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Qihoo 360 Technology Co Ltd (QIHU), Actavis plc (ACT), Yahoo! Inc. (YHOO) Among 20 Long Ideas from Sohn Canada

Larry Robbins Recommends Thermo Fisher, Danaher, and 2 Other Stocks


The manager of Glenview Manager, Larry Robbins, pitched four stocks during the conference: Thermo Fisher Scientific Inc. (NYSE:TMO), Danaher Corporation (NYSE:DHR), Endo International plc – Ordinary Shares (NASDAQ:ENDP), and Actavis plc (NYSE:ACT), recommending long positions in all four stocks.

Glenview owns 10.94 million shares of Thermo Fisher Scientific Inc. (NYSE:TMO) as of the end of June, the company representing the largest holding in the fund’s equity portfolio. Andreas Halvorsen‘s Viking Global held around 8.27 million shares as of the end of June.

In Endo International plc – Ordinary Shares (NASDAQ:ENDP), Glenview owns 3.93 million shares, according to its latest 13F filing, the position being initiated during the second quarter. Blue Ridge Capital, managed by John Griffin, owns 6.82 million shares as of the end of June, down by 1.19 million shares over the quarter.

However, Glenview did not disclose ownership of Actavis plc (NYSE:ACT) and Danaher Corporation (NYSE:DHR) in its latest 13F filing.

Recently, Mr. Robbins has also attended the Robin Hood Conference in New York, where he pitched VCA Inc (NASDAQ:WOOF). Last week, Glenview reported raising its stake in the company to 12.80 million shares, equal to 15% of the company.

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