Meridian Contrarian Fund·CIK 1483859
303
Positions
$5.4B
Portfolio Value
24
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| 3 | CMPR | 1.47% | $79,306,842 | ▲ +0.8% |
| 4 | USLM | 0.50% | $26,705,045 | NEW |
| 5 | TPB | 1.24% | $66,711,618 | ▲ +0.5% |
| 6 | HALO | 1.26% | $67,830,333 | ▲ +0.5% |
| 7 | ENTG | 0.41% | $21,879,549 | NEW |
| 8 | ALKT | 1.79% | $96,202,165 | ▲ +0.4% |
| 9 | PRCT | 0.75% | $40,268,599 | ▲ +0.4% |
| 10 | VIA | 0.38% | $20,434,000 | NEW |
| 11 | RELY | 1.67% | $90,159,326 | ▲ +0.4% |
| 12 | LGN | 0.34% | $18,486,000 | NEW |
| 13 | COO | 1.47% | $78,944,372 | ▲ +0.4% |
| 14 | VCYT | 1.62% | $87,395,220 | ▲ +0.4% |
| 15 | AXGN | 0.65% | $34,937,963 | ▲ +0.3% |
| 16 | ZD | 1.51% | $81,230,191 | ▲ +0.4% |
| 17 | PENG | 0.29% | $15,788,551 | NEW |
| 18 | ARX | 0.29% | $15,360,584 | NEW |
| 19 | MAZE | 0.26% | $14,135,273 | NEW |
| 20 | SARO | 1.23% | $66,273,356 | ▲ +0.3% |
| 21 | MDGL | 1.05% | $56,533,973 | ▲ +0.3% |
| 22 | GMED | 1.28% | $68,866,488 | ▲ +0.3% |
| 23 | TRMB | 2.35% | $126,619,391 | ▲ +0.3% |
| 24 | JBTM | 1.12% | $60,132,544 | ▲ +0.3% |
| 25 | PDFS | 0.22% | $11,665,166 | NEW |
| 26 | FOXF | 0.56% | $30,100,557 | ▲ +0.2% |
| 27 | PRSU | 0.21% | $11,090,798 | NEW |
| 28 | PSN | 0.19% | $10,365,000 | NEW |
| 29 | USB | 0.19% | $10,275,441 | NEW |
| 30 | LVS | 1.00% | $54,003,815 | ▲ +0.2% |
| 31 | EXP | 0.53% | $28,337,431 | ▲ +0.2% |
| 32 | PL | 0.17% | $9,409,955 | NEW |
| 33 | CWCO | 0.17% | $9,243,360 | NEW |
| 34 | WMS | 0.17% | $9,154,200 | NEW |
| 35 | GPCR | 0.17% | $9,048,648 | NEW |
| 36 | UHAL | 0.17% | $9,005,646 | NEW |
| 37 | BABA | 0.45% | $24,217,915 | ▲ +0.2% |
| 38 | NAMS | 0.16% | $8,844,812 | NEW |
| 39 | PRVA | 0.16% | $8,749,860 | NEW |
| 40 | IIIV | 0.15% | $8,268,374 | NEW |
| 41 | CCSI | 0.90% | $48,392,626 | ▲ +0.2% |
| 42 | DNN | 0.15% | $7,953,000 | NEW |
| 43 | TMDX | 0.65% | $35,132,625 | ▲ +0.2% |
| 44 | ALM | 0.15% | $7,807,047 | NEW |
| 45 | ZBIO | 0.34% | $18,307,630 | ▲ +0.2% |
| 46 | MEG | 0.14% | $7,618,228 | NEW |
| 47 | WEAV | 0.14% | $7,531,172 | NEW |
| 48 | ADEA | 0.14% | $7,459,200 | NEW |
| 49 | PCYO | 0.14% | $7,449,302 | NEW |
| 50 | EXAS | 0.61% | $32,712,805 | ▲ +0.1% |
| 51 | GEO | 0.30% | $16,068,258 | ▲ +0.1% |
