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
7 Analyst Rating
5 Buy
2 Hold
0 Sell
Moderate Buy
Current: 15.870
Low
18.00
Averages
19.43
High
21.00
Current: 15.870
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.
Investor Rights Law Firm Investigates Merger Transactions
- Merger Investigation: Halper Sadeh LLC is investigating the merger between Allegiant Travel Company and Sun Country Airlines, with Allegiant shareholders expected to own approximately 67% of the combined entity upon completion, which may impact shareholder rights and future earnings.
- Shareholder Rights Protection: The law firm encourages shareholders of both Allegiant and Sun Country to reach out to discuss their rights and options, indicating a commitment to safeguarding investor interests that could lead to a reassessment of transaction terms.
- Cash Transaction Details: Sun Country Airlines is being sold to Allegiant for 0.1557 shares of Allegiant common stock and $4.10 in cash per share, a structure that could significantly affect shareholders' financial interests, especially amid market volatility.
- Legal Fee Arrangement: Halper Sadeh LLC offers legal services on a contingency fee basis, meaning shareholders will not incur upfront legal costs when pursuing their rights, a model that may attract more affected investors seeking legal assistance.
See More
Allegiant and Sun Country Airlines Merger Receives Antitrust Clearance
- Merger Progress: On March 16, Allegiant and Sun Country Airlines announced the early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act, indicating that they have received antitrust clearance from the U.S. Department of Justice, advancing the merger process significantly.
- Transaction Conditions: Although antitrust clearance has been secured, the transaction remains subject to several customary closing conditions, including approval from the U.S. Department of Transportation for an interim exemption application and formal approval from the shareholders of both airlines, with expectations to close in Q2 or Q3 2026.
- Market Impact: The merger will enable the two leisure-focused carriers to combine operations and expand service offerings, providing more options for passengers and enhancing customer experience while driving long-term value creation for shareholders.
- Leadership Confidence: Leadership from Allegiant expressed strong confidence in the synergies created by the merger, believing that this initiative will deliver significant benefits to customers, employees, and the communities served, further solidifying their competitive position in the aviation market.
See More
Allegiant and Sun Country Secure Antitrust Clearance for Merger
- Antitrust Approval: Allegiant and Sun Country announced the early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act, receiving U.S. antitrust clearance from the Department of Justice, which paves the way for the merger expected to close in Q2 or Q3 of 2026.
- Merger Benefits: Allegiant CEO Greg Anderson stated that the merger will deliver significant benefits for customers, team members, and the communities served, enhancing the competitive position of both airlines in the leisure market by offering a broader network and more travel options.
- Market Positioning: Since 1999, Allegiant has focused on connecting small to medium cities with world-class vacation destinations through nonstop flights and industry-low average fares, and the merger is expected to further enhance its market share and customer base.
- Shareholder Value Enhancement: The combination aims to create a stronger leisure-focused airline, which is anticipated to generate long-term value for shareholders, thereby solidifying its position in the airline industry.
See More
Airlines Struggle with Increasing Jet Fuel Prices and Extended Security Wait Times, Leading to Declining Stock Values.
- Impact of Fuel Costs: Major U.S. airlines are facing increased jet fuel costs due to recent geopolitical tensions.
- Travel Disruptions: The ongoing conflict involving the U.S. and Israel's actions against Iran is causing travel disruptions, affecting airline operations.
- Stock Market Effects: These challenges are negatively impacting the stock performance of major airlines.
- Overall Industry Strain: The combination of higher costs and operational disruptions is creating significant strain on the airline industry.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Investigation Focus: Halper Sadeh LLC is investigating Farmer Brothers Coffee Co. (NASDAQ: FARM) for its sale to Royal Cup Coffee and Tea at $1.29 per share, potentially violating fiduciary duties to shareholders.
- Shareholder Rights: The firm encourages Farmer shareholders to reach out to discuss their rights and options, indicating possible unfavorable terms in the transaction that could limit shareholder benefits.
- Additional Investigations: Kennedy-Wilson Holdings, Inc. (NYSE: KW) is being scrutinized for its sale to a consortium led by CEO William McMorrow for $10.90 per share in cash, with Halper Sadeh LLC potentially seeking increased consideration and additional disclosures.
- Legal Support: Halper Sadeh LLC represents investors globally, focusing on recovering losses from securities fraud and corporate misconduct, highlighting its proactive role in protecting investor rights.
See More
Sun Country Airlines Extends Flight Sales Schedule
- Flight Sales Extension: Sun Country Airlines has extended its sales schedule through December 15, 2026, allowing customers to book post-Labor Day, MEA weekend, Thanksgiving, and peak fall travel, significantly enhancing travel options for customers.
- Focus on Fall Destinations: The fall 2026 schedule extension emphasizes popular destinations such as Boston, Portland, ME, Syracuse, Burlington, VT, Las Vegas, Phoenix, Orlando, and Fort Myers, catering to customer demand for autumn getaways.
- Route Relaunch: The airline will relaunch service from Eau Claire, WI to Las Vegas, marking its first operation since fall 2024, thereby reinforcing the momentum gained from successful winter services.
- Enhanced Customer Experience: Operating over 115 routes to nearly 100 airports, Sun Country Airlines is committed to providing safe, reliable, hassle-free flights while enhancing onboard experiences through local partnerships and diverse menu offerings.
