N-PORT filing recap · December 2019
What did Meridian Contrarian Fund buy in December 2019?
Reported stock-position changes between this filing and the previous one. These are Meridian Contrarian Fund's own holdings, not the firm's.
Stock value
$549.31M
Positions
67
Estimated turnover
37.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
New positions
STTState Street Corporation$10.52Mreported value+133.0K sharesAGRAvangrid Inc$8.87Mreported value+173.3K sharesCRNCCerence Inc.$8.13Mreported value+359.3K sharesHUNHuntsman Corporation$6.21Mreported value+257.0K sharesSBNYSignature Bank$6.01Mreported value+44.0K sharesHIHillenbrand Inc$6.00Mreported value+180.0K sharesSRCLStericycle, Inc.$5.55Mreported value+87.0K sharesAGSPlayags Inc$4.05Mreported value+334.0K sharesPLYAPlaya Hotels & Resorts N.v.$3.65Mreported value+434.0K sharesCNOCno Financial Group, Inc.$3.44Mreported value+190.0K sharesAVDAmerican Vanguard Corporation$3.13Mreported value+161.0K sharesALBOAlbireo Pharma Inc$2.18Mreported value+85.8K sharesORTXOrchard Therapeutics Plc$1.65Mreported value+120.0K sharesPVTPivotal Acquisition Corp$270.0Kreported value+450.0K shares