Meridian Contrarian Fund

History Stock Activity ▼ Share change % change to portfolio
Q4  2019
≡ MMSI - Merit Medical Systems Inc. Add 0.94% 1,810 0.01
≡ STT - State Street Corp. Buy 133,000 1.92
≡ AGR - Avangrid Inc. Buy 173,282 1.61
≡ CRNC - Cerence Inc. Buy 359,250 1.48
≡ HUN - Huntsman Corp. Buy 257,000 1.13
≡ HI - Hillenbrand Inc. Buy 180,000 1.09
≡ SBNY - Signature Bank Buy 44,000 1.09
≡ SRCL - Stericycle Inc. Buy 87,000 1.01
≡ AGS - PlayAGS Inc. Buy 334,000 0.74
≡ PLYA - Playa Hotels & Resorts N.V. Buy 434,000 0.66
≡ CNO - CNO Financial Group Inc. Buy 190,000 0.63
≡ AVD - American Vanguard Corp. Buy 161,000 0.57
≡ ALBO-OLD - Albireo Pharma Inc. Buy 85,750 0.40
≡ ORTX-OLD - Orchard Therapeutics plc Buy 12,000 0.30
Q3  2019
≡ THS - TreeHouse Foods Add 106.21% 154,000 1.62
≡ DBI - Designer Brands Inc. Add 89.58% 232,000 0.76
≡ NINE - Nine Energy Service Inc. Add 87.63% 163,000 0.19
≡ PLCE - Childrens Place Inc. Add 77.33% 58,000 0.85
≡ WVE - Wave Life Sciences Ltd. Add 73.77% 90,000 0.35
≡ NVDA - NVIDIA Corp. Add 60.00% 48,000 0.40
≡ AXGN - AxoGen Inc. Add 55.91% 82,747 0.20
≡ CS-OLD - Credit Suisse Group Add 43.05% 223,000 0.52
≡ LOGM - LogMeIn Inc. Add 38.98% 46,000 0.62
≡ EB - Eventbrite Inc. Add 36.60% 86,000 0.29
≡ EOG - EOG Resources Add 33.75% 27,000 0.38
≡ SEIC - SEI Investments Add 28.06% 55,000 0.62
≡ DCPH - Deciphera Pharmaceuticals Inc. Add 28.03% 37,000 0.24
≡ HRTX - Heron Therapeutics Inc. Add 27.04% 90,000 0.32
≡ GIL - Gildan Activewear Inc. Add 25.82% 95,000 0.64
≡ MATX - Matson Inc. Add 23.22% 55,000 0.39
≡ PVT - Pivotal Acquisition Corp. Add 22.22% 100,000 0.21
≡ ZUO - Zuora Inc. Add 20.77% 65,000 0.19
≡ ABM - ABM Industries Add 17.89% 58,693 0.41
≡ NUAN-OLD - Nuance Communications Inc. Add 15.54% 138,000 0.43
≡ KW - Kennedy-Wilson Holdings Inc. Add 13.33% 88,000 0.37
≡ IMMU - Immunomedics Inc. Add 11.25% 45,000 0.11
≡ CRC - California Resources Corp. Add 10.84% 20,000 0.04
≡ VICI - VICI Properties Inc. Add 8.16% 60,000 0.26
≡ LBRT - Liberty Oilfield Services Inc. Add 4.69% 25,000 0.05
≡ AMD - Advanced Micro Devices Add 3.75% 13,000 0.07
≡ CVA - Covanta Holding Corp. Add 3.68% 25,000 0.08
≡ HBI - Hanesbrands Inc. Buy 635,000 1.85
≡ PENN - Penn National Gaming Inc. Buy 427,000 1.51
≡ MMSI - Merit Medical Systems Inc. Buy 192,000 1.11
≡ AIZ - Assurant Inc. Buy 45,000 1.08
≡ ECHO - Echo Global Logistics Inc. Buy 151,000 0.65
≡ PIC-OLD - Pivotal Investment Corp. Buy 300,000 0.58
≡ MU - Micron Technology Inc. Buy 65,000 0.53
Q2  2019
≡ BB - BlackBerry Ltd. Add 357.33% 268,000 0.37
