Meridian Contrarian Fund

History Stock Activity ▼ Share change % change to portfolio
Q3  2021
≡ PRPL - Purple Innovation Inc. CL A Buy 322,015 0.98
≡ CRC - California Resources Corp. Buy 130,000 0.77
≡ CCJ - Cameco Corp. Buy 175,000 0.55
≡ ORIC - ORIC Pharmaceuticals Inc. Buy 24,376 0.07
Q2  2021
≡ ACVA - ACV Auctions Inc. Add 389.19% 120,000 0.43
≡ CGNT - Cognyte Software Ltd Add 90.17% 211,000 0.72
≡ VWE - Vintage Wine Estates Inc. Add 84.21% 288,000 0.48
≡ HRTX - Heron Therapeutics Inc. Add 79.54% 213,000 0.46
≡ NTST - Netstreit Corp. Add 55.15% 150,000 0.48
≡ PENN - Penn National Gaming Inc. Add 51.52% 34,000 0.36
≡ AMSC - American Superconductor Corp. Add 36.77% 57,000 0.14
≡ MNRO - Monro Inc. Add 27.21% 37,000 0.33
≡ SABR - Sabre Corp. Add 26.68% 238,000 0.41
≡ TLIS - Talis Biomedical Corp. Add 26.26% 6,666 0.15
≡ AMD - Advanced Micro Devices Add 25.84% 23,000 0.30
≡ AMBA - Ambarella Inc. Add 20.00% 15,000 0.22
≡ SGH - SMART Global Holdings Add 16.39% 100,000 0.33
≡ TDS - Telephone & Data Systems Add 14.57% 89,000 0.28
≡ BEPC - Brookfield Renewable Corp. Add 13.86% 22,000 0.13
≡ NWN - Northwest Natural Holding Co. Add 11.17% 21,204 0.16
≡ CVA - Covanta Holding Corp. Add 7.62% 68,000 0.17
≡ VRM - Vroom Inc. Add 7.58% 125 0.06
≡ ALBO-OLD - Albireo Pharma Inc. Add 7.41% 10,000 0.05
≡ CNH - CNH Industrial NV Add 4.52% 42,000 0.10
≡ MU - Micron Technology Inc. Add 3.57% 5,000 0.06
≡ JNPR - Juniper Networks Add 3.51% 17,000 0.06
≡ UNVR-OLD - Univar Solutions Inc. Buy 394,000 1.34
≡ PLAB - Photronics Inc. Buy 559,000 1.03
≡ SUMO-OLD - Sumo Logic Inc. Buy 145,000 0.42
≡ LEV - The Lion Electric Co. Buy 130,000 0.35
≡ YOU - Clear Secure Inc. Buy 41,200 0.23
≡ VSEC - VSE Corp. Buy 25,000 0.17
Q1  2021
≡ MNRO - Monro Inc. Add 109.23% 71,000 0.68
≡ ALEX - Alexander & Baldwin Add 63.53% 270,000 0.66
≡ SABR - Sabre Corp. Add 52.74% 308,000 0.67
≡ AGS - PlayAGS Inc. Add 42.50% 85,000 0.10
≡ CVA - Covanta Holding Corp. Add 40.69% 258,000 0.52
≡ VRM - Vroom Inc. Add 38.95% 462 0.21
≡ ZUO - Zuora Inc. Add 34.61% 145,000 0.31
≡ TEVA - Teva Pharmaceutical Industries Ltd. Add 30.00% 249,000 0.42
≡ AXS - Axis Capital Holdings Ltd. Add 11.87% 33,000 0.24
≡ USB - U.S. Bancorp Add 11.01% 24,000 0.19
≡ FHN - First Horizon Corp. Add 9.64% 82,000 0.20
≡ AMD - Advanced Micro Devices Add 7.23% 6,000 0.07
≡ NWL - Newell Brands Inc. Add 4.55% 27,000 0.11
≡ TDS - Telephone & Data Systems Buy 611,000 2.05
≡ JNPR - Juniper Networks Buy 484,000 1.79
≡ DRVN - Driven Brands Holdings Inc. Buy 438,500 1.63
≡ OLN - Olin Corp. Buy 282,000 1.56
