Glenview Capital Mgmt Inc Holdings in 1st Quarter: 13F Alert

The following is an analysis of Glenview Capital Management Inc as of Mar. 31, according to a filing with the U.S. Securities and Exchange Commission on May 15.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Life Technologies Corp       LIFE US      939,719,683   14,539,992    3,344,344
Tenet Healthcare Corp        THC US       658,475,750   13,839,339            0
Health Mgmt Associates Inc-A HMA US       485,940,093   37,757,583    2,698,080
Community Health Systems Inc CYH US       427,228,575    9,015,163      463,968
McKesson Corp                MCK US       400,643,555    3,711,037    1,356,978
American International Group AIG US       374,135,436    9,637,698      300,000
HCA Holdings Inc             HCA US       360,873,872    8,881,956      -19,300
Flextronics Intl Ltd         FLEX US      352,154,507   52,093,862    2,822,224
Xerox Corp                   XRX US       281,012,465   32,675,868   -1,378,100
Humana Inc                   HUM US       274,380,868    3,970,205    1,988,964
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Walgreen Co                  WAG US       152,695,200    3,202,500    3,202,500
Target Corp                  TGT US       116,740,517    1,705,486    1,705,486
AmerisourceBergen Corp       ABC US        92,743,770    1,802,600    1,802,600
Dell Inc                     DELL US       43,412,735    3,029,500    3,029,500
Crown Castle Intl Corp       CCI US        41,589,008      597,200      597,200
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Cardinal Health Inc          CAH US      -143,676,238            0   -3,488,981
Hewlett-Packard Co           HPQ US       -41,325,000            0   -2,900,000
Ctrip.com International-ADR  CTRP US      -33,807,542            0   -1,491,948
Sirius XM Radio Inc          SIRI US      -28,900,000            0  -10,000,000
Sensata Technologies Holding ST US         -7,960,848            0     -245,100
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Life Technologies Corp       LIFE US      390,797,062   14,539,992    3,344,344
McKesson Corp                MCK US       172,393,994    3,711,037    1,356,978
Community Health Systems Inc CYH US       164,364,841    9,015,163      463,968
Health Mgmt Associates Inc-A HMA US       159,185,525   37,757,583    2,698,080
Apple Inc                    AAPL US      153,413,889      514,883      374,883
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Constellation Brands Inc-A   STZ US       -50,970,522      300,000   -1,544,095
Mueller Water Products Inc-A MWA US       -34,923,969    3,536,098   -6,427,009
Computer Sciences Corp       CSC US       -29,784,733    2,839,459   -1,394,531
Charter Communication-A      CHTR US      -29,746,099      592,773     -607,400
Canadian Pacific Railway Ltd CP US        -29,148,401      327,448     -379,800
 
 
SOURCE: SEC 13F-HR 
FILER: Glenview Capital Management Inc 
QUARTER ENDED: 03/31/2013 
SEC RECEIVED: 05/15/2013 

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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