13F-HR 1 efc7-0362_form13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 29, 2006 ----------------- 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: 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 February 14, 2007 ------------------------------- ------------------ ----------------- [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: 62 ------------------------------ Form 13F Information Table Value Total: $7,381,952 ------------------------------ (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 December 29, 2006

-------------------------------------------------------------------------------------------------------------------------- CLASS VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE CUSIP (X$1,000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ------ ADVANCED MEDICAL COM 00763M108 $33,053 939,019 SH SOLE 939,019 -------------------------------------------------------------------------------------------------------------------------- ALTRIA GROUP INC COM 02209S103 $148,657 1,732,200 SH SOLE 1,732,200 -------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 $329,103 8,492,968 SH SOLE 8,492,968 -------------------------------------------------------------------------------------------------------------------------- AMERICAN TOWER COR CL A 029912201 $263,826 7,076,867 SH SOLE 7,076,867 -------------------------------------------------------------------------------------------------------------------------- ANDREW CORP COM 034425108 $21,733 2,124,451 SH SOLE 2,124,451 -------------------------------------------------------------------------------------------------------------------------- ART TECHNOLOGY COM 04289L107 $40 17,100 SH SOLE 17,100 -------------------------------------------------------------------------------------------------------------------------- BEARINGPOINT INC COM 074002106 $123,363 15,675,100 SH SOLE 15,675,100 -------------------------------------------------------------------------------------------------------------------------- BLOCKBUSTER INC CL B 093679207 $17,189 3,508,000 SH SOLE 3,508,000 -------------------------------------------------------------------------------------------------------------------------- CARDINAL HEALTH INC COM 14149Y108 $220,348 3,419,963 SH SOLE 3,419,963 -------------------------------------------------------------------------------------------------------------------------- CAREMARK RX INC COM 141705103 $337,258 5,905,417 SH SOLE 5,905,417 -------------------------------------------------------------------------------------------------------------------------- CHARTER COMMUNICA CL A 16117M107 $3,164 1,033,848 SH SOLE 1,033,848 -------------------------------------------------------------------------------------------------------------------------- CNET NETWORKS INC COM 12613R104 $91 10,000 SH SOLE 10,000 -------------------------------------------------------------------------------------------------------------------------- COMPUTER SCIENCES COM 205363104 $70,838 1,327,300 SH SOLE 1,327,300 -------------------------------------------------------------------------------------------------------------------------- COMVERSE TECHNOLO COM 205862402 $61,171 2,897,735 SH SOLE 2,897,735 -------------------------------------------------------------------------------------------------------------------------- CONSOL ENERGY INC COM 20854P109 $328 10,200 SH SOLE 10,200 -------------------------------------------------------------------------------------------------------------------------- CORNING INC COM 219350105 $233,089 12,458,016 SH SOLE 12,458,016 -------------------------------------------------------------------------------------------------------------------------- CVS CORP COM 126650100 $337,257 10,910,944 SH SOLE 10,910,944 -------------------------------------------------------------------------------------------------------------------------- CVS CORP COM 126650100 $6,643 214,900 SH CALL SOLE 214,900 -------------------------------------------------------------------------------------------------------------------------- EXPRESS SCRIPTS INC COM 302182100 $328,900 4,593,580 SH SOLE 4,593,580 -------------------------------------------------------------------------------------------------------------------------- FIDELTY NATL INFORM COM 31620M106 $290,036 7,234,612 SH SOLE 7,234,612 -------------------------------------------------------------------------------------------------------------------------- FORD MOTOR CO NOTE 345370CF5 $5,338 5,000,000 SH SOLE 5,000,000 -------------------------------------------------------------------------------------------------------------------------- GAMESTOP CORP NEW CL B 36467W208 $80,634 1,472,500 SH SOLE 1,472,500 -------------------------------------------------------------------------------------------------------------------------- HERTZ GLOBAL HOLD COM 42805T105 $59,181 3,403,150 SH SOLE 3,403,150 -------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD CO COM 428236103 $227,633 5,526,407 SH SOLE 5,526,407 -------------------------------------------------------------------------------------------------------------------------- INTEGRATED ALARM S COM 45890M109 $2,006 617,156 SH SOLE 617,156 -------------------------------------------------------------------------------------------------------------------------- GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended December 29, 2006 -------------------------------------------------------------------------------------------------------------------------- KRAFT FOODS INC CL A 50075N104 $14,280 400,000 SH PUT SOLE 400,000 -------------------------------------------------------------------------------------------------------------------------- LIGAND PHARMACEUTI CL B 53220K207 $80,070 7,322,288 SH SOLE 7,322,288 -------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 $349,324 6,890,017 SH SOLE 6,890,017 -------------------------------------------------------------------------------------------------------------------------- MEDCO HEALTH SOLUT COM 58405U102 $301,800 5,647,446 SH SOLE 