Meridian Contrarian Fund

History Stock Activity ▲ Share change % change to portfolio
Q1  2023
≡ 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
≡ EVRI - Everi Holdings Inc. Buy 340,000 1.07
≡ CCK - Crown Holdings Buy 74,000 1.12
≡ 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
≡ JNPR - Juniper Networks Add 8.58% 37,000 0.22
≡ BOWL - Bowlero Corp. Add 9.09% 61,000 0.15
≡ FNA - Paragon 28 Inc. Add 9.21% 22,000 0.08
≡ FPI - Farmland Partners Inc. Add 11.62% 51,000 0.12
≡ TAP - Molson Coors Beverage Co. Add 11.79% 31,000 0.30
≡ AMBA - Ambarella Inc. Add 16.48% 15,000 0.23
≡ AIG - American International Group Add 18.93% 39,000 0.46
≡ SGHT - Sight Sciences Inc Add 19.06% 65,000 0.15
≡ AGS - PlayAGS Inc. Add 19.86% 100,000 0.09
≡ CNHI - CNH Industrial NV Add 20.32% 116,000 0.35
≡ APTV - Aptiv PLC Add 22.12% 23,000 0.40
≡ AVAH - Aveanna Healthcare Holdings Inc. Add 22.70% 200,000 0.03
≡ PETS - PetMed Express Add 25.53% 36,000 0.12
≡ QDEL - QuidelOrtho Corp. Add 27.16% 22,000 0.35
≡ AGR - Avangrid Inc. Add 29.96% 77,000 0.61
≡ CRC - California Resources Corp. Add 33.54% 55,000 0.44
≡ DBRG - DigitalBridge Group Inc. Add 33.60% 219,000 0.45
≡ HNST - The Honest Company inc. Add 46.83% 649,000 0.36
≡ 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
≡ UHAL - U-Haul Holding Co. Add 747.83% 172,000 1.76
≡ UHAL.B - U Haul Holding Co Non Voting Buy 23,000 0.26
≡ PL - Planet Labs PBC Buy 519,000 0.42
≡ 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
≡ 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
≡ NEM - Newmont Corp. Buy 242,000 2.12
Q3  2022
≡ TAP - Molson Coors Beverage Co. Add 3.95% 10,000 0.10
≡ AMD - Advanced Micro Devices Add 9.35% 10,000 0.13
≡ FNA - Paragon 28 Inc. Add 10.14% 22,000 0.08
≡ TRMB - Trimble Inc. Add 11.37% 14,000 0.15
≡ 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
≡ AMBA - Ambarella Inc. Add 13.75% 11,000 0.12
≡ LEGN - Legend Biotech Corp. Add 15.35% 25,000 0.20
≡ AMSC - American Superconductor Corp. Add 19.27% 105,000 0.09
≡ ALBO-OLD - Albireo Pharma Inc. Add 24.84% 30,000 0.12
≡ CRC - California Resources Corp. Add 26.15% 34,000 0.26
≡ CNHI - CNH Industrial NV Add 30.07% 132,000 0.30
≡ TTC - Toro Co. Add 34.67% 26,000 0.45
≡ FPI - Farmland Partners Inc. Add 35.08% 114,000 0.29
≡ APG - APi Group Corp. Add 40.55% 103,000 0.27
≡ BEPC - Brookfield Renewable Corp. Add 45.01% 121,000 0.79
≡ PRGO - Perrigo Co. Add 50.46% 110,000 0.79
≡ APTV - Aptiv PLC Add 67.74% 42,000 0.66
≡ ACVA - ACV Auctions Inc. Add 187.65% 471,000 0.68
≡ 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
≡ HNST - The Honest Company inc. Buy 1,386,000 0.98
≡ LANC - Lancaster Colony Buy 37,000 1.12
≡ QDEL - QuidelOrtho Corp. Buy 81,000 1.16
Q2  2022
≡ MU - Micron Technology Inc. Add 2.82% 5,000 0.05
≡ CTOS - Custom Truck One Source Inc. Add 3.53% 40,000 0.04
≡ BEPC - Brookfield Renewable Corp. Add 3.86% 10,000 0.07
≡ DBRG - DigitalBridge Group Inc. Add 3.99% 25,000 0.09
≡ SGH - SMART Global Holdings Add 5.28% 45,000 0.14
≡ AMSC - American Superconductor Corp. Add 5.83% 30,000 0.03
≡ BOWL - Bowlero Corp. Add 6.01% 38,000 0.08
≡ AMD - Advanced Micro Devices Add 7.00% 7,000 0.10
≡ TAP - Molson Coors Beverage Co. Add 8.58% 20,000 0.21
≡ DRVN - Driven Brands Holdings Inc. Add 10.95% 48,000 0.26
≡ CARS - Cars.com Inc. Add 13.79% 100,000 0.18
≡ ORIC - ORIC Pharmaceuticals Inc. Add 15.15% 100,000 0.09
≡ HRTX - Heron Therapeutics Inc. Add 17.55% 153,000 0.08
≡ PLAB - Photronics Inc. Add 19.33% 116,000 0.44
≡ PDFS - PDF Solutions Inc. Add 22.14% 31,000 0.13
≡ GFS - GlobalFoundries Inc. Add 22.76% 33,000 0.26
≡ CCJ - Cameco Corp. Add 27.15% 60,000 0.24
≡ RMBL - RumbleON Inc. Add 28.21% 55,000 0.16
≡ SKX - Skechers U.S.A. Inc. Add 58.42% 59,000 0.41
≡ ALE - ALLETE Inc. Add 75.24% 79,000 0.90
≡ AGS - PlayAGS Inc. Add 76.71% 218,622 0.22
≡ SWTX - SpringWorks Therapeutics Inc. Add 92.98% 53,000 0.25
≡ AVAH - Aveanna Healthcare Holdings Inc. Add 124.62% 572,000 0.25
≡ FCNCA - First Citizens Bancshares Add 238.57% 16,700 2.11
≡ SGHT - Sight Sciences Inc Buy 341,000 0.59
≡ FNA - Paragon 28 Inc. Buy 217,000 0.67
≡ FPI - Farmland Partners Inc. Buy 325,000 0.87
≡ TTC - Toro Co. Buy 75,000 1.10
≡ PRGO - Perrigo Co. Buy 218,000 1.71
≡ FIBK - First Interstate Bancsystem Inc. Buy 305,000 2.25
Q1  2022
≡ NTST - Netstreit Corp. Add 0.19% 1,000 0.00
≡ VWE - Vintage Wine Estates Inc. Add 2.70% 20,000 0.03