13F-HR/A 1 efc8-0907_emailform13fhra.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 -------------- Check here if Amendment [X]; Amendment Number: 1 -------------- This Amendment (Check only one.): [X] 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 13F File Number: 28-10134 -------- 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 May 21, 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: 64 ----------------- Form 13F Information Table Value Total: $8,256,908 ----------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional 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 March 31, 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 14653 6398840 SH SOLE 6398840 ------------------------------------------------------------------------------------------------------------------------------------ AETNA INC NEW COM 00817Y108 231731 5505608 SH SOLE 5505608 ------------------------------------------------------------------------------------------------------------------------------------ AMBAC FINL GROUP INC COM 023139108 8199 1425967 SH SOLE 1425967 ------------------------------------------------------------------------------------------------------------------------------------ AMDOCS LTD ORD G02602103 245027 8639877 SH SOLE 8639877 ------------------------------------------------------------------------------------------------------------------------------------ AMERICAN TOWER CORP CL A 029912201 300266 7657902 SH SOLE 7657902 ------------------------------------------------------------------------------------------------------------------------------------ AMERISOURCEBERGEN CORP COM 03073E105 137151 3346790 SH SOLE 3346790 ------------------------------------------------------------------------------------------------------------------------------------ ARVINMERITOR INC COM 043353101 60161 4809047 SH SOLE 4809047 ------------------------------------------------------------------------------------------------------------------------------------ AT&T INC COM 00206R102 154235 4027016 SH SOLE 4027016 ------------------------------------------------------------------------------------------------------------------------------------ B & G FOODS INC NEW CL A 05508R106 11504 1045810 SH SOLE 1045810 ------------------------------------------------------------------------------------------------------------------------------------ BEARINGPOINT INC COM 074002106 26334 15675100 SH SOLE 15675100 ------------------------------------------------------------------------------------------------------------------------------------ BLOCKBUSTER INC CL B 093679207 12078 4238000 SH SOLE 4238000 ------------------------------------------------------------------------------------------------------------------------------------ BROCADE COMMUNICATIONS SYS I COM NEW 111621306 41178 5640817 SH SOLE 5640817 ------------------------------------------------------------------------------------------------------------------------------------ CARDINAL HEALTH INC COM 14149Y108 38664 736310 SH SOLE 736310 ------------------------------------------------------------------------------------------------------------------------------------ CIGNA CORP COM 125509109 276870 6824494 SH SOLE 6824494 ------------------------------------------------------------------------------------------------------------------------------------ CISCO SYS INC COM 17275R102 73826 3064600 SH SOLE 3064600 ------------------------------------------------------------------------------------------------------------------------------------ CLEARWIRE CORP CL A 185385309 222 15000 SH SOLE 15000 ------------------------------------------------------------------------------------------------------------------------------------ COACH INC COM 189754104 143449 4757856 SH SOLE 4757856 ------------------------------------------------------------------------------------------------------------------------------------ CORNING INC COM 219350105 71894 2990605 SH SOLE 2990605 ------------------------------------------------------------------------------------------------------------------------------------ CROWN CASTLE INTL CORP COM 228227104 274442 7957139 SH SOLE 7957139 ------------------------------------------------------------------------------------------------------------------------------------ CVS CAREMARK CORPORATION COM 126650100 339513 8380972 SH SOLE 8380972 ------------------------------------------------------------------------------------------------------------------------------------ DOMTAR CORP COM 257559104 12215 1788400 SH SOLE 1788400 ------------------------------------------------------------------------------------------------------------------------------------ DONNELLEY R R & SONS CO COM 257867101 224756 7415252 SH SOLE 7415252 ------------------------------------------------------------------------------------------------------------------------------------ EBAY INC COM 278642103 133000 4457090 SH SOLE 4457090 ------------------------------------------------------------------------------------------------------------------------------------ EXPRESS SCRIPTS INC COM 302182100 53224 827489 SH SOLE 827489 ------------------------------------------------------------------------------------------------------------------------------------ FIBERTOWER CORP NOTE 9.000%11/1 31567RAC4 24000 30000000 PRN SOLE NONE ------------------------------------------------------------------------------------------------------------------------------------ FIDELITY NATL INFORMATION SV COM 31620M106 593668 15565497 SH SOLE 15565497 ------------------------------------------------------------------------------------------------------------------------------------ FIRST ADVANTAGE CORP CL A 31845F100 10352 488516 SH SOLE 488516 ------------------------------------------------------------------------------------------------------------------------------------ FIRST AMERN CORP CALIF COM 318522307 228204 6723735 SH SOLE 6723735 ------------------------------------------------------------------------------------------------------------------------------------ FISERV INC COM 337738108 74361 1546290 SH SOLE 1546290 ------------------------------------------------------------------------------------------------------------------------------------ HEWLETT PACKARD CO COM 428236103 150331 3292400 SH SOLE 3292400 ------------------------------------------------------------------------------------------------------------------------------------ INGERSOLL-RAND COMPANY LTD CL A G4776G101 549623 