Glenview Capital Management as of March 31, 2014
Portfolio Holdings for Glenview Capital Management
Glenview Capital Management holds 65 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Thermo Fisher Scientific (TMO) | 7.5 | $1.1B | 9.6M | 120.24 | |
| Monsanto Company | 5.7 | $872M | 7.7M | 113.77 | |
| Hca Holdings (HCA) | 4.4 | $674M | 13M | 52.50 | |
| Crown Castle International | 4.1 | $623M | 8.4M | 73.78 | |
| Tenet Healthcare Corporation (THC) | 3.9 | $591M | 14M | 42.81 | |
| Humana (HUM) | 3.8 | $579M | 5.1M | 112.72 | |
| Flextronics International Ltd Com Stk (FLEX) | 3.6 | $556M | 60M | 9.24 | |
| American International (AIG) | 3.2 | $493M | 9.9M | 50.01 | |
| Community Health Systems (CYH) | 3.1 | $474M | 12M | 39.17 | |
| Pvh Corporation (PVH) | 2.9 | $442M | 3.5M | 124.77 | |
| McKesson Corporation (MCK) | 2.8 | $425M | 2.4M | 176.57 | |
| WellPoint | 2.8 | $421M | 4.2M | 99.55 | |
| Aetna | 2.6 | $402M | 5.4M | 74.97 | |
| Time Warner Cable | 2.5 | $384M | 2.8M | 137.18 | |
| Walgreen Company | 2.5 | $376M | 5.7M | 66.03 | |
| Dollar General (DG) | 2.4 | $362M | 6.5M | 55.48 | |
| Hertz Global Holdings | 2.3 | $353M | 13M | 26.64 | |
| Computer Sciences Corporation | 2.1 | $320M | 5.3M | 60.82 | |
| eBay (EBAY) | 1.9 | $298M | 5.4M | 55.24 | |
| Metropcs Communications (TMUS) | 1.8 | $279M | 8.4M | 33.03 | |
| Fossil (FOSL) | 1.8 | $271M | 2.3M | 116.57 | |
| Citigroup (C) | 1.6 | $247M | 5.2M | 47.60 | |
| LifePoint Hospitals | 1.5 | $234M | 4.3M | 54.55 | |
| Applied Materials (AMAT) | 1.5 | $225M | 11M | 20.42 | |
| CBS Corporation | 1.2 | $192M | 3.1M | 61.80 | |
| Phillips 66 (PSX) | 1.2 | $187M | 2.4M | 77.06 | |
| Fidelity National Information Services (FIS) | 1.2 | $185M | 3.5M | 53.45 | |
| Babcock & Wilcox | 1.2 | $183M | 5.5M | 33.20 | |
| CIGNA Corporation | 1.1 | $173M | 2.1M | 83.73 | |
| General Motors Company (GM) | 1.1 | $170M | 4.9M | 34.42 | |
| Aon | 1.1 | $165M | 2.0M | 84.28 | |
| Adt | 1.1 | $163M | 5.4M | 29.95 | |
| American Tower Reit (AMT) | 1.0 | $146M | 1.8M | 81.87 | |
| Electronic Arts (EA) | 0.9 | $140M | 4.8M | 29.01 | |
| UnitedHealth (UNH) | 0.9 | $139M | 1.7M | 81.99 | |
| Advance Auto Parts (AAP) | 0.9 | $136M | 1.1M | 126.50 | |
| Endo International (ENDPQ) | 0.9 | $135M | 2.0M | 68.65 | |
| Fidelity National Financial | 0.8 | $127M | 4.0M | 31.44 | |
| Carter's (CRI) | 0.8 | $121M | 1.6M | 77.65 | |
| Meritor | 0.8 | $119M | 9.7M | 12.25 | |
| Pentair | 0.8 | $114M | 1.4M | 79.34 | |
| Quest Diagnostics Incorporated (DGX) | 0.7 | $113M | 2.0M | 57.92 | |
| Family Dollar Stores | 0.7 | $111M | 1.9M | 58.01 | |
| Sprint | 0.7 | $112M | 12M | 9.19 | |
| Laboratory Corp. of America Holdings (LH) | 0.7 | $105M | 1.1M | 98.21 | |
| Avis Budget (CAR) | 0.7 | $105M | 2.2M | 48.70 | |
| Global Payments (GPN) | 0.7 | $103M | 1.5M | 71.11 | |
| Evertec (EVTC) | 0.7 | $104M | 4.2M | 24.70 | |
| Microsoft Corporation (MSFT) | 0.7 | $102M | 2.5M | 40.99 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $83M | 1.4M | 58.81 | |
| J.C. Penney Company | 0.5 | $81M | 9.4M | 8.62 | |
| PHH Corporation | 0.5 | $73M | 2.8M | 25.84 | |
| Charter Communications | 0.5 | $72M | 582k | 123.20 | |
| Capital One Financial (COF) | 0.5 | $70M | 905k | 77.16 | |
| Cemex SAB de CV (CX) | 0.3 | $53M | 4.2M | 12.63 | |
| Canadian Pacific Railway | 0.3 | $53M | 355k | 150.43 | |
| Dresser-Rand | 0.3 | $52M | 891k | 58.41 | |
| Allegion Plc equity (ALLE) | 0.3 | $50M | 963k | 52.17 | |
| VCA Antech | 0.3 | $50M | 1.5M | 32.23 | |
| Seaworld Entertainment (PRKS) | 0.3 | $45M | 1.5M | 30.23 | |
| Comcast Corporation (CMCSA) | 0.2 | $34M | 685k | 50.04 | |
| URS Corporation | 0.1 | $24M | 500k | 47.06 | |
| Scorpio Tankers | 0.1 | $23M | 2.3M | 9.97 | |
| Citigroup Inc Com Us cmn | 0.0 | $5.5M | 8.6M | 0.64 | |
| Community Health Sys Inc New right 01/27/2016 | 0.0 | $1.5M | 25M | 0.06 |
