Meridian Contrarian Fund·CIK 1483859
309
Positions
$4.5B
Portfolio Value
24
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | LMRI | 0.61% | $27,750,000 | NEW |
| 4 | TPB | 2.07% | $94,280,575 | ▲ +0.8% |
| 5 | LSCC | 0.59% | $26,674,810 | NEW |
| 6 | STRL | 0.57% | $26,049,761 | NEW |
| 7 | RMBS | 0.55% | $24,994,999 | NEW |
| 8 | SGI | 0.43% | $19,360,011 | NEW |
| 9 | TNDM | 1.40% | $63,515,408 | ▲ +0.6% |
| 10 | MAZE | 0.70% | $31,792,678 | ▲ +0.4% |
| 11 | FIGR | 0.36% | $16,527,825 | NEW |
| 12 | AAON | 0.35% | $15,750,810 | NEW |
| 13 | HLI | 0.33% | $15,085,028 | NEW |
| 14 | BANX | 0.39% | $17,632,218 | ▲ +0.3% |
| 15 | BIL | 2.84% | $129,120,123 | ▲ +0.2% |
| 16 | BE | 0.29% | $13,321,627 | NEW |
| 17 | AXGN | 1.06% | $48,253,250 | ▲ +0.4% |
| 18 | ANDG | 0.26% | $11,668,500 | NEW |
| 19 | MGM | 1.16% | $52,863,099 | ▲ +0.4% |
| 20 | ARX | 0.59% | $26,879,613 | ▲ +0.3% |
| 21 | PRVA | 0.44% | $19,946,417 | ▲ +0.3% |
| 22 | FSS | 1.36% | $61,950,486 | ▲ +0% |
| 23 | GPCR | 0.42% | $18,862,864 | ▲ +0.2% |
| 24 | ZBIO | 0.60% | $27,274,656 | ▲ +0.3% |
| 25 | PRAX | 0.19% | $8,842,200 | NEW |
| 26 | COLB | 0.17% | $7,574,450 | NEW |
| 27 | NP | 0.15% | $6,811,893 | NEW |
| 28 | APLD | 0.12% | $5,371,694 | NEW |
| 29 | PVH | 0.12% | $5,294,580 | NEW |
| 30 | ERII | 0.11% | $5,085,730 | NEW |
| 31 | HELP | 0.11% | $4,895,067 | NEW |
| 32 | CHDN | 1.63% | $74,282,297 | ▲ +0.2% |
| 33 | CSTM | 0.25% | $11,373,694 | ▲ +0.1% |
| 34 | GMED | 1.62% | $73,429,893 | ▲ +0.3% |
| 35 | FND | 0.50% | $22,730,237 | ▲ +0.2% |
| 36 | RBA | 1.17% | $53,148,197 | ▲ +0.1% |
| 37 | APGE | 0.18% | $8,258,267 | ▲ +0.1% |
| 38 | KRNT | 0.14% | $6,427,860 | ▲ +0.1% |
| 39 | DYN | 0.30% | $13,704,773 | ▲ +0.1% |
| 40 | PGNY | 0.83% | $37,856,840 | ▲ +0.1% |
| 41 | FCNCA | 0.44% | $20,043,175 | ▲ +0.1% |
| 42 | LGN | 0.48% | $21,966,454 | ▲ +0.1% |
| 43 | FRMI | 0.08% | $3,442,528 | NEW |
| 44 | LASR | 0.34% | $15,631,055 | ▲ +0.1% |
| 45 | TFX | 0.20% | $9,275,040 | ▲ +0.1% |
| 46 | TFIN | 0.07% | $3,151,166 | NEW |
| 47 | NRIX | 0.13% | $5,971,035 | ▲ +0.1% |
| 48 | BBY | 0.07% | $3,011,850 | NEW |
| 49 | DLTR | 0.37% | $16,621,726 | ▲ +0.1% |
| 50 | BBIO | 0.19% | $8,414,741 | ▲ +0.1% |
| 51 | ADEA | 0.22% | $10,091,250 | ▲ +0.1% |
| 52 | LVS | 1.25% | $56,596,406 | ▲ +0.3% |
| 53 | PDFS | 0.31% | $14,075,076 | ▲ +0.1% |
| 54 | MCRI | 0.10% | $4,559,531 | ▲ +0.1% |
| 55 | UNH | 0.52% | $23,538,494 | ▲ +0% |
| 56 | ENTG | 0.43% | $19,681,811 | ▲ +0% |
| 57 | PRCT | 0.93% | $42,465,683 | ▲ +0.2% |
| 58 | CMG | 0.05% | $2,175,600 | NEW |
| 59 | MIR | 0.37% | $16,770,242 | ▲ +0% |
| 60 | UHAL | 0.24% | $10,979,298 | ▲ +0.1% |
| 61 | MD | 0.27% | $12,113,371 | ▲ +0.1% |
