Meridian Contrarian Fund

History Stock Activity ▼ Share change % change to portfolio
Q2  2022
≡ AVAH - Aveanna Healthcare Holdings Inc. Add 124.62% 572,000 0.25
≡ SWTX - SpringWorks Therapeutics Inc. Add 92.98% 53,000 0.25
≡ AGS - PlayAGS Inc. Add 76.71% 218,622 0.22
≡ ALE - ALLETE Inc. Add 75.24% 79,000 0.90
≡ SKX - Skechers U.S.A. Inc. Add 58.42% 59,000 0.41
≡ RMBL - RumbleON Inc. Add 28.21% 55,000 0.16
≡ CCJ - Cameco Corp. Add 27.15% 60,000 0.24
≡ GFS - GlobalFoundries Inc. Add 22.76% 33,000 0.26
≡ PDFS - PDF Solutions Inc. Add 22.14% 31,000 0.13
≡ PLAB - Photronics Inc. Add 19.33% 116,000 0.44
≡ HRTX - Heron Therapeutics Inc. Add 17.55% 153,000 0.08
≡ ORIC - ORIC Pharmaceuticals Inc. Add 15.15% 100,000 0.09
≡ CARS - Cars.com Inc. Add 13.79% 100,000 0.18
≡ DRVN - Driven Brands Holdings Inc. Add 10.95% 48,000 0.26
≡ TAP - Molson Coors Beverage Co. Add 8.58% 20,000 0.21
≡ AMD - Advanced Micro Devices Add 7.00% 7,000 0.10
≡ BOWL - Bowlero Corp. Add 6.01% 38,000 0.08
≡ AMSC - American Superconductor Corp. Add 5.83% 30,000 0.03
≡ SGH - SMART Global Holdings Add 5.28% 45,000 0.14
≡ DBRG - DigitalBridge Group Inc. Add 3.99% 25,000 0.09
≡ BEPC - Brookfield Renewable Corp. Add 3.86% 10,000 0.07
≡ CTOS - Custom Truck One Source Inc. Add 3.53% 40,000 0.04
≡ MU - Micron Technology Inc. Add 2.82% 5,000 0.05
≡ FIBK - First Interstate Bancsystem Inc. Buy 305,000 2.25
≡ PRGO - Perrigo Co. Buy 218,000 1.71
≡ TTC - Toro Co. Buy 75,000 1.10
≡ FPI - Farmland Partners Inc. Buy 325,000 0.87
≡ FNA - Paragon 28 Inc. Buy 217,000 0.67
≡ SGHT - Sight Sciences Inc Buy 341,000 0.59
≡ ACHC - Acadia Healthcare Co. Reduce 6.35% 20,000 0.26
≡ APA - APA Corp. Reduce 11.87% 33,000 0.22
≡ JNPR - Juniper Networks Reduce 16.31% 84,000 0.46
≡ CMA - Comerica Inc. Reduce 22.47% 40,000 0.57
≡ APTV - Aptiv PLC Reduce 27.06% 23,000 0.40
≡ UNVR-OLD - Univar Solutions Inc. Reduce 29.22% 135,000 0.65
≡ CTRA - Coterra Energy Inc. Reduce 31.49% 106,635 0.53
≡ MATX - Matson Inc. Reduce 32.50% 39,000 0.55
≡ OLN - Olin Corp. Reduce 32.72% 89,000 0.80
≡ ACVA - ACV Auctions Inc. Reduce 33.57% 126,833 0.16
≡ ON - ON Semiconductor Corp. Reduce 37.69% 75,000 0.73
≡ NWL - Newell Brands Inc. Reduce 49.41% 293,000 1.08
≡ USB - U.S. Bancorp Sell 100.00% 309,000 2.58
≡ SBH - Sally Beauty Holdings Sell 100.00% 585,000 1.43
≡ WMS - Advanced Drainage Systems Sell 100.00% 62,800 1.17
≡ ALIT - Alight Inc. Sell 100.00% 705,000 1.10
≡ ZUO - Zuora Inc. Sell 100.00% 444,000 1.04
≡ VSEC - VSE Corp. Sell 100.00% 105,081 0.76
≡ RKLB - Rocket Lab USA Inc. Sell 100.00% 360,732 0.46
≡ CGNT - Cognyte Software Ltd Sell 100.00% 173,000 0.31
Q1  2022
