Glenview Capital’s $317 Million Q3 Share Investments in the Industrial Goods Sector

Wall St. Watchdog reveals information regarding Glenview Capital Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 3 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $317.13 million.

  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Glenview Capital Management reported holding 4,763,966 shares with a market value of $235,482,841. This comprised 3.19% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 5,924,346 shares with a market value of $241,417,100. This comprised 4.43% of the total portfolio. The net change in shares for this position over the two quarters is 1,160,380. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • The Babcock & Wilcox Company (NYSE:BWC): On 06/30/2011, Glenview Capital Management reported holding 1,941,372 shares with a market value of $53,795,416. This comprised 0.73% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 2,893,689 shares with a market value of $56,571,618. This comprised 1.04% of the total portfolio. The net change in shares for this position over the two quarters is 952,317. About Company: Babcock & Wilcox Co. designs, engineers, manufactures and services boilers and other power equipment.
  • Mueller Water Products Inc. (NYSE:MWA): On 06/30/2011, Glenview Capital Management reported holding 7,718,293 shares with a market value of $30,718,806. This comprised 0.42% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 7,718,293 shares with a market value of $19,141,367. This comprised 0.35% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: Mueller Water Products, Inc. manufactures a broad range of water infrastructure and flow control products for use in water distribution networks, water and wastewater treatment facilities, gas distribution systems and fire protection piping systems. The Company’s product portfolio includes engineered valves, hydrants, pipe fittings and ductile iron pipe.

(Note: Data regarding Glenview Capital Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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