Meridian Contrarian Fund

History Stock Activity Share change % change to portfolio ▲
Q4  2015
≡ PII - Polaris Inc. Add 21.41% 10,447 0.16
≡ NEM - Newmont Corp. Add 32.61% 60,000 0.20
≡ LKQ - LKQ Corp. Add 6.33% 37,824 0.21
≡ XYL - Xylem Inc. Add 7.86% 31,383 0.21
≡ RATE - Bankrate Inc. Add 19.17% 90,000 0.22
≡ MLNX - Mellanox Technologies Ltd. Add 16.74% 29,847 0.23
≡ RGS - Regis Corp. Add 20.57% 4,500 0.23
≡ FRED - Fred's Inc. Add 18.22% 79,253 0.24
≡ OAK - Oaktree Capital Group LLC Cl A Add 17.38% 30,000 0.26
≡ GIL - Gildan Activewear Inc. Add 11.79% 55,184 0.29
≡ MKTO - Marketo Inc. Add 22.30% 60,000 0.32
≡ ALEX - Alexander & Baldwin Add 14.22% 53,739 0.35
≡ CVLT - CommVault Systems Inc. Buy 60,000 0.43
≡ MDU - MDU Resources Add 49.55% 175,000 0.59
≡ AGIO - Agios Pharmaceuticals Inc. Buy 59,500 0.71
≡ CACI - CACI International Inc. Add 24.54% 44,300 0.75
≡ TTE - TotalEnergies SE Buy 120,000 0.99
≡ RYN - Rayonier Inc. Add 188.88% 252,733 1.03
≡ FIT - Fitbit Inc. Buy 198,973 1.08
≡ DEO - Diageo ADR Buy 92,500 1.85
≡ QCOM - QUALCOMM Inc. Buy 233,000 2.14
≡ CELG - Celgene Corp. Buy 106,000 2.33
Q3  2015
≡ HP - Helmerich & Payne Add 6.88% 5,000 0.04
≡ NKTR - Nektar Therapeutics Add 9.49% 33,000 0.07
≡ VRNT - Verint Systems Inc. Add 4.32% 10,000 0.08
≡ SYF - Synchrony Financial Add 4.90% 16,915 0.10
≡ TFM - Fresh Market Inc. Add 13.31% 33,000 0.14
≡ SCSS - Select Comfort Corp. Add 15.50% 35,000 0.14
≡ VRSK - Verisk Analytics Inc. Add 11.20% 11,765 0.16
≡ LKQ - LKQ Corp. Add 7.18% 40,000 0.21
≡ MSFT - Microsoft Corp. Add 8.90% 30,565 0.25
≡ CLH - Clean Harbors Inc. Add 13.29% 31,000 0.25
≡ OVAS - OvaScience Inc. Buy 161,979 0.26
≡ LNKD - LinkedIn Corp. Add 21.43% 7,500 0.26
≡ LLTC - Linear Technology Corp. Add 16.27% 35,509 0.27
≡ ALEX - Alexander & Baldwin Add 13.84% 45,935 0.29
≡ MKTO - Marketo Inc. Add 25.43% 54,545 0.29
≡ CCJ - Cameco Corp. Add 24.20% 138,535 0.31
≡ MLNX - Mellanox Technologies Ltd. Add 32.84% 44,075 0.31
≡ PLCE - Childrens Place Inc. Add 15.94% 30,000 0.32
≡ LNN - Lindsay Corp. Add 77.61% 26,000 0.33
≡ RGS - Regis Corp. Add 47.84% 7,080 0.35
≡ RATE - Bankrate Inc. Add 67.49% 189,194 0.36
≡ TWTR-OLD - Twitter Inc. Add 35.44% 76,861 0.38
≡ POWI - Power Integrations Inc. Add 23.73% 51,896 0.41
≡ MET - MetLife Inc. Add 39.85% 47,820 0.42
≡ KEX - Kirby Corp. Add 63.51% 36,448 0.42
≡ CUDA - Barracuda Networks Add 161.75% 154,636 0.44
≡ TRMB - Trimble Inc. Add 52.51% 156,765 0.48
