Letters by company

The Monarch Cement Company

1 letter discussing MCEM. 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