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GLENVIEW CAPITAL MANAGEMENT, LLC
13F-HR

Q3 2013

Period Sep 30, 2013Filed Nov 14, 2013View on EDGAR ↗
Compare vs4 quarters back (Q3 2012)
Positions
65
Total value
$11.87B
Top 10 concentration
40.7%
New positions
65

Holdings · 65

#Class
1THERMO FISHER SCIENTIFIC INC
TMO · 883556102
COM$744.91M6.28%8,083,661New
2MCKESSON CORP
MCK · 58155Q103
COM$591.84M4.99%4,612,936New
3
FLEXTRONICS INTL LTD
Y2573F102
ORD$537.96M4.53%59,180,959New
4
HEALTH MGMT ASSOC INC NEW
421933102
CL A$483.3M4.07%37,757,583New
5HCA HOLDINGS INC
HCA · 40412C101
COM$442.11M3.72%10,341,713New
6AMERICAN INTL GROUP INC
AIG · 026874784
COM NEW$419.19M3.53%8,620,064New
7TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$411.87M3.47%9,999,339New
8
CROWN CASTLE INTL CORP
228227104
COM$410.92M3.46%5,626,718New
9
WALGREEN CO
931422109
COM$400.43M3.37%7,442,926New
10COMMUNITY HEALTH SYS INC NEW
CYH · 203668108
COM$390.73M3.29%9,415,163New
11HUMANA INC
HUM · 444859102
COM$344.43M2.90%3,690,499New
12
COMPUTER SCIENCES CORP
205363104
COM$339.99M2.86%6,571,110New
13
LIFE TECHNOLOGIES CORP
53217V109
COM$318.11M2.68%4,251,124New
14MICROSOFT CORP
MSFT · 594918104
COM$287.84M2.43%8,649,165New
15
TIME WARNER CABLE INC
88732J207
COM$259.37M2.19%2,324,116New
16XEROX CORP
XRX · 984121103
COM$259.11M2.18%25,180,866New
17PENTAIR LTD
PNR · H6169Q108
SHS$258.67M2.18%3,983,150New
18FIDELITY NATL INFORMATION SV
FIS · 31620M106
COM$246.66M2.08%5,311,311New
19
CBS CORP NEW
124857202
CL B$245.44M2.07%4,449,502New
20ADVANCE AUTO PARTS INC
AAP · 00751Y106
COM$224.72M1.89%2,717,938New
21
URS CORP NEW
903236107
COM$224.24M1.89%4,171,911New
22CIGNA CORPORATION
CI · 125509109
COM$213.64M1.80%2,779,610New
23PVH CORP
PVH · 693656100
COM$209.27M1.76%1,763,201New
24GENERAL MTRS CO
GM · 37045V100
COM$208.36M1.76%5,792,667New
25ELECTRONIC ARTS INC
EA · 285512109
COM$196.13M1.65%7,676,113New
26
BABCOCK & WILCOX CO NEW
05615F102
COM$186.39M1.57%5,527,708New
27
LIFEPOINT HOSPITALS INC
53219L109
COM$168.82M1.42%3,620,345New
28AON PLC
AON · G0408V102
SHS CL A$166.31M1.40%2,234,157New
29APPLE INC
AAPL · 037833100
COM$160.18M1.35%335,990New
30CITIGROUP INC
C · 172967424
COM NEW$152.52M1.28%3,143,995New
31PHILLIPS 66
PSX · 718546104
COM$140.65M1.18%2,432,481New
32AMERICAN TOWER CORP NEW
AMT · 03027X100
COM$132.15M1.11%1,782,711New
33DOLLAR GEN CORP NEW
DG · 256677105
COM$125.16M1.05%2,216,812New
34
HOSPIRA INC
441060100
COM$123.63M1.04%3,152,089New
35PENNEY J C INC
JCPCHF · 708160106
COM$108.92M0.92%12,370,487New
36NXP SEMICONDUCTORS N V
NXPI · N6596X109
COM$93.71M0.79%2,518,420New
37CAPITAL ONE FINL CORP
COF · 14040H105
COM$93.06M0.78%1,353,780New
38
CANADIAN PAC RY LTD
13645T100
COM$92.26M0.78%748,239New
39T-MOBILE US INC
TMUS · 872590104
COM$88.57M0.75%3,410,306New
40AMERISOURCEBERGEN CORP
COR · 03073E105
COM$87.12M0.73%1,425,876New
41
CALPINE CORP
131347304
COM NEW$86.02M0.72%4,426,959New
42
FAMILY DLR STORES INC
307000109
COM$83.64M0.70%1,161,269New
43THE ADT CORPORATION
ADT · 00101J106
COM$82.31M0.69%2,024,452New
44TAKE-TWO INTERACTIVE SOFTWAR
TTWO · 874054109
COM$77.65M0.65%4,273,712New
45GLOBAL PMTS INC
GPN · 37940X102
COM$76.47M0.64%1,497,080New
46
FAMILY DLR STORES INC
307000109 · Call
COM$72.02M0.61%1,000,000New
47MERITOR INC
MTOR · 59001K100
COM$71.01M0.60%9,034,914New
48FIDELITY NATIONAL FINANCIAL
FNF · 31620R105
CL A$70.44M0.59%2,648,000New
49
MONSANTO CO NEW
61166W101
COM$67.36M0.57%645,400New
50BIG LOTS INC
BIGGQ · 089302103
COM$61.91M0.52%1,669,136New
51CARTER INC
CRI · 146229109
COM$61.26M0.52%807,225New
52LAMAR ADVERTISING CO
LAMR · 512815101
CL A$58.5M0.49%1,243,831New
53UNITED PARCEL SERVICE INC
UPS · 911312106
CL B$55.88M0.47%611,600New
54FOSSIL GROUP INC
FOSL · 34988V106
COM$49.59M0.42%426,599New
55EVERTEC INC
EVTC · 30040P103
COM$46.88M0.39%2,110,863New
56
REALOGY HLDGS CORP
75605Y106
COM$40.38M0.34%938,700New
57CENTERPOINT ENERGY INC
CNP · 15189T107
COM$39.3M0.33%1,639,600New
58CONSTELLATION BRANDS INC
STZ · 21036P108
CL A$37.59M0.32%654,864New
59ACI WORLDWIDE INC
ACIW · 004498101
COM$36.61M0.31%677,129New
60
CHIMERA INVT CORP
16934Q109
COM$33.36M0.28%10,974,343New
61E TRADE FINANCIAL CORP
ETRA · 269246401
COM NEW$26.79M0.23%1,623,522New
62SCORPIO TANKERS INC
STNG · Y7542C106
SHS$21.99M0.19%2,252,800New
63NRG ENERGY INC
NRG · 629377508
COM NEW$14.34M0.12%524,839New
64CITIGROUP INC
C · 172967226
*W EXP 01/04/201$6.4M0.05%8,561,020New
65
UNWIRED PLANET INC NEW
91531F103
COM$2.8M0.02%1,616,802New
Total filing value: $11.87B