Meridian Contrarian Fund·CIK 1483859
175
Positions
$5.3B
Portfolio Value
24
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| CARG | 2.26% | $125,293,238 |
| RBA |
2.21% |
| $122,518,730 |
| TRMB | 2.06% | $114,564,847 |
| ALIT | 1.81% | $100,300,068 |
| CHDN | 1.69% | $93,978,581 |
| CERT | 1.66% | $92,306,319 |
| LNG | 1.62% | $90,210,279 |
| SPT | 1.62% | $89,970,126 |
| FSS | 1.61% | $89,438,773 |
| WAY | 1.56% | $86,387,573 |
| KEX | 1.51% | $83,933,267 |
| GFS | 1.48% | $82,108,952 |
| ALGN | 1.44% | $79,984,920 |
| DOCS | 1.43% | $79,158,227 |
| ACVA | 1.42% | $78,851,957 |
| EEFT | 1.42% | $78,652,530 |
| DT | 1.42% | $78,622,960 |
| ALKT | 1.35% | $74,694,636 |
| STE | 1.34% | $74,315,901 |
| ST | 1.32% | $73,108,766 |
| DKNG | 1.31% | $72,730,589 |
| VST | 1.30% | $72,244,034 |
| RELY | 1.28% | $71,000,735 |
| VCYT | 1.26% | $69,705,586 |
| VNOMXXXX | 1.25% | $69,377,116 |
| ZD | 1.16% | $64,604,989 |
| CW | 1.14% | $63,487,561 |
| BLKB | 1.14% | $63,232,724 |
| GLD | 1.10% | $60,966,000 |
| MMSI | 1.09% | $60,767,422 |
| COO | 1.09% | $60,640,773 |
| GMED | 1.02% | $56,733,093 |
| TNET | 0.98% | $54,174,286 |
| SARO | 0.95% | $52,817,235 |
| TNDM | 0.91% | $50,319,593 |
| WT | 0.90% | $49,963,667 |
| ON | 0.89% | $49,431,645 |
| JBTM | 0.87% | $48,149,098 |
| AIT | 0.83% | $46,057,875 |
| HALO | 0.81% | $45,093,069 |
| CNM | 0.81% | $45,076,803 |
| LVS | 0.79% | $43,930,959 |
| MDGL | 0.79% | $43,824,693 |
| IAC | 0.78% | $43,540,270 |
| PGNY | 0.75% | $41,614,826 |
| MGM | 0.74% | $41,073,731 |
| TPB | 0.74% | $40,946,714 |
| CCSI | 0.73% | $40,362,195 |
| HQY | 0.72% | $40,092,281 |
| MIDD | 0.71% | $39,486,528 |
| IRDM | 0.70% | $39,116,732 |
| MIR | 0.65% | $36,116,833 |
| CMPR | 0.64% | $35,446,977 |
| GNRC | 0.63% | $35,158,914 |
| LEGN | 0.63% | $34,904,770 |
| GFL | 0.62% | $34,656,231 |
| TECH | 0.62% | $34,296,827 |
| STVN | 0.57% | $31,896,052 |
| JPM | 0.55% | $30,577,098 |
| SBH | 0.53% | $29,699,265 |
| FAF | 0.53% | $29,597,838 |
| SWTX | 0.52% | $28,993,958 |
| MNDY | 0.51% | $28,594,723 |
| NUVL | 0.51% | $28,220,165 |
| QDEL | 0.50% | $27,790,521 |
| ESTC | 0.50% | $27,623,978 |
| TMDX | 0.49% | $27,243,563 |
| DECK | 0.49% | $27,192,134 |
| EXAS | 0.46% | $25,737,190 |
| HNGE | 0.46% | $25,614,128 |
| WFC | 0.46% | $25,414,865 |
| CHWY | 0.46% | $25,388,393 |
| BIL | 0.46% | $25,313,444 |
| NABL | 0.45% | $24,762,316 |
| AGIO | 0.39% | $21,908,063 |
| ZIP | 0.38% | $21,103,438 |
| RRR | 0.37% | $20,777,036 |
| KVYO | 0.37% | $20,517,514 |
| CLBT | 0.36% | $20,228,528 |
| SKX | 0.36% | $19,812,706 |
| PRCT | 0.35% | $19,710,374 |
| BWXT | 0.35% | $19,336,165 |
| UNH | 0.34% | $19,050,448 |
| CCJ | 0.34% | $18,950,102 |
