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 |
|---|---|---|---|---|
DKAM Donville Kent Asset Management Jason & Jesse | “MDA Space Reported Q1 Earnings – Cash Earnings +68%. Revenue $464M +32%, Adj. EBITDA $91M +32%, EBITDA Margin 20%, Backlog $3.7B, Pipeline $40B, Operating Cashflow $61M, Cash Earnings $53M +68%, Cash Margin 11%, Net Cash $300M. MDA reaffirmed their 2026 outlook which implies 12% organic growth & 18% earnings growth. We met with management a couple weeks ago and their $40B pipeline is for work they potentially foresee over the next 5 years. They are becoming a real 'Prime' for space projects and they have invested $300M in a new manufacturing building which has the capacity to produce 400 satellites per year.” | NEUTRAL | Q2 2026 Jul 10, 2026 | View Pitch |
Hood River Capital - International Opportunity Fund Lance Cannon, Brian Smoluch, David Swank | “MDA Space also contributed meaningfully during the quarter. The Canadian space technology company manufactures satellites and space systems, with revenue exposure that extends well beyond Canada. One ” | NEUTRAL | Q2 2026 Jul 10, 2026 | View Pitch |
Ghosh Capital Shomik Ghosh | “MDA Space represents a top-five position for the fund, trading at 10x forward EBITDA. It offers exposure to a secular space growth story across low Earth orbit satellites, geospatial data, and space robotics. Crucially, its valuation does not yet reflect upcoming domestic defense and telecommunication spending from the resource-rich Canadian government, which aims to build out an independent satellite constellation to bypass Starlink.” | BULL | Q1 2025 Apr 2, 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.
