13F-HR 1 efc5-2334_5787215form13fhr.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, 2005 ------------------ 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: 399 Park Avenue, 39th Floor New York, NY 10022 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 November 14, 2005 _____________________________ ------------------ ----------------- [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: 86 -------------------------- Form 13F Information Table Value Total: $6,178,061 -------------------------- 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 September 30, 2005 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- --------------------------- VOTING AUTHORITY CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- ADVANCED MEDICAL OPTICS INC COM 00763M108 $107,577 2,834,692 SH SOLE 2,834,692 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- ALAMOSA HLDGS INC COM 011589108 $246,669 14,416,670 SH SOLE 14,416,670 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- ALTRIA GROUP INC COM 02209S103 $9,361 127,000 SH SOLE 127,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- AMDOCS LTD ORD G02602103 $108,914 3,927,673 SH SOLE 3,927,673 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- AMERICAN TOWER CORP CL A 029912201 $321,525 12,886,767 SH SOLE 12,886,767 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- APRIA HEALTHCARE GROUP INC COM 037933108 $53,957 1,690,900 SH SOLE 1,690,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- ASSURANT INC COM 04621X108 $83,380 2,190,750 SH SOLE 2,190,750 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- BEARINGPOINT INC COM 074002106 $94,884 12,501,147 SH SOLE 12,501,147 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- BMC SOFTWARE INC COM 055921100 $35,564 1,685,500 SH SOLE 1,685,500 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- BOEING CO COM 097023105 $1,025 500,000 SH PUT SOLE 500,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- CVS CORP COM 126650100 $74,942 2,583,307 SH SOLE 2,583,307 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- CABLEVISION SYS CORP CL A NY 12686C109 $187,263 6,105,735 SH SOLE 6,105,735 CABLVS ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- CARDINAL HEALTH INC COM 14149Y108 $20,466 322,600 SH SOLE 322,600 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- CENTEX CORP COM 152312104 $63,740 987,000 SH SOLE 987,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- CERTEGY INC COM 156880106 $92,470 2,310,600 SH SOLE 2,310,600 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended September 30, 2005 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ VOTING AUTHORITY CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- CHARTER COMMUNICATIONS INC D CL A 16117M107 $33,027 22,017,900 SH SOLE 22,017,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ CHEMTURA CORP COM 163893100 $111,622 8,987,306 SH SOLE 8,987,306 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ CLOROX CO DEL COM 189054109 $700 350,000 SH PUT SOLE 350,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ COMPUTER ASSOC INTL INC COM 204912109 $97,389 3,501,929 SH SOLE 3,501,929 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ CORNING INC COM 219350105 $53,192 2,751,763 SH SOLE 2,751,763 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ DSW INC CL A 23334L102 $2,529 119,300 SH SOLE 119,300 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ DOW CHEMICAL CO COM 260543103 $141,007 3,383,900 SH SOLE 3,383,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ DOW JONES & CO INC COM 260561105 $8,726 228,500 SH SOLE 228,500 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ DR HORTON INC COM 23331A109 $184,109 5,083,068 SH SOLE 5,083,068 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ DR HORTON INC COM 23331A109 $4,350 1,000,000 SH PUT SOLE 1,000,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ ELECTRONIC DATA SYS NEW COM 285661104 $229,007 10,205,308 SH SOLE 10,205,308 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ FAIRPOINT COMMUNICATIONS INC COM NEW 305560104 $4,626 316,180 SH SOLE 316,180 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ FASTENAL CO COM 311900104 $105 150,000 SH PUT SOLE 150,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ FIRST DATA CORP COM 319963104 $231,442 5,786,056 SH SOLE 5,786,056 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ FORTUNE BRANDS INC COM 349631101 $1,604 326,900 SH PUT SOLE 326,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ GATEWAY INC COM 367626108 $13,306 4,928,000 SH SOLE 4,928,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ GRACE WR & CO DEL NEW COM 38388F108 $14,461 1,615,774 SH SOLE 1,615,774 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ HARMONIC INC COM 413160102 $12,259 2,106,400 SH SOLE 2,106,400 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ HERSHEY CO COM 427866108 $211 351,000 SH PUT SOLE 351,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended September 30, 2005 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ VOTING AUTHORITY CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- HEWITT ASSOCS INC COM 42822Q100 $25,158 922,200 SH SOLE 922,200 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ HEWLETT PACKARD INC COM 428236103 $143,269 4,906,482 SH SOLE 4,906,482 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ LENNAR CORP CL A 526057104 $140,952 2,358,632 SH SOLE 2,358,632 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ LENNAR CORP CL A 526057104 $1,550 250,000 SH PUT SOLE 250,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ LEXAR MEDIA INC COM 52886P104 $14,349 2,249,100 SH SOLE 2,249,100 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ COM LIBERTY MEDIA CORP NEW SER A 530718105 $5,335 662,710 SH SOLE 662,710 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ LOWES COS INC COM 548661107 $39 21,400 