Meridian Contrarian Fund

History Stock Activity Share change % change to portfolio ▼
Q3  2019
≡ PLCE - Childrens Place Inc. Add 77.33% 58,000 0.85
≡ DBI - Designer Brands Inc. Add 89.58% 232,000 0.76
≡ ECHO - Echo Global Logistics Inc. Buy 151,000 0.65
≡ GIL - Gildan Activewear Inc. Add 25.82% 95,000 0.64
≡ LOGM - LogMeIn Inc. Add 38.98% 46,000 0.62
≡ SEIC - SEI Investments Add 28.06% 55,000 0.62
≡ PIC-OLD - Pivotal Investment Corp. Buy 300,000 0.58
≡ MU - Micron Technology Inc. Buy 65,000 0.53
≡ CS-OLD - Credit Suisse Group Add 43.05% 223,000 0.52
≡ NUAN-OLD - Nuance Communications Inc. Add 15.54% 138,000 0.43
≡ ABM - ABM Industries Add 17.89% 58,693 0.41
≡ NVDA - NVIDIA Corp. Add 60.00% 48,000 0.40
≡ MATX - Matson Inc. Add 23.22% 55,000 0.39
≡ EOG - EOG Resources Add 33.75% 27,000 0.38
≡ KW - Kennedy-Wilson Holdings Inc. Add 13.33% 88,000 0.37
≡ WVE - Wave Life Sciences Ltd. Add 73.77% 90,000 0.35
≡ HRTX - Heron Therapeutics Inc. Add 27.04% 90,000 0.32
≡ EB - Eventbrite Inc. Add 36.60% 86,000 0.29
≡ VICI - VICI Properties Inc. Add 8.16% 60,000 0.26
≡ DCPH - Deciphera Pharmaceuticals Inc. Add 28.03% 37,000 0.24
≡ PVT - Pivotal Acquisition Corp. Add 22.22% 100,000 0.21
≡ AXGN - AxoGen Inc. Add 55.91% 82,747 0.20
≡ NINE - Nine Energy Service Inc. Add 87.63% 163,000 0.19
≡ ZUO - Zuora Inc. Add 20.77% 65,000 0.19
≡ IMMU - Immunomedics Inc. Add 11.25% 45,000 0.11
≡ CVA - Covanta Holding Corp. Add 3.68% 25,000 0.08
≡ AMD - Advanced Micro Devices Add 3.75% 13,000 0.07
≡ LBRT - Liberty Oilfield Services Inc. Add 4.69% 25,000 0.05
≡ CRC - California Resources Corp. Add 10.84% 20,000 0.04
Q2  2019
≡ SEIC - SEI Investments Buy 196,000 2.03
≡ MATX - Matson Inc. Buy 236,886 1.70
≡ THS - TreeHouse Foods Buy 145,000 1.45
≡ AIG - American International Group Add 84.81% 134,000 1.32
≡ PLCE - Childrens Place Inc. Buy 75,000 1.32
≡ CS-OLD - Credit Suisse Group Buy 518,000 1.14
≡ CVA - Covanta Holding Corp. Add 81.55% 305,000 1.01
≡ DBI - Designer Brands Inc. Buy 259,000 0.92
≡ EB - Eventbrite Inc. Buy 235,000 0.70
≡ HRTX - Heron Therapeutics Inc. Add 144.70% 196,790 0.67
≡ SWCH-OLD - Switch Inc. Add 74.93% 268,000 0.65
≡ GIL - Gildan Activewear Inc. Add 31.43% 88,000 0.63
≡ LEA - Lear Corp. Add 53.33% 24,000 0.62
≡ VICI - VICI Properties Inc. Add 24.77% 146,000 0.59
≡ 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
≡ PII - Polaris Inc. Add 36.78% 32,000 0.54
≡ AXGN - AxoGen Inc. Buy 148,000 0.54
≡ LOGM - LogMeIn Inc. Add 47.50% 38,000 0.52
≡ OI - O-I Glass Inc. Add 28.35% 135,000 0.43
