Meridian Contrarian Fund

History Stock Activity Share change % change to portfolio ▲
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
≡ SGH - SMART Global Holdings Reduce 5.57% 50,000 0.16
≡ 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
≡ CTRA - Coterra Energy Inc. Reduce 21.55% 50,000 0.26
≡ CRC - California Resources Corp. Add 26.15% 34,000 0.26
≡ APG - APi Group Corp. Add 40.55% 103,000 0.27
≡ FPI - Farmland Partners Inc. Add 35.08% 114,000 0.29
≡ CNH - CNH Industrial NV Add 30.07% 132,000 0.30
≡ SUMO-OLD - Sumo Logic Inc. Sell 100.00% 233,396 0.34
≡ RMBL - RumbleON Inc. Reduce 40.00% 100,000 0.34
≡ ORIC - ORIC Pharmaceuticals Inc. Reduce 97.28% 739,346 0.36
≡ FTDR - frontdoor Inc. Reduce 40.69% 94,000 0.38
≡ TTC - Toro Co. Add 34.67% 26,000 0.45
≡ YOU - Clear Secure Inc. Add 242.72% 100,000 0.46
≡ PETS - PetMed Express Buy 141,000 0.55
≡ PINS - Pinterest Inc. Buy 119,000 0.56
≡ APTV - Aptiv PLC Add 67.74% 42,000 0.66
≡ ACVA - ACV Auctions Inc. Add 187.65% 471,000 0.68
≡ PLAB - Photronics Inc. Reduce 34.92% 250,000 0.73
≡ APA - APA Corp. Reduce 44.90% 110,000 0.76
≡ BEPC - Brookfield Renewable Corp. Add 45.01% 121,000 0.79
≡ PRGO - Perrigo Co. Add 50.46% 110,000 0.79
≡ ON - ON Semiconductor Corp. Reduce 60.48% 75,000 0.93
≡ HNST - The Honest Company inc. Buy 1,386,000 0.98
≡ OLN - Olin Corp. Reduce 67.76% 124,000 1.07
≡ NWL - Newell Brands Inc. Sell 100.00% 300,000 1.11
≡ LANC - Lancaster Colony Buy 37,000 1.12
≡ AQUA-OLD - Evoqua Water Technologies Corp. Sell 100.00% 183,000 1.15
≡ QDEL - QuidelOrtho Corp. Buy 81,000 1.16
≡ DRVN - Driven Brands Holdings Inc. Reduce 60.84% 296,000 1.66
≡ CHNG-OLD - Change Healthcare Inc. Reduce 44.60% 310,000 1.72
Q2  2022
≡ AMSC - American Superconductor Corp. Add 5.83% 30,000 0.03
≡ CTOS - Custom Truck One Source Inc. Add 3.53% 40,000 0.04
≡ MU - Micron Technology Inc. Add 2.82% 5,000 0.05
≡ BEPC - Brookfield Renewable Corp. Add 3.86% 10,000 0.07
≡ BOWL - Bowlero Corp. Add 6.01% 38,000 0.08
≡ HRTX - Heron Therapeutics Inc. Add 17.55% 153,000 0.08
≡ DBRG - DigitalBridge Group Inc. Add 3.99% 25,000 0.09
≡ ORIC - ORIC Pharmaceuticals Inc. Add 15.15% 100,000 0.09
≡ AMD - Advanced Micro Devices Add 7.00% 7,000 0.10
≡ PDFS - PDF Solutions Inc. Add 22.14% 31,000 0.13
≡ SGH - SMART Global Holdings Add 5.28% 45,000 0.14
≡ ACVA - ACV Auctions Inc. Reduce 33.57% 126,833 0.16
≡ RMBL - RumbleON Inc. Add 28.21% 55,000 0.16
