Meridian Contrarian Fund

History Stock Activity ▼ Share change % change to portfolio
Q4  2024
≡ OEC - Orion SA Add 526.38% 263,188 0.79
≡ CEVA - CEVA Inc. Add 199.62% 169,677 1.02
≡ CNM - Core & Main Inc Class A Add 141.43% 99,000 0.96
≡ NVST - Envista Holdings Corp. Add 125.82% 290,643 1.07
≡ FOXF - Fox Factory Holding Corp. Add 81.16% 56,000 0.32
≡ DBRG - DigitalBridge Group Inc. Add 33.59% 146,371 0.31
≡ RRX - Regal Rexnord Corp. Add 23.42% 12,000 0.35
≡ LEGN - Legend Biotech Corp. Add 22.53% 43,000 0.27
≡ TTC - Toro Co. Add 22.09% 18,000 0.27
≡ LASR - nLight Inc. Add 20.55% 73,988 0.15
≡ PENG - Penguin Solutions Inc. Add 19.40% 130,000 0.48
≡ LPLA - LPL Financial Holdings Inc. Add 15.03% 5,000 0.31
≡ PL - Planet Labs PBC Add 14.48% 262,958 0.20
≡ SWTX - SpringWorks Therapeutics Inc. Add 13.41% 11,000 0.08
≡ CSTM - Constellium SE Add 9.45% 50,000 0.10
≡ BB - BlackBerry Ltd. Add 7.41% 131,833 0.10
≡ QDEL - QuidelOrtho Corp. Add 6.35% 12,000 0.10
≡ NGD - New Gold Inc. Add 1.99% 33,000 0.02
≡ CRGY - Crescent Energy Inc A Buy 285,572 0.80
≡ ZVIA - Zevia PBC Buy 1,000,000 0.80
≡ NXE - Nexgen Energy Ltd Buy 214,655 0.27
Q3  2024
≡ MIR - Mirion Technologies Inc Add 41.20% 260,000 0.52
≡ QDEL - QuidelOrtho Corp. Add 40.00% 54,000 0.44
≡ NVTS - Navitas Semiconductor Corp. Add 39.97% 598,000 0.26
≡ PL - Planet Labs PBC Add 28.25% 400,000 0.16
≡ CSTM - Constellium SE Add 25.36% 107,000 0.31
≡ RRX - Regal Rexnord Corp. Add 24.98% 10,241 0.31
≡ SWTX - SpringWorks Therapeutics Inc. Add 24.24% 16,000 0.09
≡ AMBA - Ambarella Inc. Add 21.43% 15,000 0.15
≡ CCJ - Cameco Corp. Add 18.25% 55,000 0.47
≡ ORIC - ORIC Pharmaceuticals Inc. Add 15.63% 50,000 0.09
≡ AMD - Advanced Micro Devices Add 14.55% 8,000 0.24
≡ EVRG - Evergy Inc. Add 12.86% 27,000 0.30
≡ TTC - Toro Co. Add 9.40% 7,000 0.11
≡ KRNT - Kornit Digital Ltd Add 6.88% 24,000 0.11
≡ SG - Sweetgreen Inc Class A Add 6.46% 25,000 0.16
≡ HNST - The Honest Company inc. Add 6.44% 191,547 0.12
≡ PRGO - Perrigo Co. Add 4.43% 25,000 0.12
≡ BWXT - BWX Technologies Inc. Add 3.84% 5,000 0.10
≡ LPLA - LPL Financial Holdings Inc. Buy 33,256 1.39
≡ NGD - New Gold Inc. Buy 1,662,000 0.86
≡ NVST - Envista Holdings Corp. Buy 231,000 0.82
≡ CNM - Core & Main Inc Class A Buy 70,000 0.56
≡ FOXF - Fox Factory Holding Corp. Buy 69,000 0.52
≡ ZBIO - Zenas BioPharma Inc. Buy 183,812 0.50
≡ CEVA - CEVA Inc. Buy 85,000 0.37
≡ OEC - Orion SA Buy 50,000 0.16
Q2  2024
≡ UHAL - U-Haul Holding Co. Add 163.76% 75,000 0.88
≡ SEB - Seaboard Corp. Add 151.80% 1,688 1.01