| 52 | UNH | 0.48% | $25,835,346 | ▲ +0.1% |
| 53 | ABCL | 0.38% | $20,648,628 | ▲ +0.1% |
| 54 | AMSC | 0.12% | $6,558,556 | NEW |
| 55 | NEOG | 0.12% | $6,375,837 | NEW |
| 56 | DECK | 0.62% | $33,528,533 | ▲ +0.1% |
| 57 | TRNS | 0.12% | $6,249,157 | NEW |
| 58 | BB | 0.12% | $6,230,945 | NEW |
| 59 | HLMN | 0.11% | $6,159,780 | NEW |
| 60 | TFX | 0.11% | $6,118,000 | NEW |
| 61 | VFC | 0.11% | $6,117,959 | NEW |
| 62 | MNDY | 0.64% | $34,661,600 | ▲ +0.1% |
| 63 | TNGX | 0.11% | $5,950,434 | NEW |
| 64 | LUCK | 0.11% | $5,926,943 | NEW |
| 65 | BBIO | 0.11% | $5,713,971 | NEW |
| 66 | CRSR | 0.10% | $5,575,000 | NEW |
| 67 | EGHT | 0.10% | $5,524,389 | NEW |
| 68 | LAW | 0.10% | $5,490,994 | NEW |
| 69 | BRCB | 0.10% | $5,487,800 | NEW |
| 70 | AGIO | 0.51% | $27,292,069 | ▲ +0.1% |
| 71 | AMBA | 0.10% | $5,363,800 | NEW |
| 72 | EOG | 0.10% | $5,137,899 | NEW |
| 73 | DT | 1.55% | $83,582,112 | ▲ +0.1% |
| 74 | AIT | 0.95% | $51,007,343 | ▲ +0.1% |
| 75 | FDX | 0.09% | $4,769,257 | NEW |
| 76 | PMVP | 0.09% | $4,621,877 | NEW |
| 77 | KVYO | 0.46% | $24,935,399 | ▲ +0.1% |
| 78 | FDMT | 0.08% | $4,380,759 | NEW |
| 79 | CLBT | 0.46% | $24,605,653 | ▲ +0.1% |
| 80 | APGE | 0.08% | $4,346,859 | NEW |
| 81 | TCBI | 0.28% | $14,961,810 | ▲ +0.1% |
| 82 | MAMA | 0.07% | $3,993,800 | NEW |
| 83 | STVN | 0.67% | $35,858,961 | ▲ +0.1% |
| 84 | INDI | 0.07% | $3,930,607 | NEW |
| 85 | CW | 1.25% | $67,397,314 | ▲ +0.1% |
| 86 | FAF | 0.62% | $33,505,850 | ▲ +0.1% |
| 87 | SBH | 0.62% | $33,429,271 | ▲ +0.1% |
| 88 | JHX | 0.07% | $3,611,480 | NEW |
| 89 | SIRI | 0.06% | $3,370,848 | NEW |
| 90 | DBRG | 0.20% | $10,671,816 | ▲ +0.1% |
| 91 | SUI | 0.22% | $11,816,400 | ▲ +0.1% |
| 92 | VVV | 0.06% | $3,292,911 | NEW |
| 93 | LASR | 0.23% | $12,347,325 | ▲ +0.1% |
| 94 | NUVL | 0.58% | $31,356,351 | ▲ +0.1% |
| 95 | INR | 0.06% | $3,113,245 | NEW |
| 96 | DHI | 0.06% | $3,067,407 | NEW |
| 97 | KVUE | 0.06% | $3,011,590 | NEW |
| 98 | PNFP | 0.05% | $2,935,627 | NEW |
| 99 | NRIX | 0.05% | $2,908,401 | NEW |
| 100 | MSA | 0.34% | $18,302,053 | ▲ +0.1% |
| 101 | RLAY | 0.05% | $2,824,667 | NEW |
| 102 | CGON | 0.19% | $10,361,224 | ▲ +0% |
| 103 | BAM | 0.05% | $2,743,028 | NEW |
| 104 | LYV | 0.05% | $2,712,440 | NEW |
