13F-HR 1 efc8-1110_form13fhr.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, 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: Lawrence M. Robbins Title: Chief Executive Officer Phone: 212-812-4700 Signature, Place and Date of Signing: /s/ Lawrence M. Robbins New York, New York August 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: $9,286,131 ------------------------------- (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 2
GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended June 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 12,593 5,940,240 SH SOLE 5,940,240 ----------------------------------------------------------------------------------------------------------------------------------- AETNA INC NEW COM 00817Y108 271,176 6,690,752 SH SOLE 6,690,752 ----------------------------------------------------------------------------------------------------------------------------------- ALCOA INC COM 013817101 1,781 50,000 SH SOLE 50,000 ----------------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 346,432 11,775,376 SH SOLE 11,775,376 ----------------------------------------------------------------------------------------------------------------------------------- AMERICAN TOWER CORP CL A 029912201 147,941 3,501,561 SH SOLE 3,501,561 ----------------------------------------------------------------------------------------------------------------------------------- AMERISOURCEBERGEN CORP COM 03073E105 238,644 5,967,601 SH SOLE 5,967,601 ----------------------------------------------------------------------------------------------------------------------------------- APOLLO GROUP INC CL A 037604105 44,260 1,000,000 SH SOLE 1,000,000 ----------------------------------------------------------------------------------------------------------------------------------- ARVINMERITOR INC COM 043353101 75,264 6,030,786 SH SOLE 6,030,786 ----------------------------------------------------------------------------------------------------------------------------------- AT&T INC COM 00206R102 122,969 3,650,000 SH SOLE 3,650,000 ----------------------------------------------------------------------------------------------------------------------------------- B & G FOODS INC NEW CL A 05508R106 12,103 1,295,810 SH SOLE 1,295,810 ----------------------------------------------------------------------------------------------------------------------------------- BEARINGPOINT INC COM 074002106 19,744 24,375,100 SH SOLE 24,375,100 ----------------------------------------------------------------------------------------------------------------------------------- BLOCKBUSTER INC CL B 093679207 7,695 3,809,300 SH SOLE 3,809,300 ----------------------------------------------------------------------------------------------------------------------------------- BROCADE COMMUNICATIONS SYS I COM NEW 111621306 54,720 6,640,817 SH SOLE 6,640,817 ----------------------------------------------------------------------------------------------------------------------------------- CIGNA CORP COM 125509109 222,235 6,279,608 SH SOLE 6,279,608 ----------------------------------------------------------------------------------------------------------------------------------- CLEAR CHANNEL COMMUNICATIONS COM 184502102 65,528 1,861,600 SH SOLE 1,861,600 ----------------------------------------------------------------------------------------------------------------------------------- COACH INC COM 189754104 301,799 10,450,087 SH SOLE 10,450,087 ----------------------------------------------------------------------------------------------------------------------------------- COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 54,963 1,690,637 SH SOLE 1,690,637 ----------------------------------------------------------------------------------------------------------------------------------- CORNING INC COM 219350105 68,933 2,990,605 SH SOLE 2,990,605 ----------------------------------------------------------------------------------------------------------------------------------- CROWN CASTLE INTL CORP COM 228227104 91,408 2,360,123 SH SOLE 2,360,123 ----------------------------------------------------------------------------------------------------------------------------------- CROWN HOLDINGS INC COM 228368106 1,971 75,830 SH SOLE 75,830 ----------------------------------------------------------------------------------------------------------------------------------- CVS CAREMARK CORPORATION COM 126650100 277,652 7,016,724 SH SOLE 7,016,724 ----------------------------------------------------------------------------------------------------------------------------------- DICKS SPORTING GOODS INC COM 253393102 28,971 1,633,100 SH SOLE 1,633,100 ----------------------------------------------------------------------------------------------------------------------------------- DONNELLEY R R & SONS CO COM 257867101 162,592 5,476,325 SH SOLE 5,476,325 ----------------------------------------------------------------------------------------------------------------------------------- EBAY INC COM 278642103 318,812 11,665,265 SH SOLE 11,665,265 ----------------------------------------------------------------------------------------------------------------------------------- FIBERTOWER CORP NOTE 9.000% 11/1 35167RAC4 22,388 30,000,000 PRN SOLE NONE ----------------------------------------------------------------------------------------------------------------------------------- FIDELITY NATL INFORMATION SV COM 31620M106 536,653 14,539,510 SH SOLE 14,539,510 ----------------------------------------------------------------------------------------------------------------------------------- FIRST AMERN CORP CALIF COM 318522307 195,708 7,413,168 SH SOLE 7,413,168 ----------------------------------------------------------------------------------------------------------------------------------- FISERV INC COM 337738108 164,200 3,619,142 SH SOLE 3,619,142 ----------------------------------------------------------------------------------------------------------------------------------- GENERAL ELECTRIC CO COM 369604103 30,517 1,143,400 SH PUT SOLE 1,143,400 ----------------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD CO COM 428236103 358,756 8,114,818 SH SOLE 8,114,818 ----------------------------------------------------------------------------------------------------------------------------------- INGERSOLL-RAND COMPANY LTD CL A G4776G101 383,911 10,256,778 SH SOLE 10,256,778 ----------------------------------------------------------------------------------------------------------------------------------- INVITROGEN CORP COM 46185R100 805 20,500 SH SOLE 20,500 ----------------------------------------------------------------------------------------------------------------------------------- ITT EDUCATIONAL SERVICES INC COM 45068B109 113,392 1,372,284 SH SOLE 1,372,284 ----------------------------------------------------------------------------------------------------------------------------------- LIGAND PHARMACEUTICALS INC CL B 53220K207 12,325 4,740,431 SH SOLE 4,740,431 ----------------------------------------------------------------------------------------------------------------------------------- LIMITED BRANDS INC COM 532716107 35,735 2,120,800 SH SOLE 2,120,800 ----------------------------------------------------------------------------------------------------------------------------------- MACROVISION SOLUTIONS CORP COM 55611C108 126,054 8,426,059 SH SOLE 8,426,059 ----------------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 523,820 9,368,985 SH SOLE 9,368,985 ----------------------------------------------------------------------------------------------------------------------------------- MUELLER WTR PRODS INC COM SER B 624758207 5,635 659,855 SH SOLE 659,855 ----------------------------------------------------------------------------------------------------------------------------------- NALCO HOLDING COMPANY COM 62985Q101 166,622 7,878,097 SH SOLE 7,878,097 ----------------------------------------------------------------------------------------------------------------------------------- NCR CORP NEW COM 62886E108 277,203 11,000,138 SH SOLE 11,000,138 ----------------------------------------------------------------------------------------------------------------------------------- NRG ENERGY INC COM NEW 629377508 240,643 5,609,387 SH SOLE 5,609,387 ----------------------------------------------------------------------------------------------------------------------------------- OMNICARE INC COM 681904108 317,851 12,122,463 SH SOLE 12,122,463 ----------------------------------------------------------------------------------------------------------------------------------- ORACLE CORP COM 68389X105 165,384 7,875,407 SH SOLE 7,875,407 ----------------------------------------------------------------------------------------------------------------------------------- PALL CORP COM 696429307 77,405 1,950,736 SH SOLE 1,950,736 ----------------------------------------------------------------------------------------------------------------------------------- PFIZER INC COM 717081103 50,052 2,865,000 SH SOLE 2,865,000 ----------------------------------------------------------------------------------------------------------------------------------- PHARMACEUTICAL HLDRS TR DEPOSITRY RCPT 71712A206 34,518 511,600 SH SOLE 511,600 ----------------------------------------------------------------------------------------------------------------------------------- POLO RALPH LAUREN CORP CL A 731572103 56,691 903,011 SH SOLE 903,011 ----------------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM NEW 74157K846 16,113 3,457,636 SH SOLE 3,457,636 ----------------------------------------------------------------------------------------------------------------------------------- PROTECTION ONE INC COM NEW 743663403 867 103,165 SH SOLE 103,165 ----------------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 32,944 1,548,858 SH SOLE 1,548,858 ----------------------------------------------------------------------------------------------------------------------------------- SAFEWAY INC COM NEW 786514208 33,461 1,171,998 SH SOLE 1,171,998 ----------------------------------------------------------------------------------------------------------------------------------- SMART BALANCE INC COM 83169Y108 18,084 2,508,156 SH SOLE 2,508,156 ----------------------------------------------------------------------------------------------------------------------------------- TERRESTAR CORP COM 881451108 5,851 1,470,186 SH SOLE 1,470,186 ----------------------------------------------------------------------------------------------------------------------------------- TESORO CORP COM 881609101 1,977 100,000 SH SOLE 100,000 ----------------------------------------------------------------------------------------------------------------------------------- THERMO FISHER SCIENTIFIC INC COM 883556102 299,813 5,379,744 SH SOLE 5,379,744 ----------------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD BERMUDA SHS G9143X208 293,597 7,332,595 SH SOLE 7,332,595 ----------------------------------------------------------------------------------------------------------------------------------- UNITEDHEALTH GROUP INC COM 91324P102 320,849 12,222,817 SH SOLE 12,222,817 ----------------------------------------------------------------------------------------------------------------------------------- URS CORP NEW COM 903236107 77,107 1,837,193 SH SOLE 1,837,193 ----------------------------------------------------------------------------------------------------------------------------------- VERISIGN INC COM 92343E102 68,368 1,808,680 SH SOLE 1,808,680 ----------------------------------------------------------------------------------------------------------------------------------- VIACOM INC NEW CL B 92553P201 11,410 373,600 SH SOLE 373,600 ----------------------------------------------------------------------------------------------------------------------------------- VIRGIN MEDIA INC COM 92769L101 208,685 15,333,188 SH SOLE 15,333,188 ----------------------------------------------------------------------------------------------------------------------------------- WELLPOINT INC COM 94973V107 193,513 4,060,277 SH SOLE 4,060,277 ----------------------------------------------------------------------------------------------------------------------------------- WILLIS GROUP HOLDINGS LTD SHS G96655108 262,349 8,363,046 SH SOLE 8,363,046 ----------------------------------------------------------------------------------------------------------------------------------- WYETH COM 983024100 509,541 10,624,287 SH SOLE 10,624,287 ----------------------------------------------------------------------------------------------------------------------------------- WYETH COM 983024100 85,148 1,775,400 SH CALL SOLE 1,775,400 -----------------------------------------------------------------------------------------------------------------------------------
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