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 lionsharesinfo@factset.com.
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