Top 5 Stock Picks of Jacob Doft’s Highline Capital Management

In this article, we discuss the top 5 stock picks of Jacob Doft’s Highline Capital Management. If you want our detailed analysis of these stocks, go directly to the Top 10 Stock Picks of Jacob Doft’s Highline Capital Management. 

5. Hawaiian Holdings, Inc. (NASDAQ:HA)

Highline Capital Management’s Stake Value: $11,173,000

Percentage of Highline Capital Management’s 13F Portfolio: 9.32%

Number of Hedge Fund Holders: 16

Hawaiian Holdings, Inc. (NASDAQ:HA) operates airlines that offer non-stop flights from North America, Asia, and the South Pacific to Hawaii, and all major Hawaiian Islands. Hawaiian Holdings, Inc. (NASDAQ:HA) has flights that are themed according to Hawaiian traditions that are meant to engage and educate the passengers. 

Hawaiian Holdings, Inc. (NASDAQ:HA) is a top stock in Doft’s portfolio, with Highline Capital Management owning 458,476 shares in the company, worth $11.1 million, representing 9.32% of the firm’s investment portfolio at the end of June. 

As of the second quarter, 16 hedge funds in the database of Insider Monkey were bullish on Hawaiian Holdings, Inc. (NASDAQ:HA), with stakes valued at $63.6 million. 

On October 26, Hawaiian Holdings, Inc. (NASDAQ:HA) announced Q3 earnings. EPS for the period totaled -$0.95, exceeding estimates by $0.38. The Q3 revenue came in at $508.85 million, beating estimates by $20.02 million.