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 |
|---|---|---|---|---|
Cedar Creek Partners Tim Eriksen | “Solitron Devices - the bid price for shares increased from $25.00 per share to $25.50 per share during the second quarter. As a reminder, the fund manager is CEO and a board member of Solitron. The fund owns 11% of Solitron's outstanding shares and the fund manager and his immediate family own 3%. In our 2025 year end letter we discussed the increasing backlog at Solitron. As a reminder Solitron has defense/aerospace exposure to increased production of HIMARS launchers, AMRAAM missiles, and Standard Missiles 2, 3 and 6. We noted that the increased backlog positions the company for increased revenue. On February 3, 2026, Solitron announced that it would be evaluating strategic alternatives after having received an unsolicited acquisition proposal that did not come to completion. On July 13, 2026, Solitron announced fiscal first quarter results and that it had retained an investment banker. The share price has risen to over $30 per share subsequent to the issuance of the press release.” | NEUTRAL | Q2 2026 Jul 29, 2026 | View Pitch |
Cedar Creek Partners Tim Eriksen | “the bid price for shares increased from $18.69 per share to $25.00 per share during the first quarter. As a reminder, the fund manager is CEO and a board member of Solitron. The fund owns 11% of Solit” | BULL | Q1 2026 Apr 18, 2026 | View Pitch |
Olesen Value Fund Christian Olesen | “This small manufacturer of electronic components for missiles, military aircraft, surgical instruments and other applications reported a big increase in earnings during Q1. In my view, the company's e” | BULL | Q1 2026 Apr 13, 2026 | View Pitch |
Cedar Creek Partners Tim Eriksen | “Solitron Devices (otc: SODI) - the bid price for shares increased from $16.40 per share to $18.69 per share during the fourth quarter. As a reminder, the fund manager is CEO and a board member of Solitron. The fund owns 11.2% of Solitron's outstanding shares and the fund manager and his family own 3.0%. Solitron's earnings have been disappointing the last year and a half due to lower revenues owing to the timing of receipt of orders. Solitron started seeing a material uptick in orders (bookings) beginning in the November 2024 quarter. That quarter included a large order for HIMARS (High Mobility Artillery Rocket System) components from L3Harris – Solitron's second largest defense customer. In the fiscal fourth quarter ending February 28, 2025, bookings were $8.9 million, and included over $5 million from Solitron's largest defense customer, RTX (formerly Raytheon) for AMRAAM (Advanced Medium-Range Air-to-Air Missile) components. The May and August quarters bookings exceeded sales despite no orders related to HIMARS or AMRAAM. Solitron's November 2025 bookings were its highest ever, at $13.9 million, which included the next AMRAAM order. Sales in the November 2025 quarter reflect the higher backlog of the previous quarters. With a backlog of over $27 million, Solitron is well positioned to begin reporting improved revenue and earnings. Due to being an insider we only restate what has been publicly released in our SEC filings or press releases. We also do not provide any valuation estimates for Solitron. BSD Analysis: Solitron is a niche semiconductor supplier focused on defense and aerospace applications where qualification matters more than scale. Its products are small-ticket but mission-critical, creating switching costs that look invisible until something fails. Revenue can be lumpy due to contract timing, which scares off growth investors. Margins reflect specialization, not volume. The balance sheet is unusually clean for a microcap. Investors overlook Solitron because it lives outside hype cycles. Defense demand provides durability even when commercial semis slump. This is obscure silicon with real barriers, hiding in plain sight.” | BULL | Q4 2025 Jan 21, 2026 | View Pitch |
Cedar Creek Partners Tim Eriksen | “The fund manager, who also serves as Solitron's CEO, reported significant order growth with Q3 bookings exceeding $4 million and backlog reaching record levels. Defense customers, including RTX and L3Harris, increased orders for AMRAAM and HIMARS components. The company's strong bookings, low leverage, and improved visibility make it a cornerstone holding. BSD Analysis: Solitron's defense exposure and order momentum provide strong revenue visibility. With robust backlog and government contract growth, margins should expand. The firm's capital discipline and insider alignment enhance upside potential.” | BULL | Q3 2025 Oct 21, 2025 | 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.
