13F-HR 1 d13fhr.txt QUARTERLY REPORT FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2001 ----------------- 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, 33/rd/ Floor New York, New York 10022 Form 13F File Number: N/A --------------- 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: Larry Robbins Title: CEO Phone: 212-812-4730 Signature, Place and Date of Signing: /s/ Larry Robbins 540 Madison Avenue, 33/rd/ Floor February 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: 77 Form 13F Information Table Value Total: $835,255.05 (thousands) List of Other Included Managers: None
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 (x$1000) Shrs or SH/PRN Put/ Investment Other Voting authority ------------------- Issuer prn amt. Call discretion managers Sole Shared None ----------------------------------------------------------------------------------------------------------------------------------- Adelphia Communications Corp CL A 6848105 3367.44 108,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Airgate PCS Inc COMMON 9367103 1138.76 25,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Almosa Holdings Inc COMMON 11589108 298.25 25,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Altera Corp COMMON 21441100 2122.00 100,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Amdocs Limited COMMON G02602103 3397.00 100,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- AOL Time Warner Inc COMMON 00184A105 3210.00 100,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- American Tower Corp CL A 29912201 6676.35 705,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Aon Corporation COMMON 37389103 26725.24 752,400.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- AT&T Corp COMMON 1957109 14512.00 800,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Avici Systems COMMON 05367L109 145.51 50,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Bausch & Lomb Inc COMMON 71707103 4707.50 125,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Boise Cascade Corp COMMON 97383103 13604.00 400,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Boston Scientific Corp COMMON 101137107 5427.00 225,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Bowater Inc COMMON 102183100 3577.50 75,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Broadcom Corp CL A 111320107 1847.33 45,200.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Cablevision Sys Corp CL A 12686c109 12759.31 268,900.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Calpine Corp COMMON 131347106 9855.74 587,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Check Point Software Tech Ltd COMMON M22465104 17699.19 443,700.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Comdisco Inc COMMON 200336105 4848.33 9,323,700.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Compaq Computer Corp COMMON 204493100 11858.39 1,215,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Cooper Industries Inc. COMMON 216669101 4015.80 115,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Crown Castle Intl Corp COMMON 228227104 5874.00 550,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- CV Theraputics Inc COMMON 126667104 2601.00 50,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Delta & Pine Ld Co COMMON 247357106 4290.65 189,600.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Disney Walt Co COMMON 254687106 15125.60 730,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Dow Chemical Co COMMON 260543103 1689.00 50,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Dupont El De Nemours & Co COMMON 263534109 2125.51 50,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Echostar Communications CL A 278762109 5493.99 200,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- EMC Corp Mass COMMON 268648102 22176.00 1,650,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Express Scripts Inc COMMON 302182100 12583.12 269,100.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Fisher Scientific Intl Inc COMMON 338032204 9741.12 333,600.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Gap Inc COMMON 364760108 1394.00 100,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- General Dynamics Corp COMMON 369550108 1282.21 16,100.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- General Motors Corporation CL H NEW 370442832 32491.36 2,103,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Halliburton Company COMMON 406216101 6550.00 500,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Health Net Inc COMMON 42222G108 5,553.90 255,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Healthsouth Corp COMMON 421924101 22,163.32 1,495,500.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Home Depot COMMON 437076102 5,101.00 100,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Homestore.Com Inc COMMON 437852106 700.75 280,300.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Honeywell Intl Inc COMMON 438516106 14,711.69 435,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- IMC Global Inc COMMON 449669100 8,310.90 639,300.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Inrange Technologies Corp COMMON 45769V206 4,384.25 355,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Interpublic Group Cos Inc COMMON 460690100 16,247.00 550,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- International Flavors & Fragrance COMMON 459506101 8,725.83 293,700.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Linear Technology Corp. COMMON 535678106 3,904.00 100,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Loral Space & Commications COMMON G56462107 448.51 150,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Lucent Technologies Inc COMMON 549463107 22,564.08 3,581,600.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Mead Corporation COMMON 582834107 8,429.88 272,900.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Mercury Interactive Corp COMMON 589405109 1,699.00 50,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Motorola Inc COMMON 620076109 21,795.52 1451100.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Nasdaq-100 Tr UNIT SER 1 631100104 7,782.00 200,000.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Nextcard Inc COMMON 65332K107 536.48 1,031,700.00 SH Yes None Sole ----------------------------------------------------------------------------------------------------------------------------------- Nextel Communications Inc COMMON 65332V103 12,056.01 1,100,000.00 SH Yes None Sole -----------------------------------------------------------------------------------------------------------------------------------
Form 13F IMFORMATION TABLE
------------------------------------------------------------------------------------------------------------------------------------ Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 ------------------------------------------------------------------------------------------------------------------------------------ Name of Class Title CUSIP Value(x$1000) Shrs or SH/PRN Put/ Investment Other Voting authority ------------------------------------------------------------------------------------------------------------------------------------ Oracle Corp. COMMON 68389X105 26,239.01 1,900,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Paychex Inc. COMMON 704326107 1,394.01 40,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Pharmacia Corporation COMMON 71713U102 30,068.26 705,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Phelps Dodge Corp COMMON 717265102 12,674.88 391,200.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Principal Financial Group Inc. COMMON 74251V102 9,600.00 400,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Providian Financial Corp COMMON 74406A102 1,740.58 490,300.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Raytheon Co COMMON 755111507 31,385.51 966,600.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Reebok International Ltd COMMON 758110100 14,529.95 548,300.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Rohm & Haas Co. COMMON 775371107 1,731.51 50,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Schering Plough Corp COMMON 806605101 25,067.00 700,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Spectra-Physics Inc COMMON 847568102 306.60 17,500.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Spectrasite Holdings Inc COMMON 84760T100 718.00 200,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Spx Corporation COMMON 784635104 57,498.00 420,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Synavant Inc COMMON 87157A105 10,366.31 2,591,579.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Thermo Electron Corp. COMMON 883556102 15,986.20 670,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Tyco International Ltd (new) COMMON 902124106 52,715.50 895,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ USA Networks Inc COMMON 902984103 42,876.70 1,570,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ United Pan Europe Communications NV SPON ADR A SHS 913247508 691.85 1,330,480.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Unitedglobalcom Inc Cl-A COMMON 911300200 5,675.00 1,135,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Varian Inc COMMON 922206107 6,974.61 215,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Viasys Healthcare Inc COMMON 92553Q209 28,940.72 1,432,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Viasystems Group Inc COMMON 92553H100 1,162.92 1,845,895.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Willamette Industries COMMON 969133107 10,955.62 210,200.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ Worldcom Inc GA New COMMON 98157D106 5,631.99 400,000.00 SH Yes None Sole ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------------------------------------------------------------------------------------------------------------------------------ ------------- 835,255.05 ------------- 835,255.05 ------------- Control Check 835,255.05 0.00 ------------- -------------