Meridian Contrarian Fund

History Stock Activity Share change % change to portfolio ▲
Q3  2023
≡ SPB - Spectrum Brands Holdings Inc. Buy 88,000 1.31
≡ HAYW - Hayward Holdings Inc Buy 514,000 1.38
≡ KNX - Knight-Swift Transportation Buy 166,230 1.59
≡ LHX - L3Harris Technologies Inc. Buy 50,000 1.66
≡ BWXT - BWX Technologies Inc. Buy 124,223 1.77
Q2  2023
≡ ALGN - Align Technology Inc. Add 5.88% 1,000 0.06
≡ BEPC - Brookfield Renewable Corp. Add 3.92% 14,000 0.08
≡ PL - Planet Labs PBC Add 19.31% 150,000 0.09
≡ AXS - Axis Capital Holdings Ltd. Add 6.02% 10,000 0.10
≡ PINS - Pinterest Inc. Add 6.80% 20,000 0.10
≡ BOWL - Bowlero Corp. Add 6.83% 50,000 0.10
≡ CNH - CNH Industrial NV Add 6.40% 44,000 0.11
≡ AMSC - American Superconductor Corp. Add 17.56% 100,000 0.11
≡ UVE - Universal Insurance Holdings Inc. Add 22.69% 42,209 0.11
≡ CCJ - Cameco Corp. Add 5.04% 26,000 0.14
≡ RAMP - LiveRamp Holdings Inc. Add 20.15% 27,000 0.14
≡ EVRI - Everi Holdings Inc. Add 20.00% 68,000 0.17
≡ ALE - ALLETE Inc. Add 12.41% 18,000 0.19
≡ HNST - The Honest Company inc. Add 34.95% 711,206 0.21
≡ NVTS - Navitas Semiconductor Corp. Add 29.55% 125,000 0.23
≡ CCK - Crown Holdings Add 24.32% 18,000 0.28
≡ SYNH-OLD - Syneos Health Inc. Buy 38,218 0.29
≡ AGR - Avangrid Inc. Add 20.23% 52,000 0.35
≡ SAM - Boston Beer Company Buy 10,000 0.55
≡ PACK - Ranpak Holdings Corp. CL A Buy 713,000 0.57
≡ CLVT - Clarivate Plc Buy 441,000 0.75
Q1  2023
≡ AMSC - American Superconductor Corp. Add 0.96% 5,432 0.00
≡ ALEX - Alexander & Baldwin Add 3.45% 25,000 0.09
≡ APA - APA Corp. Add 5.31% 13,000 0.09
≡ SKX - Skechers U.S.A. Inc. Add 8.13% 13,000 0.11
≡ VWESQ - Vintage Wine Estates Inc. Add 100.58% 550,000 0.11
≡ AMBA - Ambarella Inc. Add 9.43% 10,000 0.14
≡ ALGN - Align Technology Inc. Add 21.43% 3,000 0.18
≡ LANC - Lancaster Colony Add 13.51% 5,000 0.19
≡ PL - Planet Labs PBC Add 49.71% 258,000 0.19
≡ HRTX - Heron Therapeutics Inc. Add 115.05% 683,424 0.19
≡ ROG - Rogers Corp. Add 20.00% 10,000 0.30
≡ BEPC - Brookfield Renewable Corp. Add 15.54% 48,000 0.31
≡ THC - Tenet Healthcare Corp. Add 21.80% 29,000 0.32
≡ ALE - ALLETE Inc. Add 29.46% 33,000 0.39
≡ CBRL - Cracker Barrel Old Cntry Store Buy 26,000 0.54
≡ RAMP - LiveRamp Holdings Inc. Buy 134,000 0.54
≡ NVTS - Navitas Semiconductor Corp. Buy 423,000 0.57
≡ GOOS - Canada Goose Holdings Inc. Buy 165,000 0.58
≡ UVE - Universal Insurance Holdings Inc. Buy 186,000 0.62
≡ QDEL - QuidelOrtho Corp. Add 42.72% 44,000 0.72
≡ EVRI - Everi Holdings Inc. Buy 340,000 1.07
≡ CCK - Crown Holdings Buy 74,000 1.12
