13F-HR 1 efc12-774_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, 2012 ------------------ 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 Officer and General Counsel Phone: 212-812-4700 Signature, Place and Date of Signing: /s/ Mark Horowitz New York, New York November 14, 2012 -------------------------- ------------------ ------------------- [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: 46 ------------------- Form 13F Information Table Value Total: $6,110,300 ------------------- (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 INFORMATION TABLE QUARTER ENDED SEPTEMBER 30, 2012 ------------------------------------------------------------------------------------------------------------------------------------ VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY -------- ------- --- ---- ---------- -------- ----------------------- NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------------------------------------------------------------------------------------------------------------ AMERICAN INTL GROUP INC COM NEW 026874784 316,020 9,637,698 SH SOLE 9,637,698 AON PLC SHS CL A G0408V102 148,314 2,836,376 SH SOLE 2,836,376 B/E AEROSPACE INC COM 073302101 37,090 880,800 SH SOLE 880,800 BABCOCK & WILCOX CO NEW COM 05615F102 140,386 5,511,816 SH SOLE 5,511,816 BMC SOFTWARE INC COM 055921100 220,456 5,313,479 SH SOLE 5,313,479 CAPITAL ONE FINL CORP COM 14040H105 13,783 241,759 SH SOLE 241,759 CARDINAL HEALTH INC COM 14149Y108 174,269 4,471,886 SH SOLE 4,471,886 CHIMERA INVT CORP COM 16934Q109 13,717 5,061,805 SH SOLE 5,061,805 CIGNA CORPORATION COM 125509109 275,051 5,831,059 SH SOLE 5,831,059 CIT GROUP INC COM NEW 125581801 20,030 508,500 SH SOLE 508,500 CITIGROUP INC *W EXP 01/04/201 172967226 3,168 8,561,020 SH SOLE 8,561,020 CITIGROUP INC COM NEW 172967424 152,712 4,667,245 SH SOLE 4,667,245 CLEARWIRE CORP NEW CL A 18538Q105 37,511 27,993,552 SH SOLE 27,993,552 COMMUNITY HEALTH SYS INC NEW COM 203668108 47,590 1,633,151 SH SOLE 1,633,151 COMPUTER SCIENCES CORP COM 205363104 144,211 4,477,215 SH SOLE 4,477,215 CONSTELLATION BRANDS INC CL A 21036P108 10,054 310,795 SH SOLE 310,795 E TRADE FINANCIAL CORP COM NEW 269246401 101,106 11,489,265 SH SOLE 11,489,265 ELECTRONIC ARTS INC COM 285512109 115,566 9,106,855 SH SOLE 9,106,855 FIDELITY NATL INFORMATION SV COM 31620M106 212,990 6,822,219 SH SOLE 6,822,219 FLEXTRONICS INTL LTD ORD Y2573F102 271,258 45,209,667 SH SOLE 45,209,667 GENERAL MTRS CO COM 37045V100 95,763 4,209,347 SH SOLE 4,209,347 HCA HOLDINGS INC COM 40412C101 280,326 8,430,856 SH SOLE 8,430,856 HEALTH MGMT ASSOC INC NEW CL A 421933102 215,030 25,629,276 SH SOLE 25,629,276 HOSPIRA INC COM 441060100 52,494 1,599,462 SH SOLE 1,599,462 LAMAR ADVERTISING CO CL A 512815101 57,330 1,547,212 SH SOLE 1,547,212 LIBERTY GLOBAL INC COM SER A 530555101 52,495 864,114 SH SOLE 864,114 LIFE TECHNOLOGIES CORP COM 53217V109 559,122 11,444,515 SH SOLE 11,444,515 LIFEPOINT HOSPITALS INC COM 53219L109 102,769 2,402,277 SH SOLE 2,402,277 LOWES COS INC COM 548661107 115,822 3,830,100 SH SOLE 3,830,100 MCKESSON CORP COM 58155Q103 301,107 3,500,027 SH SOLE 3,500,027 MERITOR INC COM 59001K100 31,406 7,406,963 SH SOLE 7,406,963 MUELLER WTR PRODS INC COM SER A 624758108 59,390 12,120,383 SH SOLE 12,120,383 PENNEY J C INC COM 708160106 108,266 4,457,212 SH SOLE 4,457,212 PENTAIR INC COM 709631105 118,973 2,672,959 SH SOLE 2,672,959 ROVI CORP COM 779376102 116,586 8,034,895 SH SOLE 8,034,895 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 7,297 245,100 SH SOLE 245,100 SIRIUS XM RADIO INC COM 82967N108 104,074 40,182,920 SH SOLE 40,182,920 SPRINT NEXTEL CORP COM SER 1 852061100 69,111 12,520,188 SH SOLE 12,520,188 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 74,683 7,153,564 SH SOLE 7,153,564 TENET HEALTHCARE CORP COM 88033G100 331,205 52,823,831 SH SOLE 52,823,831 THERMO FISHER SCIENTIFIC INC COM 883556102 236,801 4,025,181 SH SOLE 4,025,181 TIME WARNER CABLE INC COM 88732J207 78,552 826,340 SH SOLE 826,340 TYCO INTERNATIONAL LTD SHS H89128104 94,525 1,680,152 SH SOLE 1,680,152 UNWIRED PLANET INC NEW COM 91531F103 2,887 1,503,543 SH SOLE 1,503,543 URS CORP NEW COM 903236107 131,708 3,730,040 SH SOLE 3,730,040 XEROX CORP COM 984121103 257,296 35,053,968 SH SOLE 35,053,968