In this article, we will list the 5 stock picks of Billionaire Brian Higgins with huge upside potential. Please visit Billionaire Brian Higgins’ 10 Stock Picks With Huge Upside Potential if you would like to see the extended list and the methodology behind it.
5. Optimum Communications, Inc. (NYSE:OPTU)
King Street Capital’s Stake: $13 Million
Analyst Upside Potential: 34%
Optimum Communications, Inc. (NYSE:OPTU) has featured in the 13F portfolio of King Street Capital since the second quarter of 2024. Back then, this holding comprised 2.5 million shares. By the first quarter of 2025, the fund had increased this by 52% and owned 3.8 million shares. Filings for the fourth quarter of 2025 show that the fund owned more than 8 million shares in the company, up close to 98% compared to filings for the third quarter of 2025. The firm provides broadband communications and video services under the Optimum brand in the United States, Canada, Puerto Rico, and the Virgin Islands.
Optimum Communications, Inc. (NYSE:OPTU) has a high-fiber enterprise arm named Lightpath that is attracting a lot of interest from smart money managers. In January, Lightpath reported a 240% increase in AI-driven contract awards, reaching a total contract value of $362 million. Institutional investors view Lightpath as a hidden gem within the company that is being valued like a legacy cable business but growing like a high-end tech infrastructure play. The biggest bear case for OPTU has been its $26 billion debt. However, in late 2025 and early 2026, the company successfully refinanced significant portions of its obligations. In November 2025, the company secured a $2 billion incremental term loan to push out maturities.
4. Surgery Partners, Inc. (NASDAQ:SGRY)
King Street Capital’s Stake: $158 Million
Analyst Upside Potential: 38%
Surgery Partners, Inc. (NASDAQ:SGRY) is a long-term holding in the 13F portfolio of King Street Capital. The fund first disclosed a stake in the company back in the third quarter of 2019. This holding comprised 120,000 shares. By the second quarter of 2020, the hedge fund had grown this to just under 2 million shares. Thereafter, it started trimming the stock, reducing ownership to 1 million shares by the end of 2020 and selling off the stake completely by the beginning of 2021. A new position was then opened in the third quarter of 2024. This comprised 1.45 million shares. Filings for the fourth quarter of 2025 show that the fund owned over 10.2 million shares in the firm, up close to 10% compared to filings for the previous quarter.
Elite investors have been rewarding Surgery Partners, Inc. (NASDAQ:SGRY) for a strategic pivot toward complex procedures like total joint replacements and cardiovascular surgeries in the outpatient setting. These procedures carry significantly higher reimbursement rates than traditional GI or ophthalmology cases. Even though 2026 guidance was measured due to insurance mix shifts, smart money views the underlying move toward high-acuity cases as the key to long-term double-digit EBITDA growth. Despite missing its $200 million acquisition target in 2025, the company entered 2026 with a massive pipeline. There are over 5,000 ambulatory surgery centers in the US, and the market remains highly fragmented. Surgery is the best-positioned vehicle to roll up these smaller centers and achieve economies of scale.
3. AGNC Investment Corp. (NASDAQ:AGNC)
King Street Capital’s Stake: $35 Million
Analyst Upside Potential: 42%
AGNC Investment Corp. (NASDAQ:AGNC) has had a stop-start relationship with King Street Capital. The fund first disclosed a stake in the company back in the first quarter of 2021. This position comprised 4 million shares but was sold off by the next quarter. A new position was then opened in the fourth quarter of 2022, consisting of just under 1.5 million shares. This, too, was sold off by the next quarter. In the third quarter of 2025, another position was opened, consisting of 1.3 million shares. Filings for the fourth quarter of 2025 show that the fund owned 3.2 million shares in the firm, up 145% compared to filings for the previous quarter.
Despite a comprehensive loss driven by geopolitical tensions in the Middle East in March, the core operations of AGNC Investment Corp. (NASDAQ:AGNC) outperformed expectations. The firm reported a Q1 2026 EPS of $0.42, surpassing the analyst forecast of $0.37. The net interest spread increased by 25 basis points, reaching 2.06%. Hedge funds are rewarding this operational robustness, as it proves the company can generate cash even when mortgage-backed security spreads widen temporarily. AGNC remains one of the most consistent monthly dividend payers in the REIT sector, currently yielding approximately 13.37%.
2. UWM Holdings Corporation (NYSE:UWMC)
King Street Capital’s Stake: $20 Million
Analyst Upside Potential: 73%
UWM Holdings Corporation (NYSE:UWMC) first appeared in the 13F portfolio of King Street Capital in the first quarter of 2021. This position comprised 7.1 million shares. In the next quarter, the fund reduced this stake by over 37%. In the third quarter of 2021, this holding was further trimmed by 55% and share ownership was reduced to under 2 million shares. By the next quarter, the position had been sold off completely. A new stake was disclosed in the third quarter of 2025, consisting of 2.8 million shares. Filings for the fourth quarter of 2025 show that the fund owned 4.5 million shares in the firm, up 64% compared to the previous quarter.
UWM Holdings Corporation (NYSE:UWMC) recently recorded a massive surge in loan originations. In Q4 2025, the company reported $49.6 billion in originations, its highest quarterly volume since 2021 and a 28% year-over-year increase. While many lenders are shrinking, UWM is using its lowest-cost provider status to aggressively capture market share. Smart money views this as a last man standing play in the mortgage industry. Another significant driver of institutional interest in the stock is the deployment of Mia, the proprietary AI voice assistant of UWM. Mia is expected to handle over 12 million calls in 2026, significantly reducing operational expenses.
1. Uniti Group Inc. (NASDAQ:UNIT)
King Street Capital’s Stake: $17.5 Million
Analyst Upside Potential: 144%
Uniti Group Inc. (NASDAQ:UNIT) is a relatively recent addition to the 13F portfolio of King Street Capital. The fund first disclosed a stake in the company in the third quarter of 2025. This holding comprised just under 4.5 million shares. Filings for the fourth quarter of 2025 show that the fund owns 2.5 million shares in the firm, down more than 44% compared to filings of the previous quarter. The company is a premier insurgent fiber provider dedicated to enabling mission-critical connectivity across the United States. The firm builds, operates, and delivers fast and reliable communications services, empowering more than a million consumers and businesses in the digital economy.
Following the transformational merger with Windstream, Uniti Group Inc. (NASDAQ:UNIT) has shifted from a passive landlord to an active fiber infrastructure powerhouse, attracting significant institutional interest. By integrating the Kinetic fiber assets of the former with the national network of the latter, the company is now being valued as a top-tier fiber provider rather than a distressed REIT. Analysts are modeling hundreds of millions in operational synergies. In early 2026, Uniti announced the largest customer contract in its history, a landmark deal with a major hyperscaler to provide long-haul fiber. Like Nokia, Uniti is positioning its network to support AI-driven Radio Access Networks (RAN), which requires high-capacity, low-latency fiber that it already has in the ground.
While we acknowledge the potential of UNIT to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than UNIT and that has 100x upside potential, check out our report about the cheapest AI stock.
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