & SONS CO COM 257867101 40,886 2,895,580 SH SOLE 2,895,580 EXPEDIA INC DEL COM 30212P105 52,599 2,042,674 SH SOLE 2,042,674 EXPRESS SCRIPTS INC COM 302182100 69,225 1,867,400 SH SOLE 1,867,400 FAMILY DLR STORES INC COM 307000109 42,167 829,089 SH SOLE 829,089 FIDELITY NATL INFORMATION SV COM 31620M106 193,201 7,944,109 SH SOLE 7,944,109 FISERV INC COM 337738108 142,390 2,804,616 SH SOLE 2,804,616 FLEXTRONICS INTL LTD ORD Y2573F102 232,549 41,305,334 SH SOLE 41,305,334 GENERAL MTRS CO COM 37045V100 58,518 2,899,800 SH SOLE 2,899,800 GOLDMAN SACHS GROUP INC COM 38141G104 18,910 200,000 SH SOLE 200,000 HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 5,916 615,000 SH SOLE 615,000 HCA HOLDINGS INC COM 40412C101 158,140 7,844,267 SH SOLE 7,844,267 HEALTH MGMT ASSOC INC NEW CL A 421933102 41,826 6,044,193 SH SOLE 6,044,193 LABORATORY CORP AMER HLDGS COM NEW 50540R409 60,726 768,200 SH SOLE 768,200 LIBERTY GLOBAL INC COM SER A 530555101 35,449 979,791 SH SOLE 979,791 LIFE TECHNOLOGIES CORP COM 53217V109 543,949 14,154,289 SH SOLE 14,154,289 LIFEPOINT HOSPITALS INC COM 53219L109 21,207 578,800 SH SOLE 578,800 LINCARE HLDGS INC COM 532791100 126,707 5,631,403 SH SOLE 5,631,403 LOWES COS INC COM 548661107 87,294 4,513,645 SH SOLE 4,513,645 MCKESSON CORP COM 58155Q103 432,595 5,950,413 SH SOLE 5,950,413 MERITOR INC COM 59001K100 61,308 8,683,796 SH SOLE 8,683,796 MORGAN STANLEY COM NEW 617446448 9,457 700,000 SH SOLE 700,000 MUELLER WTR PRODS INC COM SER A 624758108 19,141 7,718,293 SH SOLE 7,718,293 OPENWAVE SYS INC COM NEW 683718308 1,560 1,000,000 SH SOLE 1,000,000 PFIZER INC COM 717081103 30,940 1,750,000 SH SOLE 1,750,000 PHARMACEUTICAL PROD DEV INC COM 717124101 12,943 504,406 SH SOLE 504,406 ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P 780097762 336 32,819 SH SOLE 32,819 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 2,745 250,000 SH SOLE 250,000 SEAGATE TECHNOLOGY PLC SHS G7945M107 26,790 2,607,300 SH SOLE 2,607,300 SEALED AIR CORP NEW COM 81211K100 72,124 4,318,800 SH SOLE 4,318,800 SPRINT NEXTEL CORP COM SER 1 852061100 26,984 8,876,261 SH SOLE 8,876,261 STATE STR CORP COM 857477103 17,688 550,000 SH SOLE 550,000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 27,483 2,160,648 SH SOLE 2,160,648 TARGET CORP COM 87612E106 187,984 3,833,282 SH SOLE 3,833,282 TEXTRON INC COM 883203101 28,372 1,608,400 SH SOLE 1,608,400 THERMO FISHER SCIENTIFIC INC COM 883556102 218,915 4,322,964 SH SOLE 4,322,964 TIME WARNER CABLE INC COM 88732J207 105,755 1,687,495 SH SOLE 1,687,495 TYCO INTERNATIONAL LTD SHS H89128104 241,417 5,924,346 SH SOLE 5,924,346 URS CORP NEW COM 903236107 117,406 3,958,395 SH SOLE 3,958,395 VIACOM INC NEW CL B 92553P201 96,042 2,479,133 SH SOLE 2,479,133 WYNDHAM WORLDWIDE CORP COM 98310W108 34,083 1,195,473 SH SOLE 1,195,473 XEROX CORP COM 984121103 165,458 23,738,606 SH SOLE 23,738,606