≡ DTIL - Precision BioSciences Inc. Add 222.06% 5,266 0.39
≡ HRTX - Heron Therapeutics Inc. Add 144.70% 196,790 0.67
≡ AIG - American International Group Add 84.81% 134,000 1.32
≡ CVA - Covanta Holding Corp. Add 81.55% 305,000 1.01
≡ ZUO - Zuora Inc. Add 78.86% 138,000 0.39
≡ SWCH-OLD - Switch Inc. Add 74.93% 268,000 0.65
≡ LEA - Lear Corp. Add 53.33% 24,000 0.62
≡ LOGM - LogMeIn Inc. Add 47.50% 38,000 0.52
≡ PII - Polaris Inc. Add 36.78% 32,000 0.54
≡ GIL - Gildan Activewear Inc. Add 31.43% 88,000 0.63
≡ OI - O-I Glass Inc. Add 28.35% 135,000 0.43
≡ VICI - VICI Properties Inc. Add 24.77% 146,000 0.59
≡ AMD - Advanced Micro Devices Add 18.84% 55,000 0.31
≡ BNFT-OLD - Benefitfocus Inc. Add 18.04% 30,000 0.15
≡ EOG - EOG Resources Add 16.24% 11,174 0.19
≡ NUAN-OLD - Nuance Communications Inc. Add 15.32% 118,000 0.35
≡ AMBA - Ambarella Inc. Add 12.50% 10,000 0.08
≡ ABM - ABM Industries Add 11.94% 35,000 0.26
≡ CRC - California Resources Corp. Add 9.49% 16,000 0.06
≡ SKX - Skechers U.S.A. Inc. Add 7.44% 30,000 0.17
≡ TERP - TerraForm Power Inc. Add 5.67% 40,000 0.11
≡ NEM - Newmont Corp. Add 4.40% 15,000 0.11
≡ KW - Kennedy-Wilson Holdings Inc. Add 3.13% 20,000 0.08
≡ EAT - Brinker International Add 1.64% 5,000 0.04
≡ MNDT-OLD - Mandiant Inc. Add 1.49% 12,000 0.03
≡ SEIC - SEI Investments Buy 196,000 2.03
≡ MATX - Matson Inc. Buy 236,886 1.70
≡ THS - TreeHouse Foods Buy 145,000 1.45
≡ PLCE - Childrens Place Inc. Buy 75,000 1.32
≡ CS-OLD - Credit Suisse Group Buy 518,000 1.14
≡ DBI - Designer Brands Inc. Buy 259,000 0.92
≡ EB - Eventbrite Inc. Buy 235,000 0.70
≡ NINE - Nine Energy Service Inc. Buy 186,000 0.59
≡ WVE - Wave Life Sciences Ltd. Buy 122,000 0.59
≡ DCPH - Deciphera Pharmaceuticals Inc. Buy 132,000 0.55
≡ AXGN - AxoGen Inc. Buy 148,000 0.54
Q1  2019
≡ LBRT - Liberty Oilfield Services Inc. Add 40.54% 165,000 0.45
≡ EOG - EOG Resources Add 32.80% 17,000 0.29
≡ SKX - Skechers U.S.A. Inc. Add 30.00% 93,000 0.56
≡ NVDA - NVIDIA Corp. Add 29.92% 32,000 0.26
≡ AMD - Advanced Micro Devices Add 23.21% 55,000 0.25
≡ PII - Polaris Inc. Add 12.99% 10,000 0.15
≡ CRC - California Resources Corp. Add 12.18% 18,300 0.08
≡ AXDX - Accelerate Diagnostics Inc. Add 11.11% 2,000 0.08
≡ NUAN-OLD - Nuance Communications Inc. Add 10.79% 75,000 0.23
≡ OAK - Oaktree Capital Group LLC Cl A Add 8.73% 20,000 0.18
≡ WMS - Advanced Drainage Systems Add 8.71% 25,000 0.11
≡ VICI - VICI Properties Inc. Add 5.36% 30,000 0.12
≡ KW - Kennedy-Wilson Holdings Inc. Add 3.23% 20,000 0.08
≡ CVA - Covanta Holding Corp. Buy 374,020 1.15
≡ LOGM - LogMeIn Inc. Buy 80,000 1.14