≡ TCBI - Texas Capital Bancshares Add 253.85% 132,000 1.18
≡ PRGO - Perrigo Co. Add 70.16% 181,000 1.19
≡ HE - Hawaiian Electric Industries Buy 171,000 1.20
≡ HI - Hillenbrand Inc. Buy 152,000 1.32
Q4  2022
≡ SWTX - SpringWorks Therapeutics Inc. Add 6.36% 7,000 0.03
≡ AVAH - Aveanna Healthcare Holdings Inc. Add 22.70% 200,000 0.03
≡ FNA - Paragon 28 Inc. Add 9.21% 22,000 0.08
≡ AGS - PlayAGS Inc. Add 19.86% 100,000 0.09
≡ FPI - Farmland Partners Inc. Add 11.62% 51,000 0.12
≡ PETS - PetMed Express Add 25.53% 36,000 0.12
≡ BOWL - Bowlero Corp. Add 9.09% 61,000 0.15
≡ SGHT - Sight Sciences Inc Add 19.06% 65,000 0.15
≡ JNPR - Juniper Networks Add 8.58% 37,000 0.22
≡ AMBA - Ambarella Inc. Add 16.48% 15,000 0.23
≡ UHAL.B - U Haul Holding Co Non Voting Buy 23,000 0.26
≡ TAP - Molson Coors Beverage Co. Add 11.79% 31,000 0.30
≡ CNH - CNH Industrial NV Add 20.32% 116,000 0.35
≡ QDEL - QuidelOrtho Corp. Add 27.16% 22,000 0.35
≡ HNST - The Honest Company inc. Add 46.83% 649,000 0.36
≡ APTV - Aptiv PLC Add 22.12% 23,000 0.40
≡ PL - Planet Labs PBC Buy 519,000 0.42
≡ CRC - California Resources Corp. Add 33.54% 55,000 0.44
≡ DBRG - DigitalBridge Group Inc. Add 33.60% 219,000 0.45
≡ AIG - American International Group Add 18.93% 39,000 0.46
≡ LASR - nLight Inc. Buy 288,000 0.54
≡ ALGN - Align Technology Inc. Buy 14,000 0.55
≡ TCBI - Texas Capital Bancshares Buy 52,000 0.58
≡ AGR - Avangrid Inc. Add 29.96% 77,000 0.61
≡ AMD - Advanced Micro Devices Add 56.41% 66,000 0.79
≡ TRMB - Trimble Inc. Add 73.64% 101,000 0.95
≡ APA - APA Corp. Add 81.48% 110,000 0.95
≡ CCJ - Cameco Corp. Add 83.63% 235,000 0.99
≡ PINS - Pinterest Inc. Add 196.64% 234,000 1.05
≡ OKTA - Okta Inc. Buy 86,000 1.09
≡ ROG - Rogers Corp. Buy 50,000 1.11
≡ THC - Tenet Healthcare Corp. Buy 133,000 1.20
≡ MBLY - Mobileye Global Inc. Buy 195,000 1.27
≡ UHAL - U-Haul Holding Co. Add 747.83% 172,000 1.76
≡ NEM - Newmont Corp. Buy 242,000 2.12
Q3  2022
≡ FNA - Paragon 28 Inc. Add 10.14% 22,000 0.08
≡ AMSC - American Superconductor Corp. Add 19.27% 105,000 0.09
≡ TAP - Molson Coors Beverage Co. Add 3.95% 10,000 0.10
≡ AMBA - Ambarella Inc. Add 13.75% 11,000 0.12
≡ ALBO-OLD - Albireo Pharma Inc. Add 24.84% 30,000 0.12
≡ AMD - Advanced Micro Devices Add 9.35% 10,000 0.13
≡ TRMB - Trimble Inc. Add 11.37% 14,000 0.15
≡ LEGN - Legend Biotech Corp. Add 15.35% 25,000 0.20
≡ GFS - GlobalFoundries Inc. Add 12.36% 22,000 0.21
≡ AGR - Avangrid Inc. Add 13.22% 30,000 0.25
≡ ALE - ALLETE Inc. Add 13.59% 25,000 0.25
≡ CRC - California Resources Corp. Add 26.15% 34,000 0.26
≡ APG - APi Group Corp. Add 40.55% 103,000 0.27