| EXP | 0.34% | $18,864,341 |
| AXS | 0.34% | $18,791,420 |
| FOXF | 0.33% | $18,594,441 |
| FND | 0.33% | $18,073,011 |
| FCNCA | 0.32% | $17,921,265 |
| AXGN | 0.32% | $17,641,102 |
| TKR | 0.31% | $17,438,844 |
| TTC | 0.30% | $16,693,061 |
| APO | 0.29% | $16,266,105 |
| AMPL | 0.28% | $15,631,403 |
| MSA | 0.28% | $15,439,900 |
| BABA | 0.28% | $15,367,055 |
| SRAD | 0.27% | $15,110,073 |
| CRGY | 0.27% | $15,140,773 |
| BEPC | 0.26% | $14,564,154 |
| DLTR | 0.26% | $14,515,500 |
| HNST | 0.26% | $14,499,099 |
| OWL | 0.26% | $14,434,298 |
| PRGO | 0.25% | $14,108,160 |
| ABCL | 0.25% | $14,080,476 |
| CDNA | 0.25% | $14,053,305 |
| RPRX | 0.25% | $14,031,811 |
| CCK | 0.25% | $13,762,453 |
| HON | 0.24% | $13,576,904 |
| BBNX | 0.24% | $13,473,300 |
| ORIC | 0.23% | $12,976,308 |
| NVST | 0.23% | $12,967,584 |
| CACI | 0.23% | $12,905,222 |
| KNSA | 0.23% | $12,891,425 |
| EVRG | 0.23% | $12,683,120 |
| LUV | 0.22% | $12,090,388 |
| BN | 0.21% | $11,835,121 |
| PHR | 0.21% | $11,832,074 |
| NPKI | 0.21% | $11,528,752 |
| YOU | 0.20% | $11,104,000 |
| AMD | 0.20% | $10,926,300 |
| TCBI | 0.19% | $10,798,400 |
| ZBIO | 0.19% | $10,604,135 |
| PACK | 0.19% | $10,302,577 |
| RRX | 0.18% | $10,089,216 |
| TGT | 0.18% | $9,957,139 |
| LPLA | 0.17% | $9,687,350 |
| ADM | 0.17% | $9,629,078 |
| HEIA | 0.17% | $9,229,095 |
| GEO | 0.17% | $9,220,750 |
| FWRG | 0.17% | $9,176,997 |
| LASR | 0.16% | $9,145,631 |
| RAMP | 0.16% | $9,063,335 |
| CB | 0.16% | $8,861,086 |
| BIP | 0.16% | $8,818,038 |
| NGNE | 0.16% | $8,751,685 |
| NGD | 0.16% | $8,751,600 |
| VICI | 0.16% | $8,736,800 |
| UVE | 0.16% | $8,707,220 |
| ANGI | 0.16% | $8,694,065 |
| VOYG | 0.16% | $8,682,375 |
| CEVA | 0.16% | $8,682,100 |
| NKE | 0.16% | $8,670,716 |
| IMXI | 0.15% | $8,590,636 |
| PD | 0.15% | $8,524,529 |
| SUI | 0.15% | $8,511,259 |
| MD | 0.15% | $8,456,340 |
| GENI | 0.15% | $8,193,151 |
| CRC | 0.15% | $8,129,260 |
| KAI | 0.14% | $7,575,944 |
| ASUR | 0.14% | $7,849,412 |
| FWONK | 0.14% | $7,848,786 |
| ALGM | 0.14% | $7,774,020 |
| SRI | 0.14% | $7,735,144 |
| CSTM | 0.14% | $7,699,543 |
| MUSA | 0.14% | $7,673,468 |
| THC | 0.14% | $7,638,400 |
| CGON | 0.14% | $7,618,156 |
| BX | 0.14% | $7,583,706 |
| DYN | 0.13% | $7,332,542 |
| DBRG | 0.13% | $7,318,702 |
| KKR | 0.13% | $7,236,832 |
| FORR | 0.13% | $7,168,838 |
| SG | 0.13% | $7,167,190 |
| TITN | 0.13% | $7,150,221 |
| BYRN | 0.13% | $7,121,021 |
| CHYM | 0.12% | $6,902,000 |
| AGS | 0.12% | $6,870,749 |
| CXT | 0.12% | $6,652,877 |
| VSEC | 0.12% | $6,549,000 |
| WD | 0.12% | $6,529,408 |
| BANX | 0.07% | $4,120,887 |
| MCY | 0.07% | $4,084,171 |
| FWONA | 0.07% | $3,867,151 |
| ZVIA | 0.07% | $3,864,000 |
| NXE | 0.07% | $3,724,386 |