Merion Road Q1 2026 Letter
Merion Road Capital Management reported mixed performance in Q1 2026, with its Small Cap Fund gaining 3.1% while the Long Only portfolio declined 3.7%. The firm established new positions in Honeywell and Frequency Electronics Inc, citing strategic spin-offs and growth potential in defense and aerospace. Butler National Corporation showed strong operational improvements with a 50% increase in aerospace revenue and expanding profit margins.
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