Flying Under the Radar: Strategies for Creating a Private Equity Portfolio with Publicly Traded Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy SNCY?
Source: Benzinga
Private Equity Myths: The allure of private equity is often overstated; successful investments rely on buying small, undervalued companies with debt, not on any magical strategy.
Key Traits for Success: High-performing companies in private equity share traits such as paying down debt, improving asset turnover, and strong profitability, which align with deep value investing principles.
Public Market Opportunities: Individual investors can replicate private equity strategies in public markets by targeting smaller companies with improving fundamentals and favorable valuations, without the associated fees and restrictions.
Candidate Companies: Five companies—Sun Country Airlines, Heritage Insurance, Malibu Boats, Core Molding Technologies, and John Wiley & Sons—exemplify the characteristics of private equity replication candidates, offering potential for significant returns through operational improvements and financial leverage.
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Analyst Views on SNCY
Wall Street analysts forecast SNCY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNCY is 19.43 USD with a low forecast of 18.00 USD and a high forecast of 21.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 19.400
Low
18.00
Averages
19.43
High
21.00
Current: 19.400
Low
18.00
Averages
19.43
High
21.00
About SNCY
Sun Country Airlines Holdings, Inc. operates Sun Country Airlines, a hybrid low-cost air carrier that deploys shared resources across its scheduled service, charter, and cargo businesses. The Company focuses on serving leisure and visiting friends and relatives (VFR) passengers, charter customers, and providing crew, maintenance, and insurance (CMI) service to Amazon.com Services, LLC (Amazon), with flights throughout the United States and to destinations in Canada, Mexico, Central America, and the Caribbean. Its Passenger segment consists of two businesses: Scheduled Service and Charter. These businesses both utilize the Company's passenger fleet. Its Cargo segment provides air cargo services. It flies a single-family fleet of mid-life Boeing 737-NG aircraft. Its fleet consists of about 63 Boeing 737-NG aircraft. This includes 45 aircraft in the passenger fleet, 12 cargo operated aircraft through the A&R ATSA with Amazon, and six aircraft that are on lease to unaffiliated airlines.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Sun Country Airlines Q4 Earnings Beat Expectations
- Earnings Performance: Sun Country Airlines reported a Q4 non-GAAP EPS of $0.17, beating expectations by $0.04, indicating improvements in cost control and operational efficiency, which bolsters investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $281 million, a 7.9% year-over-year increase, surpassing analyst expectations by $7.73 million, demonstrating strong performance amid market demand recovery and solidifying its market position.
- Acquisition Dynamics: Allegiant's acquisition of Sun Country may signal the start of a new era of airline consolidation, a strategic move that not only enhances Allegiant's market share but could also reshape the competitive landscape and influence future M&A activities.
- Positive Market Reaction: Sun Country's stock was among the biggest movers on Monday, reflecting investor optimism regarding the company's growth potential and the broader implications of its recent performance.
See More
Investor Rights Law Firm Investigates Multiple Companies
- SkyWater Transaction Investigation: Halper Sadeh LLC is investigating SkyWater Technology, Inc. (NASDAQ: SKYT) for its sale to IonQ at $15.00 in cash and $20.00 in IonQ common stock, potentially violating federal securities laws and fiduciary duties to shareholders.
- Nathan's Famous Sale Review: The firm is also scrutinizing Nathan’s Famous, Inc. (NASDAQ: NATH) for its sale to Smithfield Foods, Inc. at $102.00 per share in cash, which may impact shareholder rights.
- Sun Country Airlines Deal Issues: The sale of Sun Country Airlines Holdings, Inc. (NASDAQ: SNCY) to Allegiant Travel Company for 0.1557 shares of Allegiant common stock and $4.10 in cash per share is under investigation, with the firm potentially seeking increased compensation for shareholders.
- Lisata Therapeutics Transaction Focus: Lisata Therapeutics, Inc. (NASDAQ: LSTA) is being reviewed for its sale to Kuva Labs, Inc. at $4.00 per share in cash plus two non-tradeable contingent value rights, with the law firm offering legal support to shareholders.
See More
Investigations Launched into Multiple Company Acquisitions
- SkyWater Acquisition Investigation: SkyWater Technology is set to be acquired by IonQ for $35 per share, totaling approximately $1.8 billion; however, this price is below the company's 52-week high of $36.27, raising concerns about shareholder value.
- Nathan's Famous Deal Scrutiny: Nathan's Famous will be acquired by Smithfield Foods for $102 per share, representing an enterprise value of about $450 million, yet this price is below its 52-week high of $118.50, prompting questions about the board's fiduciary duties.
