Meridian / ArrowMark – Meridian Contrarian Fund Portfolio | DataHeimdall

Meridian / ArrowMark

Meridian Contrarian Fund·CIK 1483859

7

Positions

$128.5M

Portfolio Value

24

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2025

NCNO

TTC

DORM

KAI

LW

ACTG

SRZNW

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q2 2023 Q3 2022 Q4 2021 Q1 2021 Q4 2020 Q3 2019 Q1 2018 Q4 2017 Q3 2017

#	Ticker	Company	Weight	Shares	Value	Change
1	LW	LAMB WESTON HLDGS INC	0.06%	69,242	$3,690,599	NEW
2	DORM	DORMAN PRODS INC	0.26%	132,233	$15,939,366