Meridian Contrarian Fund

History Stock Activity ▲ Share change % change to portfolio
Q2  2022
≡ PLAB - Photronics Inc. Add 19.33% 116,000 0.44
≡ PDFS - PDF Solutions Inc. Add 22.14% 31,000 0.13
≡ GFS - GlobalFoundries Inc. Add 22.76% 33,000 0.26
≡ CCJ - Cameco Corp. Add 27.15% 60,000 0.24
≡ RMBL - RumbleON Inc. Add 28.21% 55,000 0.16
≡ SKX - Skechers U.S.A. Inc. Add 58.42% 59,000 0.41
≡ ALE - ALLETE Inc. Add 75.24% 79,000 0.90
≡ AGS - PlayAGS Inc. Add 76.71% 218,622 0.22
≡ SWTX - SpringWorks Therapeutics Inc. Add 92.98% 53,000 0.25
≡ AVAH - Aveanna Healthcare Holdings Inc. Add 124.62% 572,000 0.25
≡ FCNCA - First Citizens Bancshares Add 238.57% 16,700 2.11
≡ SGHT - Sight Sciences Inc Buy 341,000 0.59
≡ FNA - Paragon 28 Inc. Buy 217,000 0.67
≡ FPI - Farmland Partners Inc. Buy 325,000 0.87
≡ TTC - Toro Co. Buy 75,000 1.10
≡ PRGO - Perrigo Co. Buy 218,000 1.71
≡ FIBK - First Interstate Bancsystem Inc. Buy 305,000 2.25
Q1  2022
≡ NTST - Netstreit Corp. Add 0.19% 1,000 0.00
≡ VWE - Vintage Wine Estates Inc. Add 2.70% 20,000 0.03
≡ AXS - Axis Capital Holdings Ltd. Add 3.55% 13,000 0.12
≡ ALEX - Alexander & Baldwin Add 4.17% 29,000 0.11
≡ VICI - VICI Properties Inc. Add 4.93% 27,000 0.12
≡ OLN - Olin Corp. Add 6.67% 17,000 0.14
≡ SGH - SMART Global Holdings Add 7.58% 60,000 0.24
≡ ACHC - Acadia Healthcare Co. Add 12.50% 35,000 0.36
≡ PDFS - PDF Solutions Inc. Add 13.82% 17,000 0.07
≡ AQUA-OLD - Evoqua Water Technologies Corp. Add 15.82% 25,000 0.18
≡ AGR - Avangrid Inc. Add 15.82% 31,000 0.23
≡ GFS - GlobalFoundries Inc. Add 16.00% 20,000 0.20
≡ CTOS - Custom Truck One Source Inc. Add 16.10% 157,000 0.21
≡ VSEC - VSE Corp. Add 16.76% 15,081 0.11
≡ CARS - Cars.com Inc. Add 18.85% 115,000 0.26
≡ AMBA - Ambarella Inc. Add 23.08% 15,000 0.25
≡ HRTX - Heron Therapeutics Inc. Add 24.04% 169,000 0.15
≡ RKLB - Rocket Lab USA Inc. Add 24.08% 70,000 0.09
≡ AMSC - American Superconductor Corp. Add 24.10% 100,000 0.12
≡ APTV - Aptiv PLC Add 28.79% 19,000 0.36
≡ ACVA - ACV Auctions Inc. Add 29.03% 85,000 0.20
≡ PLAB - Photronics Inc. Add 39.21% 169,000 0.45
≡ CACI - CACI International Inc. Add 40.00% 20,000 0.95
≡ TAP - Molson Coors Beverage Co. Add 42.07% 69,000 0.58
≡ BEPC - Brookfield Renewable Corp. Add 53.41% 90,103 0.62
≡ CRNC - Cerence Inc. Add 59.50% 18,000 0.10
≡ RVLP - RVL Pharmaceuticals plc Add 62.30% 623,000 0.17
≡ ORIC - ORIC Pharmaceuticals Inc. Add 69.23% 270,000 0.22
≡ LEGN - Legend Biotech Corp. Add 85.40% 75,000 0.43
≡ ALIT - Alight Inc. Add 94.02% 341,637 0.53
≡ AVAH - Aveanna Healthcare Holdings Inc. Buy 459,000 0.25
≡ SWTX - SpringWorks Therapeutics Inc. Buy 57,000 0.50
