-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, KItQJ0Yezjmf2GcmmPyWketymEhHVaSE3VoQTt3Y7pS2w6FjO2duQ1BlGDjl5xKP Twx3pkyPg6yZoN8940b1KQ== 0000905148-08-002160.txt : 20080404 0000905148-08-002160.hdr.sgml : 20080404 20080404161432 ACCESSION NUMBER: 0000905148-08-002160 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20080404 DATE AS OF CHANGE: 20080404 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ARVINMERITOR INC CENTRAL INDEX KEY: 0001113256 STANDARD INDUSTRIAL CLASSIFICATION: MOTOR VEHICLE PARTS & ACCESSORIES [3714] IRS NUMBER: 383354643 STATE OF INCORPORATION: IN FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-61023 FILM NUMBER: 08740670 BUSINESS ADDRESS: STREET 1: 2135 W MAPLE ROAD CITY: TROY STATE: MI ZIP: 48084 BUSINESS PHONE: 2484351000 FORMER COMPANY: FORMER CONFORMED NAME: MU SUB INC DATE OF NAME CHANGE: 20000501 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: GLENVIEW CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001138995 IRS NUMBER: 134136746 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: 2128124700 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE STREET 2: 44TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 SC 13G 1 efc8-0679_sc13g.txt UNITED STATES SECURITIES EXCHANGE COMMISSION Washington, D.C. 20549 - -------------------------------------------------------------------------------- SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ) ARVINMERITOR, INC. ------------------ (Name of Issuer) Common Stock, $1.00 par value per share --------------------------------------- (Title of Class of Securities) 043353101 --------- (CUSIP Number) March 25, 2008 -------------- (Date of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [ ] Rule 13d-1(b) [X] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Continued on following pages Page 1 of 9 Pages Exhibit Index: Page 8 Page 2 of 9 Pages ................................................................................. 1. Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only). GLENVIEW CAPITAL MANAGEMENT, LLC ................................................................................. 2. Check the Appropriate Box if a Member of a Group (a) [ ] (b) [ ] ................................................................................. 3. SEC Use Only ................................................................................. 4. Citizenship or Place of Organization Delaware ................................................................................. Number of 5. Sole Voting Power None Shares ............................................................. Beneficially 6. Shared Voting Power 4,809,047 Owned by Each ............................................................. Reporting 7. Sole Dispositive Power None Person With ............................................................. 8. Shared Dispositive Power 4,809,047 ................................................................................. 9. Aggregate Amount Beneficially Owned by Each Reporting Person 4,809,047 ................................................................................. 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] ................................................................................. 11. Percent of Class Represented by Amount in Row (9) 6.53% based on 73,680,018 shares outstanding as of February 29, 2008. ................................................................................. 12. Type of Reporting Person: OO Page 3 of 9 Pages ................................................................................. 1. Names of Reporting Persons. I.R.S. Identification Nos. of above persons (entities only). LAWRENCE M. ROBBINS ................................................................................. 2. Check the Appropriate Box if a Member of a Group (a) [ ] (b) [ ] ................................................................................. 3. SEC Use Only ................................................................................. 4. Citizenship or Place of Organization United States of America ................................................................................. Number of 5. Sole Voting Power None Shares ............................................................. Beneficially 6. Shared Voting Power 4,809,047 Owned by Each ............................................................. Reporting 7. Sole Dispositive Power None Person With ............................................................. 8. Shared Dispositive Power 4,809,047 ................................................................................. 9. Aggregate Amount Beneficially Owned by Each Reporting Person 4,809,047 ................................................................................. 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] ................................................................................. 11. Percent of Class Represented by Amount in Row (9) 6.53% based on 73,680,018 shares outstanding as of February 29, 2008. ................................................................................. 