Glenview Capital Management 13F holdings, Q4 2002
Holdings as of December 31, 2002 · filings on SEC EDGAR · latest filing →
Glenview Capital Management disclosed 65 US equity positions worth $540.1m in its Q4 2002 13F filing. The largest position was Hldgs at 6.5% of the reported book, followed by AdvancePCS and SPX Corp. Against the Q2 2002 filing, it opened 40 new positions, added to 5 and reduced 4 among the top 50 holdings.
What did Glenview Capital Management own in Q4 2002? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2002 |
|---|---|---|---|---|---|---|---|
| 1 | Hldgs | 6.5% | $34.9m | 1,500,000 | – | new | |
| 2 | AdvancePCS | 6.2% | $33.3m | 1,500,000 | – | new | |
| 3 | SPX Corp | 3.9% | $21.1m | 564,600 | 46% | added | |
| 4 | Pharmacia Corporation | 3.9% | $20.9m | 500,000 | – | new | |
| 5 | Aon Corporation | 3.8% | $20.8m | 1,100,000 | – | new | |
| 6 | Computer Assoc Intl Inc | 3.8% | $20.6m | 1,523,000 | 154% | added | |
| 7 | Sappi Ltd SPON | 3.8% | $20.5m | 1,550,000 | – | new | |
| 8 | Cendant Corporation | 3.6% | $19.2m | 1,835,000 | 317% | added | |
| 9 | TicketMaster-B | 3.5% | $18.9m | 890,000 | 98% | added | |
| 10 | COP Conocophillips | Energy | 3.5% | $18.7m | 387,000 | – | new |
| 11 | Clear Channel Communications | 2.9% | $15.8m | 425,000 | – | new | |
| 12 | SLB Schlumberger Ltd | Energy | 2.7% | $14.7m | 350,000 | – | new |
| 13 | Providian Financial Corp | 2.7% | $14.7m | 2,262,200 | – | new | |
| 14 | Anthem Inc | 2.6% | $14.2m | 225,000 | – | new | |
| 15 | GD General Dynamics Corp | Industrials | 2.6% | $13.9m | 175,000 | – | new |
| 16 | Providian Financial 0% 02/15/21 | 2.5% | $13.6m | 41,500,000 | – | new | |
| 17 | CLS Celestica Inc. SUB VTG | Technology | 2.3% | $12.7m | 900,000 | – | new |
| 18 | Tyco International Ltd | 2.2% | $12.0m | 700,000 | – | new | |
| 19 | SNPS Synopsys Inc | Technology | 2.1% | $11.5m | 250,000 | – | new |
| 20 | Enterasys Networks Inc | 2.0% | $10.9m | 7,000,000 | 17% | added | |
| 21 | 10/15/09 | 1.6% | $8.8m | 13,150,000 | – | new | |
| 22 | AT&T Wireless Svcs Inc | 1.6% | $8.8m | 1,550,000 | – | new | |
| 23 | 11/1 | 1.5% | $8.3m | 23,500,000 | – | new | |
| 24 | 02/15/10 | 1.5% | $8.1m | 12,750,000 | – | new | |
| 25 | BJ Services Co | 1.4% | $7.6m | 235,000 | – | new | |
| 26 | GlobalSantaFe Corp | 1.4% | $7.3m | 300,000 | – | new | |
| 27 | Energy Inc | 1.3% | $6.9m | 700,000 | – | new | |
| 28 | Transocean Inc | 1.3% | $6.8m | 295,000 | – | new | |
| 29 | AMN Amn Healthcare Services Inc | Healthcare | 1.2% | $6.4m | 380,000 | – | new |
| 30 | ABG Asbury Automotive Group Inc | Consumer Cyclical | 1.2% | $6.4m | 760,400 | – | new |
| 31 | BJ's Wholesale Club Inc | 1.2% | $6.4m | 347,000 | – | new | |
| 32 | Ensco International Inc | 1.1% | $5.9m | 200,000 | – | new | |
| 33 | Gemstar - TV Guide Intl Inc | 1.1% | $5.8m | 1,800,000 | – | new | |
| 34 | HAL Halliburton Company | Energy | 1.0% | $5.6m | 300,000 | – | new |
| 35 | RibaPharm Inc | 0.9% | $5.0m | 765,500 | -51% | reduced | |
| 36 | Stilwell Financial Inc | 0.9% | $4.9m | 375,000 | – | new | |
| 37 | Oxford Health Plans Inc | 0.9% | $4.8m | 132,000 | – | new | |
| 38 | Raytheon Company | 0.9% | $4.7m | 153,800 | – | new | |
| 39 | Blockbuster Inc | 0.8% | $4.5m | 366,000 | – | new | |
| 40 | American Tower Corp | 0.8% | $4.4m | 1,250,000 | – | new | |
| 41 | MU Micron Technology Inc | Technology | 0.8% | $4.2m | 430,000 | – | new |
| 42 | Seagate Technology Holdings | 0.7% | $3.8m | 350,000 | – | new | |
| 43 | Holdings, Ltd | 0.7% | $3.6m | 125,000 | – | new | |
| 44 | Allegheny Energy Inc | 0.6% | $3.0m | 400,000 | – | new | |
| 45 | Monsanto Corp | 0.5% | $2.9m | 150,000 | 0% | held | |
| 46 | Delta & Pine Lane | 0.5% | $2.8m | 135,600 | -83% | reduced | |
| 47 | Express Scripts Inc | 0.5% | $2.6m | 55,000 | -56% | reduced | |
| 48 | General Motors Corporation | 0.5% | $2.5m | 230,000 | -34% | reduced | |
| 49 | Synavant Inc | 0.5% | $2.5m | 2,641,679 | – | new | |
| 50 | HD Home Depot Inc | Consumer Cyclical | 0.4% | $2.4m | 100,000 | – | new |
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.