Glenview Captal Management as of Sept. 30, 2011
Portfolio Holdings for Glenview Captal Management
Glenview Captal Management holds 53 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 9.7 | $433M | 6.0M | 72.70 | |
| Crown Castle International | 5.9 | $263M | 6.5M | 40.67 | |
| Tyco International Ltd S hs | 5.4 | $241M | 5.9M | 40.75 | |
| Thermo Fisher Scientific (TMO) | 4.9 | $219M | 4.3M | 50.64 | |
| BMC Software | 4.8 | $217M | 5.6M | 38.56 | |
| Fidelity National Information Services (FIS) | 4.3 | $193M | 7.9M | 24.32 | |
| Target Corporation (TGT) | 4.2 | $188M | 3.8M | 49.04 | |
| Aon Corporation | 3.9 | $176M | 4.2M | 41.98 | |
| American International (AIG) | 3.9 | $175M | 8.0M | 21.95 | |
| Hca Holdings (HCA) | 3.5 | $158M | 7.8M | 20.16 | |
| Fiserv (FI) | 3.2 | $142M | 2.8M | 50.77 | |
| American Tower Corporation | 3.0 | $133M | 2.5M | 53.80 | |
| Lincare Holdings | 2.8 | $127M | 5.6M | 22.50 | |
| URS Corporation | 2.6 | $117M | 4.0M | 29.66 | |
| Cardinal Health (CAH) | 2.6 | $117M | 2.8M | 41.88 | |
| CIGNA Corporation | 2.5 | $113M | 2.7M | 41.94 | |
| Time Warner Cable | 2.4 | $106M | 1.7M | 62.67 | |
| Via | 2.1 | $96M | 2.5M | 38.74 | |
| Lowe's Companies (LOW) | 1.9 | $87M | 4.5M | 19.34 | |
| Citigroup (C) | 1.9 | $83M | 3.3M | 25.61 | |
| Sealed Air (SEE) | 1.6 | $72M | 4.3M | 16.70 | |
| Comcast Corporation (CMCSA) | 1.6 | $71M | 3.4M | 20.92 | |
| Express Scripts | 1.5 | $69M | 1.9M | 37.07 | |
| Corning Incorporated (GLW) | 1.4 | $63M | 5.1M | 12.36 | |
| Meritor | 1.4 | $61M | 8.7M | 7.06 | |
| Laboratory Corp. of America Holdings (LH) | 1.4 | $61M | 768k | 79.05 | |
| General Motors Company (GM) | 1.3 | $59M | 2.9M | 20.18 | |
| Babcock & Wilcox | 1.3 | $57M | 2.9M | 19.55 | |
| Expedia | 1.2 | $53M | 2.0M | 25.75 | |
| Family Dollar Stores | 0.9 | $42M | 829k | 50.86 | |
| Health Management Associates | 0.9 | $42M | 6.0M | 6.92 | |
| R.R. Donnelley & Sons Company | 0.9 | $41M | 2.9M | 14.12 | |
| Liberty Global | 0.8 | $35M | 980k | 36.18 | |
| Wyndham Worldwide Corporation | 0.8 | $34M | 1.2M | 28.51 | |
| Pfizer (PFE) | 0.7 | $31M | 1.8M | 17.68 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $28M | 900k | 31.25 | |
| Textron (TXT) | 0.6 | $28M | 1.6M | 17.64 | |
| Take-Two Interactive Software (TTWO) | 0.6 | $28M | 2.2M | 12.72 | |
| Sprint Nextel Corporation | 0.6 | $27M | 8.9M | 3.04 | |
| Seagate Technology Com Stk | 0.6 | $27M | 2.6M | 10.27 | |
| CVS Caremark Corporation (CVS) | 0.6 | $26M | 764k | 33.59 | |
| Coca-cola Enterprises | 0.5 | $22M | 871k | 24.88 | |
| LifePoint Hospitals | 0.5 | $21M | 579k | 36.64 | |
| Mueller Water Products (MWA) | 0.4 | $19M | 7.7M | 2.48 | |
| Goldman Sachs (GS) | 0.4 | $19M | 200k | 94.55 | |
| State Street Corporation (STT) | 0.4 | $18M | 550k | 32.16 | |
| DaVita (DVA) | 0.3 | $14M | 223k | 62.67 | |
| Pharmaceutical Product Development | 0.3 | $13M | 504k | 25.66 | |
| Morgan Stanley (MS) | 0.2 | $9.5M | 700k | 13.51 | |
| Hartford Finl Svcs Wt Exp 0626 wt | 0.1 | $5.9M | 615k | 9.62 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.1 | $2.7M | 250k | 10.98 | |
| Openwave Systems | 0.0 | $1.6M | 1.0M | 1.56 | |
| Royal Bk Scotland Group Plc adr pfd ser p | 0.0 | $336k | 33k | 10.24 |
