13F-HR 1 efc12-456_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: March 31, 2012 -------------- 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 May 15, 2012 -------------------------- ------------------ ------------------- [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: 54 ------------------- Form 13F Information Table Value Total: $5,538,130 ------------------- (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 MARCH 31, 2012 ------------------------------------------------------------------------------------------------------------------------------------ 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 51,493 1,026,583 SH SOLE 1,026,583 AMERICAN INTL GROUP INC COM NEW 026874784 289,354 9,385,465 SH SOLE 9,385,465 AMERICAN TOWER CORP NEW COM 03027X100 72,207 1,145,780 SH SOLE 1,145,780 AON CORP COM 037389103 176,132 3,590,138 SH SOLE 3,590,138 APOLLO GROUP INC CL A 037604105 21,221 549,200 SH SOLE 549,200 APPLE INC COM 037833100 28,838 48,100 SH SOLE 48,100 BABCOCK & WILCOX CO NEW COM 05615F102 81,223 3,154,277 SH SOLE 3,154,277 BMC SOFTWARE INC COM 055921100 224,765 5,596,736 SH SOLE 5,596,736 CARDINAL HEALTH INC COM 14149Y108 248,206 5,757,505 SH SOLE 5,757,505 CIGNA CORPORATION COM 125509109 253,498 5,147,161 SH SOLE 5,147,161 CITIGROUP INC COM NEW 172967424 42,493 1,162,600 SH SOLE 1,162,600 CITIGROUP INC *W EXP 01/04/201 172967226 3,682 8,561,020 SH SOLE 8,561,020 CLEARWIRE CORP NEW CL A 18538Q105 39,807 17,459,027 SH SOLE 17,459,027 CROWN CASTLE INTL CORP COM 228227104 327,068 6,131,756 SH SOLE 6,131,756 E TRADE FINANCIAL CORP COM NEW 269246401 49,172 4,490,565 SH SOLE 4,490,565 EXPRESS SCRIPTS INC COM 302182100 21,506 396,936 SH SOLE 396,936 FIDELITY NATL INFORMATION SV COM 31620M106 252,817 7,633,374 SH SOLE 7,633,374 FIRST AMERN FINL CORP COM 31847R102 760 45,700 SH SOLE 45,700 FLEXTRONICS INTL LTD ORD Y2573F102 312,029 43,217,244 SH SOLE 43,217,244 GENERAL MTRS CO COM 37045V100 52,823 2,059,371 SH SOLE 2,059,371 HARTFORD FINL SVCS GROUP INC COM 416515104 11,472 544,200 SH SOLE 544,200 HARTFORD FINL SVCS GROUP INC *W EXP 06/26/201 416515120 7,016 526,750 SH SOLE 526,750 HCA HOLDINGS INC COM 40412C101 192,235 7,770,229 SH SOLE 7,770,229 HEALTH MGMT ASSOC INC NEW CL A 421933102 75,763 11,274,276 SH SOLE 11,274,276 HOSPIRA INC COM 441060100 24,561 656,900 SH SOLE 656,900 INGERSOLL-RAND PLC SHS G47791101 27,568 666,700 SH SOLE 666,700 LIBERTY GLOBAL INC COM SER A 530555101 72,849 1,454,647 SH SOLE 1,454,647 LIFE TECHNOLOGIES CORP COM 53217V109 573,927 11,755,972 SH SOLE 11,755,972 LIFEPOINT HOSPITALS INC COM 53219L109 49,649 1,258,860 SH SOLE 1,258,860 LINCARE HLDGS INC COM 532791100 140,704 5,436,790 SH SOLE 5,436,790 LOWES COS INC COM 548661107 123,622 3,939,500 SH SOLE 3,939,500 MCKESSON CORP COM 58155Q103 138,778 1,581,152 SH SOLE 1,581,152 MCKESSON CORP COM 58155Q103 87,770 1,000,000 SH CALL SOLE 1,000,000 MERITOR INC COM 59001K100 61,714 7,647,279 SH SOLE 7,647,279 MUELLER WTR PRODS INC COM SER A 624758108 25,563 7,676,685 SH SOLE 7,676,685 OPENWAVE SYS INC COM NEW 683718308 5,829 2,568,031 SH SOLE 2,568,031 ROVI CORP COM 779376102 23,143 711,000 SH SOLE 711,000 ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P 780097762 535 32,819 SH SOLE 32,819 ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N 780097770 933 57,565 SH SOLE 57,565 ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS R 780097747 330 20,000 SH SOLE 20,000 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 4,178 250,000 SH SOLE 250,000 SEALED AIR CORP NEW COM 81211K100 71,356 3,695,310 SH SOLE 3,695,310 SPRINT NEXTEL CORP COM SER 1 852061100 45,618 16,006,206 SH SOLE 16,006,206 STATE STR CORP COM 857477103 23,558 517,755 SH SOLE 517,755 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 75,686 4,919,489 SH SOLE 4,919,489 TARGET CORP COM 87612E106 66,583 1,142,658 SH SOLE 1,142,658 TENET HEALTHCARE CORP COM 88033G100 134,905 25,405,900 SH SOLE 25,405,900 THERMO FISHER SCIENTIFIC INC COM 883556102 262,138 4,649,487 SH SOLE 4,649,487 TIME WARNER CABLE INC COM 88732J207 162,857 1,998,240 SH SOLE 1,998,240 TIME WARNER INC COM NEW 887317303 14,349 380,100 SH SOLE 380,100 TRIPADVISOR INC COM 896945201 11,967 335,500 SH SOLE 335,500 TYCO INTERNATIONAL LTD SHS H89128104 117,987 2,100,152 SH SOLE 2,100,152 URS CORP NEW COM 903236107 152,529 3,587,234 SH SOLE 3,587,234 XEROX CORP COM 984121103 201,364 24,936,694 SH SOLE 24,936,694