Meridian Contrarian Fund·CIK 1483859
90
Positions
$4.2B
Portfolio Value
24
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| RBA | 2.92% | $217,362,799 |
2.52% |
| $187,057,651 |
| CHDN | 2.41% | $179,557,216 |
| TRMB | 2.37% | $176,378,030 |
| ALIT | 2.26% | $168,130,361 |
| ZD | 2.10% | $156,357,590 |
| EEFT | 2.04% | $151,453,702 |
| STE | 1.82% | $135,403,811 |
| OKTA | 1.75% | $130,012,593 |
| WAY | 1.72% | $127,798,135 |
| MMSI | 1.66% | $123,056,856 |
| VCYT | 1.64% | $121,969,069 |
| VNOMXXXX | 1.58% | $117,762,259 |
| DOCS | 1.55% | $114,941,249 |
| ST | 1.48% | $110,019,932 |
| GNRC | 1.48% | $110,012,937 |
| DT | 1.45% | $107,829,585 |
| RELY | 1.45% | $107,750,737 |
| GFS | 1.43% | $106,123,725 |
| COO | 1.42% | $105,226,112 |
| ACVA | 1.39% | $103,638,571 |
| BLKB | 1.32% | $98,262,447 |
| TNDM | 1.32% | $98,108,214 |
| CHWY | 1.24% | $92,129,684 |
| QDEL | 1.18% | $88,106,401 |
| VST | 1.13% | $84,141,647 |
| HQY | 1.12% | $83,645,564 |
| TTC | 1.10% | $82,080,152 |
| KEX | 1.07% | $79,856,253 |
| LNG | 1.07% | $79,602,459 |
| CW | 0.98% | $72,723,864 |
| HALO | 0.97% | $72,217,531 |
| IAC | 0.97% | $72,029,348 |
| NCNO | 0.94% | $70,136,867 |
| OWL | 0.24% | $17,477,448 |
| TMDX | 0.23% | $17,297,137 |
| AMPL | 0.22% | $16,664,031 |
| SCHW | 0.22% | $16,352,510 |
| DORM | 0.22% | $16,315,916 |
| NVRO | 0.22% | $16,223,969 |
| PENGXXXX | 0.21% | $15,352,000 |
| SG | 0.20% | $15,219,876 |
| IBTA | 0.20% | $14,833,749 |
| SARO | 0.20% | $14,573,662 |
| LZ | 0.19% | $14,184,798 |
| FDMT | 0.06% | $4,425,911 |
| ALEX | 0.06% | $4,399,520 |
| NVTS | 0.06% | $4,262,580 |
| NGD | 0.06% | $4,203,600 |
| ZVIA | 0.06% | $4,190,000 |
| KAI | 0.06% | $4,179,554 |
| DH | 0.06% | $4,102,335 |
| BANX | 0.06% | $4,095,508 |
| NVDA | 0.05% | $3,987,070 |
| WY | 0.05% | $3,901,872 |
| LAW | 0.05% | $3,795,673 |
| PLRX | 0.05% | $3,703,259 |
| BOC | 0.05% | $3,691,394 |
| AMSC | 0.05% | $3,606,620 |
| SIRI | 0.05% | $3,518,656 |
| VVV | 0.05% | $3,506,204 |
| RAMP | 0.05% | $3,502,086 |
| FWONA | 0.05% | $3,422,445 |
| LLYVKXXXX | 0.05% | $3,399,257 |
| SEPN | 0.05% | $3,386,589 |
| DLR | 0.04% | $3,336,819 |
| PCVX | 0.04% | $3,274,400 |
| PRQR | 0.04% | $3,130,744 |
| RDUS | 0.04% | $2,830,920 |
| OXY | 0.04% | $2,700,257 |
| BAM | 0.04% | $2,646,856 |
| INBX | 0.03% | $2,477,845 |
| RLAY | 0.03% | $2,229,431 |
| TNGX | 0.03% | $2,188,910 |
| LYV | 0.03% | $2,149,700 |
| BIPC | 0.03% | $2,127,772 |
| INSM | 0.03% | $2,071,200 |
| LBTYA | 0.03% | $2,063,292 |
| QCOM | 0.03% | $1,981,698 |
| DHI | 0.03% | $1,971,462 |
| ABNB | 0.03% | $1,971,150 |
| CBLL | 0.03% | $1,941,000 |
| CSX | 0.00% | $226,535 |
| SPB | 0.00% | $210,549 |
| CSGP | 0.00% | $206,179 |
| CBZ | 0.00% | $203,920 |
| SWI | 0.00% | $173,252 |
| ACTG | 0.00% | $118,912 |
| AIOT | 0.00% | $117,522 |
| INDI | 0.00% | $55,440 |