Merion Road Capital
Merion Road Small Cap Fund
Small-cap
Jul 2026 → Jul 2026
Our archive holds 1 letter from this strategy and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Merion Road Capital for every strategy.
What it bought and sold
Frequency Electronics, which I bought in Q1 and discussed in my last letter, also performed well after the company announced that its year-end backlog exceeded $100mm and put out stronger than expected 3-year guidance.
I have been adding this month.
I have been adding this month.