≡ NWN - Northwest Natural Holding Co. Buy 189,796 1.49
≡ CGNT - Cognyte Software Ltd Buy 234,000 0.95
≡ TLIS - Talis Biomedical Corp. Buy 25,388 0.71
≡ VWE - Vintage Wine Estates Inc. Buy 342,000 0.50
≡ NGAB.U - Northern Genesis Acquisition Corp. II Units Buy 200,000 0.30
≡ ACVA - ACV Auctions Inc. Buy 30,833 0.16
Q4  2020
≡ DBRG - DigitalBridge Group Inc. Add 158.92% 476,750 1.53
≡ AXS - Axis Capital Holdings Ltd. Add 141.74% 163,000 1.37
≡ NWL - Newell Brands Inc. Add 91.91% 284,000 1.01
≡ PRGO - Perrigo Co. Add 85.62% 131,000 0.98
≡ SGH - SMART Global Holdings Add 79.41% 270,000 0.85
≡ VRM - Vroom Inc. Add 78.10% 520 0.29
≡ WFC - Wells Fargo Add 57.94% 135,000 0.68
≡ TEVA - Teva Pharmaceutical Industries Ltd. Add 53.99% 291,000 0.47
≡ APG - APi Group Corp. Add 39.06% 166,000 0.50
≡ AGR - Avangrid Inc. Add 29.90% 61,000 0.46
≡ CHNG-OLD - Change Healthcare Inc. Add 25.98% 99,000 0.31
≡ THS - TreeHouse Foods Add 21.44% 104,000 0.74
≡ XEC - Cimarex Energy Co. Add 19.15% 18,000 0.11
≡ AMBA - Ambarella Inc. Add 15.38% 10,000 0.15
≡ WBT-OLD - Welbilt Inc. Add 13.99% 153,000 0.34
≡ LEA - Lear Corp. Add 11.43% 8,000 0.21
≡ AMSC - American Superconductor Corp. Add 9.09% 20,000 0.08
≡ NTST - Netstreit Corp. Add 8.80% 22,000 0.07
≡ APA - APA Corp. Add 8.08% 50,000 0.12
≡ AIG - American International Group Add 4.08% 15,000 0.09
≡ CNH - CNH Industrial NV Buy 930,000 1.99
≡ USB - U.S. Bancorp Buy 218,000 1.69
≡ CVA - Covanta Holding Corp. Buy 634,000 1.39
≡ ALEX - Alexander & Baldwin Buy 425,000 1.22
≡ SABR - Sabre Corp. Buy 584,000 1.17
≡ CMA - Comerica Inc. Buy 112,000 1.04
≡ ALGM - Allegro MicroSystems Inc. Buy 142,000 0.63
≡ JWN - Nordstrom Buy 120,000 0.62
≡ MNRO - Monro Inc. Buy 65,000 0.58
≡ BTWNU - Bridgetown Holdings Ltd Buy 200,000 0.57
≡ LEGN - Legend Biotech Corp. Buy 112,821 0.53
≡ SPRU - Spruce Power Holding Corp. Buy 16,875 0.53
≡ AEGN - Aegion Corp. Buy 165,000 0.52
≡ AGS - PlayAGS Inc. Buy 200,000 0.24
Q3  2020
≡ SBH - Sally Beauty Holdings Add 307.04% 611,000 1.09
≡ NFG - National Fuel Gas Add 279.66% 165,000 1.37
≡ ZUO - Zuora Inc. Add 51.83% 170,000 0.36
≡ ELAN - Elanco Animal Health Inc. Add 50.00% 70,000 0.40
≡ MU - Micron Technology Inc. Add 47.97% 71,000 0.68
≡ ON - ON Semiconductor Corp. Add 41.19% 138,000 0.61
≡ AQUA-OLD - Evoqua Water Technologies Corp. Add 36.90% 100,000 0.43
≡ LEA - Lear Corp. Add 34.62% 18,000 0.40
≡ AIG - American International Group Add 26.03% 76,000 0.43
≡ WBT-OLD - Welbilt Inc. Add 25.89% 225,000 0.28
≡ THS - TreeHouse Foods Add 19.75% 80,000 0.66