See More
Investor Rights Law Firm Investigates Merger Transactions
- Merger Investigation: Halper Sadeh LLC is investigating the merger between Allegiant Travel Company and Sun Country Airlines, with Allegiant shareholders expected to own approximately 67% of the combined entity upon completion, which may impact shareholder rights and future earnings.
- Shareholder Rights Protection: The law firm encourages shareholders of both Allegiant and Sun Country to reach out to discuss their rights and options, indicating a commitment to safeguarding investor interests that could lead to a reassessment of transaction terms.
- Cash Transaction Details: Sun Country Airlines is being sold to Allegiant for 0.1557 shares of Allegiant common stock and $4.10 in cash per share, a structure that could significantly affect shareholders' financial interests, especially amid market volatility.
- Legal Fee Arrangement: Halper Sadeh LLC offers legal services on a contingency fee basis, meaning shareholders will not incur upfront legal costs when pursuing their rights, a model that may attract more affected investors seeking legal assistance.
See More
Allegiant and Sun Country Airlines Merger Receives Antitrust Clearance
- Merger Progress: On March 16, Allegiant and Sun Country Airlines announced the early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act, indicating that they have received antitrust clearance from the U.S. Department of Justice, advancing the merger process significantly.
- Transaction Conditions: Although antitrust clearance has been secured, the transaction remains subject to several customary closing conditions, including approval from the U.S. Department of Transportation for an interim exemption application and formal approval from the shareholders of both airlines, with expectations to close in Q2 or Q3 2026.
- Market Impact: The merger will enable the two leisure-focused carriers to combine operations and expand service offerings, providing more options for passengers and enhancing customer experience while driving long-term value creation for shareholders.
- Leadership Confidence: Leadership from Allegiant expressed strong confidence in the synergies created by the merger, believing that this initiative will deliver significant benefits to customers, employees, and the communities served, further solidifying their competitive position in the aviation market.
See More
Allegiant and Sun Country Secure Antitrust Clearance for Merger
- Antitrust Approval: Allegiant and Sun Country announced the early termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act, receiving U.S. antitrust clearance from the Department of Justice, which paves the way for the merger expected to close in Q2 or Q3 of 2026.
- Merger Benefits: Allegiant CEO Greg Anderson stated that the merger will deliver significant benefits for customers, team members, and the communities served, enhancing the competitive position of both airlines in the leisure market by offering a broader network and more travel options.
- Market Positioning: Since 1999, Allegiant has focused on connecting small to medium cities with world-class vacation destinations through nonstop flights and industry-low average fares, and the merger is expected to further enhance its market share and customer base.
- Shareholder Value Enhancement: The combination aims to create a stronger leisure-focused airline, which is anticipated to generate long-term value for shareholders, thereby solidifying its position in the airline industry.
See More
Airlines Struggle with Increasing Jet Fuel Prices and Extended Security Wait Times, Leading to Declining Stock Values.
- Impact of Fuel Costs: Major U.S. airlines are facing increased jet fuel costs due to recent geopolitical tensions.
- Travel Disruptions: The ongoing conflict involving the U.S. and Israel's actions against Iran is causing travel disruptions, affecting airline operations.
- Stock Market Effects: These challenges are negatively impacting the stock performance of major airlines.
- Overall Industry Strain: The combination of higher costs and operational disruptions is creating significant strain on the airline industry.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Investigation Focus: Halper Sadeh LLC is investigating Farmer Brothers Coffee Co. (NASDAQ: FARM) for its sale to Royal Cup Coffee and Tea at $1.29 per share, potentially violating fiduciary duties to shareholders.
- Shareholder Rights: The firm encourages Farmer shareholders to reach out to discuss their rights and options, indicating possible unfavorable terms in the transaction that could limit shareholder benefits.
- Additional Investigations: Kennedy-Wilson Holdings, Inc. (NYSE: KW) is being scrutinized for its sale to a consortium led by CEO William McMorrow for $10.90 per share in cash, with Halper Sadeh LLC potentially seeking increased consideration and additional disclosures.
- Legal Support: Halper Sadeh LLC represents investors globally, focusing on recovering losses from securities fraud and corporate misconduct, highlighting its proactive role in protecting investor rights.
See More
Sun Country Airlines Extends Flight Sales Schedule
- Flight Sales Extension: Sun Country Airlines has extended its sales schedule through December 15, 2026, allowing customers to book post-Labor Day, MEA weekend, Thanksgiving, and peak fall travel, significantly enhancing travel options for customers.
- Focus on Fall Destinations: The fall 2026 schedule extension emphasizes popular destinations such as Boston, Portland, ME, Syracuse, Burlington, VT, Las Vegas, Phoenix, Orlando, and Fort Myers, catering to customer demand for autumn getaways.
- Route Relaunch: The airline will relaunch service from Eau Claire, WI to Las Vegas, marking its first operation since fall 2024, thereby reinforcing the momentum gained from successful winter services.
- Enhanced Customer Experience: Operating over 115 routes to nearly 100 airports, Sun Country Airlines is committed to providing safe, reliable, hassle-free flights while enhancing onboard experiences through local partnerships and diverse menu offerings.
See More
