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 | “The manager established a new position in Frequency Electronics, a specialist in high-precision space and defense timing devices that is poised to benefit from defense-spending tailwinds in electronic warfare and satellite infrastructure. Supported by activist fund Edenbrook Capital, the company has improved corporate governance and is expected to grow its backlog past $100 million, making its current valuation highly attractive compared to peers.” | 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.
