13F-HR 1 efc6-0482_5824614fm13fhr.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 31, 2005 ----------------- 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: 399 Park Avenue, 39th Floor New York, NY 10022 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, 2006 ------------------------- ------------------ ----------------- [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: 84 ----------------------------------- Form 13F Information Table Value Total: $6,135,438 ----------------------------------- 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 31, 2005

-------------------------------------------------------------------------------------------------------------------------- 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 $72,510 1,734,700 SH SOLE 1,734,700 OPTICS INC -------------------------------------------------------------------------------------------------------------------------- ALLTEL CORPORATION COM 020039103 $52,247 828,000 SH SOLE 828,000 -------------------------------------------------------------------------------------------------------------------------- ALMOSA HLDGS INC COM 011589108 $303,724 16,320,448 SH SOLE 16,320,448 -------------------------------------------------------------------------------------------------------------------------- ALTRIA GROUP INC COM 02209S103 $7,024 94,000 SH SOLE 94,000 -------------------------------------------------------------------------------------------------------------------------- AMDOCS LTD ORD G02602103 $103,776 3,773,673 SH SOLE 3,773,673 -------------------------------------------------------------------------------------------------------------------------- AMERICAN TOWER CORP CL A 029912201 $312,552 11,533,267 SH SOLE 11,533,267 -------------------------------------------------------------------------------------------------------------------------- APRIA HEALTHCARE COM 037933108 $4,680 194,100 SH SOLE 194,100 GROUP INC -------------------------------------------------------------------------------------------------------------------------- AUTOLIV INC COM 052800109 $4,755 104,700 SH SOLE 104,700 -------------------------------------------------------------------------------------------------------------------------- BEARINGPOINT INC COM 074002106 $75,335 9,584,647 SH SOLE 9,584,647 -------------------------------------------------------------------------------------------------------------------------- BEAZER HOMES USA COM 07556Q105 $69,045 947,900 SH SOLE 947,900 INC -------------------------------------------------------------------------------------------------------------------------- BMC SOFTWARE INC COM 055921100 $55,034 2,685,900 SH SOLE 2,685,900 -------------------------------------------------------------------------------------------------------------------------- BOEING CO COM 097203105 $35,120 500,000 SH PUT SOLE 500,000 -------------------------------------------------------------------------------------------------------------------------- CAREMARK RX INC COM 141705103 $64,468 1,244,800 SH SOLE 1,244,800 -------------------------------------------------------------------------------------------------------------------------- CENTEX CORP COM 152312104 $87,232 1,220,200 SH SOLE 1,220,200 -------------------------------------------------------------------------------------------------------------------------- CERTEGY INC COM 156880106 $144,543 3,563,700 SH SOLE 3,563,700 -------------------------------------------------------------------------------------------------------------------------- CHARTER CL A 16117M107 $21,988 18,022,900 SH SOLE 18,022,900 COMMUNICATIONS INC D --------------------------------------------------------------------------------------------------------------------------

-------------------------------------------------------------------------------------------------------------------------- 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 -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ------ CHEMTURA CORP COM 163893100 $85,911 6,764,610 SH SOLE 6,764,610 -------------------------------------------------------------------------------------------------------------------------- CISCO SYS INC COM 17275R102 $34,240 2,000,000 SH SOLE 2,000,000 -------------------------------------------------------------------------------------------------------------------------- COMPUTER ASSOC COM 204912109 $60,795 2,156,604 SH SOLE 2,156,604 INTL INC -------------------------------------------------------------------------------------------------------------------------- CORNING INC COM 219350105 $77,787 3,956,600 SH SOLE 3,956,600 -------------------------------------------------------------------------------------------------------------------------- CVS CORP COM 126650100 $113,604 4,299,907 SH SOLE 4,299,907 -------------------------------------------------------------------------------------------------------------------------- DOMINION RESOURCES COM 25746U109 $4,609 59,700 SH SOLE 59,700 INC VA NEW -------------------------------------------------------------------------------------------------------------------------- DOW CHEMICAL CO COM 260543103 $21,739 496,100 SH SOLE 496,100 -------------------------------------------------------------------------------------------------------------------------- DR HORTON INC COM 23331A109 $241,756 6,766,199 SH SOLE 6,766,199 -------------------------------------------------------------------------------------------------------------------------- DSW INC CL A 23334L102 $3,128 119,300 SH SOLE 119,300 -------------------------------------------------------------------------------------------------------------------------- EAGLE MATERIALS INC CL B 26969P207 $10,670 90,600 SH SOLE 90,600 -------------------------------------------------------------------------------------------------------------------------- ELECTRONIC DATA COM 285661104 $103,591 4,309,108 SH SOLE 4,309,108 SYS NEW -------------------------------------------------------------------------------------------------------------------------- FEDEX CORP COM 31428X106 $20,678 200,000 SH PUT SOLE 200,000 -------------------------------------------------------------------------------------------------------------------------- FIRST DATA CORP COM 319963104 $272,251 6,329,956 SH SOLE 6,329,956 -------------------------------------------------------------------------------------------------------------------------- FIRST DATA CORP COM 319963104 $86,020 2,000,000 SH CALL SOLE 2,000,000 -------------------------------------------------------------------------------------------------------------------------- FISHER SCIENTIFIC COM 338032204 $228,783 3,698,400 SH SOLE 3,698,400 INTL INC -------------------------------------------------------------------------------------------------------------------------- GAMESTOP CORP NEW CL B 36467W208 $12,051 417,000 SH SOLE 417,000 -------------------------------------------------------------------------------------------------------------------------- GOODYEAR TIRE & COM 382550101 $27,025 1,555,000 SH PUT SOLE 1,555,000 RUBBER CO -------------------------------------------------------------------------------------------------------------------------- GRACE WR & CO DEL COM 38388F108 $10,871 1,156,474 SH SOLE 1,156,474 NEW --------------------------------------------------------------------------------------------------------------------------

