N-PORT filing recap · March 2021
What did Meridian Contrarian Fund buy in March 2021?
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
$685.71M
Positions
73
Estimated turnover
32.3%
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
TDSTelephone and Data Systems, Inc.$14.03Mreported value+611.0K sharesJNPRJuniper Networks, Inc.$12.26Mreported value+484.0K sharesDRVNDriven Brands Holdings Inc.$11.15Mreported value+438.5K sharesOLNOlin Corp$10.71Mreported value+282.0K sharesNWNNorthwest Natural Holding Company$10.24Mreported value+189.8K sharesAPAApa CorporationMIXED CORP ACTION$10.04Mreported value+561.0K sharesCGNTCognyte Software Ltd.$6.51Mreported value+234.0K sharesTLISTalis Biomedical Corp$4.89Mreported value+380.8K sharesBSPEBespoke Capital Acquisition Corp$3.41Mreported value+342.0K sharesNGANorthern Genesis Acquisition Corp$2.12Mreported value+130.0K sharesNGABNorthern Genesis Acquisition Corp. II$2.05Mreported value+200.0K sharesACVAAcv Auctions Inc.$1.07Mreported value+30.8K shares