Meridian Contrarian Fund·CIK 1483859
7
Positions
$128.5M
Portfolio Value
24
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| SOLD |
| 3 | CHDN | 2.41% | $179,557,216 | SOLD |
| 4 | TRMB | 2.37% | $176,378,030 | SOLD |
| 5 | ALIT | 2.26% | $168,130,361 | SOLD |
| 6 | ZD | 2.10% | $156,357,590 | SOLD |
| 7 | EEFT | 2.04% | $151,453,702 | SOLD |
| 8 | STE | 1.82% | $135,403,811 | SOLD |
| 9 | OKTA | 1.75% | $130,012,593 | SOLD |
| 10 | WAY | 1.72% | $127,798,135 | SOLD |
| 11 | MMSI | 1.66% | $123,056,856 | SOLD |
| 12 | VCYT | 1.64% | $121,969,069 | SOLD |
| 13 | VNOMXXXX | 1.58% | $117,762,259 | SOLD |
| 14 | DOCS | 1.55% | $114,941,249 | SOLD |
| 15 | ST | 1.48% | $110,019,932 | SOLD |
| 16 | GNRC | 1.48% | $110,012,937 | SOLD |
| 17 | DT | 1.45% | $107,829,585 | SOLD |
| 18 | RELY | 1.45% | $107,750,737 | SOLD |
| 19 | GFS | 1.43% | $106,123,725 | SOLD |
| 20 | COO | 1.42% | $105,226,112 | SOLD |
| 21 | ACVA | 1.39% | $103,638,571 | SOLD |
| 22 | BLKB | 1.32% | $98,262,447 | SOLD |
| 23 | TNDM | 1.32% | $98,108,214 | SOLD |
| 24 | CHWY | 1.24% | $92,129,684 | SOLD |
| 25 | QDEL | 1.18% | $88,106,401 | SOLD |
| 26 | VST | 1.13% | $84,141,647 | SOLD |
| 27 | HQY | 1.12% | $83,645,564 | SOLD |
| 28 | KEX | 1.07% | $79,856,253 | SOLD |
| 29 | LNG | 1.07% | $79,602,459 | SOLD |
| 30 | CW | 0.98% | $72,723,864 | SOLD |
| 31 | HALO | 0.97% | $72,217,531 | SOLD |
| 32 | IAC | 0.97% | $72,029,348 | SOLD |
| 33 | TTC | 0.85% | $52,496,400 | ▼ -0.3% |
| 34 | NCNO | 0.85% | $52,643,481 | ▼ -0.1% |
| 35 | OWL | 0.24% | $17,477,448 | SOLD |
| 36 | TMDX | 0.23% | $17,297,137 | SOLD |
| 37 | AMPL | 0.22% | $16,664,031 | SOLD |
| 38 | SCHW | 0.22% | $16,352,510 | SOLD |
| 39 | NVRO | 0.22% | $16,223,969 | SOLD |
| 40 | PENGXXXX | 0.21% | $15,352,000 | SOLD |
| 41 | SG | 0.20% | $15,219,876 | SOLD |
| 42 | IBTA | 0.20% | $14,833,749 | SOLD |
| 43 | SARO | 0.20% | $14,573,662 | SOLD |
| 44 | LZ | 0.19% | $14,184,798 | SOLD |
| 45 | FDMT | 0.06% | $4,425,911 | SOLD |
| 46 | ALEX | 0.06% | $4,399,520 | SOLD |
| 47 | NVTS | 0.06% | $4,262,580 | SOLD |
| 48 | NGD | 0.06% | $4,203,600 | SOLD |
| 49 | ZVIA | 0.06% | $4,190,000 | SOLD |
| 50 | DH | 0.06% | $4,102,335 | SOLD |
| 51 | BANX | 0.06% | $4,095,508 | SOLD |
| 52 | NVDA | 0.05% | $3,987,070 | SOLD |
| 53 | WY | 0.05% | $3,901,872 | SOLD |
| 54 | LAW | 0.05% | $3,795,673 | SOLD |
| 55 | PLRX | 0.05% | $3,703,259 | SOLD |
| 56 | BOC | 0.05% | $3,691,394 | SOLD |
| 57 | AMSC | 0.05% | $3,606,620 | SOLD |
| 58 | SIRI | 0.05% | $3,518,656 | SOLD |
| 59 | VVV | 0.05% | $3,506,204 | SOLD |
| 60 | RAMP | 0.05% | $3,502,086 | SOLD |
| 61 | FWONA | 0.05% | $3,422,445 | SOLD |
| 62 | LLYVKXXXX | 0.05% | $3,399,257 | SOLD |
| 63 | SEPN | 0.05% | $3,386,589 | SOLD |
| 64 | DLR | 0.04% | $3,336,819 | SOLD |
| 65 | PCVX | 0.04% | $3,274,400 | SOLD |
| 66 | PRQR | 0.04% | $3,130,744 | SOLD |
| 67 | RDUS | 0.04% | $2,830,920 | SOLD |
| 68 | OXY | 0.04% | $2,700,257 | SOLD |
| 69 | BAM | 0.04% | $2,646,856 | SOLD |
| 70 | INBX | 0.03% | $2,477,845 | SOLD |
| 71 | RLAY | 0.03% | $2,229,431 | SOLD |
| 72 | TNGX | 0.03% | $2,188,910 | SOLD |
| 73 | LYV | 0.03% | $2,149,700 | SOLD |
| 74 | BIPC | 0.03% | $2,127,772 | SOLD |
| 75 | INSM | 0.03% | $2,071,200 | SOLD |
| 76 | LBTYA | 0.03% | $2,063,292 | SOLD |
| 77 | QCOM | 0.03% | $1,981,698 | SOLD |
| 78 | DHI | 0.03% | $1,971,462 | SOLD |
| 79 | ABNB | 0.03% | $1,971,150 | SOLD |
| 80 | CBLL | 0.03% | $1,941,000 | SOLD |
| 81 | CSX | 0.00% | $226,535 | SOLD |
| 82 | SPB | 0.00% | $210,549 | SOLD |
| 83 | CSGP | 0.00% | $206,179 | SOLD |
| 84 | CBZ | 0.00% | $203,920 | SOLD |
| 85 | SWI | 0.00% | $173,252 | SOLD |
| 86 | AIOT | 0.00% | $117,522 | SOLD |
| 87 | INDI | 0.00% | $55,440 | SOLD |