Glenview Capital’s Top Quarterly Stock Investments: LIFE, MCK, CCI, TYC, FLEX, TMO, BMC, FIS

Wall St. Watchdog reveals information regarding Glenview Capital Management’s top holdings for the quarter ending September 30th, 2011. The firm held 54 stocks at the end of the quarter with an aggregate market value of $5.451 billion.

  • Life Technologies Corporation (NASDAQ:LIFE): On 06/30/2011, Glenview Capital Management reported holding 12,762,399 shares with a market value of $664,538,112. This comprised 9.01% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 14,154,289 shares with a market value of $543,949,331. This comprised 9.98% of the total portfolio. The net change in shares for this position over the two quarters is 1,391,890. About Company: Life Technologies Corporation develops biotechnology tools used by researchers. The Company offers a broad range of products and services, including systems, instruments, reagents, and custom services. Life’s portfolio of products includes technologies for capillary electrophoresis based sequencing, sequencing, mass spectrometry sample preparation, and cell culture.
  • Mckesson Corporation (NYSE:MCK): On 06/30/2011, Glenview Capital Management reported holding 5,432,099 shares with a market value of $454,395,090. This comprised 6.16% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 5,950,413 shares with a market value of $432,595,007. This comprised 7.94% of the total portfolio. The net change in shares for this position over the two quarters is 518,314. About Company: McKesson Corporation distributes pharmaceuticals, medical-surgical supplies, and and health and beauty care products throughout North America. The Company also develops, implements, and supports software that facilitates the integration of data throughout the health enterprise. In addition, McKesson offers analytic, care management, and patient solutions for payers.
  • Crown Castle International Corp. (NYSE:CCI): On 06/30/2011, Glenview Capital Management reported holding 5,949,400 shares with a market value of $242,676,031. This comprised 3.29% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 6,458,296 shares with a market value of $262,658,886. This comprised 4.82% of the total portfolio. The net change in shares for this position over the two quarters is 508,896. About Company: Crown Castle International Corp. engineers, deploys, owns, and operates shared wireless infrastructure. The Company offers wireless communications coverage to various United States markets and most of the Australian populations. Crown Castle owns, operates, and manages various wireless communication towers internationally.
  • 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.
  • Flextronics International Ltd. (NASDAQ:FLEX): On 06/30/2011, Glenview Capital Management reported holding 37,806,234 shares with a market value of $242,716,025. This comprised 3.29% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 41,305,334 shares with a market value of $232,549,035. This comprised 4.27% of the total portfolio. The net change in shares for this position over the two quarters is 3,499,100. About Company: Flextronics International Ltd. provides electronics manufacturing services. The Company’s customers include original equipment manufacturers in the telecommunications, networking, computer, consumer electronics, and medical device industries.
  • Thermo Fisher Scientific Inc. (NYSE:TMO): On 06/30/2011, Glenview Capital Management reported holding 4,072,964 shares with a market value of $262,258,149. This comprised 3.55% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 4,322,964 shares with a market value of $218,914,894. This comprised 4.02% of the total portfolio. The net change in shares for this position over the two quarters is 250,000. About Company: Thermo Fisher Scientific, Inc. manufactures scientific instruments, consumables, and chemicals. The Company offers analytical instruments, laboratory equipment, software, services, consumables, reagents, chemicals, and supplies to pharmaceutical and biotech companies, hospitals and clinical diagnostic labs, universities, research institutions, and government agencies.
  • Bmc Software Inc. (NASDAQ:BMC): On 06/30/2011, Glenview Capital Management reported holding 3,168,127 shares with a market value of $173,296,549. This comprised 2.35% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 5,630,062 shares with a market value of $217,095,198. This comprised 3.98% of the total portfolio. The net change in shares for this position over the two quarters is 2,461,935. About Company: BMC Software, Inc. provides management solutions for mainframe and distributed information technology systems. The Company’s portfolio of software solutions spans enterprise systems, applications, databases and IT process management. BMC also provides maintenance and support for its products and performs software implementation, integration and education services for its customers.
  • Fidelity National Information Services Inc. (NYSE:FIS): On 06/30/2011, Glenview Capital Management reported holding 7,733,109 shares with a market value of $238,102,433. This comprised 3.23% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 7,944,109 shares with a market value of $193,200,728. This comprised 3.54% of the total portfolio. The net change in shares for this position over the two quarters is 211,000. About Company: Fidelity National Information Services, Inc. is a payment services provider. The Company provides credit and debit card processing, electronic banking services, check risk management, check cashing, and merchant card processing services to financial institutions and merchants.
  • Target Corp. (NYSE:TGT): On 06/30/2011, Glenview Capital Management reported holding 3,633,282 shares with a market value of $170,437,258. This comprised 2.31% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 3,833,282 shares with a market value of $187,984,153. This comprised 3.45% of the total portfolio. The net change in shares for this position over the two quarters is 200,000. About Company: Target Corporation operates general merchandise discount stores in the United States. The Company’s merchandising operations include general merchandise and food discount stores and a fully integrated online business. Target also offers credit to qualified applicants through its branded proprietary credit cards.
  • Aon Corporation (NYSE:AON): On 06/30/2011, Glenview Capital Management reported holding 4,338,536 shares with a market value of $222,566,893. This comprised 3.02% of the total portfolio. On 09/30/2011, Glenview Capital Management reported holding 4,188,536 shares with a market value of $175,834,739. This comprised 3.23% of the total portfolio. The net change in shares for this position over the two quarters is -150,000. About Company: Aon Corporation is an insurance services holding company. The Company is comprised of risk and insurance brokerage consulting. Aon’s services include helping manage risk for clients, negotiating and placing insurance risk with other carriers, and advicing clients related to health and benefits, retirement, compensation, strategic human capital, and human resource outsourcing.

(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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