Glenview Capital Management 13F holdings, Q4 2001
Holdings as of December 31, 2001 · filings on SEC EDGAR · latest filing →
Glenview Capital Management disclosed 67 US equity positions worth $749.3m in its Q4 2001 13F filing. The largest position was Spx Corporation at 7.7% of the reported book, followed by Tyco International Ltd (new) and USA Networks Inc.
What did Glenview Capital Management own in Q4 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | Spx Corporation | 7.7% | $57.5m | 420,000 | – | ||
| 2 | Tyco International Ltd (new) | 7.0% | $52.7m | 895,000 | – | ||
| 3 | USA Networks Inc | 5.7% | $42.9m | 1,570,000 | – | ||
| 4 | General Motors Corporation | 4.3% | $32.5m | 2,103,000 | – | ||
| 5 | Raytheon Co | 4.2% | $31.4m | 966,600 | – | ||
| 6 | Pharmacia Corporation | 4.0% | $30.1m | 705,000 | – | ||
| 7 | Viasys Healthcare Inc | 3.9% | $28.9m | 1,432,000 | – | ||
| 8 | ORCL Oracle Corp | Technology | 3.5% | $26.2m | 1,900,000 | – | |
| 9 | Schering Plough Corp | 3.3% | $25.1m | 700,000 | – | ||
| 10 | Lucent Technologies Inc | 3.0% | $22.6m | 3,581,600 | – | ||
| 11 | EMC Corp Mass | 3.0% | $22.2m | 1,650,000 | – | ||
| 12 | Healthsouth Corp | 3.0% | $22.2m | 1,495,500 | – | ||
| 13 | Motorola Inc | 2.9% | $21.8m | 1,451,100 | – | ||
| 14 | Check Point Software Tech Ltd | 2.4% | $17.7m | 443,700 | – | ||
| 15 | IPG Interpublic Group Cos Inc | 2.2% | $16.2m | 550,000 | – | ||
| 16 | TMO Thermo Electron Corp | Healthcare | 2.1% | $16.0m | 670,000 | – | |
| 17 | DIS Disney Walt Co | Communication Services | 2.0% | $15.1m | 730,000 | – | |
| 18 | Honeywell Intl Inc | 2.0% | $14.7m | 435,000 | – | ||
| 19 | Reebok International Ltd | 1.9% | $14.5m | 548,300 | – | ||
| 20 | Phelps Dodge Corp | 1.7% | $12.7m | 391,200 | – | ||
| 21 | Express Scripts Inc | 1.7% | $12.6m | 269,100 | – | ||
| 22 | Nextel Communications Inc | 1.6% | $12.1m | 1,100,000 | – | ||
| 23 | Compaq Computer Corp | 1.6% | $11.9m | 1,215,000 | – | ||
| 24 | Willamette Industries | 1.5% | $11.0m | 210,200 | – | ||
| 25 | Synavant Inc | 1.4% | $10.4m | 2,591,579 | – | ||
| 26 | Calpine Corp | 1.3% | $9.9m | 587,000 | – | ||
| 27 | Fisher Scientific Intl Inc | 1.3% | $9.7m | 333,600 | – | ||
| 28 | PFG Principal Financial Group Inc | Financial Services | 1.3% | $9.6m | 400,000 | – | |
| 29 | IFF International Flavors & Fragrance | Basic Materials | 1.2% | $8.7m | 293,700 | – | |
| 30 | Mead Corporation | 1.1% | $8.4m | 272,900 | – | ||
| 31 | IMC Global Inc | 1.1% | $8.3m | 639,300 | – | ||
| 32 | Nasdaq-100 Tr UNIT SER 1 | 1.0% | $7.8m | 200,000 | – | ||
| 33 | Varian Inc | 0.9% | $7.0m | 215,000 | – | ||
| 34 | HAL Halliburton Company | Energy | 0.9% | $6.5m | 500,000 | – | |
| 35 | Crown Castle Intl Corp | 0.8% | $5.9m | 550,000 | – | ||
| 36 | Unitedglobalcom Inc Cl-A | 0.8% | $5.7m | 1,135,000 | – | ||
| 37 | Worldcom Inc GA New | 0.8% | $5.6m | 400,000 | – | ||
| 38 | Health Net Inc | 0.7% | $5.6m | 255,000 | – | ||
| 39 | Echostar Communications | 0.7% | $5.5m | 200,000 | – | ||
| 40 | BSX Boston Scientific Corp | Healthcare | 0.7% | $5.4m | 225,000 | – | |
| 41 | HD Home Depot | Consumer Cyclical | 0.7% | $5.1m | 100,000 | – | |
| 42 | Comdisco Inc | 0.6% | $4.8m | 9,323,700 | – | ||
| 43 | Inrange Technologies Corp | 0.6% | $4.4m | 355,000 | – | ||
| 44 | Delta & Pine Ld Co | 0.6% | $4.3m | 189,600 | – | ||
| 45 | Cooper Industries Inc | 0.5% | $4.0m | 115,000 | – | ||
| 46 | Linear Technology Corp | 0.5% | $3.9m | 100,000 | – | ||
| 47 | Bowater Inc | 0.5% | $3.6m | 75,000 | – | ||
| 48 | DOX Amdocs Limited | Technology | 0.5% | $3.4m | 100,000 | – | |
| 49 | AOL Time Warner Inc | 0.4% | $3.2m | 100,000 | – | ||
| 50 | CV Theraputics Inc | 0.3% | $2.6m | 50,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.