Letters by company

Honeywell Aerospace Inc.

2 letters discussing HONA. Everything written about it on this site is on its ticker page.

Merion Road Capital Q2 2026 Merion Road maintained exposure to industrial companies rather than shifting toward AI infrastructure, and added Honeywell Aerospace after its separation amid conservative guidance and a discounted valuation. The firm cited gains across several long-term holdings and pressed United Bancorporation of Alabama to improve capital allocation, profitability and governance. Q2 2026 +16.6% FEIM $648MHONA $53BUBAB $186MBELFB $3.8B
Broyhill Asset Management The Broyhill Letter 2026.Q1 Broyhill added IQVIA and Sotera Health to top holdings, arguing that regulated clinical research and sterilization infrastructure will benefit rather than be displaced by AI. The portfolio sold Ball, Kenedy Wilson, Fresenius Medical Care, Evolution and Avantor, then initiated Microsoft, Smurfit WestRock, Masco and Floor & Decor amid sharp market dispersion. first quarter -6.0% IQV $41BSHC $5.6BAVTR $9.4BBALL $17B