SH PUT SOLE 21,400 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ LYONDELL CHEMICAL CO COM 552078107 $28,760 1,004,900 SH SOLE 1,004,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ MCDERMOTT INTL INC COM 580037109 $104,204 2,846,339 SH SOLE 2,846,339 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ MCKESSON CORP COM 58155Q103 $257,399 5,424,632 SH SOLE 5,424,632 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ UNIT MIDCAP SPDR TR SER 1 595635103 $2,037 770,000 SH PUT SOLE 770,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ MOHAWK INDS INC COM 608190104 $126 50,000 SH PUT SOLE 50,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ MOODYS CORP COM 615369105 $141 125,000 SH PUT SOLE 125,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ NRG ENERGY INC COM NEW 629377508 $8,520 200,000 SH SOLE 200,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ NTL INC DEL COM 62940M104 $145,557 2,179,000 SH SOLE 2,179,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ NEW SKIES SATELLITES HLDGS SHS G64865101 $18,541 880,819 SH SOLE 880,819 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SPONS NOKIA CORP -ORED 654902204 $96,583 5,711,600 SH SOLE 5,711,600 ADR ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ ORACLE CORP COM 68389X105 $24,385 1,966,500 SH SOLE 1,966,500 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended September 30, 2005 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ VOTING AUTHORITY CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- OWENS ILL INC COM NEW 690768403 $162,328 7,872,351 SH SOLE 7,872,351 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ PALM INC NEW COM 696643105 $37,613 1,327,691 SH SOLE 1,327,691 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ PLAYTEX PRODS INC COM 72813P100 $1,604 145,859 SH SOLE 145,859 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ POWERWAVE TECHNOLOGIES INC COM 739363109 $15,653 1,205,000 SH SOLE 1,205,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ PRECISION DRILLING CORP COM 74022D100 $19,680 400,000 SH SOLE 400,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ PRIMEDIA INC COM 74157K101 $46,887 11,463,900 SH SOLE 11,463,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ PRIORITY HEALTHCARE CORP CL B 74264T102 $103,082 3,700,000 SH SOLE 3,700,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ RITE AID CORP COM 767754104 $15,710 4,049,000 SH SOLE 4,049,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ RELIANT ENERGY INC COM 75952B105 $240,313 15,564,329 SH SOLE 15,564,329 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ RETAIL VENTURES INC COM 76128Y102 $21,586 1,965,900 SH SOLE 1,965,900 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SPX CORP COM 784635104 $10,559 364,100 SH PUT SOLE 364,100 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SABRE HLDGS INC CL A 785905100 $6,544 322,700 SH SOLE 322,700 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SAKS INC COM 79377W108 $35,642 1,926,600 SH SOLE 1,926,600 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SCIENTIFIC ATLANTA INC COM 808655104 $136,636 3,642,656 SH SOLE 3,642,656 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SEABRIGHT INSURANCE HLDGS IN COM 811656107 $2,654 205,113 SH SOLE 205,113 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SIEBEL SYS INC COM 826170102 $213,546 20,672,364 SH SOLE 20,672,364 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ SPECTRUM BRANDS INC COM 84762L105 $49,514 2,102,500 SH SOLE 2,102,500 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended September 30, 2005 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ VOTING AUTHORITY CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------------- NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------- ----- SPRINT NEXTEL CORP COM FON 852061100 $274,861 11,558,493 SH SOLE 11,558,493 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ STEELCASE INC CL A 858155203 $4,812 332,800 SH SOLE 332,800 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TXU CORP COM 873168108 $139,839 1,238,831 SH SOLE 1,238,831 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 $52,651 2,383,477 SH SOLE 2,383,477 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TELEWEST GLOBAL INC COM 87956T107 $265,909 11,586,441 SH SOLE 11,586,441 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TEVA PHARMACEUTICAL INDS LTD ADR 881624209 $151,609 4,536,467 SH SOLE 4,536,467 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TIME WARNER INC COM 887317105 $55,323 3,054,818 SH SOLE 3,054,818 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TOLL BROTHERS INC COM 889478103 $97,521 2,183,133 SH SOLE 2,183,133 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ TOLL BROTHERS INC COM 889478103 $5,350 500,000 SH PUT SOLE 500,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ COM U S G CORP NEW 903293405 $625 100,000 SH PUT SOLE 100,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ V F CORP COM 918204108 $116 60,000 SH PUT SOLE 60,000 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ VALOR COMMUNICATIONS GROUP I COM 920255106 $5,983 438,945 SH SOLE 438,945 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ WALGREEN CO COM 931422109 $4,289 98,700 SH SOLE 98,700 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ WPT ENTERPRISES INC COM 96808B107 $2,673 303,059 SH SOLE 303,059 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ WRIGHT EXPRESS CORP COM 98233Q105 $11,577 536,200 SH SOLE 536,200 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ XEROX CORP COM 984121103 $107,804 7,897,752 SH SOLE 7,897,752 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------ YELLOW ROADWAY CORP COM 985577105 $215,254 5,196,871 SH SOLE 5,196,871 ------------------------ ------- ---------- ---------- ------------ ----- ------ ------------- --------- ------------- ------ ------