What Makes Ryanair Holdings plc (RYAAY)a Strong Investment?

Baird Asset Management, which controls Chautauqua Capital Management, a boutique investment firm, released its second quarter 2025 investor letter for the "Baird Chautauqua International and Global Growth Fund". A copy of the letter can be downloaded here. Global equity markets experienced a significant shift during the quarter, moving from notable losses to reaching new highs. Markets fell following the President's announcement of unexpectedly severe tariffs, which raised recession fears. After a brief pause on tariffs, markets regained confidence, closing the quarter at or near all-time highs. In this environment, the Baird Chautauqua International Growth Fund underperformed its benchmark during the quarter. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Baird Chautauqua International and Global Growth Fund highlighted stocks such as Ryanair Holdings plc (NASDAQ:RYAAY). Headquartered in Swords, Ireland, Ryanair Holdings plc (NASDAQ:RYAAY) provides scheduled passenger airline services. The one-month return of Ryanair Holdings plc (NASDAQ:RYAAY) was -8.95%, and its shares gained 27.91% of their value over the last 52 weeks. On September 26, 2025, Ryanair Holdings plc (NASDAQ:RYAAY) stock closed at $57.79 per share, with a market capitalization of $33.554 billion.

Baird Chautauqua International and Global Growth Fund stated the following regarding Ryanair Holdings plc (NASDAQ:RYAAY) in its second quarter 2025 investor letter:

"After posting an in-line March quarter, Ryanair Holdings plc's (NASDAQ:RYAAY) outlook for the peak summer travel season was stronger than expected. Summer travel demand is robust, with peak fares trending +5-6% y/y. The medium-term pricing outlook is favorable as the industry is capacity-constrained to 2030. Ryanair is well-positioned to capitalize given its best-in-class unit cost position and balance sheet. The company’s financial strength is underscored by the launch of a EUR 750 million share buyback program."

Ryanair Holdings plc (NASDAQ:RYAAY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 23 hedge fund portfolios held Ryanair Holdings plc (NASDAQ:RYAAY) at the end of the second quarter, which was 22 in the previous quarter. While we acknowledge the potential of Ryanair Holdings plc (NASDAQ:RYAAY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered Ryanair Holdings plc (NASDAQ:RYAAY) and shared Conventum – Alluvium Global Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.