13F-HR 1 efc10-707_fm13fhr.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, 2010 ------------------ 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 Captal 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 Office and General Counsel Phone: 212-812-4700 Signature, Place and Date of Signing: /s/ Mark Horowitz New York, New York November 15, 2010 -------------------------- ------------------ ----------------- [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: 58 ------------------- Form 13F Information Table Value Total: $5,490,707 ------------------- (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, 2010 ------------------------------------------------------------------------------------------------------------------------------------ CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY ----- -------- ------- --- ---- ---------- -------- -------------------- NAME OF ISSUER TITLE CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ AIR PRODS & CHEMS INC COM 009158106 31,662 382,300 SH SOLE 382,300 AMERICAN INTL GROUP INC COM NEW 026874784 21,396 547,200 SH SOLE 547,200 AON CORP COM 037389103 201,156 5,143,340 SH SOLE 5,143,340 APPLIED MATLS INC COM 038222105 21,064 1,803,441 SH SOLE 1,803,441 ARVINMERITOR INC COM 043353101 69,948 4,501,186 SH SOLE 4,501,186 BANK OF AMERICA CORPORATION *W EXP 01/16/201 060505146 809 124,900 SH SOLE 124,900 BMC SOFTWARE INC COM 055921100 178,237 4,403,087 SH SOLE 4,403,087 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 11,597 507,065 SH SOLE 507,065 CHIMERA INVT CORP COM 16934Q109 26,450 6,696,300 SH SOLE 6,696,300 CIGNA CORP COM 125509109 79,373 2,218,372 SH SOLE 2,218,372 CISCO SYS INC COM 17275R102 60,210 2,749,299 SH SOLE 2,749,299 CIT GROUP INC COM NEW 125581801 35,089 859,600 SH SOLE 859,600 CITIGROUP INC COM 172967101 80,182 20,507,000 SH SOLE 20,507,000 CLEARWIRE CORP NEW CL A 18538Q105 16,549 2,045,653 SH SOLE 2,045,653 COMCAST CORP NEW CL A 20030N101 27,572 1,525,000 SH SOLE 1,525,000 CVS CAREMARK CORPORATION COM 126650100 172,868 5,493,095 SH SOLE 5,493,095 DAVITA INC COM 23918K108 289,119 4,188,316 SH SOLE 4,188,316 DISCOVER FINL SVCS COM 254709108 26,056 1,562,100 SH SOLE 1,562,100 E M C CORP MASS COM 268648102 12,541 617,500 SH SOLE 617,500 EXPEDIA INC DEL COM 30212P105 133,532 4,730,133 SH SOLE 4,730,133 EXPRESS SCRIPTS INC COM 302182100 424,299 8,712,512 SH SOLE 8,712,512 FIDELITY NATL INFORMATION SV COM 31620M106 283,965 10,466,825 SH SOLE 10,466,825 FISERV INC COM 337738108 98,159 1,823,840 SH SOLE 1,823,840 FLEXTRONICS INTL LTD ORD Y2573F102 153,146 25,355,320 SH SOLE 25,355,320 FLOWSERVE CORP COM 34354P105 30,094 275,036 SH SOLE 275,036 GOODRICH CORP COM 382388106 47,973 650,652 SH SOLE 650,652 HARTFORD FINL SVCS GROUP INC COM 416515104 89,842 3,914,700 SH SOLE 3,914,700 HEWLETT PACKARD CO COM 428236103 102,311 2,431,917 SH SOLE 2,431,917 JPMORGAN CHASE & CO COM 46625H100 19,634 515,860 SH SOLE 515,860 LABORATORY CORP AMER HLDGS COM NEW 50540R409 690 8,800 SH SOLE 8,800 LIFE TECHNOLOGIES CORP COM 53217V109 377,128 8,077,282 SH SOLE 8,077,282 LINCARE HLDGS INC COM 532791100 39,219 1,563,742 SH SOLE 1,563,742 LIVE NATION ENTERTAINMENT IN COM 538034109 27,541 2,787,513 SH SOLE 2,787,513 LOUISIANA PAC CORP COM 546347105 15,140 2,000,000 SH SOLE 2,000,000 MASCO CORP COM 574599106 11,010 1,000,000 SH SOLE 1,000,000 MCKESSON CORP COM 58155Q103 366,512 5,932,541 SH SOLE 5,932,541 MEDCO HEALTH SOLUTIONS INC COM 58405U102 257,904 4,953,976 SH SOLE 4,953,976 MUELLER WTR PRODS INC COM SER A 624758108 22,528 7,459,493 SH SOLE 7,459,493 OMNICARE INC COM 681904108 138,215 5,787,902 SH SOLE 5,787,902 OWENS CORNING NEW COM 690742101 12,815 500,000 SH SOLE 500,000 PHH CORP COM NEW 693320202 26,026 1,235,792 SH SOLE 1,235,792 PITNEY BOWES INC COM 724479100 78,126 3,654,148 SH SOLE 3,654,148 QUEST DIAGNOSTICS INC COM 74834L100 646 12,800 SH SOLE 12,800 RADIOSHACK CORP COM 750438103 28,510 1,336,637 SH SOLE 1,336,637 REPUBLIC SVCS INC COM 760759100 110,415 3,621,354 SH SOLE 3,621,354 STAPLES INC COM 855030102 20,920 1,000,000 SH SOLE 1,000,000 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 19,832 1,955,848 SH SOLE 1,955,848 TARGET CORP COM 87612E106 136,891 2,561,580 SH SOLE 2,561,580 TERRESTAR CORP COM 881451108 425 1,223,988 SH SOLE 1,223,988 TEXTRON INC COM 883203101 16,471 801,100 SH SOLE 801,100 THERMO FISHER SCIENTIFIC INC COM 883556102 238,859 4,988,697 SH SOLE 4,988,697 TYCO INTERNATIONAL LTD SHS H89128104 92,142 2,508,630 SH SOLE 2,508,630 URS CORP NEW COM 903236107 86,248 2,270,878 SH SOLE 2,270,878 VIACOM INC NEW CL B 92553P201 162,917 4,501,703 SH SOLE 4,501,703 WATERS CORP COM 941848103 51,669 730,000 SH SOLE 730,000 WELLPOINT INC COM 94973V107 127,154 2,244,950 SH SOLE 2,244,950 WYNDHAM WORLDWIDE CORP COM 98310W108 44,232 1,610,187 SH SOLE 1,610,187 XEROX CORP COM 984121103 235,689 22,771,862 SH SOLE 22,771,862