Bloomberg News

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

May 15, 2012

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      573,926,553   11,755,972   -2,025,000
Crown Castle Intl Corp       CCI US       327,067,865    6,131,756   -1,100,000
Flextronics Intl Ltd         FLEX US      312,028,502   43,217,244    6,282,875
American International Group AIG US       289,353,886    9,385,465    2,115,909
Thermo Fisher Scientific Inc TMO US       262,138,077    4,649,487          700
Cigna Corp                   CI US        253,497,679    5,147,161    2,403,010
Fidelity National Informatio FIS US       252,817,347    7,633,374      308,836
Cardinal Health Inc          CAH US       248,206,041    5,757,505    3,372,853
BMC Software Inc             BMC US       224,764,918    5,596,736      187,896
Xerox Corp                   XRX US       201,363,804   24,936,694     -445,129
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Tenet Healthcare Corp        THC US       134,905,329   25,405,900   25,405,900
Aetna Inc                    AET US        51,493,403    1,026,583    1,026,583
E*Trade Financial Corp       ETFC US       49,171,687    4,490,565    4,490,565
Citigroup Inc                C US          42,493,030    1,162,600    1,162,600
Apple Inc                    AAPL US       28,838,355       48,100       48,100
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Viacom Inc-Class B           VIAB US     -103,210,209            0   -2,272,852
Laboratory Crp of Amer Hldgs LH US        -92,984,636            0   -1,081,594
Quest Diagnostics Inc        DGX US       -60,754,797            0   -1,046,414
Fiserv Inc                   FISV US      -53,249,396            0     -906,527
RR Donnelley & Sons Co       RRD US       -35,742,865            0   -2,476,983
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Cardinal Health Inc          CAH US       151,365,323    5,757,505    3,372,853
Cigna Corp                   CI US        138,243,337    5,147,161    2,403,010
American International Group AIG US       120,700,187    9,385,465    2,115,909
Flextronics Intl Ltd         FLEX US      102,979,973   43,217,244    6,282,875
Time Warner Cable            TWC US        65,354,610    1,998,240      464,467
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
McKesson Corp                MCK US      -220,585,125    1,581,152   -3,031,386
Tyco International Ltd       TYC US       -91,032,210    2,100,152   -2,374,666
American Tower Corp          AMT US       -85,876,087    1,145,780   -1,488,500
Target Corp                  TGT US       -67,517,937    1,142,658   -1,475,472
Express Scripts Holding Co   ESRX US      -27,516,078      396,936     -700,000
 
 
SOURCE: SEC 13F-HR 
FILER: Glenview Capital Management Inc 
QUARTER ENDED: 03/31/2012 
SEC RECEIVED: 05/15/2012 

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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