0001172661-11-000463.txt : 20110801 0001172661-11-000463.hdr.sgml : 20110801 20110801170928 ACCESSION NUMBER: 0001172661-11-000463 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110801 DATE AS OF CHANGE: 20110801 EFFECTIVENESS DATE: 20110801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: InView Investment Management LLC CENTRAL INDEX KEY: 0001319632 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12238 FILM NUMBER: 111001193 BUSINESS ADDRESS: STREET 1: 205 N. MICHIGAN AVE. STREET 2: SUITE 2550 CITY: CHICAGO STATE: IL ZIP: 60601 BUSINESS PHONE: 312-630-3470 MAIL ADDRESS: STREET 1: 205 N. MICHIGAN AVE. STREET 2: SUITE 2550 CITY: CHICAGO STATE: IL ZIP: 60601 13F-HR 1 inv2q11.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: InView Investment Management, LLC Address: 205 North Michigan Avenue, Suite 2550 Chicago, IL 60601 13F File Number: 028-12238 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Glenn Kleczka Title: Chief Executive Officer & Managing Director Phone: 312-630-3470 Signature, Place, and Date of Signing: /s/ Glenn Kleczka Chicago, IL August 01, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 58 Form 13F Information Table Value Total: $169,288 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AEGEAN MARINE PETROLEUM NETW SHS Y0017S102 3148 444020 SH SOLE 328150 0 115870 AMERICAN EQTY INVT LIFE HLD COM 025676206 4148 326341 SH SOLE 240259 0 86082 APOLLO COML REAL EST FIN INC COM 03762U105 4004 248410 SH SOLE 182920 0 65490 ARES CAP CORP COM 04010L103 3758 233839 SH SOLE 174759 0 59080 ASBURY AUTOMOTIVE GROUP INC COM 043436104 3033 163671 SH SOLE 121061 0 42610 AVISTA CORP COM 05379B107 4079 158770 SH SOLE 117240 0 41530 AVNET INC COM 053807103 2400 75292 SH SOLE 55512 0 19780 BE AEROSPACE INC COM 073302101 1793 43939 SH SOLE 32922 0 11017 BEBE STORES INC COM 075571109 1480 242255 SH SOLE 178165 0 64090 BIO RAD LABS INC CL A 090572207 3754 31447 SH SOLE 23157 0 8290 BRINKER INTL INC COM 109641100 2830 115693 SH SOLE 85534 0 30159 CHRISTOPHER & BANKS CORP COM 171046105 1752 304688 SH SOLE 224018 0 80670 CINEMARK HOLDINGS INC COM 17243V102 2071 99980 SH SOLE 73860 0 26120 CMS ENERGY CORP COM 125896100 3681 186942 SH SOLE 137322 0 49620 COLUMBUS MCKINNON CORP N Y COM 199333105 1579 87912 SH SOLE 64592 0 23320 COMSTOCK RES INC COM NEW 205768203 4289 148990 SH SOLE 109720 0 39270 COUSINS PPTYS INC COM 222795106 2802 328125 SH SOLE 242001 0 86124 CROWN HOLDINGS INC COM 228368106 5190 133684 SH SOLE 98454 0 35230 CYPRESS SHARPRIDGE INVTS INC COM 23281A307 500 39000 SH SOLE 39000 0 0 DEAN FOODS CO NEW COM 242370104 1662 135438 SH SOLE 99368 0 36070 DELUXE CORP COM 248019101 3432 138879 SH SOLE 102587 0 36292 DIANA SHIPPING INC COM Y2066G104 2206 201289 SH SOLE 148669 0 52620 ENPRO INDS INC COM 29355X107 3079 64046 SH SOLE 47326 0 16720 FLAGSTAR BANCORP INC COM NEW 337930507 3088 2595060 SH SOLE 1911210 0 683850 FLEXTRONICS INTL LTD ORD Y2573F102 3999 622918 SH SOLE 458715 0 164203 FOREST OIL CORP COM PAR $0.01 346091705 4435 166052 SH SOLE 122302 0 43750 FRESH DEL MONTE PRODUCE INC ORD G36738105 2377 89125 SH SOLE 65946 0 23179 HAIN CELESTIAL GROUP INC COM 405217100 1880 56351 SH SOLE 41621 0 14730 HUDSON PAC PPTYS INC COM 444097109 1984 127750 SH SOLE 94354 0 33396 INVESCO MORTGAGE CAPITAL INC COM 46131b100 3664 173410 SH SOLE 127700 0 45710 KELLY SVCS INC CL A 488152208 2667 161658 SH SOLE 119428 0 42230 LITTELFUSE INC COM 537008104 3990 67954 SH SOLE 50012 0 17942 LOUISIANA PAC CORP COM 546347105 1675 205780 SH SOLE 152000 0 53780 MATRIX SVC CO COM 576853105 2853 213215 SH SOLE 157355 0 55860 MB FINANCIAL INC NEW COM 55264U108 1969 102360 SH SOLE 75490 0 26870 MEADOWBROOK INS GROUP INC COM 58319P108 3537 356915 SH SOLE 262875 0 94040 MEADWESTVACO CORP COM 583334107 3045 91426 SH SOLE 67559 0 23867 MEREDITH CORP COM 589433101 1560 50105 SH SOLE 36958 0 13147 MFA FINANCIAL INC COM 55272X102 5803 721823 SH SOLE 531523 0 190300 NATIONAL PENN BANCSHARES INC COM 637138108 3052 384879 SH SOLE 283287 0 101592 NEWELL RUBBERMAID INC COM 651229106 3102 196560 SH SOLE 145070 0 51490 OLD NATL BANCORP IND COM 680033107 2652 245580 SH SOLE 181050 0 64530 OMNICARE INC COM 681904108 2611 81867 SH SOLE 60307 0 21560 OWENS ILL INC COM NEW 690768403 4034 156310 SH SOLE 115070 0 41240 PATTERSON UTI ENERGY INC COM 703481101 2800 88588 SH SOLE 65188 0 23400 PEBBLEBROOK HOTEL TR COM 70509V100 1718 85070 SH SOLE 62700 0 22370 PENSON WORLDWIDE INC COM 709600100 1046 293016 SH SOLE 215731 0 77285 PHARMACEUTICAL PROD DEV INC COM 717124101 3553 132369 SH SOLE 97499 0 34870 PORTLAND GEN ELEC CO COM NEW 736508847 3052 120716 SH SOLE 89186 0 31530 PRIVATEBANCORP INC COM 742962103 1872 135670 SH SOLE 99990 0 35680 PULTE GROUP INC COM 745867101 1818 237280 SH SOLE 175230 0 62050 REGAL ENTMT GROUP CL A 758766109 2680 216990 SH SOLE 159840 0 57150 SHAW GROUP INC COM 820280105 3062 101361 SH SOLE 74861 0 26500 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2845 129324 SH SOLE 95574 0 33750 STAGE STORES INC COM NEW 85254C305 4001 238146 SH SOLE 175386 0 62760 SYNOVUS FINL CORP COM 87161C105 2378 1143106 SH SOLE 842906 0 300200 TECH DATA CORP COM 878237106 4686 95852 SH SOLE 70552 0 25300 TOWER GROUP INC COM 891777104 3130 131384 SH SOLE 97104 0 34280