| 62 | MDLN | 0.04% | $1,890,000 | NEW |
| 63 | WEAV | 0.20% | $9,304,794 | ▲ +0.1% |
| 64 | RLAY | 0.10% | $4,577,909 | ▲ +0.1% |
| 65 | NAMS | 0.23% | $10,456,541 | ▲ +0.1% |
| 66 | INBX | 0.06% | $2,778,904 | ▲ +0% |
| 67 | NUVL | 0.66% | $29,777,557 | ▲ +0.1% |
| 68 | NGNE | 0.26% | $11,896,294 | ▲ +0.1% |
| 69 | BRKR | 0.03% | $1,554,630 | NEW |
| 70 | VFC | 0.17% | $7,665,468 | ▲ +0.1% |
| 71 | KVYO | 0.58% | $26,482,694 | ▲ +0.1% |
| 72 | VSEC | 0.22% | $9,847,890 | ▲ +0.1% |
| 73 | ALM | 0.20% | $9,250,817 | ▲ +0.1% |
| 74 | NEOG | 0.17% | $7,805,097 | ▲ +0.1% |
| 75 | TCBI | 0.36% | $16,363,928 | ▲ +0.1% |
| 76 | TRNS | 0.17% | $7,586,957 | ▲ +0.1% |
| 77 | MAMA | 0.11% | $5,126,200 | ▲ +0% |
| 78 | JHX | 0.10% | $4,731,000 | ▲ +0% |
| 79 | CCJ | 0.25% | $11,508,436 | ▲ +0% |
| 80 | JAAA | 0.05% | $2,368,510 | ▲ +0% |
| 81 | GO | 0.06% | $2,706,800 | ▲ +0% |
| 82 | DNN | 0.19% | $8,849,820 | ▲ +0% |
| 83 | CACI | 0.31% | $13,976,672 | ▲ +0.1% |
| 84 | NVST | 0.32% | $14,407,690 | ▲ +0.1% |
| 85 | UVE | 0.16% | $7,267,000 | ▲ +0% |
| 86 | CRC | 0.23% | $10,283,300 | ▲ +0.1% |
| 87 | CB | 0.19% | $8,512,761 | ▲ +0% |
| 88 | RPRX | 0.31% | $14,200,123 | ▲ +0.1% |
| 89 | RAMP | 0.22% | $10,141,872 | ▲ +0% |
| 90 | WFC | 0.59% | $26,698,072 | ▲ +0.1% |
| 91 | PACK | 0.25% | $11,538,838 | ▲ +0% |
| 92 | CCK | 0.27% | $12,216,567 | ▲ +0% |
| 93 | IMVT | 0.04% | $1,779,400 | ▲ +0% |
| 94 | SOLS | 0.01% | $650,729 | NEW |
| 95 | FWRG | 0.20% | $8,875,560 | ▲ +0% |
| 96 | LPLA | 0.20% | $9,227,487 | ▲ +0% |
| 97 | NXE | 0.11% | $5,038,426 | ▲ +0% |
| 98 | CEVA | 0.24% | $10,996,720 | ▲ +0% |
| 99 | BYRN | 0.15% | $6,723,052 | ▲ +0% |
| 100 | ASUR | 0.17% | $7,665,440 | ▲ +0% |
| 101 | KAI | 0.20% | $8,891,769 | ▲ +0% |
| 102 | KNSA | 0.30% | $13,765,208 | ▲ +0% |
| 103 | SRZN | 0.03% | $1,245,780 | ▲ +0% |
| 104 | RRX | 0.23% | $10,467,872 | ▲ +0% |
| 105 | BN | 0.28% | $12,539,718 | ▲ +0% |
| 106 | WMS | 0.21% | $9,558,780 | ▲ +0% |
| 107 | HLMN | 0.13% | $5,810,860 | ▲ +0% |
| 108 | TNGX | 0.14% | $6,276,291 | ▲ +0% |
| 109 | BBNX | 0.01% | $276,759 | NEW |
| 110 | INDI | 0.09% | $4,197,329 | ▲ +0% |
| 111 | AXS | 0.31% | $13,921,700 | ▲ +0% |
| 112 | CDNA | 0.31% | $14,288,256 | ▲ +0% |
| 113 | FDX | 0.11% | $4,975,614 | ▲ +0% |
| 114 | KEX | 1.48% | $67,156,914 | ▲ +0.2% |
| 115 | SHOP | 0.06% | $2,575,520 | ▲ +0% |
| 116 | AMPL | 0.38% | $17,188,159 | ▲ +0.1% |
| 117 | NPKI | 0.26% | $11,657,319 | ▲ +0% |
| 118 | CGON | 0.22% | $10,206,945 | ▲ +0% |
| 119 | PRSU | 0.24% | $11,008,914 | ▲ +0% |
| 120 | APO | 0.19% | $8,765,797 | ▲ +0% |
| 121 | LAW | 0.12% | $5,482,386 | ▲ +0% |
| 122 | CWCO | 0.20% | $9,245,980 | ▲ +0% |