HG Vora Capital Management’s Stock Picks For 2025

2. Ryder System Inc (NYSE:R)

Shares held by HG Vora Capital Management: 1.20 million

Value of Position: $188.23 million

In Ryder System Inc (NYSE:R), Parag Vora’s fund cut its stake by 455,000 shares during the fourth quarter, but, nonetheless, the position ranked as the fund’s second-largest. Ryder System is the only transportation and logistics bet in the fund’s equity portfolio. Moreover, back in 2022, HG Vora tried to acquire Ryder System and proposed an unsolicited bid of $86 per share. At the time, the fund held nearly 10% of the company. However, Ryder System Inc (NYSE:R) rejected the offer as not indicative of the company’s value. HG Vora remained bullish on the company and the bet paid off as Ryder System’s shares are up by more than 120% since June 2022. Over the past year alone, Ryder System Inc (NYSE:R) delivered better-than-expected earnings, while its revenue growth was mostly in the middle to high single-digits, albeit missed the consensus in the last three quarters. For the current year, Ryder System Inc (NYSE:R) expects revenue growth of around 2% and EPS between $13 and $14, which is in line with current estimates and shows a slight increase from the $12 figure reported for 2024.