13F-HR 1 efc7-1950_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: June 30, 2007 ------------- 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, 2007 ------------------------------ ------------------ --------------- [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: 80 ------------------- Form 13F Information Table Value Total: $11,565,788 ------------------- (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 June 30, 2007
CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY ------ ------ -------- --- ---- ---------- ------ ---------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ---- ADVANCED MEDICAL OPTICS INC COM 00763M108 $35,951 1,030,700 SH SOLE 1,030,700 AECOM TECHNOLOGY CORP DELAWA COM 00766T100 $25,430 1,025,000 SH SOLE 1,025,000 AETNA INC NEW COM 00817Y108 $387,695 7,848,068 SH SOLE 7,848,068 ALCATEL-LUCENT SPON ADR 013904305 $144,833 10,345,200 SH SOLE 10,345,200 ALCOA INC COM 013817101 $136,801 3,375,300 SH SOLE 3,375,300 ALLTEL CORP COM 020039103 $11,071 163,900 SH SOLE 163,900 AMDOCS LTD ORD G20602103 $155,795 3,912,490 SH SOLE 3,912,490 AMERICAN TOWER CORP CL A 029912201 $441,066 10,501,569 SH SOLE 10,501,569 ANDREW CORP COM 034425108 $20,317 1,406,973 SH SOLE 1,406,973 ARVINMERITOR INC COM 043353101 $41,471 1,868,060 SH SOLE 1,868,060 AT&T INC COM 00206R102 $342,010 8,241,200 SH SOLE 8,241,200 B&G FOODS INC NEW CL A 05508R106 $15,183 1,150,200 SH SOLE 1,150,200 BEARINGPOINT INC COM 074002106 $114,585 15,675,100 SH SOLE 15,675,100 BLOCKBLUSTER INC CL B 093679207 $16,571 4,238,000 SH SOLE 4,238,000 BORDERS GROUP INC COM 099709107 $17,807 934,263 SH SOLE 934,263 BURGER KING HLDGS INC COM 121208201 $56,686 2,152,100 SH SOLE 2,152,100 CARDINAL HEALTH INC COM 14149Y108 $105,712 1,496,485 SH SOLE 1,496,485 CISCO SYS INC COM 17275R102 $188,887 6,782,300 SH SOLE 6,782,300 COMPUTER SCIENCES CORP COM 205363104 $57,295 968,635 SH SOLE 968,635 CORNING INC COM 219350105 $248,785 9,737,165 SH SOLE 9,737,165 CROWN CASTLE INTL CORP COM 228227104 $502,524 13,855,089 SH SOLE 13,855,089 CVS CAREMARK CORPORATION COM 126650100 $444,663 12,199,262 SH SOLE 12,199,262 CVS CAREMARK CORPORATION COM 126650100 $7,833 214,900 SH CALL SOLE 214,900 DOMTAR CORP COM 257559104 $29,567 2,649,382 SH SOLE 2,649,382 DONNELLEY R R & SONS CO COM 257867101 $305,881 7,030,130 SH SOLE 7,030,130 EBAY INC COM 278642103 $71,581 2,224,400 SH SOLE 2,224,400 EXPRESS SCRIPTS INC COM 302182100 $346,388 6,926,370 SH SOLE 6,926,370 FIDELITY NATL INFORMATION SV COM 31620M106 $309,111 5,694,743 SH SOLE 5,694,743 GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended June 30, 2007 FIRST ADVANTAGE CORP CL A 31845F100 $12,656 550,000 SH SOLE 550,000 FIRST AMERN CORP CALIF COM 318522307 $266,310 5,380,000 SH SOLE 5,380,000 FIRST DATA CORP COM 319963104 $61,462 1,881,300 SH SOLE 1,881,300 FIRST MARBLEHEAD CORP COM 320771108 $57,311 1,483,200 SH SOLE 1,483,200 GENENTECH INC COM NEW 368710406 $378 5,000 SH SOLE 5,000 GOLDMAN SACHS GROUP INC COM 38141G104 $11,206 51,700 SH SOLE 51,700 GPO AEROPORTUARIO DEL PAC SA SPON ADR 400506101 $123,606 2,506,200 SH SOLE 2,506,200 B HANOVER COMPRESSOR CO COM 410768105 $51,585 2,162,912 SH SOLE 2,162,912 HARMAN INTL INDS INC COM 413086109 $22,624 193,700 SH SOLE 193,700 HEWLETT PACKARD CO COM 428236103 $244,319 5,475,552 SH SOLE 5,475,552 INGERSOLL-RAND COMPANY LTD CL A G4776G101 $471,595 8,602,613 SH SOLE 8,602,613 LIGAND PHARMACEUTICALS INC CL B 53220K207 $25,233 3,667,561 SH SOLE 3,667,561 LIMITED BRANDS INC COM 532716107 $247,975 9,033,691 SH SOLE 9,033,691 MCKESSON CORP COM 58155Q103 $269,468 4,518,249 SH SOLE 4,518,249 MEADWESTVACO CORP COM 583334107 $207,422 5,872,659 SH SOLE 5,872,659 MEDCO HEALTH SOLUTIONS INC COM 58405U102 $38,995 500,000 SH CALL SOLE 500,000 MEDCO HEALTH SOLUTIONS INC COM 58405U102 $396,041 5,078,104 SH SOLE 5,078,104 MOTOROLA INC COM 620076109 $78,694 4,446,000 SH SOLE 4,446,000 MUELLER WTR PRODS INC COM SER B 624758207 $36,888 2,459,172 SH SOLE 2,459,172 NALCO HOLDING COMPANY COM 62985Q101 $428,526 15,611,140 SH SOLE 15,611,140 NCR CORP NEW COM 62886E108 $284,674 5,418,232 SH SOLE 5,418,232 NOKIA CORP SPON ADR 654902204 $108,041 3,843,491 SH SOLE 3,843,491 NRG ENERGY INC COM NEW 629377508 $114,941 2,765,006 SH SOLE 2,765,006 OMNICARE INC COM 681904108 $134,098 3,718,741 SH SOLE 3,718,741 PARKERVISION INC COM 701354102 $243 20,300 SH SOLE 20,300 PEOPLES UNITED FINANCIAL IN COM 712704105 $8,941 504,312 SH SOLE 504,312 POWERWAVE TECHNOLOGIES INC COM 739363109 $40,931 6,109,032 SH SOLE 6,109,032 PRIMEDIA INC COM 74157K101 $59,102 20,737,537 SH SOLE 20,737,537 PROTECTION ONE INC COM NEW 743663403 $2,677 178,974 SH SOLE 178,974 GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended June 30, 2007 QUALCOMM INC COM 747525103 $26,034 600,000 SH SOLE 600,000 RELIANT ENERGY INC COM 75952B105 $192,933 7,158,936 SH SOLE 7,158,936 RITE AID CORP COM 767754104 $25,514 3,999,000 SH SOLE 3,999,000 SARA LEE CORP COM 803111103 $4,350 250,000 SH CALL SOLE 250,000 TAKE TWO INTERACTIVE SOFTWAR COM 874054109 $25,961 1,300,000 SH SOLE 1,300,000 TEEKAY CORPORATION COM Y8564W103 $25,434 439,200 SH SOLE 439,200 TELLABS INC COM 879664100 $218,734 20,328,469 SH SOLE 20,328,469 TELUS CORP NON-VTG 87971M202 $11,419 190,000 SH SOLE NONE SHS THERMO FISHER SCIENTIFIC INC COM 883556102 $508,282 9,827,568 SH SOLE 9,827,568 THOMSON CORP COM 884903105 $30,773 750,000 SH SOLE 750,000 TYCO INTL LTD NEW COM 902124106 $53,000 1,000,000 SH CALL SOLE 1,000,000 UNITED RENTAL INC COM 911363109 $138,128 4,244,881 SH SOLE 4,244,881 UNITEDHEALTH GROUP INC COM 91324P102 $267,316 5,227,140 SH SOLE 5,227,140 UNIVERSAL COMPRESSION HLDGS COM 913431102 $53,299 735,468 SH SOLE 735,468 UST INC COM 902911106 $23,364 435,000 SH PUT SOLE 435,000 VERISIGN INC COM 92343E102 $182,511 5,752,000 SH SOLE 5,752,000 VIRGIN MEDIA INC COM 92769L101 $439,829 18,047,969 SH SOLE 18,047,969 WALGREEN CO COM 931422109 $50,941 1,169,974 SH SOLE 1,169,974 WASHINGTON GROUP INTL INC COM NEW 938862208 $114,894 1,436,000 SH SOLE 1,436,000 WELLPOINT INC COM 94973V107 $481,454 6,030,985 SH SOLE 6,030,985 WESCO INTL COM 95082P105 $131,691 2,178,507 SH SOLE 2,178,507 XM SATELLITE RADIO HLDGS INC CL A 983759101 $68,025 5,779,499 SH SOLE 5,779,499 YAHOO INC COM 984332106 $104,461 3,850,400 SH SOLE 3,850,400