- Lisata Therapeutics Merger Issues: Lisata Therapeutics will be acquired by Kuva Labs for $4 per share, plus two non-tradeable rights, with investigations focusing on whether the board failed to conduct a fair process, potentially harming shareholder interests.
- Sun Country Airlines Acquisition Review: Sun Country Airlines will be acquired for 0.1557 shares of Allegiant stock and $4.10 in cash per share, implying a value of $18.89 per share, with investigations into whether the board breached its fiduciary duties to shareholders.
See More
Halper Sadeh Investigates Allegiant Travel's Merger with Sun Country Airlines
- Merger Investigation: Halper Sadeh LLC is investigating Allegiant Travel Company's merger with Sun Country Airlines, where Allegiant shareholders are expected to own approximately 67% of the combined entity post-transaction, potentially impacting shareholder rights.
- Cash and Stock Deal: Sun Country Airlines is being sold to Allegiant for 0.1557 shares of Allegiant common stock and $4.10 in cash per share, raising concerns among shareholders regarding the fairness of the transaction structure.
- Calavo and Mission Merger: Calavo Growers, Inc. is being sold to Mission Produce, Inc. for $14.85 in cash and 0.9790 shares of Mission stock, with Mission shareholders expected to own about 80.3% of the combined company post-transaction, which may affect shareholder decision-making.
- Legal Rights Protection: Halper Sadeh LLC offers legal services on a contingency fee basis, encouraging shareholders to reach out to discuss their legal rights and options, demonstrating a commitment to protecting shareholder interests.
See More
Halper Sadeh Investigates Ventyx and Sun Country Transactions
- Legal Investigation Launched: Halper Sadeh LLC is investigating Ventyx Biosciences, Inc. (NASDAQ: VTYX) regarding its sale to Eli Lilly at $14.00 per share, which may involve potential violations of federal securities laws affecting shareholder rights.
- Shareholder Rights Protection: The firm is also examining the transaction between Sun Country Airlines Holdings, Inc. (NASDAQ: SNCY) and Allegiant Travel Company, which involves 0.1557 shares of Allegiant common stock and $4.10 in cash per Sun Country share, aiming to ensure fair compensation for shareholders.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingency fee basis, meaning shareholders will not incur out-of-pocket legal fees, thereby reducing financial burdens and encouraging more affected individuals to seek legal assistance.
- Global Investor Support: The firm is dedicated to providing legal support to investors worldwide, having successfully implemented corporate reforms and recovered millions for defrauded investors, showcasing its expertise in securities fraud and corporate misconduct.
See More
Trump's Tariff Threat Causes U.S. Stocks to Plunge
- Market Reaction: Trump's threat of new tariffs on European nations opposing U.S. ownership of Greenland led to the worst performance of the three major U.S. indexes since October, with the S&P 500 and Nasdaq Composite now in negative territory for the year, indicating strong market reactions to policy uncertainties.
- Investor Risk Aversion: Amid the stock market decline, tech stocks led the drop, and Wall Street's 'fear gauge' hit its highest level in nearly two months, reflecting increasing investor concerns about future market conditions, while the U.S. dollar also fell, indicating pessimism about the U.S. economic outlook.
- Signs of Capital Outflow: Danish pension operator AkademikerPension announced it would exit a $100 million position in U.S. Treasuries due to concerns over America's budget deficit, suggesting a weakening confidence among international investors in U.S. assets, which could lead to further capital outflows.
- Trump's Stance: Trump stated,
See More
Sun Country Airlines Q4 Earnings Beat Expectations
- Earnings Performance: Sun Country Airlines reported a Q4 non-GAAP EPS of $0.17, beating expectations by $0.04, indicating improvements in cost control and operational efficiency, which bolsters investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $281 million, a 7.9% year-over-year increase, surpassing analyst expectations by $7.73 million, demonstrating strong performance amid market demand recovery and solidifying its market position.
- Acquisition Dynamics: Allegiant's acquisition of Sun Country may signal the start of a new era of airline consolidation, a strategic move that not only enhances Allegiant's market share but could also reshape the competitive landscape and influence future M&A activities.
- Positive Market Reaction: Sun Country's stock was among the biggest movers on Monday, reflecting investor optimism regarding the company's growth potential and the broader implications of its recent performance.
See More
Investor Rights Law Firm Investigates Multiple Companies
- SkyWater Transaction Investigation: Halper Sadeh LLC is investigating SkyWater Technology, Inc. (NASDAQ: SKYT) for its sale to IonQ at $15.00 in cash and $20.00 in IonQ common stock, potentially violating federal securities laws and fiduciary duties to shareholders.
- Nathan's Famous Sale Review: The firm is also scrutinizing Nathan’s Famous, Inc. (NASDAQ: NATH) for its sale to Smithfield Foods, Inc. at $102.00 per share in cash, which may impact shareholder rights.