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-------------------------------------------------------------------------------------------------------------------------- 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 -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ------ HARMONIC INC COM 413160102 $2,425 500,000 SH SOLE 500,000 -------------------------------------------------------------------------------------------------------------------------- HEWLETT PACKARD COM 428236103 $168,414 5,882,423 SH SOLE 5,882,423 -------------------------------------------------------------------------------------------------------------------------- INTEGRATED ALARM COM 45890M109 $1,771 617,156 SH SOLE 617,156 SERVICES -------------------------------------------------------------------------------------------------------------------------- LEXAR MEDIA INC COM 52886P104 $20,860 2,540,824 SH SOLE 2,540,824 -------------------------------------------------------------------------------------------------------------------------- LOWES COS INC COM 54886P104 $21,878 328,200 SH PUT SOLE 328,200 -------------------------------------------------------------------------------------------------------------------------- MCDONALDS COM 580135101 $104,060 3,086,000 SH SOLE 3,086,000 -------------------------------------------------------------------------------------------------------------------------- MCDERMOTT INTL INC COM 580037109 $77,342 1,733,739 SH SOLE 1,733,739 -------------------------------------------------------------------------------------------------------------------------- MCKESSON CORP COM 58155Q103 $149,466 2,897,188 SH SOLE 2,897,188 -------------------------------------------------------------------------------------------------------------------------- MEDCO HEALTH COM 58405U102 $47,357 848,700 SH SOLE 848,700 SOLUTIONS INC -------------------------------------------------------------------------------------------------------------------------- MOODYS CORP COM 615369105 $3,071 50,000 SH PUT SOLE 50,000 -------------------------------------------------------------------------------------------------------------------------- NCR CORP NEW COM 62886E108 $74,716 2,201,400 SH SOLE 2,201,400 -------------------------------------------------------------------------------------------------------------------------- NEWS CORP CL A 65248E104 $26,112 1,679,200 SH SOLE 1,679,200 -------------------------------------------------------------------------------------------------------------------------- NOKIA CORP SPONS 654902204 $191,755 10,478,400 SH SOLE 10,478,400 -ORED ADR -------------------------------------------------------------------------------------------------------------------------- NRG ENERGY COM 629377508 $69,229 1,469,200 SH SOLE 1,469,200 NEW -------------------------------------------------------------------------------------------------------------------------- NTL INC DEL COM 62940M104 $238,682 3,505,900 SH SOLE 3,505,900 -------------------------------------------------------------------------------------------------------------------------- ORACLE CORP COM 68389X105 $97,712 8,002,600 SH SOLE 8,002,600 -------------------------------------------------------------------------------------------------------------------------- OWENS ILL INC COM 690768403 $93,411 4,439,651 SH SOLE 4,439,651 NEW --------------------------------------------------------------------------------------------------------------------------