5,647,446 -------------------------------------------------------------------------------------------------------------------------- MEDCO HEALTH SOLUT COM 58405U102 $26,720 500,000 SH CALL SOLE 500,000 -------------------------------------------------------------------------------------------------------------------------- NALCO HOLDING CO COM 62985Q101 $282,253 13,795,367 SH SOLE 13,795,367 -------------------------------------------------------------------------------------------------------------------------- NCR CORP NEW COM 62886E108 $106,730 2,496,032 SH SOLE 2,496,032 -------------------------------------------------------------------------------------------------------------------------- NOKIA CORP ADR 654902204 $126,279 6,214,491 SH SOLE 6,214,491 -------------------------------------------------------------------------------------------------------------------------- NORTEL NETWORKS COM 656568508 $35,469 1,326,943 SH SOLE 1,326,943 NEW -------------------------------------------------------------------------------------------------------------------------- NOVATEL WIRELESS COM 66987M604 $106 11,000 SH SOLE 11,000 NEW -------------------------------------------------------------------------------------------------------------------------- NRG ENERGY INC COM 629377508 $184,940 3,301,905 SH SOLE 3,301,905 NEW -------------------------------------------------------------------------------------------------------------------------- OLD DOMINION FGHT COM 679580100 $217 9,000 SH SOLE 9,000 -------------------------------------------------------------------------------------------------------------------------- OMNICARE INC COM 681904108 $179,268 4,640,643 SH SOLE 4,640,643 -------------------------------------------------------------------------------------------------------------------------- PAXAR CORP COM 704227107 $27,017 1,171,600 SH SOLE 1,171,600 -------------------------------------------------------------------------------------------------------------------------- PEABODY ENERGY COM 704549104 $566 14,000 SH SOLE 14,000 -------------------------------------------------------------------------------------------------------------------------- POWERWAVE TECHNOL COM 739363109 $28,054 4,349,469 SH SOLE 4,349,469 -------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM 74157K101 $13,785 8,157,018 SH SOLE 8,157,018 -------------------------------------------------------------------------------------------------------------------------- QUALCOMM INC COM 747525103 $15,422 408,100 SH SOLE 408,100 -------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 $315,706 22,217,136 SH SOLE 22,217,136 -------------------------------------------------------------------------------------------------------------------------- RITE AID CORP COM 767754104 $40,316 7,411,062 SH SOLE 7,411,062 -------------------------------------------------------------------------------------------------------------------------- SARA LEE CORP COM 803111103 $4,258 250,000 SH CALL SOLE 250,000 -------------------------------------------------------------------------------------------------------------------------- SPANISH BROADCASTIN CL A 846425882 $44 10,700 SH SOLE 10,700 -------------------------------------------------------------------------------------------------------------------------- TAKE-TWO INTERACTIV COM 874054109 $86,729 4,883,372 SH SOLE 4,883,372 -------------------------------------------------------------------------------------------------------------------------- GLENVIEW CAPITAL MANAGEMENT, LLC FORM 13F Quarter Ended December 29, 2006 -------------------------------------------------------------------------------------------------------------------------- TELLABS INC COM 879664100 $58,917 5,742,400 SH SOLE 5,742,400 -------------------------------------------------------------------------------------------------------------------------- TELUS CORP COM 87971M202 $137,003 3,067,000 SH SOLE NONE -------------------------------------------------------------------------------------------------------------------------- TXU CORP COM 873168108 $122,368 2,257,301 SH SOLE 2,257,301 -------------------------------------------------------------------------------------------------------------------------- TXU CORP COM 873168108 $27,105 500,000 SH PUT SOLE 500,000 -------------------------------------------------------------------------------------------------------------------------- THERMO FISHER SCIEN COM 883556102 $460,121 10,159,438 SH SOLE 10,159,438 -------------------------------------------------------------------------------------------------------------------------- THERMO FISHER SCIEN COM 883556102 $45,290 1,000,000 SH CALL SOLE 1,000,000 -------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 $281,473 9,258,969 SH SOLE 9,258,969 -------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 $106,400 3,500,000 SH CALL SOLE 3,500,000 -------------------------------------------------------------------------------------------------------------------------- UNITEDHEALTH GROUP COM 91324P102 $360,568 6,710,740 SH SOLE 6,710,740 -------------------------------------------------------------------------------------------------------------------------- UST INC COM 902911106 $44,215 759,700 SH PUT SOLE 759,700 -------------------------------------------------------------------------------------------------------------------------- VALERO ENERGY CORP COM 91913Y100 $767 15,000 SH SOLE 15,000 -------------------------------------------------------------------------------------------------------------------------- VIRGIN MEDIA INC COM 92769L101 $231,992 9,191,459 SH SOLE 9,191,459 f/k/a NTL INC DEL -------------------------------------------------------------------------------------------------------------------------- WEATHERFORD INTL COM G95089101 $1,500 35,900 SH SOLE 35,900 -------------------------------------------------------------------------------------------------------------------------- YAHOO INC COM 984332106 $84,001 3,289,000 SH SOLE 3,289,000 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