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 | TRMB | 1.82% | $82,925,405 | ▼ -0.5% |
| 4 | CERT | 1.06% | $48,329,008 | ▼ -0.6% |
| 5 | CARG | 1.28% | $58,136,683 | ▼ -0.6% |
| 6 | ALKT | 1.33% | $60,255,679 | ▼ -0.5% |
| 7 | ZD | 1.06% | $48,075,182 | ▼ -0.5% |
| 8 | DT | 1.13% | $51,398,120 | ▼ -0.4% |
| 9 | GFL | 0.02% | $774,346 | ▼ -0.6% |
| 10 | GFS | 1.18% | $53,461,961 | ▼ -0.3% |
| 11 | STE | 1.06% | $47,999,702 | ▼ -0.3% |
| 12 | EEFT | 0.97% | $44,061,677 | ▼ -0.3% |
| 13 | ALIT | 0.00% | $58,305 | ▼ -0.5% |
| 14 | HALO | 0.93% | $42,144,471 | ▼ -0.3% |
| 15 | EXAS | 0.20% | $8,966,225 | ▼ -0.4% |
| 16 | CCSI | 0.56% | $25,536,055 | ▼ -0.3% |
| 17 | MNDY | 0.28% | $12,674,224 | ▼ -0.4% |
| 18 | VCYT | 1.45% | $65,737,003 | ▼ -0.2% |
| 19 | BLKB | 0.39% | $20,910,975 | SOLD |
| 20 | DOCS | 0.41% | $18,678,632 | ▼ -0.3% |
| 21 | CMPR | 1.29% | $58,796,972 | ▼ -0.2% |
| 22 | SBH | 0.31% | $13,899,365 | ▼ -0.3% |
| 23 | VNOM | 1.24% | $56,142,524 | ▼ -0.2% |
| 24 | SPT | 0.92% | $41,859,823 | ▼ -0.2% |
| 25 | TTC | 0.35% | $18,588,304 | SOLD |
| 26 | MIDD | 0.32% | $17,193,299 | SOLD |
| 27 | ALGN | 0.32% | $17,045,948 | SOLD |
| 28 | WAY | 1.39% | $62,981,853 | ▼ -0.1% |
| 29 | JBTM | 0.96% | $43,518,619 | ▼ -0.2% |
| 30 | AIT | 0.76% | $34,516,307 | ▼ -0.2% |
| 31 | WT | 0.65% | $29,350,326 | ▼ -0.2% |
| 32 | ON | 0.73% | $33,247,342 | ▼ -0.2% |
| 33 | COO | 1.38% | $62,675,714 | ▼ -0.1% |
| 34 | TNET | 0.90% | $40,775,871 | ▼ -0.2% |
| 35 | LEGN | 0.35% | $15,691,715 | ▼ -0.2% |
| 36 | CNM | 0.23% | $10,497,940 | ▼ -0.2% |
| 37 | AGIO | 0.28% | $12,688,630 | ▼ -0.2% |
| 38 | FOXF | 0.36% | $16,243,686 | ▼ -0.2% |
| 39 | CW | 1.18% | $53,830,964 | ▼ -0.1% |
| 40 | VST | 1.12% | $51,013,675 | ▼ -0.1% |
| 41 | DKNG | 1.07% | $48,436,597 | ▼ -0.1% |
| 42 | YOU | 0.25% | $13,352,000 | SOLD |
| 43 | GLD | 0.25% | $13,320,172 | SOLD |
| 44 | TMDX | 0.50% | $22,745,995 | ▼ -0.2% |
| 45 | LUV | 0.01% | $281,044 | ▼ -0.2% |
| 46 | MMSI | 0.89% | $40,318,056 | ▼ -0.1% |
| 47 | STVN | 0.54% | $24,431,495 | ▼ -0.1% |
| 48 | ESTC | 0.41% | $18,507,167 | ▼ -0.1% |
| 49 | SARO | 1.21% | $55,007,523 | ▼ -0% |
| 50 | QDEL | 0.27% | $12,066,886 | ▼ -0.2% |
| 51 | PD | 0.20% | $10,896,014 | SOLD |
