N-PORT filing recap · September 2020
What did Meridian Contrarian Fund buy in September 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
$488.96M
Positions
73
Estimated turnover
53.3%
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
BEPCBrookfield Renewable Corporation$14.27Mreported value+243.5K sharesFHNFirst Horizon Corp$8.02Mreported value+851.0K sharesSTCStewart Information Services Corp$7.13Mreported value+163.0K sharesHBIHanesbrands Inc$6.66Mreported value+423.0K sharesAPGApi Group Corporation$6.05Mreported value+425.0K sharesCHNGChange Healthcare Inc$5.53Mreported value+381.0K sharesWFCWells Fargo & Company/mn$5.48Mreported value+233.0K sharesAXSAxis Capital Holdings Limited$5.06Mreported value+115.0K sharesPENGPenguin Solutions, Inc.$4.65Mreported value+170.0K sharesNTSTNetstreit Corp.$4.57Mreported value+250.0K sharesCLNYColony Capital Inc$3.28Mreported value+1.20M sharesNGANorthern Genesis Acquisition Corp$3.25Mreported value+325.0K sharesAMSCAmerican Superconductor Corporation$3.19Mreported value+220.0K sharesHLHecla Mining Company$2.62Mreported value+515.0K sharesXECCimarex Energy Co$2.29Mreported value+94.0K shares