≡ CSTM - Constellium SE Add 99.10% 210,000 0.75
≡ RRX - Regal Rexnord Corp. Add 86.36% 19,000 0.49
≡ QDEL - QuidelOrtho Corp. Add 68.75% 55,000 0.35
≡ BB - BlackBerry Ltd. Add 63.89% 722,000 0.34
≡ ATZ.TO - Aritzia Inc. Add 62.64% 133,416 0.71
≡ OLN - Olin Corp. Add 18.51% 24,984 0.22
≡ VICI - VICI Properties Inc. Add 18.22% 96,000 0.52
≡ HNST - The Honest Company inc. Add 17.84% 450,000 0.25
≡ LEGN - Legend Biotech Corp. Add 14.39% 24,000 0.20
≡ PL - Planet Labs PBC Add 11.23% 143,000 0.05
≡ MIR - Mirion Technologies Inc Add 11.09% 63,000 0.13
≡ NVTS - Navitas Semiconductor Corp. Add 10.65% 144,000 0.11
≡ TTC - Toro Co. Add 10.37% 7,000 0.12
≡ PRGO - Perrigo Co. Add 10.16% 52,000 0.25
≡ APA - APA Corp. Add 8.63% 24,000 0.13
≡ BWXT - BWX Technologies Inc. Add 8.32% 10,000 0.18
≡ AMBA - Ambarella Inc. Add 7.69% 5,000 0.05
≡ KNX - Knight-Swift Transportation Add 6.97% 11,583 0.11
≡ PACK - Ranpak Holdings Corp. CL A Add 4.63% 50,000 0.06
≡ BEPC - Brookfield Renewable Corp. Add 3.24% 20,000 0.11
≡ EVRG - Evergy Inc. Buy 210,000 2.11
≡ IART - Integra LifeSciences Holdings Buy 148,000 0.82
≡ RDUS - Radius Recycling Inc. Buy 198,000 0.57
≡ SWTX - SpringWorks Therapeutics Inc. Buy 66,000 0.47
Q1  2024
≡ NVTS - Navitas Semiconductor Corp. Add 146.72% 804,000 0.67
≡ TTC - Toro Co. Add 101.51% 34,000 0.54
≡ MIR - Mirion Technologies Inc Add 53.51% 198,000 0.39
≡ UHAL - U-Haul Holding Co. Add 43.13% 13,800 0.16
≡ CRNC - Cerence Inc. Add 42.87% 112,000 0.31
≡ CSTM - Constellium SE Add 35.05% 55,000 0.21
≡ ATZ.TO - Aritzia Inc. Add 33.13% 53,000 0.26
≡ CCK - Crown Holdings Add 29.64% 29,642 0.41
≡ VFC - V.F. Corp. Add 26.93% 87,000 0.23
≡ BEPC - Brookfield Renewable Corp. Add 19.12% 99,000 0.42
≡ HAYW - Hayward Holdings Inc Add 15.18% 78,000 0.21
≡ FNA - Paragon 28 Inc. Add 14.40% 35,000 0.08
≡ APA - APA Corp. Add 11.19% 28,000 0.17
≡ SG - Sweetgreen Inc Class A Buy 387,000 1.71
≡ KRNT - Kornit Digital Ltd Buy 349,000 1.10
≡ MP - MP Materials Corp. Buy 304,000 0.76
≡ RRX - Regal Rexnord Corp. Buy 22,000 0.69
≡ SEB - Seaboard Corp. Buy 1,112 0.63
≡ BB - BlackBerry Ltd. Buy 1,130,000 0.54
Q4  2023
≡ CRNC - Cerence Inc. Add 763.64% 231,000 0.80
≡ BEPC - Brookfield Renewable Corp. Add 123.38% 286,000 1.45
≡ LEVI - Levi Strauss & Co. Add 52.68% 187,000 0.54
≡ PL - Planet Labs PBC Add 37.32% 346,000 0.15
≡ ADEA - Adeia Inc Add 35.73% 134,000 0.29
≡ PACK - Ranpak Holdings Corp. CL A Add 34.00% 274,000 0.28
≡ PENG - Penguin Solutions Inc. Add 28.82% 181,000 0.60
≡ THC - Tenet Healthcare Corp. Add 24.60% 39,857 0.53