Jacob Doft is the founder and CEO of New York-based investment firm Highline Capital Management. Within the US equities markets, Highline specializes in sophisticated long and short investment options. Pension funds, university endowments, and charity organizations are the primary beneficiaries of the firm’s holdings. He oversees a $119.7 million securities portfolio and approximately $355 million in assets under management. In the second quarter, Vimeo, Inc., Doft’s top holding in the second quarter, accounts for 11.18 percent of his investment portfolio.
Insider Monkey discusses the top 10 stock picks of Jacob Doft’s Highline Capital Management. Jacob Doft owns 50,744 shares of Catalent, Inc., making it one of his top investment picks. Drug manufacturing, gene therapies, consumer health goods, and biologics are among the company’s specialties. Commercial Metals Company is owned by Highline Capital Management, which holds 195,935 shares worth over $6 million. This stock makes up 5.02 percent of the company’s total investment portfolio. Scrap metal recycling and steel manufacturing are two of the company’s specialties. Meritor, Inc. is a Michigan-based company that makes vehicle parts for the defense, commercial trailer, truck, off-highway, and aftermarket markets. In the commercial vehicle and industrial segments, the firm serves clients all around the world. Steel Dynamics, Inc. is owned by Highline Capital Management, which holds 145,355 shares worth $8.66 million as of June this year. Metal recycling and steel fabrication are two of the company’s main activities, and it is the third-largest carbon steel producer in the United States. Magna International Inc. is a Canadian auto parts manufacturer that focuses on mobility technology, automotive systems, assemblies, modules, and components. As of June 2021, Highline Capital Management owned 106,324 shares in the Canadian mobility technology firm shares, valued at $9.85 million. For more details, click Top 10 Stock Picks Of Jacob Doft’s Highline Capital Management.
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