MYDA Advisors LLC CCOI — COGENT COMMUNICATIONS HLDGS

Ownership history in MYDA Advisors LLC  ·  18 quarters on record

AI Ownership Summary

MYDA Advisors LLC reported COGENT COMMUNICATIONS HLDGS (CCOI) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.89% in 2024 Q3. The latest visible filing shows CCOI at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCOI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MYDA Advisors LLC's position in COGENT COMMUNICATIONS HLDGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CCOI was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CCOI stock page MYDA Advisors LLC fund profile MYDA Advisors LLC full holdings
How MYDA Advisors LLC held CCOI — position size vs. price
% of Fund (quarterly)    CCOI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 15 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 240,000 +150,000 +166.7% 0.50% $3.3M 2026-08-13 $10.35
2026 Q1 ADDED — — — 90,000 +15,000 +20.0% 0.28% $1.7M 2026-05-14 $16.09
2025 Q4 ADDED — — — 75,000 +66,000 +733.3% 0.31% $1.6M 2026-02-13 $26.40
2025 Q3 ADDED — — — 9,000 +1,000 +12.5% 0.07% $345K 2025-11-13 $16.63
2025 Q2 REDUCED 94.1% -18.6% ✅ 8,000 -127,100 -94.1% 0.07% $386K 2025-08-13 $33.78
2025 Q2 ADDED — — — 135,100 +49,100 +57.1% 1.14% $6.5M 2025-08-13 $33.78
2025 Q1 REDUCED 33.8% -19.6% ✅ 86,000 -44,000 -33.8% 0.92% $5.3M 2025-05-14 $48.25
2024 Q4 ADDED — — — 130,000 +80,000 +160.0% 2.52% $10.0M 2025-02-13 $77.27
2024 Q4 REDUCED 71.2% -19.3% ✅ 50,000 -123,800 -71.2% 0.97% $3.9M 2025-02-13 $77.27
2024 Q3 ADDED — — — 173,800 +163,800 +1638.0% 2.89% $13.2M 2024-11-13 $72.64
2024 Q3 REDUCED 50.0% +1.2% ❌ 10,000 -10,000 -50.0% 0.17% $759K 2024-11-13 $72.64
2024 Q3 REDUCED 86.7% +1.2% ❌ 20,000 -130,000 -86.7% 0.33% $1.5M 2024-11-13 $72.64
2024 Q2 ADDED — — — 150,000 +80,000 +114.3% 1.84% $8.5M 2024-08-13 $65.60
2024 Q2 ADDED — — — 70,000 +39,000 +125.8% 0.86% $4.0M 2024-08-13 $65.60
2024 Q1 ADDED — — — 31,000 +27,000 +675.0% 0.58% $2.0M 2024-05-14 $52.46
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CCOI

As of 2026 Q2 — sorted by position size

Harspring Capital Management, LLC 3Y 15.49% FourWorld Capital Management LLC 3Y 3.35% Park West Asset Management LLC 3Y 7Y 2.94% Newtyn Management, LLC 3Y 7Y 2.87% MAGNOLIA GROUP, LLC 3Y 7Y 2.86% Turtle Creek Asset Management Inc. 3Y 7Y 2.28% Palliser Capital (UK) Ltd 3Y 1.76% AYAL Capital Advisors Ltd 1.5% Broad Run Investment Management, LLC 3Y 7Y 1.41% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.46%

FAQ About MYDA Advisors LLC and CCOI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MYDA Advisors LLC reported owning CCOI?

MYDA Advisors LLC reported CCOI across 15 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CCOI position in MYDA Advisors LLC's portfolio?

The largest reported portfolio weight for CCOI was 2.89% in 2024 Q3.

What is the latest reported CCOI position on this page?

The most recent filing on this page is 2026 Q2, when MYDA Advisors LLC reported 240,000 shares, equal to 0.50% of portfolio, with an estimated market value of $3.3M.

What does the chart on this CCOI ownership page compare?

The chart compares MYDA Advisors LLC's quarterly CCOI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MYDA Advisors LLC time their CCOI position?

Based on 13F filing dates vs. subsequent CCOI price moves, MYDA Advisors LLC correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on CCOI relative to SPY over the holding period was +86.0%.

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