12328916 SH SOLE 12328916 ------------------------------------------------------------------------------------------------------------------------------------ ISHARES TR RUSSELL 2000 464287655 352677 5164400 SH PUT SOLE 5164400 ------------------------------------------------------------------------------------------------------------------------------------ ITT EDUCATIONAL SERVICES INC COM 45068B109 90122 1962154 SH SOLE 1962154 ------------------------------------------------------------------------------------------------------------------------------------ LIGAND PHARMACEUTICALS INC CL B 53220K207 18962 4740431 SH SOLE 4740431 ------------------------------------------------------------------------------------------------------------------------------------ LIMITED BRANDS INC COM 532716107 57895 3385680 SH SOLE 3385680 ------------------------------------------------------------------------------------------------------------------------------------ MCKESSON CORP COM 58155Q103 378112 7220018 SH SOLE 7220018 ------------------------------------------------------------------------------------------------------------------------------------ MEADWESTVACO CORP COM 583334107 13610 500000 SH SOLE 500000 ------------------------------------------------------------------------------------------------------------------------------------ MEDCO HEALTH SOLUTIONS INC COM 58405U102 120399 2749465 SH SOLE 2749465 ------------------------------------------------------------------------------------------------------------------------------------ MUELLER WTR PRODS INC COM SER B 624758207 6657 844855 SH SOLE 844855 ------------------------------------------------------------------------------------------------------------------------------------ NALCO HOLDING COMPANY COM 62985Q101 229606 10856059 SH SOLE 10856059 ------------------------------------------------------------------------------------------------------------------------------------ NCR CORP NEW COM 62886E108 310533 13601978 SH SOLE 13601978 ------------------------------------------------------------------------------------------------------------------------------------ NRG ENERGY INC COM NEW 629377508 196575 5041689 SH SOLE 5041689 ------------------------------------------------------------------------------------------------------------------------------------ OMNICARE INC COM 681904108 220144 12122463 SH SOLE 12122463 ------------------------------------------------------------------------------------------------------------------------------------ ORACLE CORP COM 68389X105 39120 2000000 SH SOLE 2000000 ------------------------------------------------------------------------------------------------------------------------------------ POLO RALPH LAUREN CORP CL A 731572103 31409 538843 SH SOLE 538843 ------------------------------------------------------------------------------------------------------------------------------------ POWERWAVE TECHNOLOGIES INC COM 739363109 3066 1202332 SH SOLE 1202332 ------------------------------------------------------------------------------------------------------------------------------------ PRIMEDIA INC COM NEW 74157K846 25413 3457636 SH SOLE 3457636 ------------------------------------------------------------------------------------------------------------------------------------ PROTECTION ONE INC COM NEW 743663403 1008 105113 SH SOLE 105113 ------------------------------------------------------------------------------------------------------------------------------------ QUALCOMM INC COM 747525103 78605 1917200 SH SOLE 1917200 ------------------------------------------------------------------------------------------------------------------------------------ RELIANT ENERGY INC COM 75952B105 18025 762158 SH SOLE 762158 ------------------------------------------------------------------------------------------------------------------------------------ SARA LEE CORP COM 803111103 5707 408200 SH SOLE 408200 ------------------------------------------------------------------------------------------------------------------------------------ SMART BALANCE INC COM 83169Y108 19814 2508156 SH SOLE 2508156 ------------------------------------------------------------------------------------------------------------------------------------ TEEKAY CORPORATION COM Y8564W103 14546 342500 SH SOLE 342500 ------------------------------------------------------------------------------------------------------------------------------------ TELLABS INC COM 879664100 34601 6348868 SH SOLE 6348868 ------------------------------------------------------------------------------------------------------------------------------------ TERRESTAR CORP COM 881451108 6593 1350948 SH SOLE 1350948 ------------------------------------------------------------------------------------------------------------------------------------ THERMO FISHER SCIENTIFIC INC COM 883556102 290130 5104332 SH SOLE 5104332 ------------------------------------------------------------------------------------------------------------------------------------ TYCO ELECTRONICS LTD COM NEW G9144P105 12082 352028 SH SOLE 352028 ------------------------------------------------------------------------------------------------------------------------------------ TYCO INTL LTD BERMUDA SHS G9143X208 329807 7487100 SH SOLE 7487100 ------------------------------------------------------------------------------------------------------------------------------------ UNITEDHEALTH GROUP INC COM 91324P102 163033 4744856 SH SOLE 4744856 ------------------------------------------------------------------------------------------------------------------------------------ VERISIGN INC COM 92343E102 151531 4558680 SH SOLE 4558680 ------------------------------------------------------------------------------------------------------------------------------------ VIRGIN MEDIA INC COM 92769L101 215738 15333188 SH SOLE 15333188 ------------------------------------------------------------------------------------------------------------------------------------ WELLPOINT INC COM 94973V107 102590 2324715 SH SOLE 2324715 ------------------------------------------------------------------------------------------------------------------------------------ WILLIS GROUP HOLDINGS LTD SHS G96655108 151467 4506596 SH SOLE 4506596 ------------------------------------------------------------------------------------------------------------------------------------ WYETH COM 983024100 52200 1250000 SH SOLE 1250000 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