Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Merion Road Capital Aaron Sallen | “Butler National posted robust quarterly results, led by exceptional aerospace revenue growth and significant margin expansion. The manager sees a strong long-term outlook driven by new large aircraft contract wins, potential uplisting to a national exchange, and strategic options such as selling its casino business.” | BULL | Q1 2026 Apr 29, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
