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
| Ticker | % Portfolio | Value |
|---|---|---|
| BIL | 2.66% | $143,380,478 |
| TRMB |
2.35% |
| $126,619,391 |
| CARG | 1.85% | $99,495,165 |
| ALKT | 1.79% | $96,202,165 |
| CERT | 1.67% | $90,165,795 |
| RELY | 1.67% | $90,159,326 |
| VCYT | 1.62% | $87,395,220 |
| DT | 1.55% | $83,582,112 |
| GFS | 1.51% | $81,509,514 |
| ZD | 1.51% | $81,230,191 |
| WAY | 1.48% | $79,925,880 |
| CMPR | 1.47% | $79,306,842 |
| CHDN | 1.47% | $79,096,424 |
| COO | 1.47% | $78,944,372 |
| STE | 1.40% | $75,542,195 |
| VNOM | 1.40% | $75,318,931 |
| FSS | 1.34% | $72,200,633 |
| EEFT | 1.30% | $70,092,752 |
| GMED | 1.28% | $68,866,488 |
| HALO | 1.26% | $67,830,333 |
| CW | 1.25% | $67,397,314 |
| KEX | 1.25% | $67,361,174 |
| TPB | 1.24% | $66,711,618 |
| SARO | 1.23% | $66,273,356 |
| VST | 1.20% | $64,475,705 |
| ACVA | 1.17% | $62,802,990 |
| DKNG | 1.15% | $61,804,585 |
| SPT | 1.13% | $61,033,059 |
| JBTM | 1.12% | $60,132,544 |
| RBA | 1.06% | $57,332,084 |
| TNET | 1.06% | $56,847,336 |
| MDGL | 1.05% | $56,533,973 |
| LVS | 1.00% | $54,003,815 |
| MMSI | 0.96% | $51,778,715 |
| AIT | 0.95% | $51,007,343 |
| ST | 0.94% | $50,447,734 |
| ON | 0.92% | $49,638,059 |
| CCSI | 0.90% | $48,392,626 |
| WT | 0.85% | $45,760,816 |
| TNDM | 0.83% | $44,811,144 |
| PGNY | 0.77% | $41,560,478 |
| MGM | 0.77% | $41,229,838 |
| PRCT | 0.75% | $40,268,599 |
| DOCS | 0.73% | $39,332,828 |
| LNG | 0.71% | $38,018,119 |
| STVN | 0.67% | $35,858,961 |
| TMDX | 0.65% | $35,132,625 |
| AXGN | 0.65% | $34,937,963 |
| MNDY | 0.64% | $34,661,600 |
| DECK | 0.62% | $33,528,533 |
| FAF | 0.62% | $33,505,850 |
| SBH | 0.62% | $33,429,271 |
| EXAS | 0.61% | $32,712,805 |
| GFL | 0.59% | $31,551,716 |
| NUVL | 0.58% | $31,356,351 |
| LEGN | 0.57% | $30,610,290 |
| FOXF | 0.56% | $30,100,557 |
| ESTC | 0.55% | $29,830,546 |
| EXP | 0.53% | $28,337,431 |
| AGIO | 0.51% | $27,292,069 |
| USLM | 0.50% | $26,705,045 |
| WFC | 0.48% | $25,972,465 |
| ALIT | 0.48% | $25,844,745 |
| UNH | 0.48% | $25,835,346 |
| CNM | 0.47% | $25,362,866 |
| KVYO | 0.46% | $24,935,399 |
| NABL | 0.46% | $24,629,397 |
| CLBT | 0.46% | $24,605,653 |
| BABA | 0.45% | $24,217,915 |
| HNGE | 0.44% | $23,761,886 |
| CHWY | 0.44% | $23,744,676 |
| QDEL | 0.43% | $23,057,995 |
| HQY | 0.41% | $21,977,353 |
| ENTG | 0.41% | $21,879,549 |
| BLKB | 0.39% | $20,910,975 |
| ABCL | 0.38% | $20,648,628 |
| VIA | 0.38% | $20,434,000 |
| MIR | 0.35% | $18,822,457 |
| TECH | 0.35% | $18,692,459 |
| TTC | 0.35% | $18,588,304 |
| LGN | 0.34% | $18,486,000 |
| ZBIO | 0.34% | $18,307,630 |
| FND | 0.34% | $18,304,648 |
| MSA | 0.34% | $18,302,053 |
| TKR | 0.33% | $17,835,402 |
| ZIP | 0.32% | $17,481,295 |
| MIDD | 0.32% | $17,193,299 |
| ALGN | 0.32% | $17,045,948 |
| AMPL | 0.32% | $16,997,439 |
| FCNCA | 0.30% | $16,388,706 |
| CRGY | 0.30% | $16,160,516 |
| GEO | 0.30% | $16,068,258 |
| PENG | 0.29% | $15,788,551 |
| GNRC | 0.29% | $15,444,157 |
| ARX | 0.29% | $15,360,584 |
| TCBI | 0.28% | $14,961,810 |