≡ SKX - Skechers U.S.A. Inc. Buy 101,000 0.65
≡ FCNCA - First Citizens Bancshares Buy 7,000 0.73
≡ RMBL - RumbleON Inc. Buy 195,000 1.05
≡ BOWL - Bowlero Corp. Buy 632,803 1.06
≡ ALE - ALLETE Inc. Buy 105,000 1.10
Q4  2021
≡ SUMO-OLD - Sumo Logic Inc. Add 3.67% 13,396 0.03
≡ AIG - American International Group Add 6.01% 14,000 0.12
≡ JNPR - Juniper Networks Add 8.78% 44,000 0.23
≡ AXS - Axis Capital Holdings Ltd. Add 9.91% 33,000 0.26
≡ CHNG-OLD - Change Healthcare Inc. Add 14.88% 90,000 0.28
≡ FHN - First Horizon Corp. Add 20.69% 193,000 0.46
≡ NTST - Netstreit Corp. Add 22.17% 98,000 0.33
≡ USB - U.S. Bancorp Add 23.11% 58,000 0.47
≡ AMSC - American Superconductor Corp. Add 23.88% 80,000 0.13
≡ MNRO - Monro Inc. Add 29.48% 51,000 0.43
≡ MU - Micron Technology Inc. Add 31.11% 42,000 0.57
≡ APTV - Aptiv PLC Add 37.50% 18,000 0.43
≡ FTDR - frontdoor Inc. Add 81.01% 160,397 0.85
≡ CCJ - Cameco Corp. Add 95.43% 167,000 0.53
≡ CMA - Comerica Inc. Add 104.60% 91,000 1.15
≡ ACVA - ACV Auctions Inc. Add 281.13% 216,000 0.59
≡ ORIC - ORIC Pharmaceuticals Inc. Add 1499.93% 365,624 0.78
≡ RVLP - RVL Pharmaceuticals plc Buy 1,000,000 0.16
≡ RKLB - Rocket Lab USA Inc. Buy 290,732 0.52
≡ ALIT - Alight Inc. Buy 363,363 0.57
≡ PDFS - PDF Solutions Inc. Buy 123,000 0.57
≡ CTRA - Coterra Energy Inc. Buy 338,635 0.94
≡ CTOS - Custom Truck One Source Inc. Buy 975,000 1.13
≡ GFS - GlobalFoundries Inc. Buy 125,000 1.18
≡ CARS - Cars.com Inc. Buy 610,000 1.43
Q3  2021
≡ NTST - Netstreit Corp. Add 4.74% 20,000 0.07
≡ PENN - Penn National Gaming Inc. Add 5.00% 5,000 0.05
≡ AMD - Advanced Micro Devices Add 6.25% 7,000 0.10
≡ AXS - Axis Capital Holdings Ltd. Add 7.07% 22,000 0.15
≡ CGNT - Cognyte Software Ltd Add 8.54% 38,000 0.11
≡ USB - U.S. Bancorp Add 8.66% 20,000 0.17
≡ SGH - SMART Global Holdings Add 17.18% 122,000 0.39
≡ UNVR-OLD - Univar Solutions Inc. Add 17.26% 68,000 0.23
≡ VWE - Vintage Wine Estates Inc. Add 17.46% 110,000 0.16
≡ NWN - Northwest Natural Holding Co. Add 18.96% 40,000 0.27
≡ PLAB - Photronics Inc. Add 19.68% 110,000 0.22
≡ APTV - Aptiv PLC Add 20.00% 8,000 0.17
≡ CNH - CNH Industrial NV Add 22.84% 222,000 0.53
≡ CHNG-OLD - Change Healthcare Inc. Add 26.04% 125,000 0.38
≡ BEPC - Brookfield Renewable Corp. Add 34.31% 62,000 0.35
≡ HRTX - Heron Therapeutics Inc. Add 57.20% 275,000 0.43
≡ AMSC - American Superconductor Corp. Add 58.02% 123,000 0.26
≡ SUMO-OLD - Sumo Logic Inc. Add 151.72% 220,000 0.51
≡ VSEC - VSE Corp. Add 260.00% 65,000 0.45
≡ ORIC - ORIC Pharmaceuticals Inc. Buy 24,376 0.07
≡ CCJ - Cameco Corp. Buy 175,000 0.55