Billionaire Brian Higgins’ 10 Stock Picks With Huge Upside Potential

7. The Boeing Company (NYSE:BA)

King Street Capital’s Stake: $144 Million

Analyst Upside Potential: 19%

The Boeing Company (NYSE:BA) has featured in the 13F portfolio of King Street Capital consistently since the fourth quarter of 2024. Back then, this position comprised 500,000 shares. The fund added to this stake by 80% in the next quarter, growing ownership to 900,000 shares. In the following two quarters, it trimmed this holding, reducing it by 16% and 22%. Filings for the fourth quarter of 2025 show that the fund owned 664,000 shares in the company, up 13% compared to filings for the previous quarter. The firm designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.

For the first time since 2019, The Boeing Company (NYSE:BA) outpaced Airbus in commercial deliveries during Q1 2026, handing over 143 aircraft. Hedge funds view this as the definitive end of Boeing’s multi-year production crisis. The ability to out-deliver its primary rival signals that supply chain constraints and regulatory caps are finally in the rearview mirror. With a record $695 billion backlog, over 6,100 aircraft, the stock is being treated as a guaranteed revenue play for the next decade. After burning through billions for years, Boeing reported a significantly narrowed loss in Q1 2026 and confirmed it is on track for positive Free Cash Flow in 2026. Analysts at TD Cowen and RBC are modeling a massive ramp to $5.6 billion in FCF for the full year 2026, potentially reaching over $11 billion by 2028.