Should You Love These 5 Stocks As Much As CQS Cayman Does?

3. Comcast Corporation (NASDAQ:CMCSA)

Shares held (as of September 30): 582,454

Total Value (as of September 30): $33.13 million

Percent of Portfolio (as of September 30): 2.76%

While CQS Cayman slashed its position in Liberty Global, it replaced it with Comcast Corporation (NASDAQ:CMCSA), a new holding for the firm. Comcast Corporation is a media and technology company, with its two main businesses being Comcast Cable and NBCUniversal. For the three months ended September 30, Comcast Corporation (NASDAQ:CMCSA) reported an 11% increase in revenue to $18.7 billion, while income was down by 23% year-over-year to $2 billion. At the end of the second quarter, the aggregate number of hedge funds holding Comcast, among those that we track, fell to 76 from 91 at the end of the first quarter. However, the aggregate value of their investments rose to $7.39 billion, up by $200 million. One of the largest shareholders of Comcast within our database is Paul Ruddock and Steve Heinz’s Lansdowne Partners, with ownership of over 23 million shares on June 30.

2. Carnival Corp (NYSE:CCL)

Shares held (as of September 30): 768,396

Total Value (as of September 30): $38.16 million

Percent of Portfolio (as of September 30): 3.18%

In Carnival Corp (NYSE:CCL), CQS Cayman disclosed ownership of 768,396 shares worth $38.16 million, with the stake representing a 12% increase over the quarter. Carnival Corp is a Miami, Florida-based cruise vacation company, with a market cap of $41.37 billion. For the firm’s fiscal third quarter ending Aug. 31, its income slipped to $1.21 billion, or $1.56 a share, compared to $1.24 billion, or $1.60 a share, in the same period of last year. Revenue also fell by 1.3% to $4.9 billion. Carnival Corp is putting more focus on China, as the company recently formed a $4 billion joint venture with two Chinese companies to launch a cruise line for the Chinese market. Shares of Carnival are enjoying a strong performance this year, increasing by 16.46% year-to-date. A total of 49 hedge funds among those that we track at Insider Monkey were holding stakes in Carnival Corp (NYSE:CCL) at the end of the second quarter, the number remaining flat during the quarter. One of those investors is Kerr Neilson’s Platinum Asset Management, which owns over 9.0 million shares of the company on June 30.

1. Ryanair Holdings plc (ADR) (NASDAQ:RYAAY)

Shares held (as of September 30): 645,557

Total Value (as of September 30): $51.76 million

Percent of Portfolio (as of September 30): 4.31%

CQS Cayman increased its position in Ryanair Holdings plc (ADR) (NASDAQ:RYAAY) during the third quarter by over 80% to 645,557 shares. Ryanair Holdings is a holding company of Ryanair Ltd., which operates a low-fare, scheduled-passenger airline in Europe. Shares of Ryanair Holdings have increased by 14.38% year-to-date. During the second quarter, the total number of hedge funds among those that we track holding Ryanair Holdings plc (ADR) (NASDAQ:RYAAY) rose to 19 at the end of June from 16 at the end of the first quarter, while the aggregate value of their investments increased to $406.11 million compared to $308.54 million, so smart money was growing increasingly bullish on the stock. Another large shareholder of Ryanair Holdings is Jim Simons’ Renaissance Technologies, which owns 3.32 million shares of the company.

Disclosure: None