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 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 cheap relative and absolute multiple, this spin-off is a high-conviction addition to the portfolio.” | BULL | Q2 2026 Jul 23, 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.