| 52 | LNG | 0.61% | $27,587,440 | ▼ -0.1% |
| 53 | DECK | 0.52% | $23,557,245 | ▼ -0.1% |
| 54 | ST | 0.89% | $40,536,367 | ▼ -0% |
| 55 | ZIP | 0.17% | $7,886,018 | ▼ -0.2% |
| 56 | EXP | 0.42% | $19,061,476 | ▼ -0.1% |
| 57 | CHWY | 0.33% | $14,816,778 | ▼ -0.1% |
| 58 | PRGO | 0.13% | $6,836,890 | SOLD |
| 59 | ABCL | 0.31% | $14,039,425 | ▼ -0.1% |
| 60 | HQY | 0.34% | $15,551,714 | ▼ -0.1% |
| 61 | NABL | 0.40% | $18,284,090 | ▼ -0.1% |
| 62 | TGT | 0.06% | $2,740,324 | ▼ -0.1% |
| 63 | LUCK | 0.11% | $5,926,943 | SOLD |
| 64 | MSA | 0.28% | $12,505,333 | ▼ -0.1% |
| 65 | SRAD | 0.19% | $8,744,983 | ▼ -0.1% |
| 66 | TECH | 0.29% | $13,375,923 | ▼ -0.1% |
| 67 | CLBT | 0.43% | $19,525,769 | ▼ -0% |
| 68 | BABA | 0.43% | $19,333,902 | ▼ -0% |
| 69 | DBRG | 0.13% | $6,122,516 | ▼ -0.1% |
| 70 | TKR | 0.29% | $13,354,796 | ▼ -0% |
| 71 | ORIC | 0.19% | $8,701,630 | ▼ -0% |
| 72 | HNST | 0.14% | $6,575,249 | ▼ -0.1% |
| 73 | PENG | 0.25% | $11,399,216 | ▼ -0% |
| 74 | SUI | 0.16% | $7,473,260 | ▼ -0.1% |
| 75 | ADM | 0.15% | $6,745,762 | ▼ -0.1% |
| 76 | GEO | 0.27% | $12,209,288 | ▼ -0% |
| 77 | GNRC | 0.26% | $11,769,276 | ▼ -0% |
| 78 | AMD | 0.12% | $5,354,000 | ▼ -0% |
| 79 | AMSC | 0.07% | $3,178,233 | ▼ -0% |
| 80 | PL | 0.14% | $6,172,360 | ▼ -0% |
| 81 | IMXI | 0.08% | $3,597,665 | ▼ -0% |
| 82 | SRI | 0.11% | $5,096,966 | ▼ -0% |
| 83 | PHR | 0.12% | $5,555,361 | ▼ -0% |
| 84 | CRSR | 0.06% | $2,904,660 | ▼ -0% |
| 85 | FORR | 0.10% | $4,517,497 | ▼ -0% |
| 86 | ANGI | 0.16% | $7,232,667 | ▼ -0% |
| 87 | IIIV | 0.13% | $5,994,338 | ▼ -0% |
| 88 | KNX | 0.04% | $2,165,662 | SOLD |
| 89 | CXT | 0.09% | $4,064,824 | ▼ -0% |
| 90 | SG | 0.03% | $1,772,813 | SOLD |
| 91 | TITN | 0.12% | $5,256,751 | ▼ -0% |
| 92 | SNBR | 0.03% | $1,495,260 | SOLD |
| 93 | AMBA | 0.09% | $3,896,200 | ▼ -0% |
| 94 | ZVIA | 0.04% | $1,885,610 | ▼ -0% |
| 95 | INR | 0.04% | $1,745,873 | ▼ -0% |
| 96 | VOYG | 0.09% | $4,209,742 | ▼ -0% |
| 97 | WY | 0.02% | $885,251 | SOLD |
| 98 | NVTS | 0.01% | $765,320 | SOLD |
| 99 | CHYM | 0.01% | $735,197 | SOLD |
| 100 | ADT | 0.01% | $712,478 | SOLD |
| 101 | MCY | 0.00% | $254,340 | SOLD |
| 102 | CSGP | 0.00% | $200,379 | SOLD |
| 103 | MXCT | 0.00% | $132,181 | SOLD |
| 104 | LBTYA | 0.00% | $114,600 | SOLD |