≡ CARS - Cars.com Inc. Add 13.79% 100,000 0.18
≡ TAP - Molson Coors Beverage Co. Add 8.58% 20,000 0.21
≡ APA - APA Corp. Reduce 11.87% 33,000 0.22
≡ AGS - PlayAGS Inc. Add 76.71% 218,622 0.22
≡ CCJ - Cameco Corp. Add 27.15% 60,000 0.24
≡ SWTX - SpringWorks Therapeutics Inc. Add 92.98% 53,000 0.25
≡ AVAH - Aveanna Healthcare Holdings Inc. Add 124.62% 572,000 0.25
≡ ACHC - Acadia Healthcare Co. Reduce 6.35% 20,000 0.26
≡ DRVN - Driven Brands Holdings Inc. Add 10.95% 48,000 0.26
≡ GFS - GlobalFoundries Inc. Add 22.76% 33,000 0.26
≡ CGNT - Cognyte Software Ltd Sell 100.00% 173,000 0.31
≡ APTV - Aptiv PLC Reduce 27.06% 23,000 0.40
≡ SKX - Skechers U.S.A. Inc. Add 58.42% 59,000 0.41
≡ PLAB - Photronics Inc. Add 19.33% 116,000 0.44
≡ RKLB - Rocket Lab USA Inc. Sell 100.00% 360,732 0.46
≡ JNPR - Juniper Networks Reduce 16.31% 84,000 0.46
≡ CTRA - Coterra Energy Inc. Reduce 31.49% 106,635 0.53
≡ MATX - Matson Inc. Reduce 32.50% 39,000 0.55
≡ CMA - Comerica Inc. Reduce 22.47% 40,000 0.57
≡ SGHT - Sight Sciences Inc Buy 341,000 0.59
≡ UNVR-OLD - Univar Solutions Inc. Reduce 29.22% 135,000 0.65
≡ FNA - Paragon 28 Inc. Buy 217,000 0.67
≡ ON - ON Semiconductor Corp. Reduce 37.69% 75,000 0.73
≡ VSEC - VSE Corp. Sell 100.00% 105,081 0.76
≡ OLN - Olin Corp. Reduce 32.72% 89,000 0.80
≡ FPI - Farmland Partners Inc. Buy 325,000 0.87
≡ ALE - ALLETE Inc. Add 75.24% 79,000 0.90
≡ ZUO - Zuora Inc. Sell 100.00% 444,000 1.04
≡ NWL - Newell Brands Inc. Reduce 49.41% 293,000 1.08
≡ TTC - Toro Co. Buy 75,000 1.10
≡ ALIT - Alight Inc. Sell 100.00% 705,000 1.10
≡ WMS - Advanced Drainage Systems Sell 100.00% 62,800 1.17
≡ SBH - Sally Beauty Holdings Sell 100.00% 585,000 1.43
≡ PRGO - Perrigo Co. Buy 218,000 1.71
≡ FCNCA - First Citizens Bancshares Add 238.57% 16,700 2.11
≡ FIBK - First Interstate Bancsystem Inc. Buy 305,000 2.25
≡ USB - U.S. Bancorp Sell 100.00% 309,000 2.58
Q1  2022
≡ NTST - Netstreit Corp. Add 0.19% 1,000 0.00
≡ VWE - Vintage Wine Estates Inc. Add 2.70% 20,000 0.03
≡ PDFS - PDF Solutions Inc. Add 13.82% 17,000 0.07
≡ NVDA - NVIDIA Corp. Reduce 11.11% 20,000 0.09
≡ RKLB - Rocket Lab USA Inc. Add 24.08% 70,000 0.09
≡ CRNC - Cerence Inc. Add 59.50% 18,000 0.10
≡ ALEX - Alexander & Baldwin Add 4.17% 29,000 0.11
≡ VSEC - VSE Corp. Add 16.76% 15,081 0.11
≡ CGNT - Cognyte Software Ltd Reduce 28.51% 69,000 0.12
≡ AXS - Axis Capital Holdings Ltd. Add 3.55% 13,000 0.12