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

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Aaron Cowen is Bullish on Burger King and Liberty Global

Burger King Worldwide Inc (NYSE:BKW)

Two other stocks that have been mentioned during the Sohn Canada were Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK) and Burger King Worldwide Inc (NYSE:BKW). The companies were discussed by Aaron Cowen, the manager of Suvretta Capital Management. Same as other shareholders, Mr. Cowen considers that Burger King Worldwide Inc (NYSE:BKW)’s recent deal to buy Tim Hortons Inc. (USA) (NYSE:THI) will allow the former to cut its costs and, hence, bring more value to shareholders. Suvretta owns 1.06 million shares of  Burger King Worldwide Inc (NYSE:BKW), according to its latest 13F filing.

In Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK), Suvretta Capital holds 1.16 million shares as of the end of June. Another shareholder of the company is Warren Buffett‘s Berkshire Hathaway, which owns 9.87 million shares of Liberty Global plc – Class C Ordinary Shares (NASDAQ:LBTYK) as of the end of the second quarter.

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