13F-HR 1 d13fhr.txt FORM 13F HOLDINGS REPORT FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2002 -------------- 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: Glenview Capital Management, Inc. Address: 540 Madison Avenue, 33rd Floor New York, New York 10022 Form 13F File Number: 28-10134 --------------- 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: Anthony Chaves Title: CFO Phone: 212-812-4730 Signature, Place and Date of Signing: /s/ Anthony Chaves 540 Madison Avenue, 33rd Floor May 14, 2002 ------------------------ New York, New York 10022 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: 75 Form 13F Information Table Value Total: $1,156,452 (thousands) List of Other Included Managers: None 2 Form 13F INFORMATION TABLE
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 ------------------------------------------------------------------------------------------------------------------------------------ Name of Class Title CUSIP Value Shrs or SH/PRN Put/ Investment Other Voting authority Issuer (x$1000) prn amt. Call discretion managers Sole Shared None ------------------------------------------------------------------------------------------------------------------------------------ AMC Entertainment Inc Common 001669100 7001.41 513,300.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Advanced PCS Common 00790k109 30090.00 1,000,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Alcon Inc Common h01301102 3385.00 100,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Amazon Com Inc Common 023135106 5005.00 350,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Americredit Corp. Common 03060r101 1899.50 50,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Anteon International Corp. Common 03674e108 4744.48 228,100.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Anthem Inc. Common 03674B104 10074.75 175,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Aon Corporation Common 037389103 30625.00 875,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Applera Corp.- Applied Biosystems Group Common 038020103 4470.00 200,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Asbury Automotive Group Inc. Common 043436104 8021.50 526,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ AT&T Wireless Services Inc. Common 00209a106 10963.75 1,225,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Autonation Inc. Common 05329w102 6571.98 470,099.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Black & Decker Corp. Common 091797100 2327.00 50,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Boise Cascade Corp. Common 097383103 18475.15 509,800.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Boston Scientific Corp. Common 101137107 7527.00 300,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ CDW Computer Centers Inc. Common 125129106 12585.00 250,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Cendant Corporation Common 151313103 25574.40 1,332,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Chiquita Brands Intl Common 170032106 17737.50 1,075,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Coca Cola Enterprises Common 191219104 21484.32 1,144,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Comdisco Inc. Common 200336105 2678.18 8,115,700.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Compaq Computer Corp. Common 204493100 3135.00 300,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Computer Associates Int. R[28]CInc. Common 204912109 15406.18 703,800.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Delta & Pine Lane Common 247357106 12694.72 669,200.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Eastman Kodak Common 277461109 12468.00 400,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Emulex Corp. Common 292475209 2301.81 69,900.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Express Scripts Inc. Common 302182100 43192.50 750,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Fisher Scientific Intl Inc. Common 338032204 13235.10 471,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Foot Locker Common 344849104 20225.00 1,250,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ General Dynamics Corp. Common 369550108 17662.60 188,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Georgia-Pacific Corp. Common 373298108 34442.50 1,150,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Global Sports Inc. Common 37937a107 427.50 25,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Health Net Inc. Common 42222g108 6563.65 239,200.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Healthsouth Corp. Common 421924101 27623.75 1,925,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Homestore.Com Inc. Common 437852106 4888.62 1,810,600.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ ICN Pharmaceuticals Inc. Common 448924100 19843.75 625,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ International Paper Co. Common 460146103 15,053.50 350,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Interpublic Group Cos Inc. Common 460690100 10,284.00 300,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Liberty Media Corp. New Common 530718105 10,112.00 800,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Lockheed Martin Common 539830109 5,758.00 100,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Loews Corp- Carolina Group Common 540424207 2,999.00 100,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Lucent Technologies Inc. Common 549463107 17,974.00 3,800,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Mattel Common 577081102 35,949.00 1,725,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ MeadWestVaco Corp Common 583334107 6,484.14 195,600.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Metris Companies Inc. Common 591598107 4,000.00 200,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Motorola Inc. Common 620076109 5,680.00 400,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ News Corp. Ltd. SP ADR PFD 652487802 13,543.20 564,300.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ News Corp. Ltd. ADR New 652487703 10,381.40 365,800.00 SH Yes None Sole
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 ------------------------------------------------------------------------------------------------------------------------------------ Name of Class Title CUSIP Value Shrs or SH/PRN Put/ Investment Other Voting authority ------------------------------------------------------------------------------------------------------------------------------------ Nextel Communications Inc. Common 65332v103 2,690.00 500,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Oracle Corp. Common 68389x105 21,760.00 1,700,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Overture Services Inc. Common 69039r100 3,769.20 135,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Pharmacia Corporation Common 71713u102 24,794.00 550,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Potash Corp Of Saskatchewan Common 73755L107 9,789.00 150,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Providian Financial Corp. Common 74406a102 19,252.50 2,550,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Prudential Financial Inc. Common 744320102 18,630.00 600,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Qwest Communications Int. Inc.R[28]C Common 749121109 19,728.00 2,400,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Raytheon Company Common 755111507 35,918.75 875,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Reebok International Ltd. Common 758110100 16,750.49 619,700.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ SPX Corporation Common 784635104 62,295.20 440,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Sears Roebuck & Co. Common 812387108 49,988.25 975,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Service Corp International Common 817565104 5,780.18 1,090,600.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Sicor Corp. Common 825846108 6,832.00 400,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Smurfit Stone Container Corp. Common 832727101 7,713.00 450,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Solutia Inc. Common 834376105 1,740.00 200,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Synavant Inc. Common 87157a105 8,814.50 2,615,579.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Thermo Electron Corp. Common 883556102 30,058.50 1,450,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Trigon Healthcare Common 89618L100 8,149.73 110,400.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ TRW Inc. Common 872649108 7,231.54 140,500.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Tyco International Ltd. (new) Common 902124106 97,040.80 3,002,500.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ USA Networks Inc. Common 902984103 34,947.00 1,100,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ United Pan Europe Communications Spon ADR A Shrs 911300200 261.12 1,632,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Us Airways Group Inc. Common 911905107 8,424.99 1,306,200.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ ValueVision Intl. Common 92047k107 17,751.63 855,500.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Viasys Healthcare Inc. Common 92553q209 29,844.23 1,327,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Viasystems Group Inc. Common 92553h100 801.81 2,672,700.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Wellpoint Health Network Common 94973H108 2,126.58 33,400.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ 1,156,452.84 -------------