13F-HR 1 efc9-0973_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: September 30, 2009 ------------------ 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: 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 November 16, 2009 ----------------------------- ------------------ ----------------- [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: 50 ------------------------- Form 13F Information Table Value Total: $3,844,728 ------------------------- (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 SEPTEMBER 30, 2009 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 ------------------------------ ---------------- --------- -------- ---------- --- ---- ------- -------- -------- -------- ----- ----------------------------------------------------------------------------------------------------------------------------------- AETNA INC NEW COM 00817Y108 38,655 1,388,979 SH SOLE 1,388,979 ----------------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 60,294 2,243,093 SH SOLE 2,243,093 ----------------------------------------------------------------------------------------------------------------------------------- AMERICAN WTR WKS CO INC NEW COM 030420103 86,324 4,329,200 SH SOLE 4,329,200 ----------------------------------------------------------------------------------------------------------------------------------- AMERISOURCEBERGEN CORP COM 03073E105 157,015 7,015,863 SH SOLE 7,015,863 ----------------------------------------------------------------------------------------------------------------------------------- AON CORP COM 037389103 42,045 1,033,299 SH SOLE 1,033,299 ----------------------------------------------------------------------------------------------------------------------------------- ARVINMERITOR INC COM 043353101 25,453 3,254,856 SH SOLE 3,254,856 ----------------------------------------------------------------------------------------------------------------------------------- BANK OF AMERICA CORPORATION COM 060505104 25,380 1,500,000 SH SOLE 1,500,000 ----------------------------------------------------------------------------------------------------------------------------------- CIGNA CORP COM 125509109 113,368 4,035,894 SH SOLE 4,035,894 ----------------------------------------------------------------------------------------------------------------------------------- CVS CAREMARK CORPORATION COM 126650100 171,816 4,807,395 SH SOLE 4,807,395 ----------------------------------------------------------------------------------------------------------------------------------- DIRECTV GROUP INC COM 25459L106 23,975 869,300 SH SOLE 869,300 ----------------------------------------------------------------------------------------------------------------------------------- DONNELLEY R R & SONS CO COM 257867101 206,694 9,722,208 SH SOLE 9,722,208 ----------------------------------------------------------------------------------------------------------------------------------- E M C CORP MASS COM 268648102 31,339 1,839,160 SH SOLE 1,839,160 ----------------------------------------------------------------------------------------------------------------------------------- EBAY INC COM 278642103 140,032 5,933,570 SH SOLE 5,933,570 ----------------------------------------------------------------------------------------------------------------------------------- ELECTRONIC ARTS INC COM 285512109 15,049 789,966 SH SOLE 789,966 ----------------------------------------------------------------------------------------------------------------------------------- EXPRESS SCRIPTS INC COM 302182100 262,696 3,386,134 SH SOLE 3,386,134 ----------------------------------------------------------------------------------------------------------------------------------- FIDELITY NATL INFORMATION SV COM 31620M106 211,950 8,308,522 SH SOLE 8,308,522 ----------------------------------------------------------------------------------------------------------------------------------- FIFTH THIRD BANCORP COM 316773100 30,529 3,013,767 SH SOLE 3,013,767 ----------------------------------------------------------------------------------------------------------------------------------- FISERV INC COM 337738108 57,114 1,184,942 SH SOLE 1,184,942 ----------------------------------------------------------------------------------------------------------------------------------- FLEXTRONICS INTL LTD ORD Y2573F102 136,796 18,312,697 SH SOLE 18,312,697 ----------------------------------------------------------------------------------------------------------------------------------- HARTFORD FINL SVCS GROUP INC COM 416515104 15,200 573,600 SH SOLE 573,600 ----------------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD CO COM 428236103 137,034 2,902,642 SH SOLE 2,902,642 ----------------------------------------------------------------------------------------------------------------------------------- HOME DEPOT INC COM 437076102 19,868 745,800 SH SOLE 745,800 ----------------------------------------------------------------------------------------------------------------------------------- ITT EDUCATIONAL SERVICES INC COM 45068B109 17,660 159,950 SH SOLE 159,950 ----------------------------------------------------------------------------------------------------------------------------------- KROGER