≡ ALIT - Alight Inc. Add 94.02% 341,637 0.53
≡ LEGN - Legend Biotech Corp. Add 85.40% 75,000 0.43
≡ ORIC - ORIC Pharmaceuticals Inc. Add 69.23% 270,000 0.22
≡ RVLP - RVL Pharmaceuticals plc Add 62.30% 623,000 0.17
≡ CRNC - Cerence Inc. Add 59.50% 18,000 0.10
≡ BEPC - Brookfield Renewable Corp. Add 53.41% 90,103 0.62
≡ TAP - Molson Coors Beverage Co. Add 42.07% 69,000 0.58
≡ CACI - CACI International Inc. Add 40.00% 20,000 0.95
≡ PLAB - Photronics Inc. Add 39.21% 169,000 0.45
≡ ACVA - ACV Auctions Inc. Add 29.03% 85,000 0.20
≡ APTV - Aptiv PLC Add 28.79% 19,000 0.36
≡ AMSC - American Superconductor Corp. Add 24.10% 100,000 0.12
≡ RKLB - Rocket Lab USA Inc. Add 24.08% 70,000 0.09
≡ HRTX - Heron Therapeutics Inc. Add 24.04% 169,000 0.15
≡ AMBA - Ambarella Inc. Add 23.08% 15,000 0.25
≡ CARS - Cars.com Inc. Add 18.85% 115,000 0.26
≡ VSEC - VSE Corp. Add 16.76% 15,081 0.11
≡ CTOS - Custom Truck One Source Inc. Add 16.10% 157,000 0.21
≡ GFS - GlobalFoundries Inc. Add 16.00% 20,000 0.20
≡ AGR - Avangrid Inc. Add 15.82% 31,000 0.23
≡ AQUA-OLD - Evoqua Water Technologies Corp. Add 15.82% 25,000 0.18
≡ PDFS - PDF Solutions Inc. Add 13.82% 17,000 0.07
≡ ACHC - Acadia Healthcare Co. Add 12.50% 35,000 0.36
≡ SGH - SMART Global Holdings Add 7.58% 60,000 0.24
≡ OLN - Olin Corp. Add 6.67% 17,000 0.14
≡ VICI - VICI Properties Inc. Add 4.93% 27,000 0.12
≡ ALEX - Alexander & Baldwin Add 4.17% 29,000 0.11
≡ AXS - Axis Capital Holdings Ltd. Add 3.55% 13,000 0.12
≡ VWE - Vintage Wine Estates Inc. Add 2.70% 20,000 0.03
≡ NTST - Netstreit Corp. Add 0.19% 1,000 0.00
≡ ALE - ALLETE Inc. Buy 105,000 1.10
≡ BOWL - Bowlero Corp. Buy 632,803 1.06
≡ RMBL - RumbleON Inc. Buy 195,000 1.05
≡ FCNCA - First Citizens Bancshares Buy 7,000 0.73
≡ SKX - Skechers U.S.A. Inc. Buy 101,000 0.65
≡ SWTX - SpringWorks Therapeutics Inc. Buy 57,000 0.50
≡ AVAH - Aveanna Healthcare Holdings Inc. Buy 459,000 0.25
≡ JNPR - Juniper Networks Reduce 5.50% 30,000 0.17
≡ NVDA - NVIDIA Corp. Reduce 11.11% 2,000 0.09
≡ MATX - Matson Inc. Reduce 14.29% 20,000 0.38
≡ AIG - American International Group Reduce 16.60% 41,000 0.40
≡ ON - ON Semiconductor Corp. Reduce 17.77% 43,000 0.42
≡ WMS - Advanced Drainage Systems Reduce 18.03% 13,811 0.26
≡ ZUO - Zuora Inc. Reduce 18.38% 100,000 0.23
≡ CGNT - Cognyte Software Ltd Reduce 28.51% 69,000 0.12
≡ CCJ - Cameco Corp. Reduce 35.38% 121,000 0.55
≡ FTDR - frontdoor Inc. Reduce 35.55% 127,397 0.60
≡ SUMO-OLD - Sumo Logic Inc. Reduce 38.32% 145,000 0.27
≡ APG - APi Group Corp. Reduce 57.02% 337,000 1.11
≡ CNHI - CNH Industrial NV Reduce 63.23% 754,994 1.87
≡ FHN - First Horizon Corp. Sell 100.00% 1,126,000 2.68