Billionaire Larry Robbins’ Top Stock Picks: Monsanto Company (MON), Flextronics International Ltd. (FLEX), Humana Inc (HUM)

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Thermo Fisher Scientific Inc. (NYSE:TMO) is the third largest stock pick of Glenview Capital, which owns 6.91 million shares of the analytical instrument maker, with a market value of $928.39 million. The shares of Thermo Fisher have grown 3.11% year-to-date and it has a current market cap of $51.84 billion. The equipment maker caters to the needs of pharmaceutical companies, clinical diagnostic labs, hospitals, research institutions, and even government agencies. Its three primary services include analytical instruments, laboratory products and services, and specialty diagnostics. Thermo Fisher Scientific Inc. (NYSE:TMO) quit its bid for the acquisition of Pall Corporation (NYSE:PLL) after facing competition from Danaher Corporation (NYSE:DHR). Many investment managers have shown interest in Thermo Fisher Scientific Inc. (NYSE:TMO), including Boykin Curry‘s Eagle Capital Management, Viking Global, and First Pacific Advisors LLC.

Humana Inc (NYSE:HUM) is another major holding of the investment manager and it represents 4.07% of Robbins’ fund. Glenview Capital has 5.01 million shares of the health insurance provider with a market value of $893.04 million. The shares of Humana Inc (NYSE:HUM) have improved 21.93% year-to-date and boasts a current market cap of $26.45 billion. It was an excellent first quarter for the insurance company as compared to the year-ago period despite higher operating costs. As many as 14.2 million members chose Humana’s medical plans, which was higher than the year-ago figure of 13.1 million. At the same time, quarterly revenue of $13.83 billion was above market expectations of $13.51 billion and was 18.1% higher than the year-ago period. Robbins holds the largest position in Humana in our database, followed by Asness’ AQR Capital Management.

Disclosure: None

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