- Sun Country Airlines Deal Issues: The sale of Sun Country Airlines Holdings, Inc. (NASDAQ: SNCY) to Allegiant Travel Company for 0.1557 shares of Allegiant common stock and $4.10 in cash per share is under investigation, with the firm potentially seeking increased compensation for shareholders.
- Lisata Therapeutics Transaction Focus: Lisata Therapeutics, Inc. (NASDAQ: LSTA) is being reviewed for its sale to Kuva Labs, Inc. at $4.00 per share in cash plus two non-tradeable contingent value rights, with the law firm offering legal support to shareholders.
See More
Investigations Launched into Multiple Company Acquisitions
- SkyWater Acquisition Investigation: SkyWater Technology is set to be acquired by IonQ for $35 per share, totaling approximately $1.8 billion; however, this price is below the company's 52-week high of $36.27, raising concerns about shareholder value.
- Nathan's Famous Deal Scrutiny: Nathan's Famous will be acquired by Smithfield Foods for $102 per share, representing an enterprise value of about $450 million, yet this price is below its 52-week high of $118.50, prompting questions about the board's fiduciary duties.
- Lisata Therapeutics Merger Issues: Lisata Therapeutics will be acquired by Kuva Labs for $4 per share, plus two non-tradeable rights, with investigations focusing on whether the board failed to conduct a fair process, potentially harming shareholder interests.
- Sun Country Airlines Acquisition Review: Sun Country Airlines will be acquired for 0.1557 shares of Allegiant stock and $4.10 in cash per share, implying a value of $18.89 per share, with investigations into whether the board breached its fiduciary duties to shareholders.
See More
Halper Sadeh Investigates Allegiant Travel's Merger with Sun Country Airlines
- Merger Investigation: Halper Sadeh LLC is investigating Allegiant Travel Company's merger with Sun Country Airlines, where Allegiant shareholders are expected to own approximately 67% of the combined entity post-transaction, potentially impacting shareholder rights.
- Cash and Stock Deal: Sun Country Airlines is being sold to Allegiant for 0.1557 shares of Allegiant common stock and $4.10 in cash per share, raising concerns among shareholders regarding the fairness of the transaction structure.
- Calavo and Mission Merger: Calavo Growers, Inc. is being sold to Mission Produce, Inc. for $14.85 in cash and 0.9790 shares of Mission stock, with Mission shareholders expected to own about 80.3% of the combined company post-transaction, which may affect shareholder decision-making.
- Legal Rights Protection: Halper Sadeh LLC offers legal services on a contingency fee basis, encouraging shareholders to reach out to discuss their legal rights and options, demonstrating a commitment to protecting shareholder interests.
See More
Halper Sadeh Investigates Ventyx and Sun Country Transactions
- Legal Investigation Launched: Halper Sadeh LLC is investigating Ventyx Biosciences, Inc. (NASDAQ: VTYX) regarding its sale to Eli Lilly at $14.00 per share, which may involve potential violations of federal securities laws affecting shareholder rights.
- Shareholder Rights Protection: The firm is also examining the transaction between Sun Country Airlines Holdings, Inc. (NASDAQ: SNCY) and Allegiant Travel Company, which involves 0.1557 shares of Allegiant common stock and $4.10 in cash per Sun Country share, aiming to ensure fair compensation for shareholders.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingency fee basis, meaning shareholders will not incur out-of-pocket legal fees, thereby reducing financial burdens and encouraging more affected individuals to seek legal assistance.
- Global Investor Support: The firm is dedicated to providing legal support to investors worldwide, having successfully implemented corporate reforms and recovered millions for defrauded investors, showcasing its expertise in securities fraud and corporate misconduct.
See More
Trump's Tariff Threat Causes U.S. Stocks to Plunge
- Market Reaction: Trump's threat of new tariffs on European nations opposing U.S. ownership of Greenland led to the worst performance of the three major U.S. indexes since October, with the S&P 500 and Nasdaq Composite now in negative territory for the year, indicating strong market reactions to policy uncertainties.
- Investor Risk Aversion: Amid the stock market decline, tech stocks led the drop, and Wall Street's 'fear gauge' hit its highest level in nearly two months, reflecting increasing investor concerns about future market conditions, while the U.S. dollar also fell, indicating pessimism about the U.S. economic outlook.
- Signs of Capital Outflow: Danish pension operator AkademikerPension announced it would exit a $100 million position in U.S. Treasuries due to concerns over America's budget deficit, suggesting a weakening confidence among international investors in U.S. assets, which could lead to further capital outflows.
- Trump's Stance: Trump stated,
See More