≡ ORI - Old Republic International Add 20.40% 167,235 0.49
≡ XYL - Xylem Inc. Add 28.69% 88,985 0.54
≡ FRED - Fred's Inc. Add 128.95% 245,000 0.54
≡ FIVE - Five Below Inc. Add 76.85% 89,385 0.56
≡ WLL-OLD - Whiting Petroleum Corp. Buy 212,491 0.60
≡ CLB - Core Laboratories Inc. Add 105.79% 32,335 0.60
≡ DKS - Dick's Sporting Goods Inc. Add 48.03% 98,202 0.91
≡ PII - Polaris Inc. Buy 48,800 1.09
≡ MDU - MDU Resources Buy 353,198 1.13
≡ UNP - Union Pacific Buy 76,000 1.25
≡ MSI - Motorola Solutions Inc. Buy 100,443 1.28
≡ UNFI - United Natural Foods Buy 157,502 1.42
≡ OAK - Oaktree Capital Group LLC Cl A Buy 172,654 1.59
≡ EOG - EOG Resources Add 93.86% 117,893 1.59
≡ CAB - Cabela's Inc. Buy 197,532 1.67
Q2  2015
≡ YELP - Yelp Inc. Add 0.62% 927 0.01
≡ FLIR - FLIR Systems Add 4.38% 10,000 0.05
≡ HP - Helmerich & Payne Add 7.39% 5,000 0.06
≡ NCS - NCI Building Systems Add 6.53% 36,477 0.09
≡ BOH - Bank of Hawaii Corp. Add 4.25% 10,000 0.11
≡ OXY - Occidental Petroleum Add 5.65% 8,500 0.11
≡ CACI - CACI International Inc. Add 6.49% 11,000 0.14
≡ PODD - Insulet Corp. Add 27.03% 30,000 0.15
≡ ZNGA - Zynga Inc. Add 29.17% 396,516 0.18
≡ TUMI - Tumi Holdings Inc. Add 22.48% 98,451 0.32
≡ TRMB - Trimble Inc. Add 47.00% 95,451 0.36
≡ MSFT - Microsoft Corp. Add 23.41% 65,109 0.46
≡ RATE - Bankrate Inc. Buy 280,328 0.47
≡ LLTC - Linear Technology Corp. Add 43.38% 66,021 0.47
≡ SSYS - Stratasys Ltd. Add 171.09% 102,656 0.58
≡ FRED - Fred's Inc. Buy 190,000 0.59
≡ LKQ - LKQ Corp. Add 28.19% 122,561 0.60
≡ DKS - Dick's Sporting Goods Inc. Add 58.80% 75,705 0.63
≡ KEX - Kirby Corp. Buy 57,385 0.71
≡ NEM - Newmont Corp. Buy 194,000 0.73
≡ FIVE - Five Below Inc. Buy 116,317 0.74
≡ PFE - Pfizer Inc. Add 38.34% 137,758 0.74
≡ ORI - Old Republic International Add 56.22% 295,066 0.74
≡ HOG - Harley-Davidson Buy 88,533 0.80
≡ MKTO - Marketo Inc. Buy 214,490 0.97
≡ MET - MetLife Inc. Buy 120,000 1.08
≡ LNKD - LinkedIn Corp. Buy 35,000 1.16
≡ POWI - Power Integrations Inc. Add 321.29% 166,751 1.21
≡ TWTR-OLD - Twitter Inc. Buy 216,901 1.27
≡ LVS - Las Vegas Sands Corp. Buy 181,060 1.53
≡ CFG - Citizens Financial Group Inc. Buy 451,918 1.99
Q1  2015
≡ CUDA - Barracuda Networks Add 3.45% 6,202 0.04
≡ POWI - Power Integrations Inc. Add 10.66% 5,000 0.04
≡ EOG - EOG Resources Add 4.15% 5,000 0.07
≡ TUMI - Tumi Holdings Inc. Add 4.78% 20,000 0.07
≡ HOLX - Hologic Inc. Add 5.06% 20,000 0.10