12. Type of Reporting Person: IN Page 4 of 9 Pages Page 2 of 9 Pages Item 1(a). Name of Issuer: ArvinMeritor, Inc. (the "Issuer") Item 1(b). Address of Issuer's Principal Executive Offices: 2135 West Maple Road, Troy, Michigan 48084. Item 2(a). Name of Person Filing This Statement is filed on behalf of each of the following persons (collectively, the "Reporting Persons"): i) Glenview Capital Management, LLC ("Glenview Capital Management"); ii) Lawrence M. Robbins ("Mr. Robbins"). This Statement relates to Shares (as defined herein) held for the accounts of Glenview Capital Partners, L.P., a Delaware limited partnership ("Glenview Capital Partners"), Glenview Capital Master Fund, Ltd., a Cayman Islands exempted company ("Glenview Capital Master Fund"), Glenview Institutional Partners, L.P., a Delaware limited partnership ("Glenview Institutional Partners"), GCM Little Arbor Master Fund, Ltd., a Cayman Islands exempted company ("GCM Little Arbor Master Fund"), GCM Little Arbor Institutional Partners, L.P., a Delaware limited partnership ("GCM Little Arbor Institutional Partners") and GCM Little Arbor Partners, L.P., a Delaware limited partnership ("GCM Little Arbor Partners"). Glenview Capital Management serves as investment manager to each of Glenview Capital Partners, Glenview Capital Master Fund, Glenview Institutional Partners, GCM Little Arbor Master Fund, GCM Little Arbor Institutional Partners and GCM Little Arbor Partners. In such capacity, Glenview Capital Management may be deemed to have voting and dispositive power over the Shares held for such accounts. Mr. Robbins is the Chief Executive Officer of Glenview Capital Management. Item 2(b). Address of Principal Business Office or, if None, Residence: The address of the principal business office of each of Glenview Capital Management and Mr. Robbins is 767 Fifth Avenue, 44th Floor, New York, New York 10153. Item 2(c). Citizenship: i) Glenview Capital Management is a Delaware limited liability company; ii) Mr. Robbins is a citizen of the United States of America. Item 2(d). Title of Class of Securities: Common Stock (the "Shares") Page 5 of 9 Pages Item 2(e). CUSIP Number: 043353101 Item 3. If This Statement is Filed Pursuant to Sec.Sec.240.13d-1(b) or 240.13d-2(b) or (c), Check Whether the Person Filing is a: This Item 3 is not applicable. Item 4. Ownership: Item 4(a) Amount Beneficially Owned: As of April 3, 2008, each of Glenview Capital Management and Mr. Robbins may be deemed to be the beneficial owner of 4,809,047 Shares. This amount consists of: (A) 182,400 Shares held for the account of Glenview Capital Partners; (B) 2,979,647 Shares held for the account of Glenview Capital Master Fund; (C) 1,225,200 Shares held for the account of Glenview Institutional Partners; (D) 355,420 held for the account of GCM Little Arbor Master Fund; (E) 61,920 Shares held for the account of GCM Little Arbor Institutional Partners and (F) 4,460 Shares held for the account of GCM Little Arbor Partners. Item 4(b) Percent of Class: The number of Shares of which each of Glenview Capital Management and Mr. Robbins may be deemed to be the beneficial owner constitutes approximately 6.53% of the total number of Shares outstanding (based upon information provided by the Issuer in its most recently-filed annual report on Form 10-K, there were 73,680,018 shares outstanding as of February 29, 2008). Item 4(c) Number of Shares of which such person has: Glenview Capital Management and Mr. Robbins: - -------------------------------------------- (i) Sole power to vote or direct the vote: 0 (ii) Shared power to vote or direct the vote: 4,809,047 (iii) Sole power to dispose or direct the disposition of: 0 (iv) Shared power to dispose or direct the disposition of: 4,809,047 Item 5. Ownership of Five Percent or Less of a Class: This Item 5 is not applicable. Item 6. Ownership of More than Five Percent on Behalf of Another Person: This Item 6 is not applicable. Page 6 of 9 Pages Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company: See disclosure in Item 2 hereof. Item 8. Identification and Classification of Members of the Group: This Item 8 is not applicable. Item 9. Notice of Dissolution of Group: This Item 9 is not applicable. Item 10. Certification: By signing below each of the Reporting Persons certifies that, to the best of their knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. Page 7 of 9 Pages SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: April 4, 2008 GLENVIEW CAPITAL MANAGEMENT, LLC By: /s/ Lawrence M. Robbins ----------------------- Name: Lawrence M. Robbins Title: Chief Executive Officer Date: April 4, 2008 LAWRENCE M. ROBBINS /s/ Lawrence M. Robbins ----------------------- Page 8 of 9 Pages EXHIBIT INDEX Ex. Page No. - --- -------- A Joint Filing Agreement, dated April 4, 2008 by and among Glenview Capital Management, LLC and Lawrence M. Robbins........................................... 9 Page 9 of 9 Pages EXHIBIT A JOINT FILING AGREEMENT The undersigned hereby agree that the statement on Schedule 13G with respect to the Common Stock of ArvinMeritor, Inc. dated as of April 4, 2008 is, and any amendments thereto (including amendments on Schedule 13D) signed by each of the undersigned shall be, filed on behalf of each of us pursuant to and in accordance with the provisions of Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended. Date: April 4, 2008 GLENVIEW CAPITAL MANAGEMENT, LLC By: /s/ Lawrence M. Robbins ----------------------- Name: Lawrence M. Robbins Title: Chief Executive Officer Date: April 4, 2008 LAWRENCE M. ROBBINS /s/ Lawrence M. Robbins ----------------------- -----END PRIVACY-ENHANCED MESSAGE-----