N-PORT filing recap · March 2020
What did Meridian Contrarian Fund buy in March 2020?
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
$369.62M
Positions
66
Estimated turnover
36.8%
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
PRGOPerrigo Company Plc$10.77Mreported value+224.0K sharesDOCHealthpeak Properties, Inc.$6.49Mreported value+465.6K sharesACHCAcadia Healthcare Company, Inc.$4.84Mreported value+264.0K sharesMHKMohawk Industries, Inc.$4.73Mreported value+62.0K sharesKEXKirby Corporation$3.43Mreported value+79.0K sharesAQUAEvoqua Water Technologies Corp$2.81Mreported value+251.0K sharesONOn Semiconductor Corporation$2.67Mreported value+215.0K sharesAPTVAptiv Plc$1.97Mreported value+40.0K sharesUHALU-Haul Holding Company$1.74Mreported value+6.0K sharesVCTRVictory Capital Holdings, Inc.$817.6Kreported value+50.0K sharesAPAApa Corporation$765.9Kreported value+183.2K sharesPZZAPapa John’s International, Inc.$533.7Kreported value+10.0K sharesKLDIKldiscovery Inc$85.5Kreported value+450.0K shares