| SRAD | 0.27% | $14,281,587 |
| EVRG | 0.26% | $13,987,680 |
| AXS | 0.26% | $14,178,400 |
| MAZE | 0.26% | $14,135,273 |
| CDNA | 0.26% | $14,058,959 |
| DLTR | 0.26% | $13,831,056 |
| BEPC | 0.26% | $13,812,746 |
| NVST | 0.25% | $13,518,408 |
| RPRX | 0.25% | $13,420,724 |
| YOU | 0.25% | $13,352,000 |
| GLD | 0.25% | $13,320,172 |
| KNSA | 0.25% | $13,226,546 |
| ORIC | 0.24% | $13,169,964 |
| CACI | 0.24% | $13,083,997 |
| BN | 0.24% | $12,945,847 |
| CCK | 0.24% | $12,908,481 |
| OWL | 0.24% | $12,721,117 |
| CCJ | 0.23% | $12,477,446 |
| LASR | 0.23% | $12,347,325 |
| PACK | 0.23% | $12,260,682 |
| HON | 0.23% | $12,166,900 |
| BWXT | 0.22% | $11,983,497 |
| NPKI | 0.22% | $11,842,136 |
| LUV | 0.22% | $11,841,801 |
| SUI | 0.22% | $11,816,400 |
| PDFS | 0.22% | $11,665,166 |
| PRSU | 0.21% | $11,090,798 |
| NGD | 0.21% | $11,042,840 |
| HNST | 0.21% | $11,038,329 |
| PD | 0.20% | $10,896,014 |
| ADM | 0.20% | $10,886,898 |
| DBRG | 0.20% | $10,671,816 |
| CEVA | 0.19% | $10,431,950 |
| PSN | 0.19% | $10,365,000 |
| CGON | 0.19% | $10,361,224 |
| NGNE | 0.19% | $10,325,890 |
| USB | 0.19% | $10,275,441 |
| MD | 0.19% | $10,159,059 |
| RRX | 0.19% | $9,983,424 |
| DYN | 0.18% | $9,941,825 |
| ANGI | 0.18% | $9,541,791 |
| FWRG | 0.18% | $9,508,995 |
| CRC | 0.18% | $9,466,040 |
| PL | 0.17% | $9,409,955 |
| RAMP | 0.17% | $9,371,822 |
| CWCO | 0.17% | $9,243,360 |
| WMS | 0.17% | $9,154,200 |
| GPCR | 0.17% | $9,048,648 |
| UHAL | 0.17% | $9,005,646 |
| TGT | 0.17% | $8,999,960 |
| NAMS | 0.16% | $8,844,812 |
| APO | 0.16% | $8,789,690 |
| PRVA | 0.16% | $8,749,860 |
| VICI | 0.16% | $8,739,480 |
| AMD | 0.16% | $8,736,660 |
| LPLA | 0.16% | $8,595,046 |
| NKE | 0.16% | $8,427,149 |
| BIP | 0.16% | $8,354,060 |
| KAI | 0.16% | $8,347,417 |
| VSEC | 0.15% | $8,312,000 |
| IIIV | 0.15% | $8,268,374 |
| PHR | 0.15% | $8,268,268 |
| DNN | 0.15% | $7,953,000 |
| SRI | 0.15% | $7,882,608 |
| ALM | 0.15% | $7,807,047 |
| BX | 0.14% | $7,722,420 |
| CB | 0.14% | $7,719,538 |
| MEG | 0.14% | $7,618,228 |
| WEAV | 0.14% | $7,531,172 |
| ADEA | 0.14% | $7,459,200 |
| PCYO | 0.14% | $7,449,302 |
| FORR | 0.13% | $7,174,621 |
| ASUR | 0.13% | $7,105,087 |
| TITN | 0.13% | $7,021,593 |
| PRGO | 0.13% | $6,836,890 |
| CSTM | 0.12% | $6,724,465 |
| IMXI | 0.12% | $6,677,199 |
| KKR | 0.12% | $6,638,496 |
| JPM | 0.12% | $6,567,568 |
| AMSC | 0.12% | $6,558,556 |
| UVE | 0.12% | $6,417,200 |
| NEOG | 0.12% | $6,375,837 |
| HEIA | 0.12% | $6,358,602 |
| TRNS | 0.12% | $6,249,157 |
| BB | 0.12% | $6,230,945 |
| CXT | 0.12% | $6,196,329 |
| BYRN | 0.11% | $6,160,724 |
| HLMN | 0.11% | $6,159,780 |
| TFX | 0.11% | $6,118,000 |
| VFC | 0.11% | $6,117,959 |
| TNGX | 0.11% | $5,950,434 |
| LUCK | 0.11% | $5,926,943 |
| BBIO | 0.11% | $5,713,971 |
| CRSR | 0.10% | $5,575,000 |
| EGHT | 0.10% | $5,524,389 |
| LAW | 0.10% | $5,490,994 |
| BRCB | 0.10% | $5,487,800 |
| AMBA | 0.10% | $5,363,800 |
| EOG | 0.10% | $5,137,899 |
| VOYG | 0.10% | $5,136,157 |
| FDX | 0.09% | $4,769,257 |
