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Stock impact report

This Internet Infrastructure Stock Plunged 72% in a Year, so Why Did an Investor Buy Up $12 Million? [Yahoo! Finance]

Cogent Communications Holdings, Inc. (CCOI) 
Last cogent communications holdings, inc. earnings: 2/27 07:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
What happened According to an SEC filing dated February 17, 2026, MIG Capital initiated a new position in Cogent Communications, purchasing 569,220 shares. The quarter-end value of the position increased by $12.27 million. What else to know This represents a new position for MIG Capital, accounting for 2.08% of reportable assets under management as of December 31, 2025. Top holdings after the filing: NASDAQ:META: $52.45 million (8.9% of AUM) NASDAQ:DXCM: $40.19 million (6.8% of AUM) NASDAQ:SHC: $34.65 million (5.9% of AUM) NASDAQ:MSFT: $34.25 million (5.8% of AUM) NASDAQ:CELH: $33.93 million (5.8% of AUM) As of Friday, shares of Cogent Communications were priced at $18.80, down a staggering 72% over the past year and well underperforming the S&P 500's roughly 20% gain in the same period. Company overview Metric Value Revenue (TTM) $975.8 million Net income (TTM) ($182.2 million) Dividend yield Price (as of Friday) Company snapshot Cogent Comm Show less Read more
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