Glenview Capital Management 3Q 13F: Holdings As Of Sep 30

DJ CFA SOURCE: SEC 13F-HR 
FILER: Glenview Capital Management LLC 
QUARTER ENDED: 09/30/2013 
SEC RECEIVED: 11/14/2013 
 
 

The following sets forth up to 200 of the largest holdings of Glenview Capital Management LLC as of Sep. 30, according to a Form 13F filed with the Securities and Exchange Commission.

As of Sep. 30, Glenview Capital Management LLC held 66 positions valued at $11,378,877,814.

Up to 200 of the largest holdings of Glenview Capital Management LLC are listed below in order of dollar value as of Sep. 30.

 
Company Name                             Value      Holdings         Change 
 
 
THERMO FISHER SC (ELECTRON) IN    $744,909,361     8,083,661      (425,000) 
MCKESSON CORP  COM                $591,839,689     4,612,936        349,236 
FLEXTRONICS INTERNATIONAL LTD     $537,954,917    59,180,959        100,000 
HEALTH MANAGEMENT ASSOCIATES      $483,297,062    37,757,583              0 
HCA HOLDINGS INC  COM             $442,108,231    10,341,713        500,000 
AMERICAN INTERNATIONAL GROUP      $419,193,712     8,620,064      (425,200) 
CROWN CASTLE INTERNATIONAL COR    $410,919,216     5,626,718      3,973,563 
WALGREEN CO  COM                  $400,429,419     7,442,926      (132,900) 
COMMUNITY HEALTH SYSTEMS INC      $390,729,265     9,415,163              0 
HUMANA INC  COM                   $344,434,272     3,690,499      (932,603) 
COMPUTER SCIENCES CORP  COM       $339,989,231     6,571,110      (703,900) 
LIFE TECHNOLOGIES CORP  COM       $318,111,609     4,251,124    (5,955,754) 
MICROSOFT CORP  COM               $287,844,211     8,649,165      5,786,650 
TIME WARNER CABLE INC  COM        $259,371,346     2,324,116         20,947 
XEROX CORP  COM                   $259,111,111    25,180,866    (7,483,302) 
PENTAIR LTD  COM                  $258,665,761     3,983,150      (250,000) 
FIDELITY NATIONAL INFO SERVICE    $246,657,283     5,311,311      (447,530) 
CBS CORP  CL B                    $245,434,530     4,449,502        199,796 
ADVANCE AUTO PARTS INC  COM       $224,719,114     2,717,938      2,717,938 * 
URS CORP  COM                     $224,240,216     4,171,911      (381,800) 
CIGNA CORP  COM                   $213,640,825     2,779,610      (517,139) 
PVH CORP  COM                     $209,274,327     1,763,201      1,198,460 
GENERAL MOTORS CO  COM            $208,362,232     5,792,667    (1,345,912) 
ELECTRONIC ARTS INC  COM          $196,124,687     7,676,113    (1,556,237) 
BABCOCK & WILCOX CO  COM          $186,394,314     5,527,708              0 
LIFEPOINT HOSPITALS INC  COM      $168,816,687     3,620,345              0 
AON PLC  CL A                     $166,310,647     2,234,157      (560,320) 
APPLE INC  COM                    $160,183,233       335,990         34,054 
CITIGROUP INC  COM                $152,515,197     3,143,995              0 
PHILLIPS 66  COM                  $140,646,051     2,432,481        417,536 
AMERICAN TOWER CORP  CL A         $132,152,366     1,782,711      1,782,711 * 
DOLLAR GENERAL CORP  COM          $125,161,206     2,216,812      2,216,812 * 
HOSPIRA INC  COM                  $123,624,931     3,152,089    (1,050,842) 
PENNEY J C INC  COM               $108,922,138    12,370,487      3,938,608 
NXP SEMICONDUCTORS NV  COM         $93,710,408     2,518,420      2,518,420 * 
CAPITAL ONE FINANCIAL CORP  CO     $93,058,837     1,353,780        100,000 
CANADIAN PACIFIC RAILWAY LTD       $92,257,869       748,239        486,070 
T MOBILE US INC  COM               $88,565,647     3,410,306      1,146,777 
AMERISOURCEBERGEN CORP  COM        $87,121,024     1,425,876      (750,000) 
CALPINE CORP  COM NEW              $86,015,813     4,426,959    (1,718,700) 
FAMILY DOLLAR STORES INC  COM      $83,634,593     1,161,269      1,161,269 * 
ADT CORP  COM                      $82,314,218     2,024,452      2,024,452 * 
TAKE TWO INTERACTIVE SOFTWARE      $77,653,347     4,273,712    (1,799,022) 
GLOBAL PAYMENTS INC  COM           $76,470,846     1,497,080      1,497,080 * 
MERITOR INC  COM                   $71,014,424     9,034,914      (658,179) 
FIDELITY NATIONAL FINANCIAL  C     $70,436,800     2,648,000      2,648,000 * 
MONSANTO CO  COM                   $67,360,398       645,400        645,400 * 
BIG LOTS INC  COM                  $61,908,254     1,669,136              0 
CARTERS INC  COM                   $61,260,305       807,225        284,165 
LAMAR ADVERTISING CO  CL A         $58,497,372     1,243,831        544,531 
UNITED PARCEL SERVICE INC  CL      $55,881,892       611,600              0 
FOSSIL GROUP INC  COM              $49,587,868       426,599       (74,420) 
EVERTEC INC  COM                   $46,882,267     2,110,863      2,110,863 * 
REALOGY HOLDINGS CORP  COM         $40,382,874       938,700        938,700 * 
CENTERPOINT ENERGY INC  COM        $39,301,212     1,639,600      1,639,600 * 
CONSTELLATION BRANDS INC  CL A     $37,589,194       654,864      (364,500) 
ACI WORLDWIDE INC  COM             $36,605,594       677,129              0 
CHIMERA INVESTMENT CORP  COM       $33,362,003    10,974,343        731,533 
E TRADE FINANCIAL CORP  COM        $26,788,113     1,623,522      (592,943) 
SCORPIO TANKERS INC  COM           $21,987,328     2,252,800        775,000 
NRG ENERGY INC  COM                $14,343,850       524,839        524,839 * 
UNWIRED PLANET INC  COM             $2,797,067     1,616,802        113,259 
NETAPP INC  COM                             $0             0    (2,871,476) 
BE AEROSPACE INC  COM                       $0             0      (341,692) 
CIT GROUP INC  COM                          $0             0    (1,016,535) 
ROVI CORP  COM                              $0             0    (3,627,141) 
LIBERTY GLOBAL PLC  CL C                    $0             0      (101,816) 
CHARTER COMMUNICATIONS INC  CL              $0             0      (300,030) 
MUELLER WATER PRODUCTS INC  CL              $0             0    (3,536,098) 
OWENS CORNING  COM                          $0             0      (706,687) 
LIBERTY GLOBAL PLC  CL A                    $0             0      (873,669) 

* New holding 13F data provided by: FactSet Research Systems Inc.; Please send questions to [e-mail]. Copyright, FactSet Research Systems, 2013. All Rights Reserved.