≡ DTIL - Precision BioSciences Inc. Add 222.06% 5,266 0.39
≡ ZUO - Zuora Inc. Add 78.86% 138,000 0.39
≡ BB - BlackBerry Ltd. Add 357.33% 268,000 0.37
≡ NUAN-OLD - Nuance Communications Inc. Add 15.32% 118,000 0.35
≡ AMD - Advanced Micro Devices Add 18.84% 55,000 0.31
≡ ABM - ABM Industries Add 11.94% 35,000 0.26
≡ EOG - EOG Resources Add 16.24% 11,174 0.19
≡ SKX - Skechers U.S.A. Inc. Add 7.44% 30,000 0.17
≡ BNFT-OLD - Benefitfocus Inc. Add 18.04% 30,000 0.15
≡ TERP - TerraForm Power Inc. Add 5.67% 40,000 0.11
≡ NEM - Newmont Corp. Add 4.40% 15,000 0.11
≡ AMBA - Ambarella Inc. Add 12.50% 10,000 0.08
≡ KW - Kennedy-Wilson Holdings Inc. Add 3.13% 20,000 0.08
≡ CRC - California Resources Corp. Add 9.49% 16,000 0.06
≡ EAT - Brinker International Add 1.64% 5,000 0.04
≡ MNDT-OLD - Mandiant Inc. Add 1.49% 12,000 0.03
Q1  2019
≡ CVA - Covanta Holding Corp. Buy 374,020 1.15
≡ LOGM - LogMeIn Inc. Buy 80,000 1.14
≡ LEA - Lear Corp. Buy 45,000 1.09
≡ PVT - Pivotal Acquisition Corp. Buy 450,000 0.81
≡ ZUO - Zuora Inc. Buy 175,000 0.62
≡ SKX - Skechers U.S.A. Inc. Add 30.00% 93,000 0.56
≡ LBRT - Liberty Oilfield Services Inc. Add 40.54% 165,000 0.45
≡ EOG - EOG Resources Add 32.80% 17,000 0.29
≡ NVDA - NVIDIA Corp. Add 29.92% 32,000 0.26
≡ AMD - Advanced Micro Devices Add 23.21% 55,000 0.25
≡ NUAN-OLD - Nuance Communications Inc. Add 10.79% 75,000 0.23
≡ DTIL - Precision BioSciences Inc. Buy 2,371 0.23
≡ OAK - Oaktree Capital Group LLC Cl A Add 8.73% 20,000 0.18
≡ PII - Polaris Inc. Add 12.99% 10,000 0.15
≡ BB - BlackBerry Ltd. Buy 75,000 0.13
≡ VICI - VICI Properties Inc. Add 5.36% 30,000 0.12
≡ WMS - Advanced Drainage Systems Add 8.71% 25,000 0.11
≡ CRC - California Resources Corp. Add 12.18% 18,300 0.08
≡ AXDX - Accelerate Diagnostics Inc. Add 11.11% 2,000 0.08
≡ KW - Kennedy-Wilson Holdings Inc. Add 3.23% 20,000 0.08
Q4  2018
≡ GIL - Gildan Activewear Inc. Buy 280,000 1.68
≡ AIG - American International Group Buy 158,000 1.23
≡ CVS - CVS Health Corp. Add 43.72% 80,000 1.04
≡ SAMA-OLD - Schultze Special Purpose Acq. Corp. Buy 500,000 0.99
≡ SKX - Skechers U.S.A. Inc. Add 121.43% 170,000 0.77
≡ TERP - TerraForm Power Inc. Add 93.15% 340,000 0.76
≡ VICI - VICI Properties Inc. Add 53.50% 195,000 0.72
≡ HRTX - Heron Therapeutics Inc. Buy 136,000 0.70
≡ PII - Polaris Inc. Add 140.63% 45,000 0.68
≡ NUAN-OLD - Nuance Communications Inc. Add 56.18% 250,000 0.65
≡ IMGN-OLD - ImmunoGen Inc. Buy 675,000 0.64
≡ BOLD - Audentes Therapeutics Inc. Buy 131,000 0.55
≡ ABM - ABM Industries Add 40.85% 85,000 0.54
≡ CELG - Celgene Corp. Add 34.75% 41,000 0.52