Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

Merion Road Capital's investment thesis on Honeywell Aerospace ($HONA) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$HONANASDAQHoneywell Aerospace

BULL

Merion Road Capital—HONA

Fund Letter

Q2 2026

Published July 23, 2026

View Fund Profile

$165.89USD

+3.0% vs last month

$204.07Pitched

-18.7% since pitch

Market Cap$51.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The manager believes Honeywell Aerospace's post-spin-off lackluster performance and conservative management guidance have created a low bar for the company to easily outperform. Trading at a...

— Aaron Sallen

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $HONA, and what else Merion Road Capital is buying.

Other pitches on $HONA

Other investors who've written on Honeywell Aerospace

No other institutional pitches found for this ticker yet.

View all $HONA pitches →