Should You Expect Great Results From Cogent Communications Holdings (CCOI)?

Core Insights - Recurve Capital reported a strong performance in Q2 2025, achieving a gross return of +31%, significantly outperforming the S&P 500 (+10.6%) and Nasdaq (+17.8%) [1] - Year-to-date, the fund has returned +14.8% gross and +12% net [1] Company Analysis: Cogent Communications Holdings, Inc. (NASDAQ:CCOI) - Cogent Communications provides high-speed Internet access, private network, and data center colocation services [2] - The stock experienced a one-month return of +10.17% but has lost 46.54% of its value over the past 52 weeks, closing at $40.39 on October 2, 2025, with a market capitalization of $1.986 billion [2] - Cogent was identified as the largest detractor from Recurve Capital's performance year-to-date, despite expectations for future positive contributions [3] Hedge Fund Interest - Cogent Communications was held by 30 hedge fund portfolios at the end of Q2 2025, unchanged from the previous quarter [4] - While acknowledging Cogent's potential, the company believes that certain AI stocks present greater upside potential and lower downside risk [4]