| 105 | TNET | 1.06% | $56,847,336 | ▲ +0.1% |
| 106 | NCSM | 0.05% | $2,658,184 | NEW |
| 107 | PRQR | 0.05% | $2,654,478 | NEW |
| 108 | KRNT | 0.05% | $2,646,000 | NEW |
| 109 | DLR | 0.05% | $2,642,298 | NEW |
| 110 | DYN | 0.18% | $9,941,825 | ▲ +0% |
| 111 | OXY | 0.05% | $2,565,911 | NEW |
| 112 | MTCH | 0.05% | $2,507,755 | NEW |
| 113 | SANA | 0.05% | $2,432,194 | NEW |
| 114 | SHOP | 0.04% | $2,377,760 | NEW |
| 115 | PD | 0.20% | $10,896,014 | ▲ +0.1% |
| 116 | NGD | 0.21% | $11,042,840 | ▲ +0% |
| 117 | YOU | 0.25% | $13,352,000 | ▲ +0% |
| 118 | MCRI | 0.04% | $2,213,961 | NEW |
| 119 | ESTC | 0.55% | $29,830,546 | ▲ +0.1% |
| 120 | KNX | 0.04% | $2,165,662 | NEW |
| 121 | PINS | 0.04% | $2,037,616 | NEW |
| 122 | BIPC | 0.04% | $2,026,517 | NEW |
| 123 | EA | 0.04% | $1,996,830 | NEW |
| 124 | PACK | 0.23% | $12,260,682 | ▲ +0% |
| 125 | TTC | 0.35% | $18,588,304 | ▲ +0% |
| 126 | MINT | 0.03% | $1,826,718 | NEW |
| 127 | ABNB | 0.03% | $1,821,300 | NEW |
| 128 | LW | 0.03% | $1,812,096 | NEW |
| 129 | GO | 0.03% | $1,765,500 | NEW |
| 130 | VSEC | 0.15% | $8,312,000 | ▲ +0% |
| 131 | CEVA | 0.19% | $10,431,950 | ▲ +0% |
| 132 | MD | 0.19% | $10,159,059 | ▲ +0% |
| 133 | NGNE | 0.19% | $10,325,890 | ▲ +0% |
| 134 | DHR | 0.03% | $1,566,849 | NEW |
| 135 | SNBR | 0.03% | $1,495,260 | NEW |
| 136 | SCHW | 0.03% | $1,455,918 | NEW |
| 137 | PCVX | 0.03% | $1,440,800 | NEW |
| 138 | JAAA | 0.03% | $1,425,598 | NEW |
| 139 | PYPL | 0.03% | $1,421,873 | NEW |
| 140 | AMPL | 0.32% | $16,997,439 | ▲ +0% |
| 141 | BAC | 0.03% | $1,359,397 | NEW |
| 142 | CRC | 0.18% | $9,466,040 | ▲ +0% |
| 143 | C | 0.02% | $1,322,545 | NEW |
| 144 | EVRG | 0.26% | $13,987,680 | ▲ +0% |
| 145 | ADM | 0.20% | $10,886,898 | ▲ +0% |
| 146 | STE | 1.40% | $75,542,195 | ▲ +0.1% |
| 147 | INBX | 0.02% | $1,184,728 | NEW |
| 148 | CQP | 0.02% | $1,142,437 | NEW |
| 149 | IMVT | 0.02% | $1,128,400 | NEW |
| 150 | AMZN | 0.02% | $1,113,220 | NEW |
| 151 | BN | 0.24% | $12,945,847 | ▲ +0% |
| 152 | CVX | 0.02% | $1,093,086 | NEW |
| 153 | PSX | 0.02% | $1,047,354 | NEW |
| 154 | CRGY | 0.30% | $16,160,516 | ▲ +0% |
| 155 | VKTX | 0.02% | $925,529 | NEW |
| 156 | MSFT | 0.02% | $924,541 | NEW |