| PMVP | 0.09% | $4,621,877 |
| ALGM | 0.08% | $4,369,751 |
| APGE | 0.08% | $4,346,859 |
| FWONK | 0.08% | $4,214,140 |
| NXE | 0.08% | $4,409,262 |
| FDMT | 0.08% | $4,380,759 |
| MAMA | 0.07% | $3,993,800 |
| INDI | 0.07% | $3,930,607 |
| GENI | 0.07% | $3,839,979 |
| JHX | 0.07% | $3,611,480 |
| SIRI | 0.06% | $3,370,848 |
| VVV | 0.06% | $3,292,911 |
| ZVIA | 0.06% | $3,264,000 |
| INR | 0.06% | $3,113,245 |
| DHI | 0.06% | $3,067,407 |
| KVUE | 0.06% | $3,011,590 |
| BANX | 0.06% | $3,010,208 |
| PNFP | 0.05% | $2,935,627 |
| NRIX | 0.05% | $2,908,401 |
| RLAY | 0.05% | $2,824,667 |
| MUSA | 0.05% | $2,790,425 |
| BAM | 0.05% | $2,743,028 |
| LYV | 0.05% | $2,712,440 |
| NCSM | 0.05% | $2,658,184 |
| PRQR | 0.05% | $2,654,478 |
| KRNT | 0.05% | $2,646,000 |
| DLR | 0.05% | $2,642,298 |
| OXY | 0.05% | $2,565,911 |
| MTCH | 0.05% | $2,507,755 |
| SANA | 0.05% | $2,432,194 |
| SHOP | 0.04% | $2,377,760 |
| MCRI | 0.04% | $2,213,961 |
| FWONA | 0.04% | $2,173,397 |
| KNX | 0.04% | $2,165,662 |
| PINS | 0.04% | $2,037,616 |
| BIPC | 0.04% | $2,026,517 |
| EA | 0.04% | $1,996,830 |
| MINT | 0.03% | $1,826,718 |
| ABNB | 0.03% | $1,821,300 |
| LW | 0.03% | $1,812,096 |
| SG | 0.03% | $1,772,813 |
| GO | 0.03% | $1,765,500 |
| DHR | 0.03% | $1,566,849 |
| SNBR | 0.03% | $1,495,260 |
| SCHW | 0.03% | $1,455,918 |
| PCVX | 0.03% | $1,440,800 |
| JAAA | 0.03% | $1,425,598 |
| PYPL | 0.03% | $1,421,873 |
| BAC | 0.03% | $1,359,397 |
| C | 0.02% | $1,322,545 |
| INBX | 0.02% | $1,184,728 |
| CQP | 0.02% | $1,142,437 |
| IMVT | 0.02% | $1,128,400 |
| AMZN | 0.02% | $1,113,220 |
| CVX | 0.02% | $1,093,086 |
| PSX | 0.02% | $1,047,354 |
| VKTX | 0.02% | $925,529 |
| MSFT | 0.02% | $924,541 |
| WY | 0.02% | $885,251 |
| DNTH | 0.02% | $818,008 |
| ARES | 0.02% | $805,686 |
| CMCSA | 0.01% | $785,500 |
| ICE | 0.01% | $781,242 |
| V | 0.01% | $774,250 |
| MATX | 0.01% | $766,537 |
| NVTS | 0.01% | $765,320 |
| CHYM | 0.01% | $735,197 |
| ADT | 0.01% | $712,478 |
| SRZN | 0.01% | $710,260 |
| CLDX | 0.01% | $646,750 |
| EQIX | 0.01% | $631,291 |
| IBKR | 0.01% | $605,528 |
| PACB | 0.01% | $599,529 |
| HHH | 0.01% | $570,260 |
| ZM | 0.01% | $536,250 |
| LFST | 0.01% | $527,065 |
| IFF | 0.01% | $504,628 |
| NVDA | 0.01% | $501,900 |
| HD | 0.01% | $486,633 |
| ETR | 0.01% | $480,394 |
| DIS | 0.01% | $475,290 |
| COST | 0.01% | $456,336 |
| SEG | 0.01% | $454,572 |
| CCCC | 0.01% | $454,001 |
| JNJ | 0.01% | $427,208 |
| AMT | 0.01% | $426,181 |
| BOC | 0.01% | $419,672 |
| PLRX | 0.01% | $416,160 |
| WDAY | 0.01% | $372,891 |
| ILMN | 0.01% | $332,395 |
| LBRDK | 0.01% | $312,871 |
| IPI | 0.01% | $310,387 |
| IWF | 0.01% | $285,730 |
| VZ | 0.01% | $268,447 |
| MXCT | 0.00% | $132,181 |
| LBTYA | 0.00% | $114,600 |
| SRZNW | 0.00% | $1,354 |
| SPGI | 0.00% | $258,443 |
| MCY | 0.00% | $254,340 |
| CSX | 0.00% | $249,280 |
| EBAY | 0.00% | $236,470 |
| QCOM | 0.00% | $232,904 |
| MSGE | 0.00% | $232,534 |
| FLUT | 0.00% | $231,140 |
| CSGP | 0.00% | $200,379 |
| TXG | 0.00% | $188,712 |