Glenview Capital 13F Filing: $317 Million in These Consumer Goods Stocks

Wall St. Watchdog reveals information regarding Glenview Capital Management’s top holdings in the Consumer Goods sector for the quarter ending September 30th, 2011. The firm held 4 stocks in the Consumer Goods sector at the end of the quarter with an aggregate market value of $317.766 million.

  • Xerox Corp. (NYSE:XRX): On 06/30/2011, Glenview Capital Management reported holding 23,730,806 shares with a market value of $247,037,687. This comprised 3.35% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 23,738,606 shares with a market value of $165,458,079. This comprised 3.04% of the total portfolio. The net change in shares for this position over the two quarters is 7,800. About Company: Xerox Corporation develops, manufactures, markets, services, and finances a range of document processing products and services for use in offices around the world. The Company also, through subsidiaries, provides network management, consulting, design, and integration services for medium and large companies.
  • Sealed Air Corporation (NYSE:SEE): On 06/30/2011, Glenview Capital Management reported holding 0 shares. On 09/30/2011, Glenview Capital Management reported holding 4,318,800 shares with a market value of $72,123,963. This comprised 1.32% of the total portfolio. The net change in shares for this position over the two quarters is 4,318,800. About Company: Sealed Air Corporation manufactures a wide range of packaging and performance-based materials and equipment systems. The Company’s products serve an array of food, industrial, medical, and consumer applications.
  • General Motors Company Common Stock (NYSE:GM): On 06/30/2011, Glenview Capital Management reported holding 1,849,800 shares with a market value of $56,159,929. This comprised 0.76% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 2,899,800 shares with a market value of $58,517,965. This comprised 1.07% of the total portfolio. The net change in shares for this position over the two quarters is 1,050,000. About Company: General Motors Co. manufactures and markets new cars and trucks. The Company offers features for special needs drivers, OnStar vehicle protection, service, parts, accessories, maintenance, XM satellite radio, features for commercial owners, and more. General Motors offers its vehicles and services worldwide.
  • Coca-cola Enterprises Inc. (NYSE:CCE): On 06/30/2011, Glenview Capital Management reported holding 0 shares. On 09/30/2011, Glenview Capital Management reported holding 870,837 shares with a market value of $21,666,424. This comprised 0.4% of the total portfolio. The net change in shares for this position over the two quarters is 870,837. About Company: Coca-Cola Enterprises Inc. markets, sells, manufactures, and distributes non-alcoholic beverages. The Company provides refreshments, including sparkling waters, juices, isotonics, teas, and sodas. Coca-Cola Enterprises operates internationally.

(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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