| 157 | WY | 0.02% | $885,251 | NEW |
| 158 | ANGI | 0.18% | $9,541,791 | ▲ +0% |
| 159 | DNTH | 0.02% | $818,008 | NEW |
| 160 | ARES | 0.02% | $805,686 | NEW |
| 161 | CMCSA | 0.01% | $785,500 | NEW |
| 162 | ICE | 0.01% | $781,242 | NEW |
| 163 | V | 0.01% | $774,250 | NEW |
| 164 | KAI | 0.16% | $8,347,417 | ▲ +0% |
| 165 | MATX | 0.01% | $766,537 | NEW |
| 166 | NVTS | 0.01% | $765,320 | NEW |
| 167 | ADT | 0.01% | $712,478 | NEW |
| 168 | SRZN | 0.01% | $710,260 | NEW |
| 169 | CLDX | 0.01% | $646,750 | NEW |
| 170 | EQIX | 0.01% | $631,291 | NEW |
| 171 | IBKR | 0.01% | $605,528 | NEW |
| 172 | PACB | 0.01% | $599,529 | NEW |
| 173 | GFS | 1.51% | $81,509,514 | ▲ +0% |
| 174 | HHH | 0.01% | $570,260 | NEW |
| 175 | WFC | 0.48% | $25,972,465 | ▲ +0% |
| 176 | NVST | 0.25% | $13,518,408 | ▲ +0% |
| 177 | ZM | 0.01% | $536,250 | NEW |
| 178 | LFST | 0.01% | $527,065 | NEW |
| 179 | IFF | 0.01% | $504,628 | NEW |
| 180 | NVDA | 0.01% | $501,900 | NEW |
| 181 | HD | 0.01% | $486,633 | NEW |
| 182 | ETR | 0.01% | $480,394 | NEW |
| 183 | DIS | 0.01% | $475,290 | NEW |
| 184 | COST | 0.01% | $456,336 | NEW |
| 185 | SEG | 0.01% | $454,572 | NEW |
| 186 | CCCC | 0.01% | $454,001 | NEW |
| 187 | JNJ | 0.01% | $427,208 | NEW |
| 188 | AMT | 0.01% | $426,181 | NEW |
| 189 | BOC | 0.01% | $419,672 | NEW |
| 190 | PLRX | 0.01% | $416,160 | NEW |
| 191 | TKR | 0.33% | $17,835,402 | ▲ +0% |
| 192 | WDAY | 0.01% | $372,891 | NEW |
| 193 | KNSA | 0.25% | $13,226,546 | ▲ +0% |
| 194 | ILMN | 0.01% | $332,395 | NEW |
| 195 | LBRDK | 0.01% | $312,871 | NEW |
| 196 | IPI | 0.01% | $310,387 | NEW |
| 197 | IWF | 0.01% | $285,730 | NEW |
| 198 | VZ | 0.01% | $268,447 | NEW |
| 199 | SPGI | 0.00% | $258,443 | NEW |
| 200 | CSX | 0.00% | $249,280 | NEW |
| 201 | EBAY | 0.00% | $236,470 | NEW |
| 202 | QCOM | 0.00% | $232,904 | NEW |
| 203 | MSGE | 0.00% | $232,534 | NEW |
| 204 | FLUT | 0.00% | $231,140 | NEW |
| 205 | ON | 0.92% | $49,638,059 | ▲ +0% |
| 206 | CSGP | 0.00% | $200,379 | NEW |
| 207 | TXG | 0.00% | $188,712 | NEW |
| 208 | MGM | 0.77% | $41,229,838 | ▲ +0% |
| 209 | MXCT | 0.00% | $132,181 | NEW |
| 210 | LBTYA | 0.00% | $114,600 | NEW |
| 211 | PGNY | 0.77% | $41,560,478 | ▲ +0% |
| 212 | SRZNW | 0.00% | $1,354 | NEW |