Alphyn Capital Management released its Q2 2025 investor letter, showing a 12.4% net return for the fund compared to the S&P 500’s 10.9%. Top ten holdings accounted for 65% of the portfolio, with 17% in cash. Market volatility continued due to tariffs and interest rate changes. Cogent Communications Holdings, Inc. (CCOI) saw a 5.15% one-month return and closed at $49.40 per share on July 11, 2025. The company’s stock lost 23.98% over the last 52 weeks. CCOI’s share price was impacted by missed earnings from the Sprint wireline integration. Hedge funds held 30 portfolios with CCOI at the end of Q1 2025.

Read more at Yahoo Finance: Missing Earnings Impacted Cogent Communications Holdings (CCOI) Share Price