Glenview Capital Mgmt Inc Holdings in 2nd Quarter: 13F Alert

The following is an analysis of Glenview Capital Management Inc as of Jun. 30, according to a filing with the U.S. Securities and Exchange Commission on Aug 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Life Technologies Corp       LIFE US      755,308,972   10,206,878   -4,333,114
Thermo Fisher Scientific Inc TMO US       720,087,980    8,508,661    5,307,218
Health Mgmt Associates Inc-A HMA US       593,549,205   37,757,583            0
McKesson Corp                MCK US       488,193,650    4,263,700      552,663
Flextronics Intl Ltd         FLEX US      457,286,623   59,080,959    6,987,097
Tenet Healthcare Corp        THC US       453,593,528    9,839,339   -4,000,000
Community Health Systems Inc CYH US       441,382,841    9,415,163      400,000
American International Group AIG US       404,323,301    9,045,264     -592,434
Humana Inc                   HUM US       390,097,347    4,623,102      652,897
HCA Holdings Inc             HCA US       354,892,171    9,841,713      959,757
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
CBS Corp-Class B Non Voting  CBS US       207,683,132    4,249,706    4,249,706
Microsoft Corp               MSFT US       98,885,581    2,862,515    2,862,515
PVH Corp                     PVH US        70,620,862      564,741      564,741
T-Mobile US Inc              TMUS US       56,158,154    2,263,529    2,263,529
Big Lots Inc                 BIG US        52,627,858    1,669,136    1,669,136
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
BMC Software Inc             BMC US      -183,277,496            0   -3,955,914
Target Corp                  TGT US      -116,740,517            0   -1,705,486
Lowe's Cos Inc               LOW US       -60,490,970            0   -1,595,226
Dell Inc                     DELL US      -43,412,735            0   -3,029,500
MetLife Inc                  MET US       -32,697,200            0     -860,000
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Thermo Fisher Scientific Inc TMO US       475,209,605    8,508,661    5,307,218
Walgreen Co                  WAG US       182,156,309    7,575,826    4,373,326
Computer Sciences Corp       CSC US       178,640,621    7,275,010    4,435,551
Calpine Corp                 CPN US       117,900,161    6,145,659    5,535,359
Humana Inc                   HUM US       115,716,479    4,623,102      652,897
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Tenet Healthcare Corp        THC US      -204,882,222    9,839,339   -4,000,000
Life Technologies Corp       LIFE US     -184,410,711   10,206,878   -4,333,114
Rovi Corp                    ROVI US     -138,658,929    3,627,141   -6,718,624
Apple Inc                    AAPL US     -108,191,427      301,936     -212,947
E*Trade Financial Corp       ETFC US      -51,844,346    2,216,465   -5,244,300
 
 
SOURCE: SEC 13F-HR 
FILER: Glenview Capital Management Inc 
QUARTER ENDED: 06/30/2013 
SEC RECEIVED: 08/14/2013 

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.

Bloomberg reserves the right to remove comments but is under no obligation to do so, or to explain individual moderation decisions.

Please enable JavaScript to view the comments powered by Disqus.