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-------------------------------------------------------------------------------------------------------------------------- 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 -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ------ PALM INC NEW COM 696643105 $18,771 590,291 SH SOLE 590,291 -------------------------------------------------------------------------------------------------------------------------- POWERWAVE COM 739363109 $14,444 1,149,123 SH SOLE 1,149,123 TECHNOLOGIES INC -------------------------------------------------------------------------------------------------------------------------- PRECISION DRILLING TR 740215108 $34,455 1,044,100 SH SOLE 1,044,100 TR UNIT -------------------------------------------------------------------------------------------------------------------------- PRIMEDIA INC COM 74157K101 $13,636 8,469,424 SH SOLE 8,469,424 -------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 $242,219 23,470,829 SH SOLE 23,470,829 -------------------------------------------------------------------------------------------------------------------------- RELIANT ENERGY INC COM 75952B105 $10,320 1,000,000 SH CALL SOLE 1,000,000 -------------------------------------------------------------------------------------------------------------------------- RESEARCH IN MOTION COM 760975102 $28,530 432,200 SH PUT SOLE 432,200 LTD -------------------------------------------------------------------------------------------------------------------------- RETAIL VENTURES INC COM 76128Y102 $24,455 1,965,900 SH SOLE 1,965,900 -------------------------------------------------------------------------------------------------------------------------- RITE AID COM 767754104 $62,853 18,061,300 SH SOLE 18,061,300 -------------------------------------------------------------------------------------------------------------------------- ROBERT HALF INTL COM 770323103 $13,565 358,000 SH PUT SOLE 358,000 INC -------------------------------------------------------------------------------------------------------------------------- SARA LEE COM 803111103 $4,725 250,000 SH CALL SOLE 250,000 CORPORATION -------------------------------------------------------------------------------------------------------------------------- SCIENTIFIC ATLANTA COM 808655104 $197,306 4,581,056 SH SOLE 4,581,056 INC -------------------------------------------------------------------------------------------------------------------------- SELECT SECTOR SPDR SBI 81369Y886 $15,695 500,000 SH PUT SOLE 500,000 TR INT-UTILS -------------------------------------------------------------------------------------------------------------------------- SIEBEL SYS INC COM 826170102 $10,288 973,364 SH SOLE 973,364 --------------------------------------------------------------------------------------------------------------------------

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-------------------------------------------------------------------------------------------------------------------------- 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 -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ------ SPANSION COM 84649R101 $5,674 407,319 SH SOLE 407,319 CLA -------------------------------------------------------------------------------------------------------------------------- SPRINT NEXTEL CORP COM 852061100 $248,457 10,635,993 SH SOLE 10,635,993 FON -------------------------------------------------------------------------------------------------------------------------- SPRINT NEXTEL CORP COM 852061100 $17,520 750,000 SH CALL SOLE 750,000 FON -------------------------------------------------------------------------------------------------------------------------- STEELCASE INC CL A 858155203 $7,363 465,100 SH SOLE 465,100 -------------------------------------------------------------------------------------------------------------------------- SYMANTEC CORP COM 871503108 $21,000 1,200,000 SH SOLE 1,200,000 -------------------------------------------------------------------------------------------------------------------------- TAKE-TWO COM 874054109 $10,213 576,984 SH SOLE 576,984 INTERACTIVE SOFTWAR -------------------------------------------------------------------------------------------------------------------------- TELEWEST GLOBAL INC COM 87956T107 $196,635 8,255,041 SH SOLE 8,255,041 -------------------------------------------------------------------------------------------------------------------------- TEVA ADR 881624209 $111,124 2,583,667 SH SOLE 2,583,667 PHARMACEUTICAL INDS LTD -------------------------------------------------------------------------------------------------------------------------- TXU CORP COM 873168108 $88,099 1,755,300 SH SOLE 1,755,300 -------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 $165,293 5,727,400 SH SOLE 5,727,400 -------------------------------------------------------------------------------------------------------------------------- TYCO INTL LTD NEW COM 902124106 $57,720 2,000,000 SH CALL SOLE 2,000,000 -------------------------------------------------------------------------------------------------------------------------- COM U S G CORP NEW 903293405 $6,500 100,000 SH PUT SOLE 100,000 -------------------------------------------------------------------------------------------------------------------------- V F CORP COM 918204108 $3,320 60,000 SH PUT SOLE 60,000 -------------------------------------------------------------------------------------------------------------------------- WALGREEN CO COM 931422109 $33,846 764,718 SH SOLE 764,718 -------------------------------------------------------------------------------------------------------------------------- WHOLE FOODS MKT INC COM 966837106 $19,889 257,000 SH PUT SOLE 257,000 --------------------------------------------------------------------------------------------------------------------------

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-------------------------------------------------------------------------------------------------------------------------- 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 -------------- ----- ----- --------- ------- --- ---- ---------- -------- ---- ------ ------ WRIGHT EXPRESS CORP COM 98233Q105 $10,795 490,700 SH SOLE 490,700 -------------------------------------------------------------------------------------------------------------------------- XEROX CORP COM 984121103 $42,207 2,881,052 SH SOLE 2,881,052 -------------------------------------------------------------------------------------------------------------------------- XEROX CORP COM 984121103 $14,650 1,000,000 SH CALL SOLE 1,000,000 -------------------------------------------------------------------------------------------------------------------------- YELLOW ROADWAY CORP COM 985577105 $166,069 3,722,688 SH SOLE 3,722,688 --------------------------------------------------------------------------------------------------------------------------

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