CO COM 501044101 20,423 989,500 SH SOLE 989,500 ----------------------------------------------------------------------------------------------------------------------------------- LIFE TECHNOLOGIES CORP COM 53217V109 160,068 3,438,625 SH SOLE 3,438,625 ----------------------------------------------------------------------------------------------------------------------------------- MASTERCARD INC CL A 57636Q104 64,255 317,857 SH SOLE 317,857 ----------------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 178,808 3,002,658 SH SOLE 3,002,658 ----------------------------------------------------------------------------------------------------------------------------------- METAVANTE TECHNOLOGIES INC COM 591407101 8,144 236,200 SH SOLE 236,200 ----------------------------------------------------------------------------------------------------------------------------------- MONSANTO CO NEW COM 61166W101 45,759 591,200 SH SOLE 591,200 ----------------------------------------------------------------------------------------------------------------------------------- MUELLER WTR PRODS INC COM SER A 624758108 9,590 1,750,000 SH SOLE 1,750,000 ----------------------------------------------------------------------------------------------------------------------------------- OMNICARE INC COM 681904108 152,675 6,779,534 SH SOLE 6,779,534 ----------------------------------------------------------------------------------------------------------------------------------- ORACLE CORP COM 68389X105 181,074 8,688,752 SH SOLE 8,688,752 ----------------------------------------------------------------------------------------------------------------------------------- PITNEY BOWES INC COM 724479100 23,938 963,300 SH SOLE 963,300 ----------------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM NEW 74157K846 6,184 2,453,808 SH SOLE 2,453,808 ----------------------------------------------------------------------------------------------------------------------------------- REGIONS FINANCIAL CORP NEW COM 7591EP100 81,480 13,120,852 SH SOLE 13,120,852 ----------------------------------------------------------------------------------------------------------------------------------- REPUBLIC SVCS INC COM 760759100 31,738 1,194,521 SH SOLE 1,194,521 ----------------------------------------------------------------------------------------------------------------------------------- SEALED AIR CORP NEW COM 81211K100 15,152 771,879 SH SOLE 771,879 ----------------------------------------------------------------------------------------------------------------------------------- SUN MICROSYSTEMS INC COM NEW 866810203 4,545 500,000 SH SOLE 500,000 ----------------------------------------------------------------------------------------------------------------------------------- SUNTRUST BKS INC COM 867914103 102,028 4,524,515 SH SOLE 4,524,515 ----------------------------------------------------------------------------------------------------------------------------------- TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 37,786 3,370,723 SH SOLE 3,370,723 ----------------------------------------------------------------------------------------------------------------------------------- TARGET CORP COM 87612E106 59,517 1,275,000 SH SOLE 1,275,000 ----------------------------------------------------------------------------------------------------------------------------------- TERRESTAR CORP COM 881451108 2,803 1,223,988 SH SOLE 1,223,988 ----------------------------------------------------------------------------------------------------------------------------------- THERMO FISHER SCIENTIFIC INC COM 883556102 158,426 3,627,795 SH SOLE 3,627,795 ----------------------------------------------------------------------------------------------------------------------------------- TYCO ELECTRONICS LTD SWITZER SHS H8912P106 25,925 1,163,614 SH SOLE 1,163,614 ----------------------------------------------------------------------------------------------------------------------------------- TYCO INTERNATIONAL LTD SHS H89128104 22,503 652,634 SH SOLE 652,634 ----------------------------------------------------------------------------------------------------------------------------------- URS CORP NEW COM 903236107 30,678 702,817 SH SOLE 702,817 ----------------------------------------------------------------------------------------------------------------------------------- WALGREEN CO COM 931422109 120,659 3,220,158 SH SOLE 3,220,158 ----------------------------------------------------------------------------------------------------------------------------------- WELLPOINT INC COM 94973V107 93,123 1,966,283 SH SOLE 1,966,283 ----------------------------------------------------------------------------------------------------------------------------------- WILLIS GROUP HOLDINGS LTD SHS G96655108 163,351 5,788,484 SH SOLE 5,788,484 ----------------------------------------------------------------------------------------------------------------------------------- YAHOO INC COM 984332106 17,810 1,000,000 SH SOLE 1,000,000 -----------------------------------------------------------------------------------------------------------------------------------